Industry Verticals
Estimates & follow-ups
Estimates & follow-ups — part of General Contracting.
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Part of General Contracting
Estimates & follow-ups lives inside SerapisERP General Contracting. Pipeline from bid to win with CRM follow-ups and calling.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle General Contracting on for orgs that need it — leave it off for everyone else.
Because estimates & follow-ups sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Estimates & follow-ups
Pipeline from bid to win with CRM follow-ups and calling.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through General Contracting permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Estimates & follow-ups sold separately?
No. Estimates & follow-ups is part of General Contracting. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Estimates & follow-ups?
Enable General Contracting for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Estimates & follow-ups share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.