CRM & Document Management
Organize, track, and protect your paperwork—without ever touching a file cabinet.
Your Business Needs Structure—We Deliver It
Paperwork piles up fast when you're running multiple jobs. We provide complete CRM and document management services for contractors who want to stay compliant, organized, and ready to scale. We centralize your files, manage key dates and renewals, and ensure your team can find what they need—fast.
From job folders to COIs, permits, and digital CRMs—ProServicing organizes your entire documentation and keeps your operations running smooth, compliant, and audit-ready.
What's Included
Digital CRM Setup & Organization
Document Naming, Filing & Version Control
Organizing permits, COIs, Licenses & Compliance Tracking
Secure Cloud Storage & Access for Teams*
Task & Reminder Setup in CRM
Backlog Cleanup
How It Works
System Setup or Audit
We evaluate your current document system or CRM setup and identify gaps, risks, and inefficiencies.
Cleanup & Centralization
We rename, file, and organize all documents into a centralized folder or CRM—cloud-based and shareable.
Automations & Alerts
We set up reminders, expiration dates, and tagging systems to keep everything current and easy to manage.
Ongoing Maintenance (Optional)
Need long-term help? We offer monthly check-ins or virtual assistant support to keep your files accurate.
"ProServicing LLC takes the nuance out of it and allows you to bring it into your operations. They are proven and have experience in doing this already. I have personally seen the quality of the work of the leadership, they are consistent, diligent. Absolutely we recommend and endorse ProServicing LLC to handle the Servicing of the work in progress you may have."
— Raul Marrero, Founder of Knowledge Transfer and RadiansERP
ProServicing helps
Contractors losing track of permits or insurance
Teams using too many apps and scattered folders
Businesses prepping for growth, hiring, or funding
Admins tired of playing “file detective” every day
Why It Matters
Speeds up job approvals and insurance claims
Reduces the risk of compliance violations
Makes your company look professional and scalable
Saves time every week (and your sanity)
Let’s Get Your Business Organized
—We’ll take the paperwork off your plate and give you the peace of mind you’ve been missing.
*Some of the features are available in Pro Package using RadiansERP