Client Relationship Management for Home Improvement Professionals

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

Why Pros Trust Hearth's Client Management Tools

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.

How it works in three simple steps

Quickly add your clients

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

Automatically follow up

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

Track their progress

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

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Give your sales team a competitive edge

  • One easy-to-use app to manage the customer journey from initial interest to final payment

  • Close more jobs with financing options embedded in every quote, contract, and invoice

  • Accelerate payment collection with automated invoices, reminders, and digital payments
clients dashboard and mobile dashboard
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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 and close more deals.

Impress Your Customers

Hearth provides professional, customizable templates to improve your customer experience.

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.

Get Started Today