Erro Sales and Management Software
Getting Started
See how Erro helps you win more clients, streamline operations, and deliver your exceptional products and services with confidence. Our platform is designed to meet the unique needs of home builders, remodelers, contractors, and agencies - empowering every role in your business to succeed. Explore the features and benefits that make Erro the ultimate solution for growing your custom sales and management process.
Solving Real Problems for Your Team
Our platform is designed to address the unique challenges faced by owners, managers, estimators, sales teams, and clients—empowering everyone to achieve better outcomes, together.
Step 1: Sign up for your free 30-day trial
New users can quickly create an account and start exploring Erro's powerful features with a risk-free 30-day trial of our Ultimate plan. No credit card required.
Invite up to 5 team members
Access all features and integrations
Start building estimates and proposals right away
See how Erro can transform your sales process
Step 2: Create your lead form and add it to your website
Customizable lead capture forms make it easy to collect inquiries from potential clients directly on your website. Embed the form and start generating leads instantly.
Add custom branding to match your site
Embed your lead form to any webpage
Import leads from existing sources
View and manage leads directly in Erro
Step 3: Create or import your product and service library
Use a spreadsheet-like interface to set pricing in accordance with your product or service costs. Set markups, tax rates, and budgets to ensure accurate estimates every time.
Dynamically calculate costs and pricing with formulas
Stay up-to-date with live pricing changes
Stop managing spreadsheets and centralize your data
Import your existing product/service data for a quick start
Step 4: Start creating templates, estimates, and proposals for your clients
Use sales templates to help your sales team close deals faster and more effectively. Standardized proposals ensure consistency and professionalism in every client interaction.
Create professional, branded proposals
Customize templates for different products and services
Create base pricing and option packages
Always have up-to-date pricing
Step 5: Collaborate with your team and add your customizations
Collaboration tools help your entire team stay connected, ensuring everyone from project managers to clients are on the same page throughout the project lifecycle.
Manage multiple teams, brands, and projects
Invite team members with custom role-based permissions
Customize branding and workflows to fit your process
Create sales bundles, option pricing, and more
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Everything your team needs to stay in sync.
From leads to invoices, Erro keeps your team aligned. Built-in CRM and project management tools help you track clients, assign tasks, and stay updated on every job.
Lead Generation
Capture and organize new leads to grow your business pipeline. Effortlessly capture leads from multiple sources including web forms, phone calls, and referrals. Organize and prioritize leads to ensure your sales team focuses on the most promising opportunities. Integrate with marketing campaigns to maximize conversion rates and keep your pipeline full.
Lead Management
Track, nurture, and convert leads with powerful management tools. Monitor every interaction with your leads, assign follow-ups, and automate reminders. Use custom tags and statuses to segment leads and tailor your approach. Collaborate with your team to ensure no opportunity slips through the cracks.
Marketing Automation
Automate outreach and follow-ups to save time and boost conversions. Set up automated email campaigns, schedule follow-ups, and personalize communication at scale. Track engagement metrics to refine your messaging and improve results. Free up your team’s time while maintaining a consistent brand presence.
Product Library
Store and manage your products and services for quick access. Maintain a centralized catalog of all your products and services, complete with pricing, descriptions, and images. Quickly add items to estimates and invoices, ensuring accuracy and saving time. Easily update details as your offerings evolve.
Sales Templates
Create reusable templates for estimates, proposals, and more. Build professional templates for estimates, proposals, contracts, and other sales documents. Customize templates to match your branding and streamline your workflow. Reuse templates to ensure consistency and reduce manual entry.
Estimate Creation
Build accurate estimates quickly and send them to clients with ease. Generate detailed estimates using your product library and pricing rules. Share estimates with clients via email or direct link, and track their status in real time. Make revisions easily and convert accepted estimates into projects or invoices.
Invoices & Payments
Generate invoices and accept payments directly from your dashboard. Create professional invoices in seconds and send them to clients with integrated payment options. Track payment status, send reminders, and reconcile transactions automatically. Simplify your billing process and improve cash flow.
Change Orders
Easily manage and track change orders throughout your projects. Create, send, and approve change orders with clients, ensuring all modifications are documented and agreed upon. Update project scope, pricing, and timelines seamlessly, keeping everyone informed and projects on track.
Ready to streamline your sales process?
Get started with Erro today and see how easy it is to build your own workflow.
Frequently Asked Questions
Do I need to install anything to use Erro?
How do I get started with Erro?
Can I change my subscription plan later?
Is Erro suitable for small businesses?
How is billing managed?
Does Erro offer customer support?
Can I import my existing data into Erro?
Is my data secure with Erro?