Every tool your painting
business needs. In one place.
From the first lead to the last coat of paint — SnapCoat CRM replaces your spreadsheets, sticky notes, and patchwork of apps with one AI-powered platform built specifically for painting contractors.
Sales & CRM
From first contact to signed contract — manage your entire sales process visually.
Painting contractors lose 40% of leads because follow-ups fall through the cracks. Spreadsheets and whiteboards can't track deal values, aging, or salesperson performance.
A visual pipeline with 6 stages, automatic lead aging indicators, per-salesperson metrics, GPS-tracked appointments, AI-suggested scheduling, and one-click proposal creation.
Visual Sales Pipeline
Visual pipeline with 6 stages: New Lead → Appointment Scheduled → Proposal In-Draft → Proposal Sent → Job Sold → Rejected.
- Drag-and-drop lead cards between stages
- Track deal values and close dates per stage
- Lead aging indicators: 🔥 Hot, 🌡️ Warm, ❄️ Cold, 🥶 Freezing
- Filter by salesperson, lead source, deal value, or date range
- Monthly goal tracker with progress bar
- Automation pause/resume per lead
Smart Appointments
AI-optimized scheduling with GPS tracking, route optimization, prequalification questions, and Google Calendar sync.
- AI route optimization based on zip code proximity
- GPS-tracked visits with arrival punctuality metrics
- Non-sales appointment types (color consultations, site visits, touch-ups)
- Configurable business hours, buffer time, and default duration
- Prequalification questions with override codes
- Two-way Google Calendar sync (personal + company)
- Interactive map view with live salesperson locations
New Lead
2$20,800
The Johnsons
Sunny Side Cafe
Appointment
2$38,100
Green Thumb Gardens
Blue Moon Restaurant
Proposal
2$28,300
Cosmic Coffee House
The Hendersons
Sold
2$34,100
Vintage Finds Boutique
The Martinez Family
This Week's Appointments
Customer Database
Full CRM with health scores, engagement tracking, and import/export.
- Health scores (0-100) with risk indicators
- Import/export customers via CSV
- Filter by city, state, lead source
- Communication history across email, SMS, and calls
Lead Manager
Grid, Table, and Pipeline views with advanced filtering and bulk actions.
- Hot/Warm/Cold lead scoring
- Bulk-assign leads to salespeople
- Communication History tab with delivery stats
- Lost Lead Analytics with disqualification trends
Lead Capture Forms
Customizable lead forms with tracked links, Google Places autocomplete, and Smart Form mode.
- Tracked links for lead source attribution
- Email + SMS confirmation notifications
- Custom fields beyond the 4 required fields
- Smart Form: multi-step with pre-qualification and territory routing
Proposals & Estimating
Room-by-room proposals with production rate pricing, e-signatures, and change orders — in minutes, not hours.
Generic CRMs force painters to build proposals in separate tools. Estimating takes hours. Customers don't sign because proposals look unprofessional. Change orders get lost.
A 6-step Proposal Builder with 8 preset room types, 14+ surface configurations, production rate-based pricing, custom packages (Good/Better/Best), digital e-signatures, and tracked change orders.
6-Step Proposal Builder
Customer → Project Type → Template → Rooms & Surfaces → Summary → Send.
- 8 preset room types with auto-fill dimensions
- Interior, Exterior, and Kitchen Cabinet projects
- Room-by-room estimating with measurements
- Production rate-based pricing
- Custom line items and packages (Good/Better/Best)
- Attach AI color renderings directly to proposals
- Split commission between two salespeople
Digital E-Signatures
Customers accept, sign, and pay from a single secure link.
- Token-based secure proposal links
- Green "Approve & Pay" sticky button on proposals
- Terms acceptance → Signature → Payment flow
- View tracking (know when customers open proposals)
- Resend, send to different email, or reassign commission
- Full change history audit trail
Change Orders
Track scope changes after the original proposal is signed.
- Create change orders from any accepted proposal
- Track status: Draft → Pending → Approved → Rejected
- Positive or negative amounts (credits)
- Approved COs automatically update project value
- Separate Sales COs and Project COs
Proposal Breakdown
Tropical Paradise Living Room
Cozy Kitchen
Customer E-Signature Portal
Good Package
Better Package
Best Package
Change Order System
Proposal Templates
Reusable templates by project type for instant proposal creation.
- Templates for Interior, Exterior, and Cabinet Refinishing
- Pre-filled rooms, surfaces, and pricing
- Hero banner customization (200-500px height)
- Unlimited templates per project type
Line Item Templates
Pre-defined services, products, and discounts for quick proposal building.
- Organized by project type
- Service, material, and discount types
- Customer-friendly descriptions on proposals
- Works alongside proposal templates
AI & Automation
AI that actually works — color rendering, sales agents, automated follow-ups, and real-time business insights.
Painting contractors waste hours on repetitive follow-ups. Customers can't visualize colors. Leads go cold because no one responded fast enough. Business metrics are buried in spreadsheets.
An AI Sales Agent that nurtures leads via SMS, AI color rendering that helps customers see the finished product, automated email and SMS sequences, and real-time business insights through Snap AI chat.
AI Sales Agent (Snap AI)
AI-powered lead nurturing with natural conversational SMS, qualification questions, and automatic appointment booking.
- Automated SMS lead follow-up
- Natural conversational exchanges
- Qualifies leads through intelligent questions
- Books appointments when leads are ready
- Real-time business insights via chat
- Syncs metrics every 10 minutes
AI Color Visualization
Upload a customer's home photo and apply paint colors with AI. Compare options and share directly.
- Upload exterior or interior photos
- Apply any paint color with AI
- Compare multiple color options side-by-side
- Share visualizations through the Customer Portal
- Attach renderings directly to proposals
- Increase close rates with visual selling
Email & SMS Automations
Two automation systems: Manual templates with custom triggers, or AI Lead Nurture with intelligent conversations.
- Customer automations: new lead, appointment, proposal, invoice, project
- Company automations: internal team notifications
- SMS and email template builder with merge variables
- Timing control: immediate or delayed (minutes/hours/days)
- Execution history log for every sent message
- Non-sales appointment-specific automations
AI Sales Agent
AI Color Visualization
Trim Color
Wall Color
Automation Templates
Proposal Follow-up
ActiveAppointment Reminder
ActiveCustomer Feedback
ActiveAutomation Flow
Proposal Sent
2 hours after
Send Email
Project Management
From signed contract to final payment — track every project through a 6-stage pipeline with costing, scheduling, and photo documentation.
Once a job sells, contractors lose visibility. Schedules live on whiteboards. No one knows the real job cost until it's too late. Change orders happen on napkins.
A project pipeline with 6 stages, calendar scheduling, work orders with job checklists, AI-powered invoice scanning for cost tracking, and photo galleries integrated with CompanyCam.
Project Pipeline
6-stage pipeline: Awaiting Scheduling → Scheduled → Started → Delayed → Completed → Closed & Paid.
- Visual pipeline with stage values and counts
- Schedule projects directly from the pipeline
- Assign project managers with commission tracking
- Pause/resume automations per project
- View cancelled and archived projects
- PM performance metrics at the top
Project Calendar
Month, Week, and Day views with color-coded project types, map view, and Google Calendar sync.
- Color-coded by type: Interior, Exterior, Cabinet, Commercial, Other
- Filter by project manager
- Map view showing project locations geographically
- Import jobs from external sources
- Two-way Google Calendar sync
- Drag-and-drop rescheduling
Photo Gallery & CompanyCam
Project photo documentation with CompanyCam integration for syncing photos between systems.
- Upload and organize project photos
- CompanyCam integration (company-wide)
- Choose storage: SnapCoat or CompanyCam
- Before/during/after photo documentation
- Photos accessible from project profiles
Active Projects
Scheduled
1Tropical Paradise Living Room
In Progress
2Industrial Chic Office
Vintage Farmhouse Kitchen
Quality Check
1Modern Minimalist Bedroom
Complete
1Cozy Cottage Exterior
This Week's Schedule
Tropical Paradise Living Room
Industrial Chic Office
Vintage Farmhouse Kitchen
Tropical Paradise Living Room
Industrial Chic Office
Project Photo Timeline
Project Costing
Track labor, materials, sub costs. AI invoice scanner. Budget variance and profit margins.
- Quick templates: Day Labor, Subcontractor, Paint Run, Equipment
- AI invoice scanner extracts line items automatically
- Materials tracking: Paint, Primer, Tape, Caulk, Supplies
- Approval required for PM commission calculation
Work Orders
List, Calendar, and Board views with 9 statuses and 5 categories.
- Create manually or from signed proposals
- Statuses: Draft → Posted → Pending → Dispatched → In Progress → Invoicing → Done
- Categories: Interior, Exterior, Cabinets, Pressure Washing, General
- Assign crews and track time
Job Checklists
Mandatory quality checklists for every work order — crew checks off items on-site.
- Create reusable checklist templates
- Attach templates to work orders
- Real-time completion monitoring
- Ensure quality consistency across all projects
Invoicing & Payments
Auto-generated invoices, online payments, A/R aging, and complete financial tracking.
Chasing payments is a full-time job. Invoices get lost. You don't know who's overdue until you manually check. Late fees aren't tracked. Write-offs pile up.
Invoices auto-generate from accepted proposals. Customers pay online through Stripe or Helcim. A/R aging shows who's 30, 60, 90+ days overdue. Late fees, write-offs, and credits are tracked automatically.
Invoice Management
7 status types: Draft, Sent, Partial, Paid, Overdue, Write-Offs. With A/R aging and quick filters.
- Auto-generate from accepted proposals
- A/R aging buckets: Current, 1-30, 31-60, 61-90, 90+
- Quick filters: Due This Week, Late Fees, Credits, Change Orders
- Search by invoice number or customer name
- Import and export invoices
- Archive and date range filters
- Customer self-service payment through secure links
Payment Processing
Stripe and Helcim integration with offline methods, sales tax, and smart review routing.
- Stripe: credit/debit cards, ACH bank transfers
- Helcim: lower rates, Smart Terminal for in-person payments
- Offline methods: Cash, Check, Wire Transfer, Financing
- Configurable sales tax settings
- Platform fees never shown to customers
- Payment Collection dashboard with outstanding balances
Invoice
Customer Experience
Branded customer portal, self-scheduling, review collection, and professional communications.
Customers get a single proposal PDF and nothing else. They can't find past invoices, view color options, or schedule follow-ups without calling you.
Every proposal link opens a full Customer Portal with sidebar navigation — My Proposals, My Invoices, Color Renderings, Request Appointment, Visit Website, and Reviews. All branded with your colors and logo.
Customer Portal
Every proposal link becomes a full-service client experience with branded sidebar navigation.
- 📄 My Proposals — full proposal history, any status
- 🧾 My Invoices — view amounts, due dates, pay directly
- 🎨 Color Renderings — review color choices anytime
- 📅 Request Appointment — self-schedule follow-ups
- 🌐 Visit Website — in-portal website view
- ⭐ Reviews — direct links to your review platforms
Self-Scheduling
Customers request follow-up appointments directly through the portal.
- Preferred date and time selection
- Appointment type selection
- No phone tag required
- Feeds into your Appointments calendar
Smart Review Collection
5-star customers go to Google/Yelp. Lower ratings come directly to you.
- Automated review request via {Review Link}
- Rating-based routing: 5★ → public, 1-4★ → private
- Add multiple platforms: Google, Yelp, Facebook, Angi
- Preview the customer experience before sending
Branded Email
Custom domain email so proposals and invoices come from your brand.
- SendGrid-powered email delivery
- Custom From Name and Email Address
- DNS domain verification (CNAME + DKIM)
- Without setup, replies go to noreply@ — setup fixes this
OpenPhone SMS & Calls
Integrated calling and texting directly from the CRM.
- Click-to-call from any lead card
- Two-way SMS messaging
- Conversation history in CRM
- SMS automation triggers
Sales Chat
Shared messaging inbox — your whole team sees every customer conversation.
- All SMS and email in one thread
- Shared messaging — not siloed per salesperson
- Priority and type filters
- Upgrade for AI-powered conversations and call tracking
Team Management
Commissions, compliance, roles, training gamification, and standard operating procedures.
Tracking salesperson commissions in spreadsheets is error-prone. Employee compliance documents get lost. New hires don't know your processes. There's no accountability.
Automatic commission calculation with override codes, employee compliance tracking with e-signature requirements, a gamified training LMS with XP and leaderboards, and SOP management with AI generation.
Commission Tracking
Automatic commission calculation based on deal value and configurable rates per salesperson.
- Enable commissions per user in User Management
- Configurable commission rate percentages
- Closing ratio and cancel rate tracking
- Split commissions between two salespeople
- Commission dashboard with team comparison
- PM commissions calculated after project costing approval
Employee Compliance
Define document requirements. Employees upload via email invitation with e-signature support.
- Custom document types: I-9, W-4, W-9, NDA, safety certs
- Required vs. optional documents
- E-signature requirement toggle
- Active/inactive document type management
- Automatic email invitations to employees
- Non-compliant employees flagged automatically
Commission Tracker
User Management
4 roles with granular permissions, 2FA, and user slot management.
- Roles: Admin, Salesperson, Project Manager, Office Admin
- Suspend/reactivate without data loss
- Bulk actions and search
- User slots tied to subscription plan
Training LMS
Gamified training platform with XP, levels, streaks, leaderboards, and 23 achievements.
- Video-based training modules
- XP system: 100/module, 25+/login, 15/comment, 5/like
- Leaderboard sorted by XP, Level, or Streak
- 6 achievement categories including 3 secret badges
Standard Operating Procedures
Organize teams into job categories. Create policies with a rich editor or AI generation.
- Drag-and-drop job categories
- AI-powered SOP generation from title + description
- Assign policies across multiple categories
- Compliance tracking with resend notifications
Subcontractor Management
Onboard, track compliance, assign to projects, and give subs their own portal.
Subcontractors show up without insurance. Compliance documents expire without anyone noticing. There's no central place to manage subs, and they're always calling asking about job details.
A dedicated sub management system with compliance document tracking, automatic expiration alerts (1 week + 2 days before), a standalone Subcontractor Portal for viewing assignments and uploading documents, and a contractor hiring pipeline.
Sub Management & Compliance
Central hub for all subcontractor operations with automatic compliance tracking.
- Full subcontractor profiles with contact and company info
- Flat rate labor percentage calculation
- Assign project managers to subs
- Compliance document types: Workers Comp, GL Insurance, COI, W-9
- Expiration alerts: 1 week + 2 days before
- Non-compliant subs flagged and restricted
- E-signature requirement on compliance docs
Subcontractor Portal
Standalone app at /sub-app with separate login — subs see only their assignments.
- Dedicated login (separate from main CRM)
- View assigned work orders and project details
- Upload compliance documents
- Communication with project managers
- View schedules and deadlines
- No access to full CRM features
Subcontractors
Johnny Sparkle
Sparkle Drywall Co.Maria Precision
Precision CarpentryTony Powerhouse
Powerhouse ElectricLisa Flowmaster
Flowmaster PlumbingContractor Hiring Pipeline
Hiring links, custom application forms, and a review pipeline for new sub applications.
- Drag-and-drop hiring form builder with live preview
- Text, email, phone, dropdown, multi-select, file upload fields
- Dashboard: Total, Pending, Accepted, Rejected
- Accepted contractors auto-added to your sub network
Hiring Form Builder
Drag-and-drop form designer with live preview — build custom application forms for any role.
- Section headings and dividers for organization
- Required/optional field toggles
- Settings for branding and confirmation messages
- Multiple form templates for different roles
Reporting & Analytics
16 KPIs, 9 analytics tabs, GPS-tracked appointment efficiency, commission performance, and project reports — all exportable.
You don't know your real closing ratio. You can't tell which lead source brings the most revenue. Project profitability is a guess. There's no way to compare salesperson performance.
A comprehensive reporting suite with 16 KPI cards, conversion funnels, lead source ROI, GPS-tracked appointment metrics, commission tables, A/R aging, and project-level P&L — all with CSV export and TV Mode for the office.
Sales Reports
16 KPI cards across 4 rows, 9 analytics tabs, accrual/cash toggle, and TV Mode.
- Revenue, Closing Ratio, Total Leads, Avg Deal Size
- Proposals, Appointments, Conversion Rate
- Rejections, Open Proposals, Activity Rate
- Total Calls (inbound/outbound), Emails, SMS
- Change Order metrics and approval rates
- Package Performance (Good/Better/Best breakdown)
- Filter by salesperson, date range, project type, package tier
Project Reports
8 KPIs, 7 report tabs, PM performance comparison, and costing efficiency analysis.
- Total Projects, Revenue, Profit, Avg Profit Margin
- Completed Projects, Budget Accuracy, Avg Duration, Total Costs
- Overview, Financial, Timeline, Projects, PM, Costing Efficiency, Site Visits
- Filter by PM, date range, status, costing status
- Export CSV and TV Mode
- Budget vs. actual cost analysis
Revenue Trend
Lead Sources
Integrations
Connect SnapCoat to 6,000+ apps through Zapier, plus direct integrations with Google Calendar, OpenPhone, Slack, Facebook Ads, and more.
Your CRM doesn't talk to your accounting software, calendar, or phone system. You're copying data between 5 different tools.
Native integrations with Stripe, Helcim, OpenPhone, Google Calendar, CompanyCam, Slack, and Facebook Ads — plus Zapier for 6,000+ app connections. Production rates let you define pricing structures unique to the painting industry.
Zapier Integration
Connect SnapCoat to 6,000+ apps — trigger automations, sync data, and build custom workflows.
- Connect to Zapier from any page via the top nav bar
- Trigger Zaps on new leads, proposals, payments, and more
- Sync with QuickBooks, Google Sheets, Mailchimp, etc.
- No-code automation builder
- Custom webhook support
Production Rates
Define painting-specific pricing structures that no generic CRM offers.
- Rate Categories organized by surface type (Walls, Ceilings, Trim, Doors)
- Paint Products catalog with manufacturer and coverage rates
- Labor and Materials configuration with profit margins
- Load default rates or build from scratch
- Filter by estimate type
- Square foot, linear foot, and per-unit pricing
Zapier Integration
https://www.snapcoatcrm.com/api/webhooks/leads/wh_3x4mpl3_s3cur3_t0k3n_h3r3No-Code Lead Automation
Connect any marketing platform to automatically create leads in SnapCoat. No coding required—just paste your webhook URL into Zapier.
Production Rate Calculator
Google Calendar
Two-way sync for company and personal calendars.
- Company calendar (admin)
- Personal calendars per user
- Auto-sync appointments
Slack
Real-time CRM notifications in your Slack channels.
- New leads, proposals accepted, payments received
- Configurable channel routing
- OAuth 2.0 secure connection
Ad Integrations
Facebook Ads and Google Ads for ROI tracking.
- Campaign spend syncing
- Lead source attribution
- Revenue by ad campaign
Multi-Location
Unified Pipeline, Projects, Reports, Commissions, Financials, and Billing for group owners.
- Unified views across all locations
- Group Dashboard for franchises
- Cross-location PM comparison