Fast Snap ProAn AI estimating tool — and a full CRM underneath it
Fast Snap Pro starts with photo-based AI quotes, but every lead that comes through it lands in a real customer relationship system: a deduped directory, notes, tags, an activity log, follow-up tasks, and a visual pipeline — the same tools a dedicated CRM sells on their own, built into the app you're already using to quote jobs.
A deduped customer directory
Every estimate and booking automatically rolls up into one contact — matched by email or phone, not a new row per job. Add a prospect by hand too, even before they've submitted anything.
No separate CRM subscription, no CSV upload to sync contacts between two tools.
Notes & tags on every contact
Jot down anything worth remembering — how they found you, how they like to be contacted, why a job stalled — and label contacts with your own tags to sort your list your way.
An activity log for every customer
Every Email or Call button click in the dashboard timestamps itself onto the customer's record, alongside any note you add by hand — a running history of contact, not just a job list.
Follow-up tasks & reminders
Pro & EnterpriseSet a reminder on any customer — "call back Thursday," "check on materials" — and see every open one across your whole list from a single Tasks page. Nothing falls through the cracks between jobs.
A pipeline board, not just a list
Pro & EnterpriseFlip Requests into Board view and see every job laid out by stage — ready to review, sent, accepted, declined — so you can spot where deals are stuck at a glance.
Export your customer list anytime
Pro & EnterpriseYour data isn't locked in. Pull your full customer directory — contact info, tags, notes, lead source — as a CSV whenever you need it.
Why bolt on a separate CRM?
Most small service businesses end up paying for an estimating tool and a CRM separately, then re-entering the same contact twice. Fast Snap Pro's CRM layer is built directly on top of the jobs already flowing through it — every quote and booking feeds the same customer record automatically, so there's nothing extra to set up or sync.
See it in your dashboardBasic gets the core CRM. Pro and Enterprise get the automation.
Every plan includes the customer directory, notes, tags, and activity log. Follow-up tasks, the pipeline board view, and CSV export are part of Pro and Enterprise.
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