Services

Branded CRM

Your business. Your brand. Your customers, jobs, invoices, payments, and progress — all in one place.

We build a custom CRM software tailored to how your business actually works — branded with your logo, colors, and identity. Manage everything from one system without the enterprise price tag.

Branded CRM dashboard for a flooring contractor built by CoreX Solutions
The Problem

Sound familiar?

What's Included

What we build for you

Branded for Your Business

Built with your logo, colors, and business identity. Your customers see your brand — not ours.

Customer Database

Every client, every job, every detail. One organized place — no more scrolling phone contacts or notebooks.

Estimate & Invoice System

Branded estimates and invoices sent from your phone in minutes. Tracked from sent to paid.

Job & Progress Tracking

See which jobs are active, scheduled, or complete. Photo storage by client. Notes that stay where you need them.

Payment Tracking

Know what is paid and what is owed without spreadsheets. Every transaction in one view.

Built for Your Trade

Customized for flooring, HVAC, plumbing, electrical, roofing, or whatever you do. Not a one-size-fits-all template.

The Process

How it works

Step 01

We learn your business.

We gather your branding, trade type, service workflow, and any existing client data before we build anything.

Step 02

We build your branded CRM.

Logo, colors, job stages, invoice templates, and customer pipeline — all configured and ready before you touch it.

Step 03

We walk you through it.

Your first customer and first job added together. You see exactly how it works before you go live.

Step 04

You're running.

Every customer, every job, every payment — in one branded system you can pull up from anywhere.

Built For

Who this is for

  • Contractors juggling multiple active jobs at a time
  • Business owners who want software that looks and feels like their brand
  • Anyone who has no idea which customers owe them money right now
  • Trades businesses ready to stop running on memory and sticky notes

Not sure if this is right for you?

Book a free 15-minute review. We'll look at your current setup and tell you honestly if this is what you need — or if something else makes more sense first.

Get Started
Investment

Simple, transparent pricing

Starting at $200

+ Starting at $97/month for CRM access and support

Final price depends on the size of your team, the number of clients to import, and the level of customization. We will give you a clear, all-in quote on our first call.

Get Started
Real Work

Built and branded for your business

A local Atlanta flooring contractor we work with had customer info in his phone, jobs tracked in his head, invoices in Excel, and payments scattered across Zelle and checks.

Now everything lives in one place. Every customer. Every job. Every estimate. Every invoice. Every payment. He runs the business from his phone — even when he is on a job site.

The system is built and branded just for his business — not a one-size-fits-all template.

The work has not changed. Everything around it is easier — and finally looks as professional as the quality he delivers.

Get Started
Contractor managing his branded CRM on a phone at a job site
FAQ

Questions about Branded CRM

Those tools are powerful but expensive and built for big operations. Our CRM is custom-built for solo and small contractors with local support — at a fraction of the cost.
Yes. Everything in your CRM is your data. You can export it anytime.
Most businesses are fully set up within 7 to 14 days. We handle the work — you provide your branding and key business info.
Yes. The CRM is mobile-first. Send invoices, log job progress, and look up customer info from any device.
Your data is exported to you. Nothing held hostage. We earn your business every month or we do not deserve it.

Ready for software built for your business?

Free 15-minute review of your current workflow. No pitch.

(678) 835-8150