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What is Materio?

Stop digging through your email; instead, use a comprehensive tool that provides instant access to updated plans, selections, statuses, and budgets, all in one convenient platform that aggregates vital project details. This solution enhances communication with both clients and teammates, making it simple to share information. With Materio, you can create reminders for clients, oversee financial aspects, and generate progress reports, which helps keep your clients well-informed and confident about every component of the project. Materio also clarifies project developments for your clients, allowing you to dedicate more time to other responsibilities. By making decisions early on and leveraging deadlines and reminders, you can ensure a seamless workflow. This tool makes transforming inquiries into actionable solutions straightforward, perfect for those who dislike navigating complicated software. Clients can understand even the most intricate projects through our intuitive interface. Collaborate with your clients to assess various possibilities and then solidify agreements by obtaining their consent, all while ensuring they remain within budgetary limits. Additionally, Materio enables you to monitor project advancement without the stress of manual tracking, guaranteeing that every detail is efficiently observed and managed. Ultimately, this all-in-one platform not only enhances productivity but also fosters stronger relationships with clients, making project management a more enjoyable experience.

What is Evolved Metrics CRM?

The available options in the market were not just costly but also complicated in ways that did not meet the actual requirements of the organization. Moreover, the typical implementation of a CRM system often necessitated the involvement of an external consultant, complicating the user experience further. Key features should include the ability to emphasize important messages from both prospective and current clients, along with a powerful search capability for quick access to past communications. Integrating a calendar is essential for offering a full view of upcoming meetings and sales activities. It’s crucial to have access to the most pertinent data and insights required for executing tasks effectively. Reporting should clarify rather than confuse, as our goal is to present sales metrics in a way that is not only transparent but also promotes actionable strategies and inspires innovative thinking. With a simple overview, users can easily track their latest interactions with clients and arrange follow-ups to sustain strong connections. Additionally, when a new staff member is assigned to manage an account, transferring all historical communications and activities can be executed seamlessly, ensuring continuity and client satisfaction. It is imperative that communication tools are user-friendly and clear to support a thriving work environment, as this ultimately enhances overall productivity. By prioritizing these aspects, organizations can cultivate a culture of effective communication and collaboration.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$95 per month
Free Trial Offered?

Pricing Information

$25 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Materio

Company Location

United States

Company Website

www.materio.co

Company Facts

Organization Name

Evolved Metrics

Date Founded

2015

Company Location

Canada

Company Website

evolvedmetrics.com/crm/

Categories and Features

Construction Bid Management

Cost Database
File Sharing
Proposal Management
Quotes / Estimates
Takeoff
Version Control

Construction Estimating

Bid Management
Cost Database
Customer Management
Job Costing
Project Management
Scheduling
Takeoff

Construction Management

Budget Tracking/Job Costing
Estimating
Mobile Access
Residential

Construction Scheduling

Bid Management
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar

Home Builder

Bid Management
Job Costing
Job Scheduling
Quotes / Estimates

Job Costing

Budgeting & Forecasting
Cost-to-Completion Tracking
Time Tracking

Project Management

Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Time & Expense Tracking

Remodeling Estimating

Not specified

Residential Construction Estimating

Bid Management
Customer Management
Project Management
Scheduling
Takeoff

Categories and Features

Construction CRM

Not specified

CRM

Not specified

Home Builder

Not specified

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