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.

CRM

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

view an order from the same screen.

Estimating

Enter, edit and view an order from the same screen.
Drag and drop widgets to view the information

Dashboards

Drag and drop widgets to view the information that’s important to you. There’s more: click each widget to view more details.
Employees can clock on to one or more jobs at a time for job time tracking.

Time Clock

Employees can clock on to one or more jobs at a time for job time tracking.
Receive alerts within CoreBridge, your email or via text

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 for orders, estimates, phone numbers, contacts

Search and exports

The global search bar (viewable from any screen) can be used to search for orders, estimates, phone numbers, contacts—anything.
Automatically send invoices and follow-up notices until payment is received

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.

Schedule a demo