Clients & referral partners
An inspection CRM that remembers the property, not just the person
Inspection work is repeat work: the same agents, the same neighborhoods, sometimes the same house two years later. InspectProConnect keeps clients, properties, agents and referral partners together with the full history of jobs, reports, invoices and shared links.
Client and property records
Every job is tied to a canonical property record, so a re-inspection opens with the previous findings and public data already there.
Referral partners tracked
See which agents and contractors actually send work, and follow up on the ones who have gone quiet.
One history per record
Reports, invoices, payments, share links and portal activity all hang off the same client and property.
Team-wide, tenant-isolated
Your whole crew works from the same CRM, and database-level policies keep your company's records separate from every other account.
How the workflow runs
- 01Requests create the client and property automatically.
- 02Work history accumulates on the record as jobs are completed.
- 03Referral sources are attributed so you can see where jobs come from.
- 04Re-inspections and follow-ups start from the existing property record.
- 05Invoices, payments and shared reports stay attached to the client.
Frequently asked questions
Do I have to import my existing clients?
No. You can start clean and let records build from incoming work, or add clients manually as you go.
Is my client data isolated from other companies?
Yes. Access is enforced with row-level database policies scoped to your company and active membership, not just UI checks.
Can I see which agents send the most work?
Yes. Referral attribution is kept on the client record so repeat sources are visible.
Does the CRM connect to invoicing?
Yes. Estimates, invoices, payments and credit notes are part of the same workspace, not a separate tool.
Start your 30-day free trial
Set up your templates, branding and client-facing page in an afternoon. No credit card required to start, no setup fees, cancel any time.
- 30-day trial
- Cancel any time
- Your data stays yours
- Works offline in the field