Kanban pipeline
Draft, Sent, Approved, Disapproved, No Response. Drag cards between stages, with a remark prompted on every status change. A paper trail of why, not just when.
Venture 04 · JU Estimating CRM
The pre-construction CRM that ships with a real quotation builder
JU Estimating CRM is the operating system used by JU Estimating LLC and licensable to other estimating firms through Dina Holdings. Kanban pipeline, A4 quotation builder with live PDF preview, lifetime client revenue analytics, and a full audit trail of every status change.
What it does
Five capabilities every estimating firm needs
Quotation builder
Side-by-side form and live A4 preview that matches the exported PDF exactly. Quote meta, client, prepared-by, contact, projects, divisions, subtotal, discount.
Client lifetime view
Searchable client list with lifetime quotations, approved count, project count, and lifetime revenue. New-versus-old breakdown with full edge-case handling.
Dashboards
Conversion ratio, approved revenue, pipeline value, status breakdown, 30-day trend, and a charts library that estimators actually understand.
Activity log
Every create, update, status change, and delete, filterable by date range, entity, and action. Audit-friendly by design.
PDF export
One-click PDF download at true A4 dimensions, 595.28 by 841.89 points, using jsPDF and html2canvas. The preview is the PDF.
Architecture
Built on the Dina Holdings shared stack
| Layer | Technology |
|---|---|
| Frontend | Vite, React, react-router-dom v7 |
| Database | Supabase Postgres, Row-Level Security |
| Charts | Recharts |
| Drag-and-drop | @dnd-kit |
| jsPDF and html2canvas | |
| Icons | lucide-react |
Licensing
Request a licensing call
License JU Estimating CRM for your estimating firm
The CRM is licensable to other estimating firms with custom branding, custom quotation templates, and Dina Holdings managed hosting.