Everything from first call to signed contract
Precon Manager connects your CRM, proposals, contracts, and client communication in one place, so you spend less time on admin and more time growing your business.
Get started freeAI-generated bids from sales transcripts
Full client activity history in one timeline
Gmail & Outlook sync, automatic logging
Product catalog powers every proposal automatically
From first call to signed contract in minutes
Know your clients, never miss a follow-up
A CRM built around the way service businesses actually work. Every contact is linked to an account, every interaction is logged, and nothing falls through the cracks.
- Contacts and accounts with full relationship history
- Log calls, emails, SMS, and meetings in one timeline
- See every touchpoint at a glance, without digging through inboxes
- Search and filter across your entire client base
Your inbox, connected to your CRM
Connect Gmail or Outlook and every email you send or receive with a client is automatically logged as an activity. No manual entry, no missed context.
- Gmail and Outlook OAuth. Connects in seconds.
- Sent emails auto-create contacts for new recipients
- Full email threads viewable inside the CRM
- Inbound and outbound sync with configurable scope
Bid in under a minute from a sales call
Upload or paste a sales call transcript and Precon Manager's AI reads it, extracts what the client needs, and generates a fully itemized bid matched to your product catalog.
- AI extracts deliverables and requirements from the transcript
- Automatically matches to your products and packages
- Editable before sending. You stay in control.
- No more starting proposals from a blank page
From approved bid to signed contract in one click
Turn any accepted bid into a professional service contract instantly. AI drafts it using your bid details and your templates handle the legal boilerplate.
- AI generates contract language from bid line items
- Reusable templates with dynamic placeholders that auto-fill
- Download polished contracts as PDF
- Send directly to clients from Precon Manager
Build your catalog once, use it everywhere
Define your services and packages once. Precon Manager's AI references your catalog when building bids, so every proposal is accurate and consistent with no copy-pasting.
- Products with flexible billing types: one-time, recurring, hourly, milestone
- Bundles and packages with optional custom pricing
- Used automatically in AI bid generation
- Shared across your whole team
Clients sign without creating an account
Send clients a magic link and they can view their bid, accept or decline, and track contract status — all without logging in or creating an account.
- Magic link access — no password, no friction
- Clients view itemized bids grouped by billing type
- Accept or decline bids directly from the portal
- Contract status visible in the portal
Connect the tools you already use
Precon Manager plugs into Gmail and Outlook so everything stays in sync without manual data entry.
- Gmail & Outlook — emails auto-log as CRM activities
- New integrations added regularly