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What is Lead2Project?

Lead2Project is an all-encompassing platform tailored for contractors and service-driven businesses, prioritizing field operations and job management. It streamlines the entire workflow from acquiring leads to completing jobs within a single, integrated system. Clients can submit job requests with accompanying images, allowing teams to quickly understand the project's scope and react swiftly. Users can efficiently manage scheduling, create personalized quotes, track job progress, and automate payment follow-ups, all from a single, user-friendly dashboard. Unlike traditional software that requires sales calls or onboarding sessions, Lead2Project provides instant access to a versatile dashboard where users can modify workflows and engage with the system in real time. This innovative platform removes the reliance on spreadsheets, manual tracking, and disconnected tools, providing a consolidated operational system designed for efficiency, clarity, and effective execution. Specifically crafted for the construction industry, home services, and field teams, Lead2Project helps businesses reduce administrative burdens, improve response times, and seamlessly close more jobs. Its user-friendly interface and powerful features make the platform an essential tool for any service-oriented organization. Additionally, Lead2Project fosters improved collaboration among team members, ensuring that everyone is aligned and informed throughout each project.

What is Exterio?

Exterio serves as an all-encompassing platform tailored for roofing CRM and project management, designed to improve communication among exterior contractors, hasten job estimates, efficiently manage leads, and secure additional projects across various domains including roofing, siding, windows, gutters, decks, maintenance, and other exterior tasks. Formerly branded as Roof Chief, Exterio distinguishes itself through its AI-powered CRM that enhances sales productivity while ensuring seamless operational and production workflows. By utilizing intelligent automations, the platform empowers contractors to streamline their processes, enhance follow-up efforts through connected communication tools, and provide a refined purchasing experience with digital sales proposals, all within a user-friendly interface capable of managing comprehensive business operations. Each interaction, ranging from leads and calls to texts, emails, and project management, is consolidated from the first point of contact to the final signed agreement, incorporating automated text and email sequences, reminders, customized workflows, task assignments, pipeline oversight, contact management, customer portals, and a thorough communication log linked to every project. This integrated methodology not only boosts productivity but also fosters a more systematic and efficient approach to overseeing exterior contracting tasks, ultimately leading to greater client satisfaction and project success. By consistently refining its features, Exterio aims to stay ahead in the competitive landscape of exterior contracting solutions.

Media

Media

Integrations Supported

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

Integrations Supported

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$49.99/month
Free Version
Free Trial Offered?

Pricing Information

$199 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lead2Project

Date Founded

2026

Company Location

United States

Company Website

lead2project.com

Company Facts

Organization Name

Exterio

Date Founded

2013

Company Location

United States

Company Website

www.getexterio.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Categories and Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

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