GiddyUp CRM Software

GiddyUp is a web-based customer relationship management (CRM) and estimating system for specialty contractors. It is designed for small contractors that have two to five employees and take on less than $1 million in projects each year. We think it's a strong fit for both commerical and residential plumbers, residential remodelers, roofing and siding contractors, and other specialty contractors.

The main applications in GiddyUp include pipeline management, contact management, appointment scheduling, payment scheduling, and email management. It allows contractors to manage and streamline the pre-construction process. For example, they can view opportunities from the pipeline management screen, create an estimate using using information from the cost database, send out an email campaign and then schedule appointments with customers.

GiddyUp is a web-based system that can be paid for on a monthly basis. This makes it an attractive option for small companies that want to get up and running without large upfront costs.



Opportunity and Job Pipeline

Opportunity and Job Pipeline

 
Point & Click Quote Formatting

Point & Click Quote Formatting

 
Point & Click Estimating

Point & Click Estimating

JOb Templates for Easy Estimating

JOb Templates for Easy Estimating

 
Payment Scheduling & Invoicing

Payment Scheduling & Invoicing

 
Totals Review & Analysis

Totals Review & Analysis

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