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Follow up on #1005 Tom Ellison's estimate.Work looks better from here.
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JRTUESDAY, JULY 15
Good morning,
Jordan.
You have 4 things to take care of today.Integrate with your favorite tools
Gmail
Outlook
Google Calendar
Google Maps
Stripe
QuickBooks
Zapier
Claude
iPhone
AndroidPipeline
Your whole pipeline, in one view.
Track every opportunity across custom stages. See who owns it, where it stands, and what needs to happen next.
- Custom stages, drag-and-drop movement
- See who owns every opportunity
- Value totals for every stage
- Know what needs to happen next
- AI insights with Current
Ask Current
Current AIYour new favorite employee.
Current lives inside your workspace just like a member of your team. Ask it to create a task, schedule an appointment, write an estimate, scan a document, or pull a report.
Automations
Automate the follow-through.
Send reminders, create tasks, move stages, and follow up with customers automatically based on what actually happens in your business.
When an estimate is sent
When an envelope is signed
When a project stage changes
When an invoice is overdue
Trigger
Estimate approved
Filter
Only continue if
IF YES
Action
Send email
Action
Create task
IF NO
Action
Send SMS
IF YES
Action
Send email
Action
Create task
IF NO
Action
Send SMS
Email sent
Your estimate is ready
Everything your team needs to keep work moving.
Opportunities
Track leads and active sales work in visual pipelines with custom stages and drag-and-drop movement.
Projects
Keep active work organized with tasks, checklists, documents, photos, work orders, material orders, and timeline history.
Estimates
Build detailed estimates with sections, quantities, margins, tax, notes, and professional PDFs.
Native e-signatures
Send estimates and documents for signature without paying for a separate e-signature tool.
Invoices and payments
Turn approved work into invoices and collect card or ACH payments through Stripe.
Bills and expenses
Upload receipts, track vendor bills, and connect costs back to the right project.
Email and SMS
Keep customer conversations connected to contacts, opportunities, and projects.
Automations
Send reminders, create tasks, move stages, and follow up based on real business events.
Roles and permissions
Control what each team member can see and do across sales, projects, billing, documents, and settings.
Customer portal
Give customers a branded space to review estimates, sign documents, and pay invoices without logging in.
Advanced reporting
Build custom reports on revenue, pipeline, project costs, and team performance. Ask in plain English with Current AI.
Team channels
Collaborate with your team in shared channels connected to contacts, opportunities, and projects.
Flexible Pricing for Teams of Any Size
Choose the plan that's right for you. All plans come with a 14-day free trial, no credit card required.
Launch
For solo operators and small crews getting organized.
$29/user/month
Billed annually. Save 13%.
- Projects, tasks, contacts, estimates, and invoices
- Photo reports, checklists, and calendar sync
- Current AI assistant and the mobile app
- Online booking available as an add-on
Most popular
Professional
For teams that run the full project lifecycle.
$79/user/month
Billed annually. Save 13%.
- Everything in Launch
- E-signatures, payments, bills, expenses, and work orders
- Email inbox, text templates, and team chat
- Unlimited pipelines, automations, forms, and custom fields
Want the full breakdown? Compare every feature
Integrations
Supercharge your workflow
The tools you already run on, working as one. Email, calendar, payments, accounting, automation, and AI, all in a single workspace.
Explore integrations
Build with us
Get startedWant to build an integration with us?
Explore our developer docs to dig into the REST API, webhooks, and everything you need to connect your own tools to Coastline.