See Video DemoConstruction CRM and Bid tracking software helps you get organized and keep track of leads, bids, and documents from anywhere with our cloud-based software.
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Construction And Service Contractors
Our CRM was built by contractors for contractors. With our easy-to-use CRM, you’ll have one place for all client information and you will never have to manually update reports or wonder how your team is tracking toward goals.
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Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history. We keep your contacts organized and hold them as “people” and “companies”. Once added, people or organizations can be linked to jobs as you go.
Organize all your contact details and manage leads so sales can prioritize their outreach. An activity is anything that moves your deals toward closing. A phone call, lunch, meeting, email or anything in between. You can’t control the outcome of deals, you can only control the actions that push deals to close.
Customer relationship management software, by definition, helps you nurture relationships with leads while aligning your team’s sales activities. A well-designed customer management software gives you the ability to better organize your efforts and to meet all of your sales goals.
Using our scheduling tool, you can attach activities to deals and see your entire to-do list on one, easy-to-navigate page that syncs with your calendar. In your pipeline view, you can clearly see which deals have activities due, are overdue or have not been assigned.
Organize your salespeople into teams and gain useful insights into their performance. Set goals and generate reports covering the wins, losses, and sales activities of any team. With Team Goals, you can set sales targets and help your salespeople know exactly what to spend their valuable time on.
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