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.
Digital Workflow
Response Automation
Faster Client Processing
easy management in 3 quick steps
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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.
Multi-Location Business Management
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.
“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.
