Client relationship management for home improvement professionals

Hearth provides effortless customer communication and automated follow-ups to improve your customers’ experience.

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Woman looking at Hearth phone app smiling

Our client management tool in 3 simple steps

  • 1

    Quickly add your clients

    We make it easy for you to add clients or import a list via a CSV.
  • 2

    Automatically follow up

    Send your clients digital quotes, contracts, invoices, and financing forms, and Hearth will follow up with automated reminders.
  • 3

    Track their progress

    Instantly see where a customer is in their sales journey, whether they have viewed or completed digital paperwork, and suggested next steps.
Hearth invoice example on iPhone

Speed up your sales process

Hearth is fully integrated to help you speed up your sales process. Start a lead on their journey by sending them a digital quote.

When they approve the quote, you can automatically convert it to a contract and schedule an invoice to send once they sign the contract to request a deposit.

Embed financing options every step of the way to offer your customers monthly payment options.

Provide a better customer experience

Hearth provides professional, customizable templates to impress your customers.

We will automatically follow up with your clients to ensure they view and complete their digital documents.

Your customers can then approve quotes, sign contracts, pay invoices, and pre-qualify for financing offers all from the convenience of their mobile device.

How Hearth's client management tools work for you


Professional digital templates


Automated follow-ups


Integrated tools to speed up the sales process


Simple customer progress tracking


Suggested actions and next steps


Easy digital experience = happier clients

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