Leads, appointments and texts come in here.
Everything Your Home Improvement Business Needs.One Connected Ecosystem.
From lead management and project production to intelligent proposals, customer communication, and AI-powered reporting, we provide the technology to run your business smarter.
Est. 2015 · Founder-led support · Call or text Kevin (714) 686-9913
All you need to know, in three minutes.
“Tired of techy systems that don’t get your business or speak your language? I keep it simple, real, and built just for you.”
Kevin Fleiasher, Founder & Owner
One Powerful Ecosystem. Complete Control of Your Business.
Manage leads, streamline production, create professional proposals, automate homeowner communication, and transform business data into powerful insights.
Lead Management and Production share the same data, both ways.
The customer becomes a job: contracts in, bills out, commissions, profit.
Once a Proposal Pro contract is signed, you open the project in Production.
- Create proposal
- Send to customer
- Sign with DocuSign
- Track agreement
Reads Lead Management and Production, and turns that data into visual reports for owners and sales teams, with unlimited users.
PR·02 Production. Follow one job from contract to profit.
The back office keeps every job current, so owners and salespeople see the same numbers. Salesperson access is available when you need it.
The alerts row flags the 50% mark, an underbid job, total P/L and the days left until due.Agreements, invoices and every payment in, including financing, with the open balance always current.Sale ratio 1.3: your multiplication ratio, sale price against job cost, right next to gross profit and the commission balance.Completed jobs by month: gross profit, lead cost, commission, net profit in dollars and percent.
- What it does
- Runs every job after the sale: project records, receivables and payables, commissions, customer feedback and profit reports.
- Why it matters
- Owners and salespeople see the same numbers. The back office keeps each job current, so commissions are calculated, not argued, and you know what every job actually made.
LM·01 Lead Management. From the first call to a recorded result.
The lead lifecycle in three stages: create and confirm, dispatch, then report and follow up.
New leads, today's and tomorrow's appointments color-coded by status, and a row of one-click reports.Company, branch, customer, phone and the address on a map, all on the lead card.Missing results in red, leads on hold and 2nd or 3rd appointments in orange, and tomorrow's appointments on a map.Pick a ready-made text or write your own, and see every message sent and received with its delivery status.
- What it does
- Takes every lead from the first call to a confirmed, dispatched appointment and a recorded result, with reports on salespeople and lead sources.
- Why it matters
- No lead gets forgotten. Dispatchers confirm and assign appointments, sales reps get the lead by text and email, and Missing Results flags every appointment that still needs an outcome.
- Texting
- Better Communication. Stronger Customer Relationships. Less Manual Work. Automated reminders, quick-select replies and personal texts to homeowners from your own company number, for $0.06 a text.
PP·03 Proposal Pro. Create, send, sign, track.
The ultimate proposal and contract tool for the construction industry. Build smarter. Sign faster.
Client & Company, Add Items, Review & Save: search the catalog and add items in a click.Add Home Improvement Format (CA Only): the required California verbiage, terms, conditions and cancellation notices.The proposal, addendum and contract with your logo and rep, ready to Send for Signature.The homeowner signs the home improvement contract in DocuSign, with co-signer and representative lines.
- What it does
- Builds proposals and home improvement contracts from your item catalog, sends them for DocuSign signature and tracks every envelope.
- Why it matters
- Close on the spot, without paper. Pick from pre-made templates, customize in seconds using AI, add the California home improvement format, and know when the customer opens and signs.
AI·04 I Am AI Solution. Your numbers, finally clear.
Exclusively available to I Am Management Solution customers using our core applications. Shown with sample data.
Total contract sales, contracts sold, average contract value, active reps, branches, growth and the top salesperson and branch. Sample data.By contracts participated and by credited sales, where split credit is the contract amount divided by the assigned reps. Sample data.Sales, contracts and growth by branch, monthly sales stacked by branch, and each branch's share. Sample data.Leads, appointments, sales, appointment rate and close rate for every lead source. Sample data.
- What it does
- AI-generated visual reporting that sits on top of Production and Lead Management, with filters by date, salesperson and branch, for unlimited users.
- Why it matters
- See who's selling, which branches are growing and which lead sources pay off, without building a report. Split credit is calculated for deals with more than one rep.
- Roadmap
- An evolving business intelligence platform, with additional reporting capabilities in development.
Simple pricing. No partial months.
Enroll any day. Your first monthly charge is the 1st of next month.
Production + Lead Management
$330 /month
One price for both apps, by total users. Each person counts once.
| Up to 3 users | $330 |
| Up to 6 users | $550 |
| Up to 10 users | $880 |
| Each user above 10 | +$88 |
One-time setup: $500 per app, due at contract signing.
Proposal Pro
$30 /month per user (minimum 2)
| 2 or more users | $30 each |
| One dedicated user | $50 |
No setup fee. Try it free until the 1st of next month.
I Am AI Solution
$78 /month per company
Unlimited users. Exclusively available to customers using Production or Lead Management.
| Texting (Lead Management) | $0.06/text |
Texting: no monthly retainer, no minimum. Available on select versions.
One simple invoice on the 1st of each month. Enroll any day and your first monthly charge is the 1st of next month. No partial billing, so your first weeks are on us while your team learns.
Contractors who run on it.
In their own words, on Google.
5/5 stars – each star for customer care, product quality, atmosphere, speed, and value. I have been using I Am Management Solution’s software for 9 years and I love how user-friendly and innovative it is. The platform is efficient and very customizable to fit my needs, and the support team is always supportive and quick to help. Their home improvement CRM makes managing projects a breeze and the integration feels seamless. I highly recommend them for anyone looking for a reliable management solution.
Been using their services for over 2 years. Nicole is just amazing! Super friendly, always available to help, and gets it done right on time. Couldn’t be more happier. Highly recommend.
Top 3 things I loved: 1) The user friendly interface that made the software feel intuitive and efficient 2) Innovative features such as contract automation and a proposal with Docusign that streamlined my workflow 3) Supportive and responsive team that helped customize the solution for my contractor needs. I Am Management Solution delivered a customizable, reliable experience that exceeded my expectations. Nicole has been a tremendous help, always available to customize the UI to our specs. Thanks again!
I am really impressed with I Am Management Solution. From the first demo to the final rollout, every step was seamless and the platform felt incredibly user friendly. The software is innovative and efficient, offering a highly customizable experience that fits my workflow perfectly. Their support team, especially Nicole, is always responsive and helpful, and the contract automation feature makes managing agreements a breeze. Overall, it’s a great choice for anyone needing reliable CRM software development.
5/5 stars - customer care, product quality, speed, value, and support. I am really impressed with how userfriendly and innovative the software from I Am Management Solution is. It is efficient and highly customizable, which makes it easy for my team to adapt it to our workflow. The support team is always supportive and quick to answer any questions. We especially love the contract automation feature that streamlines our proposals and agreements. Overall a fantastic experience.
I am very impressed with I Am Management Solution. The software is incredibly user friendly, innovative and efficient. It is also highly customizable, which allowed us to adapt it to our specific workflow, and the support team is always responsive and helpful. We Highly recommend for anyone looking for reliable management tools.
- Since 2015
- Built for contractors
- Personal support
- Always improving
$300Refer someone
For every referral who becomes a client.
Anyone can refer anyone. Send us a home improvement company that could use this, and when they sign, you get $300.
Talk to a person.
Book a Zoom with Kevin, or call. Existing customers, Nicole is here for you.
Nicole Roney
Customer Support. Your friendly guide for training, changes and questions, and the name our customers praise in their reviews.