For Smart Build Users Who Care about Results

Streamline your Smart Build to Close More Contracts

(Even if You’ve Got Zero Tech Skills, Use Sticky Notes for Follow-Up,

and Think CRMs are Just Fancy Rolodexes)

Let me guess…

You’re great at building barns, garages, shops—and even barndominiums.

But building a system that tracks every lead, automates follow-up,

and keeps jobs moving through your pipeline?

That is not the building you are good at..

Here is what we hear every day:

“I forgot to follow up.”

“The lead sat in my inbox for two weeks.”

“I thought my guy called them back.”

“I lost track of that lead and and forgot to follow-up.”

“We lost the job… again.”

SYNERGY was built to end that madness.

Here’s how it works:

In less than 60 days, we plug SYNERGY directly into your Smart Build quoting software . It starts tracking leads the second they come in—via web forms, email, or phone.

It seamlessly Integrates with your Quoting in Smart Build and gives you Real-Time data.

Then the magic happens:

✅ Automatic Follow-Up Tasks – so nothing falls through the cracks

✅ Real-Time Status Updates – see what’s working and what’s not

✅ In-App Text, Email, and Calling – Tracks all of your emails, texts and calls.

✅ Live Activity Logs – know who said what, when, and why the job’s not closed yet

And you know what?

You’ll actually start enjoying the sales process.

Why? Because you’re no longer chasing leads—you’re closing them.

This isn’t just a CRM.

It is a fully Streamlined Construction System™

What's the End Result?

Contractors using SYNERGY are closing up to 22% more jobs.

They respond faster, follow up smarter, and look more professional.

They stop wasting time juggling notes and start scaling like pros.

We’re talking about:

✅ More money in the bank.

✅ Less mental bandwidth wasted.

✅ A real system—not just hope and hustle.

No more guesswork. No more “I think my guy called them.”

Just predictable follow-up… and profitable growth.

Want in?

If you’re tired of leads slipping through your fingers…

If you’re DONE with sticky notes and random spreadsheets…

If you want a CRM system that was actually built for construction…

👉 Then drop your info below and we’ll give you a free demo to show how SYNERGY works—and why it’s a total game changer.

It’s the simplest, fastest way to get more control, more profit, and more peace of mind in your construction business.

What our clients say about us

As a company you have made us hugely successful by helping us understand all the ins and outs of the software. We have been able to stay in front of our customers without constantly bugging them. Also developing it to process all our orders and better track where we are going. Your knowledge of the systems is unbelievable. Thanks so much.

Dale

Project Manager

The things you set up are simply amazing. Since we have this we can literally accomplish the same task in one‐third the time it used to take. The way you do not give up until you figure out a way to accomplish what I need is simply amazing. You get the job done even if it has never been done before. Thank you for making my life easier and bringing me more business at the same time.

Ken

Business Owner

Carolyn Miller

Integration & Automation Queen

In my 18 years in the Construction Industry my search for an all-in-one System fell flat.

Construction has so many complex aspects and there simply was no system that has it all for construction. You can find many different software options and they all do one thing well, such as quoting projects like you can with ‘Smart Build’, but like humans can’t be great at EVERYTHING, neither can a software.

Every software has a major strength, thus it became apparent

that to have the BEST I need to integrate systems. That is why for the business I was in then, I started integrating software's.

I found when two really awesome systems integrate by automatically sharing data back and forth seamlessly it allows you to run your business as if it was all on one system so you can get more work

done in less time.

This is why I launched CSM Synergy in 2024. I now bring integration and automation to business’s in construction so they can close more deals seamlessly.

Systems & Processes

Integrations & Automation

Sales & Marketing

Business Consulting

DISCLAIMER: Nothing on this page or in this training should be interpreted as a guarantee of earnings or financial success. Whether you follow the strategies shared here or not, the reality is that only a very small percentage of businesses ever reach seven- or eight-figure revenues, and there is no assurance that you will generate any income. The insights and strategies provided are based on what has worked for us and our clients, but your results are entirely dependent on your own efforts, decisions, and external factors. If you understand and accept this, we hope you find the information valuable. Ultimately, what you choose to do with it is entirely up to you.