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Client: DreamMaker CMT

DreamMaker Bath & Kitchen is a full service remodeling company. Servant System has built their customer management system and proposal management system. What started out as an excel template has evolved into an integrated customer and proposal management system.

The Product

The system reflects DreamMaker’s unique business processes. The cloud-based software application helps franchisees provide their distinctive, full-service remodeling approach that focuses on serving clients from design through installation. The application organizes and optimizes daily operations including tracking prospective clients, developing detailed remodeling proposals for each client and tracking all materials and labor during installation.

The current system is integrated by two components: (1) web-based customer management tool (CMT) and (2) dynamic excel template for proposal generation and work flow management.