CRM for renovations

CRM for renovation companies

DGTALIT Portal is a CRM and management portal that we configure for your renovation company: a pipeline from site visit to quote and job, a catalog of work items, suppliers by trade and the building contract. Your team, your clients and your suppliers working connected in the same space.

4.8 ★47 reviews on Google
From €150/monthPlus initial setup, excluding VAT
41 modulesActivate only the ones you need

Do you also want more clients coming in? The WhatsApp assistant is one piece of the DGTALIT Sales System, which also brings in visitors and keeps every contact in your portal.

See the system
What it solves

From first contact to finished job, in one place

Same engine, different configuration: we adapt the pipeline stages, documents, catalog and active modules to the way a renovation job flows.

Pipeline: visit, quote and job

Every enquiry moves through stages and you know where each client stands, without digging through chats or spreadsheets.

  • CRM with clients and contacts
  • Stage-by-stage tracking
  • Tasks and reminders

Quotes from a catalog of work items

Prepare quotes from your own catalog of work items, always in the same format, and keep the photos and measurements from the visit.

  • Your own catalog of work items
  • Photos and measurements from the visit
  • AI visual proposal

Suppliers by trade

Your suppliers organized by trade, with portal access and role-based permissions so they only see what concerns them.

  • Records by trade
  • Purchases from suppliers
  • Access with role-based permissions

Building contract and documents

Contracts, accepted quotes, photos and measurements for every job, kept in its own file instead of scattered across phones.

  • Contracts and documents per job
  • Document templates
  • Projects with milestones and tracking

Invoicing and payments

Invoices, payments and costs for every job, so you know what you have collected, what is outstanding and what each renovation costs you.

  • Invoicing and payments
  • Costs per job
  • Reports and KPIs

Portal for your client

Your client checks the status of their renovation, documents and messages in a private space with your branding.

  • Centralized messaging
  • Shared documents
  • Secure client access
Your complete system

Beyond the CRM: win more jobs and lose none

A CRM works best when clients keep coming in. These are the pieces that complete it.

AI WhatsApp for renovation companies

Orbi answers your WhatsApp enquiries, filters the ones worth a site visit and leaves them ready in your CRM.

See the renovation chatbot

Website and local SEO

A website that converts and a well-maintained Google profile so that people searching for renovations nearby find you.

See local SEO

DGTALIT Sales System

Website, SEO, ads, automatic WhatsApp and CRM for one monthly fee, with the full CRM included.

See the system
Pricing

How much does a CRM for renovation companies cost?

Three plans depending on the size of your team. Each includes an initial setup tailored to your sector.

Basic

€150/month

To start organizing clients, quotes and jobs.

  • Up to 5 users
  • 11 modules
  • Initial setup: €1,500
Request a quote

Complete

€390/month

For companies with a larger team and more processes.

  • Up to 20 users
  • 35 modules
  • Initial setup: €4,500
Request a quote

Prices exclude VAT. You can see how it works in the live demo.

How we get you started

Configured around the way you work

We don’t ask you to change your company: we adapt the portal to the way you operate.

01

Analysis of your operations

We review how you currently manage visits, quotes, jobs and suppliers.

02

Portal configuration

We adjust stages, documents, catalog and active modules to your renovation company.

03

Data and catalog

We prepare your catalog of work items and the starting data so you can begin working.

04

Team training

We teach your team to use the portal in their day-to-day work.

05

Go-live

You start working with the portal, with support from us.

06

Support and evolution

We stay with you: support and improvements as your company grows.

Common questions

Frequently asked questions about CRM for renovation companies

What is a CRM for renovation companies?

It is a tool to manage clients, site visits, quotes, jobs, suppliers and invoicing in one place. DGTALIT Portal is configured for the usual flow of a renovation: visit, quote and job.

How is it different from Odoo or Holded?

Those tools are designed for internal use. DGTALIT Portal gives simultaneous access to your clients and suppliers too, with role-based permissions.

How much does it cost?

There are three plans: €150/month (up to 5 users, 11 modules), €250/month (up to 10 users, 22 modules) or €390/month (up to 20 users, 35 modules), plus an initial setup of €1,500, €3,000 or €4,500 respectively. Prices exclude VAT.

Can I see how it works before deciding?

Yes. You can see the live demo at portal.dgtalit.com/demo and, if you like, we will show you how it would be configured for your renovation company.

Do I have to change the way I work?

No. We configure the portal around your operations: the pipeline stages, document types, catalog and active modules change. The foundation is the same.

Can my clients and suppliers log in?

Yes. The portal gives access to your clients and suppliers too, each with the permissions of their role, so they only see what concerns them.

Does it connect to WhatsApp and other tools?

We connect the portal to the tools you already use, such as WhatsApp, calendar or email. If you want an assistant that answers WhatsApp enquiries, you can combine it with Orbi.

Request a demo for your renovation company

We show you how the portal would look with your catalog, your stages and your suppliers, with no commitment.

Discover the DGTALIT Portal, the list of modules, the WhatsApp chatbot for renovation companies and custom software development.