FAQ

Welcome to the Systify FAQ page, where we address common questions about our all-in-one construction and trades management software. If you have a question that is not answered here, please feel free to contact us, and our team will be happy to assist you.

Features and Functionality:
What is Systify?

Systify is an all-in-one software solution designed specifically for construction businesses. It aims to help these businesses generate more leads, streamline project management, and optimize daily operations. The platform offers tools for lead tracking, client communication, scheduling, job costing, and reporting, empowering contractors to focus on delivering quality work while scaling their business.

Who is Systify for?

Systify is tailored for construction and trades professionals seeking to enhance their project management, resource allocation, and communication processes. By providing a comprehensive suite of features, it addresses the unique challenges faced by these industries, making it an ideal choice for those looking to improve efficiency and drive growth.  By implementing Systify, your business can experience several benefits:

  • Increased Revenue: On average, users have reported a 39% growth in revenue after adopting Systify.
  • Time Savings: Businesses save approximately 14 hours per week using Systify’s streamlined processes.
  • Faster Payments: Invoices are paid 82% faster, improving cash flow and financial stability.

These advantages enable you to focus more on delivering quality work and less on administrative tasks, ultimately contributing to the growth and success of your business.

How can Systify benefit my business?

At Systify, we are passionate about streamlining processes, enhancing productivity, and empowering businesses in the construction and trades industries to thrive in today’s dynamic market. Our mission is to empower construction and trades professionals with innovative technology solutions that simplify their workflows, optimize their operations, and drive sustainable growth. We are committed to being the catalyst for positive change within the industry by providing robust, intuitive software that meets the evolving needs of our clients.

What is Systify.ai?

Systify.ai is an advanced CRM designed specifically for contractors. It helps businesses streamline operations, generate leads, and manage projects efficiently—all in one place.

How does Systify.ai help contractors grow their business?

Systify.ai automates lead generation, follow-ups, and project management, allowing contractors to focus on closing deals and completing jobs while reducing administrative tasks.

Who is Systify.ai designed for?

Systify.ai is built for contractors, including roofing, landscaping, HVAC, plumbing, and general construction businesses.

Is Systify.ai only for roofing contractors, or can other trades use it?

While Systify.ai is optimized for roofing, it is fully customizable and works for all trades in the construction industry.

How is Systify.ai different from other CRMs?

Systify.ai is built specifically for contractors, offering industry-specific tools like automated lead follow-ups, proposal generation, and scheduling, which traditional CRMs lack.

Features and Functionality:
Can I access Systify from anywhere?

Systify is a comprehensive software platform designed to streamline project management, resource allocation, communication, and more for construction and trades professionals. It offers a range of features to help you manage every aspect of your projects more efficiently.

What features does Systify.ai offer?

Systify.ai includes lead generation, automated follow-ups, project management, invoicing, scheduling, and performance tracking.

Does Systify.ai help with lead generation?

Yes! Systify.ai helps contractors generate high-quality leads through targeted marketing campaigns and integrations with online advertising platforms.

Can I automate follow-ups with clients?

Absolutely! Systify.ai sends automated follow-ups via SMS and email, ensuring no potential customer falls through the cracks.

Does Systify.ai include scheduling and job tracking?

Yes, Systify.ai provides a scheduling system that helps manage appointments, assign jobs, and track progress in real-time.

Can I send quotes and invoices directly from the system?

Yes, you can create, send, and track quotes and invoices directly from Systify.ai, making it easy to close deals and get paid.

Does Systify.ai integrate with accounting software like QuickBooks?

Yes, Systify.ai integrates seamlessly with QuickBooks and other accounting tools to simplify financial management.

Can I track my sales team’s performance with Systify.ai?

Yes, you can monitor key performance metrics such as leads closed, revenue generated, and follow-up efficiency.

How does Systify.ai help with project management?

Systify.ai keeps all job details, client communications, and deadlines in one place, helping you manage projects efficiently.

Does Systify.ai support SMS and email communication with clients?

Yes, you can send and receive messages directly from the platform, ensuring seamless client communication.

Pricing & Plans
How much does Systify.ai cost?

Pricing depends on the features and number of users. Contact our sales team for a customized quote.

Do you offer a free trial?

Yes! We offer a free trial so you can experience the platform before committing.

Are there different pricing tiers?

Yes, we offer multiple plans to fit businesses of all sizes, from solo contractors to large teams.

Is there a contract, or can I cancel anytime?

There’s no long-term contract—you can cancel anytime without penalties.

Do you offer discounts for multiple users?

Yes, we provide discounted pricing for larger teams.

Onboarding & Support
How do I set up my account?

Simply sign up on our website, follow the guided onboarding process, and start using Systify.ai immediately.

Is there training available for new users?

Yes, we provide tutorials, webinars, and one-on-one training to help you get started.

Can I import my existing customer data?

Yes, you can import customer data from spreadsheets or other CRMs.

What kind of customer support does Systify.ai offer?

We offer live chat, email support, and phone assistance to ensure you get the help you need.

Do you provide onboarding assistance?

Yes, our team will guide you through setup and customization to fit your business needs.

Security & Data Protection
How secure is my data on Systify.ai?

We use industry-leading encryption and security protocols to protect your data.

Who has access to my customer data?

Only you and your authorized team members have access to your data.

What happens if I cancel my subscription?

You can export your data before canceling, and your account will remain accessible until the end of your billing cycle.

Can I export my data at any time?

Yes, you can export all your data whenever you need it.

Integrations & Compatibility
What third-party tools does Systify.ai integrate with?

We integrate with QuickBooks, Google Calendar, marketing platforms, and other essential business tools.

Does Systify.ai work on mobile devices?

Yes, Systify.ai is fully mobile-responsive and works on any device.

Is there an app for Systify.ai?

Yes, we offer a mobile app for easy access on the go.

Can I integrate Systify.ai with my website?

Yes, you can connect Systify.ai to your website for lead capture and CRM automation.

Lead Generation & Marketing
How does Systify.ai generate leads?

Systify.ai integrates with online ad platforms, tracks website visitors, and automates follow-ups to convert leads into customers.

Can I track marketing campaign performance?

Yes, you can monitor ad performance, conversion rates, and ROI in real-time.

Does Systify.ai integrate with Facebook and Google Ads?

Yes, you can sync your campaigns to track leads directly in Systify.ai.

Customization & Scalability
Can I customize the CRM to fit my business needs?

Yes, Systify.ai allows you to customize workflows, templates, and features to suit your business.

Does Systify.ai work for large teams?

Yes, Systify.ai scales to accommodate businesses of all sizes, from solo contractors to enterprise-level companies.

Can I add multiple users to my account?

Yes, you can add unlimited users and set role-based permissions.