BuildLedger is the engine that delivers it — your own dedicated CRM for clients, quotes, jobs, invoicing, and payments, running as a private system branded as yours, with ready-made connections to QuickBooks Online and your payment processor already built and tested. We run all of it, so it just works.
BuildLedger does the four things a CRM on its own can’t — so your version is private, personal, connected, and hands-off.
Your CRM is yours alone — its own private system and database, never shared with or mixed into another business.
Your name, your logo, your services. It feels like software built for you — because it’s set up as yours, not generic software you borrow.
The hard part — securely connecting to QuickBooks Online and payment processing — is already built, tested, and maintained. You inherit proven connections instead of wiring them up yourself.
We provision, host, update, back up, and support it. No servers, no IT, no upkeep — you run your business, we run the software.
That’s the BuildLedger engine — the platform that delivers dedicated, connected, fully-managed applications.
A complete CRM for project work — built for contractors, trades, and custom-work shops, not bent to fit.
Track leads and customers through a pipeline built for project work, from new lead to closed job.
Build detailed quotes and change orders, capture approvals, and keep a full revision history.
Manage active jobs, milestones, and deposit schedules, and log expenses against each project.
Send invoices and collect payment by card or ACH bank transfer, with clear fee handling.
Invoices, payments, and daily bank deposits reconcile automatically to your QuickBooks company.
Clients approve quotes, view job status, and pay invoices online through a secure portal link.
The connection to QuickBooks is one you inherit. Connect your company once and your CRM keeps customers, invoices, payments, and bank deposits in sync automatically — on a certified, maintained connection you never have to build. You stay in control and can disconnect at any time.
We set up your CRM for you — you just add your branding and connect it to your QuickBooks Online account. Reach out and we’ll get your dedicated workspace running.
Contact us to get startedAlready using BuildLedger and need a hand? We’re here to help with your account, your QuickBooks Online connection, invoicing, and payments. Email us and we’ll get back to you.
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