Pipeline, estimates, invoices, and project docs — all synced automatically so nothing falls through the cracks.
Summit Hub keeps your CRM, estimating, accounting, and docs in sync — and we're adding more integrations all the time.
Deals and contacts flow in from your CRM. Lead statuses update automatically as projects progress.
Estimates and job data stay in sync. Variations and cost breakdowns appear alongside your pipeline.
Invoices and contacts are created automatically. Payment statuses sync back to your deal view.
Project documentation is kept current — Hub writes updates so your team always sees the latest status.
More integrations coming soon
One dashboard for your pipeline, jobs, costs, and customers — with the tools connected behind the scenes.
See every job from first call to final invoice. Your whole pipeline on one board, no more chasing statuses across spreadsheets.
Lead → Quoting → Approved → In Progress → Complete. Every transition triggers the right action in the right tool — automatically.
Estimates, invoices, and variations surface on every deal. See what's been quoted, what's been invoiced, and what's outstanding.
Give homeowners a clear view of their project status. No more calls asking "what's happening with my job?"
Sign in to see your pipeline, projects, and finances — all synced and up to date.
Sign In to Summit Hub