Gone are the days of excel spreadsheets, sticky notes and an outdated Rolodex of business cards. Not having a central hub for contact, customer, and project management can cost construction business owners time and money. Using customer relationship management (CRM) tool creates a one-stop system that organizes all the valuable data flowing in and out of your office, and helps you leverage that data for continued success.

You might think that a CRM tool is better suited for other industries, and most of the time—it’s true. CRMs are not usually designed with construction crews in mind. But CRM software knows how differently you work because we’re contractors too. The CRM Software for construction projects is the most important tool a construction company should invest in.

At A Glance Transparency for Construction Business Owners

Even the best managers don’t always know who is dead weight on their team. Having organized data and leads for construction projects improves team efficiency, and allows you to see your sales team’s deadlines, goals, outputs, conversion rates, and more to get a better picture of where your company stands. You can download our weekly sales meeting guide for tips on how to connect with your team and run sales meetings that improve your bottom line.

Reduce Paperwork and Streamline Processes

Don’t let the clutter on your desk reflect the clutter in your business. Going digital with your construction customer and project data management means access anywhere, anytime. There is no simple way to research trends or filter through your file cabinet, and losing a sheet of paper can sometimes mean losing a customer. Easily find information about a customer or the state of a project while away from your office by logging into the CRM app on your mobile phone. Using a cloud CRM Software for construction projects to collect, save, analyze and utilize data means more time back on your schedule.

Manage Contacts for Construction Projects

Managing contacts is more than managing customers. Contacts are anyone and everyone that interact with your company. Storing and managing these contacts in CRM help you:

• Safely store contact information
• Manage vendor information for your day-to-day operations
• Track potential partnerships
• Centralize all contact information, allowing your team to personalize communications

Find your projects, bids, tasks, deadlines, estimates, work orders and many more customizable options all in one convenient place. You will never have to worry again if your sales team has the most updated excel sheet for a project.

The best thing CRM Software offers is time. Spending time entering data into separate systems, searching for it, and analyzing it ends up being hours that add up to years. You can depend on one first-class platform to give all the information you need to know to grow. Minimize the hassle, maximize your dollars.