Start with the lead.
Capture the customer, property and opportunity. Book a visit when you’re ready.
Keep opportunities movingBUILT BY CONSTRUCTION SPECIALISTS. FOR CONSTRUCTION PEOPLE.
Your whole business.
One connected CRM.
From the first lead to the final payment. Bring your proposals, people, conversations and job numbers together—and give your clients and subcontractors a better way to work with you.
THIS IS THE PRODUCT. NOT A DRAWING OF IT.
Click around. Make yourself at home.
20 fictional customers. Projects, appointments and both portals.
Nothing saved, sent or charged.
Open full demo No login required · Opens in a new tab
Use the sidebar to explore customers, messages, estimates, financials and more.
READ ONLYSame CRM components and layouts. Fictional company. NaiBuild colors.
Want more room to explore?
Open full demo Open the full-size demo and try the CRM, client portal and subcontractor portal.
NOT JUST ONE TRADE.
THE WHOLE BUILD.
General contractingRemodelingRoofing & exteriorsSpecialty trades
01 / LESS DISCONNECTED WORK
The next step shouldn’t
be a guessing game.
When the proposal, the schedule and the numbers live in different places, the details get lost. NaiBuild keeps them connected to the customer, property and job.
Make the work clear.
Build proposals, share a client portal and keep change-request conversations together.
Present your proposalKnow where you stand.
Follow the job through scheduling, costs, customer payments and the final go-back.
See the job’s numbers02 / THE TOOLS BEHIND THE WORK
One place.
The whole job.
Practical features for what actually happens in construction—not just what happens before the sale.
A lead is more than a name.
Connect customers, properties and opportunities. Keep separate contracts and jobs at the same address without losing the relationship.
- Customer and property profiles
- Opportunity workflows and follow-up
- Multiple jobs at one property
Proposals that work like you do.
Create separate options, duplicate an estimate, or exclude a line item without losing it. Keep your scope, price and payment terms together.
- Multiple proposals per opportunity
- Margin-based pricing and line items
- Client-facing discounts and special notes
See the day before you book it.
Check a rep’s appointments and addresses, schedule standalone visits and follow job milestones through completion.
- Rep availability and appointment details
- Searchable customers and properties
- Workflow and go-back tracking
Keep the conversation with the job.
Review project communications and reply inside proposal change requests. Your team can see what was asked and what was answered.
- Threaded proposal change requests
- Private notes and client-facing replies
- Send email, SMS and WhatsApp from the CRM*
The numbers, without the hunt.
Open one job’s financial profile to review its contract, change orders, expenses, customer receipts and remaining balance.
- Estimated, committed and paid costs
- Fixed-value or percentage discounts
- Payment dates, methods and references
- Sales commissions and job profitability
A better client handoff.
Give your customer a project-specific portal with the proposal, shared documents, selected photos and a place to respond.
- Proposal acceptance and change requests
- Payment schedules and project notes
- Selected CompanyCam photos*
*External services require a company’s own account, connection and any applicable provider permissions. Trial integrations are not automatically activated.
JOB-0001 / FINANCIAL PROFILE
Every dollar has a place.
- Main contract
- $48,000.00
- Approved change orders
- +$2,500.00
- Discount 5% of main contract only
- −$2,400.00
- Adjusted contract
- $48,100.00
Customer payment recordedSep 15 · Check · Reference 1028
$15,000Customer balance due$33,100.00
FICTIONAL EXAMPLE · PAYMENT RECORDING, NOT PAYMENT PROCESSING
MORE CLARITY. FEWER SURPRISES.
A contract total
isn’t the
whole story.
A job changes. Your numbers should keep up. See the original contract, approved changes, discounts, what the customer has paid and what the work is costing you.
- Keep payment records attached to the right job.
- Apply a discount to the main contract, change orders or whole job.
- Compare planned costs with actual job profitability.
TWO PORTALS. ONE CONNECTED PROJECT.
A better experience.
On every side of the job.
Your team runs the work in the CRM. Your clients and subcontractors get their own project-specific links, with the information meant for them.
Keep your customer
in the loop.
The proposal, the payments and the conversation—in a clear page built for your client.
- Review scope, line items and shared documents
- Accept, decline or request a proposal change
- See payment terms, recorded payments and balance
- Keep change requests and replies together
- Browse the project photos you choose to share
Clear scope.
Fewer crossed wires.
A focused page for each field partner, without handing over the whole CRM.
- Review their assigned work and agreed price
- Accept or decline the assignment
- See the job address and selected project files
- Share updates, questions and work photos
- Keep the assignment conversation on the job
04 / CONSTRUCTION IS MORE THAN ONE TRADE
Built for your
kind of building.
Different scopes. Different crews. The same need to stay organized from the first conversation to the last punch-list item.
ONE JOB. MANY MOVING PARTS.See the big picture.
See the big picture.
Keep the small details.
Bring proposals, change orders, schedules, subcontractor assignments and financial records back to the same job—so the office and the field have a shared starting point.
CONNECTED, ON YOUR TERMS
Bring your everyday
tools into the picture.
- Google Calendar
- Gmail
- CompanyCam
- SMS & WhatsApp
- Stripe payments
- Google Local Services
Connect email, scheduling, project photos, messaging and payments with your company’s provider accounts. Google Local Services requires Google Ads API authorization and advertiser access. Provider subscriptions, approvals and messaging consent may apply. No live connections or sending operate in this walkthrough.
THE REASON WE’RE BUILDING NAIBUILD
Made by
construction people.
For construction
people.
Because running the business is a job of its own.
Start with the real work.
An extra scope. A second contract at the same address. A client changing their mind. The workflow should have room for how construction actually happens.
Your company gets its own space.
Your branding, your team permissions and separate company data. A shared software foundation doesn’t mean a shared customer list.
Keep getting better at the details.
We’re building around practical contractor feedback, with a focus on the small moments that make a workday easier.
A FEW THINGS WORTH KNOWING
Good questions.
Straight answers.
Have something specific in mind?
Talk to us
Is NaiBuild only for roofing companies?
No. NaiBuild is construction CRM and job-management software for general contractors, remodeling companies, roofing and exterior contractors, and specialty trades. Its core workflow connects customers, proposals, jobs, schedules and financial records.
Can I create more than one proposal or job for a customer?
Yes. You can create multiple proposals for one opportunity and duplicate a proposal to prepare a separate option. You can also keep multiple jobs at the same property, with their own contracts and financial records.
What can my client see in the portal?
The client sees the proposal and project content you choose to share, such as documents, selected photos, payment schedules and public replies. They can accept an eligible proposal or request changes. Internal costs, margins and private notes are not part of the client view.
Does each company have its own workspace?
Yes. NaiBuild uses a shared software foundation with separate company data, branding and access permissions. A sample demo is different from a dedicated company workspace; we’ll confirm the right environment before your test run.
Are email, texting and photo tools connected automatically?
No. External integrations need your company’s own provider accounts, permissions and configuration. Some require separate subscriptions or messaging consent. Sample and trial workspaces do not send real emails or texts by default.
How do I try NaiBuild?
Request a walkthrough so we can show you the current product and arrange access. Trial access is administrator-managed, not instant public signup. Your test environment and trial dates are confirmed during setup.
LET’S LOOK AT YOUR NEXT CHAPTER
More building.
Less busywork.
See how NaiBuild can fit the way your company works.