Construction CRM and Collaboration Tools
CRM for Construction
- Lead, contact, task and account management
- Customizable follow up plans/workflow
- Salesforce automation/drip campaigns
- Document management
- Alerts and reminders (email, text, calendar)
- Job board/calendar keeps track of your resources
Bid tracking
- Tracks, manages and reports multiple bids for the same job
- Bid calendars and dashboards
- Forecasting, bid performance and sales reports
- Manage estimators, project managers and sales teams
- Track follow up, due dates and next steps
Quote Builder and proposal builder
- Quickly generate professional quotes
- Maintain itemized list and assemblies
- Generate custom proposals using standard templates
- Interface with XL or third-party estimating software
- Assemble multiple documents into a single proposal/PDF
- Pre-populate proposal from job information
- Track customer receipt and approval
Email marketing and drip campaigns
- Targeted email campaigns
- Automated drip campaigns
- Automated follow up emails
- Tracking and reporting
- Customer, contacts and job email history integrated with CRM
- High delivery rates (spam and blacklist monitoring)
Two-way integration with Sage
- Newly awarded jobs and new customers created automatically
- Synchronizes customers, contacts, jobs, job financials and job history
CRM package: CRM, bid tracking, proposal builder for construction
$249/month: includes five user licenses, billed annually
- Third party interface is priced separately
- Volume discounts apply after 10 users
$2500 set up fee includes:
- Account and user set up
- Marketing/newsletter template branding
- Initial data import and set up
- Unlimited live web based training
- Unlimited live phone and email support
- Online help center
To learn more, call Techware at 952-491-4665.
