Construction CRM

Customized for Business Development Construction Sales or Service Sales

Mobile Interface

Mobile Interface for all Major Browsers
Mobile Quoting tool for Service Quotes
Create Leads/Opportunities
Initiate Phone Calls & Emails
Log Activities


Service Salespeople

Quickly Log Activities from Desk or Mobile
Get Reminders to Follow-Up
Integrated Estimate Tool
Integrated Proposal Generator
Not Just a Manager's Tool - Helps You Sell


Manager Interface with KPIs

Actions per Engagement Performance 
Response Time Indicators
Contact Freshness Metrics
Funnel Drop Off Metrics
Customized KPIs


Track Leads and Opportunities

Enter Leads for Buildings or Customers
Qualify Leads to Opportunities
Statuses Change Through Sales Process
Track Activities
Track Equipment

Amazing Charting and Grids

Canned Charts/Grids  
Custom Reporting
3D or 2D Charts
Quick Filters to Adjust Data

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Measure Activity of Salespeople

Custom Activities
Create Sales Teams to Track
Watch Activities on your Dashboard
Relate Activities to Sales

Powerful Mobile TOOL

Easy to use interface allows for the option to work from anywhere, anytime.

All of our modules have a mobile friendly option.

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Mobile Screenshot
Chart Picture

Customizable charts and Grids

Add different charts and grids to salespeople and manager dashboards. Dashboards can be defaulted based on user type, location or division. 

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Powerful activity Tracking

Users easily enter info through mobile app or Microsoft Outlook to track measurable activity. Salespeople can personal activity and managers can see all users.

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Sales Activity Tracking

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