From trade-show list to signed job,on one screen.
Mercer is the sales and job system for commercial multifamily exterior contractors. Load the attendee list, work the leads by property, quote from your own rates, send a proposal the property manager can accept from a link, and run the job to the final invoice. AI drafts. You decide.
14 days free, no credit card. Invite your team from settings.
Built for the trade.
Not configured for it.
Every tool you could use today was built for someone else and bent to fit. Mercer starts from how commercial exterior work is actually sold and run.
Why not the roofing CRMs?
The closest fit, and they serve commercial roofing well. But bids, measurements, and pricing are shaped around shingles and slopes. Mercer is shaped around buildings, surfaces, and the multifamily property managers who buy exterior work.
Why not a generic CRM?
No idea what a property, an account, or a repaint cycle is. You would spend months configuring fields to end up with a slower Mercer. Mercer ships with the multifamily data model already in it.
Why not a construction ops suite?
Built for ground-up and residential remodel, and they start after the contract is signed. Mercer covers the sale, then runs the job, in one record from first contact to final invoice.
“The rep follows the firm. A property manager moves companies and takes twelve buildings with them. Your CRM should know that.”
/ Design partner, commercial paintingList. Lead. Quote.
Proposal. Job.
Five stages, one record. Mercer does not add steps to your day. It keeps the ones you already do in a single place, and drafts the parts that used to be retyping.
- 01
Lists
The trade-show CSV, held as a list
Drop in the attendee export. Rows stay inert until you convert one. Nothing becomes a lead, contact, or account until you say so, so the pipeline only holds people you actually mean to call.
- CSV import with no side effects
- Convert a row into a lead in one click
- Converted rows stay stamped
- 02
Leads
Grouped by property, not by person
Every lead sits on a property, under an account, with its contacts. See who manages twelve buildings and who manages one. Log the call, set the follow-up, and let the morning brief tell you who is due.
- Property, account, and contact spine
- Work type and rough size on every lead
- Follow-up dates and a daily agenda
- 03
Opportunities
Quote amount, sent date, decision date
An opportunity is a tracking record first. Type the quote or let the engine draft one from your saved rates. Record when it went out and when they said they would decide. Overdue decisions surface on their own.
- Quote engine on your own rate card
- Sent and decision dates with overdue flags
- Takeoff and pricing folded away until needed
- 04
Proposal
A link they can accept, not a PDF they lose
Compose the proposal, send a link. The property manager reads it in the browser and accepts or declines there. Ask for a revision in plain English and Mercer redrafts the numbers against your rates.
- Branded page, no login for the customer
- Accept or decline recorded with a name
- Conversational revisions, deterministic math
- 05
Jobs
The same record runs the work
Accepting flips the opportunity into a job. Schedule, pre-start checklist, expense ledger, budget versus actual, change orders, and invoices and draws all live on the job. Margin is delivered, not guessed.
- Schedule and pre-start checklist
- Expenses, budget, and change orders
- Invoices and draws to close-out
Records that run the business.
AI that drafts, never decides.
Everything below is live today and included in one flat monthly price. No per-seat math, no AI credits to watch.
Lists and convert
Import the attendee CSV as a list. Convert a row when you mean it. Leads, contacts, and accounts only get created on purpose.
Property, account, contact spine
Every lead sits on a property under a management account with its people. Contacts move firms and the history follows them. Portfolio counts show who is worth the call.
Spec-to-lead intake
Upload the paint spec, the RFP, or a forwarded email. Mercer pulls the property, contact, work type, and rough size into the lead form for you to check before it saves.
Quote engine on your rates
Describe the job in a sentence. The engine multiplies paintable area, access, and margin target against your saved rate card. The model reads the sentence. Code does the math.
Live proposal link
Branded proposal page, no login, no attachment. The property manager accepts or declines in the browser and the opportunity updates itself.
Revise in plain English
Drop the second coat on building four, add the stairwells. Mercer drafts the next version against your rates and you review every line item before it goes out.
Jobs to final invoice
Schedule, pre-start checklist, expense ledger, budget versus actual, change orders, invoices and draws. The job is the same record you sold.
Reports that answer the owner
Funnel by source, work by type, delivered margin, why quotes declined, and the six-month rhythm. Plus an Ask tab for the question the report did not anticipate.
Your whole team
Invite reps and office staff by email. Every account has an internal rep so the relationship survives turnover. The morning brief tells each person what is due today.
Built by a contractor’s kid.
Shaped by a working crew.
Mercer’s roots are in the family exterior-renovation business, and every release is built against a real commercial painting contractor’s pipeline. One question decides what ships: does this help the person in the parking lot win the job and get paid for it?
Deterministic math, never generative.
Square footage, labor hours, totals, and margins are computed in code from your saved rates. The model reads and explains. It does not invent the number the business runs on.
AI drafts. You decide.
Every draft, whether a lead, a quote, or a revised proposal, lands in a form for you to check before it saves or sends. Nothing goes to a customer without a human clicking send.
One record, first call to final invoice.
The list row becomes the lead, becomes the opportunity, becomes the job. Nothing is retyped between stages and nothing is lost when the deal changes hands.
The rep follows the firm.
Accounts carry an internal owner. Contacts carry employment history. When a property manager changes companies, you still know who to call and who owns the relationship.
Stop retyping.
Start closing.
14 days free, no credit card. Load your last trade-show list, convert one lead, send one proposal link. You will know by the end of the afternoon.