Sound familiar?
A season isn't a single sale
Weekly mowing, seasonal cleanups, and an irrigation start-up all live on one customer. Most CRMs want one deal with one price and close date.
Properties and contacts drift apart
The property manager changes, the HOA board rotates, and the gate code lives in someone's phone. The history of the property gets lost.
Billing is a monthly scramble
Some clients pay per visit, some pay a flat monthly amount, and enhancements get added mid-season. Reconciling it by hand eats a day every month.
How Coeffection fits
One CRM you shape to the way you actually work.
Maintenance contracts and installs on one quote
Sell a recurring maintenance plan next to one-time install or enhancement work, priced the way you price it, and see recurring revenue for the season at a glance.
Properties as real records
Track each property with its own contacts, notes, photos, and history, linked to the account that pays. When the manager changes, the property's history stays put.
Invoices that match the contract
Signed work flows into QuickBooks or NetSuite as an invoice, so the amount billed is the amount the client signed. No retyping.
A pipeline for bids and renewals
Track commercial bids, walk-throughs, and renewals in stages that match how you sell, with follow-up tasks due before contracts come up for renewal.
See it in action
Your work, set up the way you already run it.
Real screens from Coeffection, set up for a business like yours. The company and customers are made up; the product is not.
Swipe to see the whole screen.
Swipe to see the whole screen.
Integrations
Works with the tools you already use.
Season contracts become invoices
Text clients from the property record
- Google Calendar
Walk-throughs on your calendar
Season contracts signed online
Frequently asked
Does Coeffection do crew routing or scheduling?
No. Coeffection is the CRM and quote-to-invoice side: properties, bids, contracts, approvals, and invoicing. Many teams keep their scheduling tool and use Coeffection for selling and billing.
Can I quote a season of recurring maintenance?
Yes. Products can be one-time, monthly, or annual, so a single quote can carry a maintenance plan plus one-time install or enhancement work.
Can I track multiple properties for one client?
Yes. Properties are their own records linked to the client account, each with its own contacts, files, and history.
Does it connect to QuickBooks?
Yes. Coeffection connects to QuickBooks Online and NetSuite, and signed quotes become invoices there.