CRM-CLient Relationship Management

A CRM built into your ERP — not bolted on.

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Most contractors track clients across spreadsheets, email inboxes, and someone's memory. YourPM's built-in CRM puts every client, contact, and conversation in one hub — connected to the same system that runs your estimates, projects, service, and invoicing. No separate CRM subscription, no re-entering the same customer five times.

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Client Profiles

​                   Every client's full history in one view — projects, estimates, service tickets, inspections, and invoices.

​Active clients and prospects together, so your pipeline and your book of business live in one place.​

Import your existing client list by CSV and be up and running in minutes.

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Role-based contacts

Multiple contacts per client, each tagged by role — owner, facilities, accounts payable, site contact.

The right person gets the right communication, automatically.​

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Interactions & follow-ups

Log every call, email, and meeting against the client record.

Set follow-up reminders so no lead, renewal, or callback slips through the cracks.

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Two-way email, captured automatically

Send email to clients from YourPM and capture their replies back onto the same record.

The full conversation history stays attached to the client — nothing buried in a personal inbox.

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Service & inspection schedules

Track last serviced, last inspection, and next-due dates for every client.

Recurring inspection schedules so annual ITM work never falls off the calendar.

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 Because it's part of the YourPM ERP, your CRM isn't an island — the moment you win a bid, that client flows straight into projects, service, and accounting. One record, one source of truth, from first contact to final invoice.