---
title: "Pre-Sale Workflow"
url: "https://www.houzz.com/for-pros/pre-sale-workflows"
datePublished: "2026-05-19T13:46:39+0000"
---

PRE-SALE WORKFLOW

# Tools that turn prospects into projects

Successful pros know that closing new business requires great communication and prompt, professional estimates and proposals

BETTER LEAD MANAGEMENT

## Turn more leads into jobs

Grow your business with better lead management. Easily manage follow-up, schedule meetings, and share files. Convert leads into projects with a click.

“With the CRM, you don't forget to follow up with leads and you can see status. It's a great feature.”

**Sheeja Nair,** Raashi Design

[START NOW](https://www.houzz.com/houzz-pro/pricing)

[WATCH VIDEO](https://www.youtube.com/embed/5H1oejrjRqg)

### Manage all your leads

Easily import leads from any source to organize and simplify communication with prospects

### Know when to follow-up

Move leads through stages to see at a glance when it’s time to reach out with next steps

### Schedule meetings

Integrate your calendar to easily schedule meetings and host video calls

### Share files

From contracts to inspiration, we centralize your file sharing and make everything look professional

ESTIMATES

## Create estimates in minutes with project templates & local cost data

Accurate estimates win more bids, and Houzz Pro helps you create them fast, so clients can approve them on their mobile devices.

[START NOW](https://www.houzz.com/houzz-pro/pricing)

[WATCH VIDEO](https://www.youtube.com/embed/IEkxqZg309o)

ESTIMATES

## The best tools make your life easier

### Get powerful features that will simplify your estimation process

1. Start with templates

   Use our templates for popular projects. Use the project zip code to generate accurate estimates you can customize and save

2. Set markups & taxes

   We make it easy to create estimates that work for your business. Easily add the markups and local taxes you need to include

3. Use local labor & materials data

   Access our library of local labor and materials to save time and keep your bids competitive

4. Track approvals

   Send your professionally branded estimate to the client and let them approve from any device, and with an esignature

PROPOSALS

## Fast, professional proposals

Create and send beautifully branded proposals including product images in minutes. Let your clients review and approve online. Pull products from your custom sourcing library.

[START NOW](https://www.houzz.com/houzz-pro/pricing)

[WATCH VIDEO](https://www.youtube.com/embed/-axw6dGxQ-I)

## Proposals that put you in the driver’s seat

### Showcase your brand

Every proposal and document features your company name and logo beautifully and professionally

### Source from any site

Instantly clip and save photos and product details from your favorite vendors - or anywhere on the web - into your personal library and directly to projects

### Add products from your library

Instantly add products and services from your catalog to your room boards, tear sheets, proposals, invoices, and purchase orders.

### Protect your margins

Take full control over what clients see. From masking product names to presenting mark-ups, you choose what to share in each proposal.

PRODUCT & MATERIALS LIBRARY

## A powerful database at your fingertips

Create estimates with current, local material and labor costs. Build your own sourcing library and make your design proposals a breeze.

[START NOW](https://www.houzz.com/houzz-pro/pricing)

READY TO GET STARTED?

## Schedule your free demo

Have questions? Give us a call at [**(888) 372-2851**](<tel:(888) 372-2851>)

[Schedule Demo](https://www.houzz.com/houzz-pro/schedule-demo?utm_campaign=7010y000000x13t&sourceCommandName=HouzzProCMSLanding)