CONNECTED CONSTRUCTION WORKFLOWS

Customers for construction teams

Maintain the customer and supplier details used across your company.

01

Create a reusable contact

Save the contact type, company, address, email and phone details once.

02

Use it in the work

Select the saved contact in projects, estimates, invoices and purchasing records.

03

Preserve useful history

Link CRM activities and related work to the same contact, and archive records when they are no longer active.

CONTINUE EXPLORING

Related workflows

READY WHEN YOU ARE

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