Clients & CRM leads

The job pressure

Lead lists and job clients diverge — sales never sees the same people as PM.

Homebuilder and Commercial sales

On the job

Lead lists and job clients should not diverge. EstiLumina captures leads with simple statuses, converts a won lead into a client with contacts, and keeps phone, email, and address on that record.

Proposals open from the same people the PM already sees. Search covers clients and leads so sales is not a second CRM.

That keeps mid-market homebuilders and GCs on one contact truth from first call through the job.

How it works

1. 1

   Capture leads with status (new → qualified → won / lost).

2. 2

   Convert a lead into a client with contacts.

3. 3

   Keep phone, email, and address on the client record.

4. 4

   Open proposals from the same client truth.

What you get

• CRM leads with simple pipeline statuses
• Clients + multi-contact directory
• Convert lead → client in one path
• Search across clients and leads
• Ties into proposals on the job

Why teams subscribe

• Lead-to-client conversion keeps one contact record
• Proposals open from the same people PM sees
• Search finds clients and leads in one place

Honest boundaries

• Not a full marketing-automation CRM.
• Not a public lead marketplace.