CRM Module.
One pipeline from marketing to signed contract, with tags, stages, and follow-up on the record. $500/month, unlimited seats.
Free discovery visit. Month to month. No setup fee.
The CRM Module is one pipeline from marketing to signed contract, with tags, stages, and follow-up on the record, for builders and developers on Yglu.
Web form to signed contract
Every lead in one board, from the first form submission through the signed proposal. Nothing sits in a separate CRM your team forgets to open.
Sorted the way you sell
Stages match how you actually move a lead, discovery, feasibility, proposal, contract, with tags for source, budget band, and fit.
Tasks on the record
Reminders and next steps sit on the lead, not in a personal calendar. When someone leaves, the pipeline still runs.
Notes, files, and messages together
Every note, email, file, and phone call lives on the lead. Six months in, you can see exactly what was said and when.
Flows into the Construction module on signature
When a lead signs, it becomes a project. The name, the history, and the files come with it. No retyping.
Straight answers on the CRM Module.
- It becomes a project in the Construction module. The name, history, and files follow it, so nothing gets retyped.
- Yes, by stage, source, tag, or date. Every field is on the record and searchable.
- For most builders on Yglu, yes. The pipeline, tasks, and history live in the same system as the build, so there is no seat to pay for elsewhere.
See if your firm is a fit.
Apply for an install. It starts with a free on site visit, no pressure and no obligation.
Free discovery visit. Month to month. No setup fee.