Before you start
You must have an active account with both CompanyCam and SalesPro in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
What is SalesPro?
SalesPro lets you do all your contracts and bids digitally. That means you can say goodbye to the printer and fax machine when you're estimating, financing, and invoicing. And now that we can integrate with them! You can add CompanyCam photos to proposals, contracts, and customer communication to make sure clients understand the scope of work before you start, as it's being done, and long after it's complete.
SalesPro is a sales solution for contractors in many fields. Contractors use SalesPro
to help homeowners make decisions. SalesPro is transforming the home improvement industry as the first-ever end-to-end contractor sales software application, digitizing every stage of the in-home sales process, including estimating, financing, contracting, and real-time communication. Created by seasoned home improvement professionals, the SalesPro application helps businesses eliminate errors and increase efficiency by simplifying and automating the day-to-day sales process.
How it works
This integration allows you to insert CompanyCam photos for an Estimate, Proposal, or Contract in SalesPro.
Select Add New +.
Choose CompanyCam.
Search for the Project with the photos you need.
Select the Photos you want to bring into SalesPro and choose Done. You can select edited photos that have already been marked up.
You can edit photos in SalesPro as you build your document if there is something you'd like to highlight.
Photos will be imported into that SalesPro document and will be viewable as an entire page.
Setup
Please refer to these setup instructions.
If you need support with this integration, reach out to [email protected]. You can also call 844-370-LEAP (Option 2)
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!