Easy, Customizable, All-In-One CRM Software
CREATED BY FENCE CONTRACTORS FOR FENCE CONTRACTORS
WORKFLOW
MANAGEMENT
INSTANT FENCE
ESTIMATOR
FULLY CUSTOMIZABLE SOFTWARE
Tired of relying on loose notes and multiple programs to manage your business?
Elite Technique was created to make all aspects of managing clients, contracts, and price estimation as easy and efficient as possible. Our all-in-one fence company management software integrates with QuickBooks to give you a full, comprehensive view of your business in one program. Elite Technique’s software keeps your finger on the pulse of your business to make management easy.
01
Gather Lead Information
Easily view and organize all aspects of clients in one place, like jobsite addresses, contact information, priority status, and expected revenue. Using Elite Technique can also streamline your client follow-up process with automatically generated email templates, which saves time and ensures consistent messaging.
02
Schedule Appointment
With Elite Technique’s calendar feature, scheduling appointments has never been simpler. All of the client information will automatically feed into the calendar, giving your team dynamic access to contact information, notes, and directions to the job-site in one place. You can also set reminders for your team or add tags to organize types of appointments.
READY TO TRY THE ELITE TECHNIQUE?
03
Create Your Proposal Plan
With Elite Technique’s software, you can easily create fence estimates by drawing on the map of the actual location. Just choose your fence material, draw your fence and gate design around the property, and Elite Technique will automatically provide the quote, list of materials, adjust your inventory, and more. You can also customize the blueprint for your team by adding extra details like property markers, utilities, and even which is the “finished” side of the fence.
04
Closing The Sale With Ease
Elite Technique features a client log-in portal designed to streamline the closing process. Your customers can create their own log-in, enabling your team to receive electronic signatures, approvals, messages, and even payments instantly and all in one place.
SOFTWARE FEATURES
- FULL CRM & WORKFLOW
- CONTACT MANAGEMENT
- IN-PRODUCT MESSAGING
- CUSTOMER LOG IN PORTAL
- DRAWING ESTIMATOR TOOL
- BILL OF MATERIALS
- LABOR PRICING CAPABILITIES
- MATERIAL TAKE OFF
- INTEGRATE WITH QUICKBOOKS
- DEPARTMENT REPORTS
- HR & EMPLOYEE MANAGEMENT
- PHOTO & VIDEO STORAGE
- INVOICING
- EMAIL MARKETING
- VENDOR MANAGEMENT
- REQUESTS FOR QUOTATION
AS FEATURED ON
About Elite Technique
Hear from Matthew Chiaradonna, the owner of J.C. Fence Company and creator of Elite Technique walk through the software and answer questions from Nathan Downs on the Protecting Your Radius Podcast and Dan Wheeler on The Fence Industry Podcast.
