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MeasureSquare CRM

MeasureSquare CRM

Not just another generic CRM. MeasureSquare CRM grows your contract flooring business by streamlining your takeoff, estimating, sales bid & job costing operations in a one-stop shop.

All of your project information is pulled directly from your Measure Square takeoff diagrams, so you can say goodbye to double entry

Bid and quote accurately and efficiently using estimating data and vendor pricing

Manage installation schedules, job costing, and SOVs (schedule of values), while tracking real-time profitability across every project

System Requirement

Any web browser on desktop and mobile devices

Trusted by 4500+ Businesses

Key Features

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Streamline Your Process with Measure Square Integrations

- Create Quotes, POs, WOs and Invoices directly from MeasureSquare diagrams
- Edit measurements, drawings, product assignments & layouts on the fly
- Integration with the most popular systems like Gmail, Outlook, QuickBooks Online and Xero

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Centralized & Efficient Project Management

- Track sales/bid pipelines, edit project stages, add unlimited customized fields, manage multiple pipelines at once, and more
- Manage installation schedules with automated work orders and installation diagrams
- Communicate efficiently with your teams and client contacts by integrating your email, calendar, contacts, accounts and documents

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Field Job Completion Tracking

- Track jobsite completion and other field activities based on MeasureSquare diagrams
- Automated SOV (schedule of value) creation and tracking along with the production lifecycle

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Payment Processing with Stripe

-  Get Paid Faster: Let customers pay invoices with a click of a button via Stripe
-  Secure: Payments are processed securely, so you do not need to
-  Multiple Payment Options: Through Stripe, accept credit cards, Cash App, Apple Pay, and other popular methods. 
-  Seamless Integration: Connect your existing Stripe account to MeasureSquare CRM in minutes. Or create one in Minutes (link to Stripe)
-  Easy Invoice Sharing: Generate secure payment links directly from your projects or invoice tab
-  Streamlined Process: No manual tracking; payments are tied to your MeasureSquare CRM records automatically

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Quoting/Bidding

-  Create Quotes in Minutes: Build accurate, professional quotes without slowing down your workflow.
-  From Takeoff to Quote Fast: Pull data from MeasureSquare diagrams straight into the CRM—no re-entry.
-  Professional & Customizable: Show only what you want, then send quotes by email or SMS.
-  Always in the Loop: See when quotes are viewed and capture digital signatures.
-  One-Click Conversions: Turn quotes into invoices, POs, WOs, or change orders instantly.
-  All in One Place: Quotes stay linked to deals, keeping your team synced from bid to close.

MeasureSquare CRM Mobile

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As part of your MeasureSquare CRM subscription, you automatically get access to the MeasureSquare CRM Mobile app.

Manage projects, leads, and quotes on the go with real-time syncing to CRM Web.

Share Projects & Catalogs between teams and locations​

Capture customer approvals instantly with mobile e-signatures or send via SMS or email.

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Watch MeasureSquare CRM in Action

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We are Proud to Partner with the
Following Groups and Organizations

Trades

Supported Trades

Security Layouts

Planning CCTV and alarm system coverage.

Sales & Installation

Sales Essential

Contractor Pro

Contractor Complete

MeasureSquare takeoff estimate integration

QuickBooks Online/Xero, Gmail/Outlook integration (*)

Leads, Contacts, Accounts, Jobs

Diagrams, quotes, PO, WO, invoices

Product price books

Subcontractors, Vendors

Installation Scheduling

Bidding

Sales Essential

Contractor Pro

Contractor Complete

Vendor Price Request Tracking

Bid proposal creation

Job Tracking

Sales Essential

Contractor Pro

Contractor Complete

Change Order Tracking

Job Costing (Schedule of Values)

Jobsite completion tracking

API and workflow integration

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