with hearth, use client management to
Manage Every Client From First Contact to Final Payment
Effortlessly manage clients and automate workflow flow ups to deliver a smoother, more personalized client experience. Helping save time, strengthening relationships, and ensuring no opportunity falls through the cracks.
100%
Digital Workflow
24/7
Response Automation
3X
Faster Client Processing
easy management in 3 quick steps
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speed and growth
add clients quickly and efficiently
Hearth makes it easy for you to add clients one at a time or seamlessly import an entire list using a CSV file, allowing you to get your data organized and your workflow up and running in just a few minutes.
request a demoConsistent Engagement
Automatically follow up with clients
Send your clients digital quotes, contracts, invoices, and financing forms, and Hearth will follow up with automated reminders.
request a demoget clear visibility and
Track their progress easily
Instantly see where a customer is in their sales journey: whether they have viewed or completed digital paperwork, and get suggested next steps.
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client progress tracking
You can instantly see where each client is in the sales journey, whether they have viewed or completed digital paperwork, and know what the next suggested action is.
automated follow-ups
Hearth can automatically send reminders and follow-up notifications to clients for quotes, contracts, invoices, and financing forms, reducing the need for manual follow-up.
Simplify and Succeed
work smarter. close faster. stress less.
polished proposals and more
Customizable templates save time, reduce errors, and present a consistent, professional brand to clients.
easy-to-use Progress Tracking
Visual tracking shows what stage each client is in, keeping your workflow organized and predictable.
create Automated Follow-Ups
Automated reminders keep conversations moving and opportunities from slipping through the cracks.
make your next Steps Made Easy
Smart recommendations show what to do next, eliminating guesswork and keeping priorities clear.
use connected Tools for you
Connected apps streamline tasks, reduce manual work, and help you close deals faster.
AN Easy Digital Experience
Frictionless digital interactions make clients feel cared for and more likely to return or refer others.
The difference is huge: deals close faster, clients feel more cared for, and your team, or just you, can operate like a well-oiled machine without the stress and chaos. In short, this isn’t just about working digitally. It’s about working better, winning more, and making your business easier to run every single day.
request a demoMulti-Location Business Management
Supercharge Your Sales Team
Hearth is an easy-to-use app that manages the entire customer journey from initial interest to final payment. Close more jobs by embedding financing options in every quote, contract, and invoice, and accelerate payment collection with automated invoices, reminders, and digital payments.
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Multi-Location Business Management
Impress Your Customers
Hearth provides professional, customizable templates to improve your customer experience. We will automatically follow up with your clients to ensure they view and complete their digital documents. Your customers can then approve quotes, sign contracts, pay invoices, and pre-qualify for financing offers all from the convenience of their mobile device.
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“It’s Easy to use”
Risen Foundation Solutions has financed $1.2 million in projects since partnering with Hearth in 2020. Thanks to Hearth’s soft-pull pre-qualification process, they can offer flexible monthly payment options from a network of up to 17 lenders — even for customers with FICO scores as low as 550. By avoiding per-project dealer fees, Risen keeps their cash flow strong while making high-ticket work more accessible.
Kip Stehling
Over $1.2M in Funded Loans
ready to get started?
deliver a modern experience your customers will love
Your customers can then approve quotes, sign contracts, pay invoices, and pre-qualify for financing offers all from the convenience of their mobile device.
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