The core of successful business
Give your team access to the information they need, no matter where they are located.
Job Boards
Customize workflow views in CoreBridge to match how you operate. Sort and filter to find the information that is most important. Allow global access or restrict viewing rights.
CRM
Manage sales opportunities throughout the pipeline and track all communications with prospects and customers. Calls, meetings and tasks fully integrate with your web calendar.
Automation
Trigger actions based on system events (like design approvals), calendar events (such as sending monthly statements) or time-based events (great for reminders and follow up).
Other features
Estimating
Enter, edit and view an order from the same screen.
Dashboards
Drag and drop widgets to view the information that’s important to you. There’s more: click each widget to view more details.
Time Clock
Employees can clock on to one or more jobs at a time for job time tracking.
Alerts
Receive alerts within CoreBridge, your email or via text. Customize the action and message of each alert to be as detailed as you need.
Search and exports
The global search bar (viewable from any screen) can be used to search for orders, estimates, phone numbers, contacts—anything.
Invoicing
Automatically send invoices and follow-up notices until payment is received. Set payment terms based on specific rules for estimates and orders.
Put CoreBridge at the
center of your business
Whatever your goal might be—increasing sales, streamlining workflow, improving customer communication—a dedicated management system in your business can help you achieve it.