CONNECTED CONSTRUCTION WORKFLOWS

CRM software for construction

Record enquiries, customer relationships and follow-up work before and after the job is awarded.

CRM

CRM

Customers, leads and opportunities with connected project history.

01

CRM and follow-ups

Keep enquiries, opportunities, contacts and the next action connected as work moves through your sales pipeline.

  • Capture an enquiry, link the customer and move the opportunity through your company’s stages.
  • Record calls, meetings, email notes and the next follow-up against the relevant record.
  • Configure supported stage/outcome rules to create a to-do, communication follow-up or in-app notice.
02

What is included

Use these capabilities within your company and project permissions.

  • Custom pipeline stages and opportunity boards
  • Connected customer and communication history
  • Audited follow-up rules with visible run results
03

Configuration and availability

Communication history records activity; it does not ingest an email inbox or send messages without a connected delivery service.

READY WHEN YOU ARE

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