Construction Customer Relationship Management (CRM)

Focus on sales to win and maintain business, and then easily manage customer communications to improve customer retention.


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Construction CRM Overview

From the moment you discover a prospect to the moment you start working a job, Deltek ComputerEase CRM for construction helps you stay in front of prospects and customers and provide them with a positive experience of your company. Focus on sales to win and maintain business, and then easily manage customer communications to improve customer retention. With these advantages, you will see the benefits of more jobs, increased profits and happier customers.

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Construction CRM Benefits

Win More Business

Win More Business

Generate leads, then manage and nurture prospects from the first point of contact to bid acceptance.

Manage Customer Retention

Manage Customer Retention

Import prospect detail as they convert to a customer. Record feedback and improve customer satisfaction and retention.

Streamline Sales Operations

Streamline Sales Operations

Manage contracts, quotes and bids. Simplify lead processes and share performance reports.

Construction CRM Software Features

construction CRM software

Remain Top of Mind to Win Construction Jobs

Remain Top of Mind to Win Construction Jobs

  • Organize companies, contacts and opportunities and only contact relevant decision makers
  • Manage prospects, send and track emails and set up reminders
  • Use the Search Center’s tags to filter companies by type and to use for mailers, emails, holiday cards, etc.
Track Customer Communications

Track Customer Communications

  • Automatically transfer historical prospect data like contact and job info to easily manage them as a customer
  • Manage client calls, emails and tasks with detailed notes about each interaction
  • Get peace of mind with Outlook and Excel integration by notifying users of alerts through email and calendar
Predict Future Construction Revenue

Predict Future Construction Revenue

  • Visualize your sales process and get the status of where prospects are in the pipeline
  • Get real-time reporting and data to accurately project revenue
  • Convey percentage to close, details about the opportunity— including its age—and customize by sales rep

Construction Accounting Software Modules

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