Design then build, mapped onto one pipeline.
Design build firms already think in phased engagements. Yglu's pipeline gates and homeowner portal map cleanly onto how you sell and how you deliver, so the tool follows your model instead of forcing a new one.
Yglu maps to how you already run it.
The install starts with a visit, so the system takes the shape of your work instead of asking you to take the shape of the software.
The pieces of your business, in one system.
Discovery, design agreement, build contract
The gates you already move a client through are the gates in the pipeline. Each transition is a clear moment in the system, tied to the record on the job.
The client watches design come together
Renderings, selections, and revisions live on the portal during design. The client sees the same iterations your team is working from, so approvals are on the record.
The same tool carries into construction
When the design agreement becomes a build contract, the same portal shifts to schedule, budget, and progress. The client is not handed a new tool halfway through the relationship.
Design fees, build draws, one place
The money on both sides of the phase gate lives in the same system. Design fees, retainers, and construction draws are tracked against the same client record, no reconciliation.
What is different for you, specifically.
- 2 phases
- The client experiences one tool from first design meeting through final punch. There is no handoff from a design tool to a build tool.
- 1 record
- Every dollar on the client, from the design retainer to the final draw, hits the same job in the same system.
- Zero
- One platform stands in for the design collaboration tool, the CRM, the PM subscription, and the website that started the relationship.
See if your firm is a fit.
Apply for an install. It starts with a free on site visit, no pressure and no obligation.
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