The CRM (Customer Relationship Management) application is specifically designed to manage the unique business development and customer relationship management processes within the construction industry. CRM streamlines the bid process, optimizes contact management and keeps record of all interactions with owners, contractors, and subcontractors. The historical and integrated information that resides within the CRM application will guide you to produce winning proposals, seek new opportunities and to build accurate and valuable opportunity forecasts. It also helps with repeat customer business and client satisfaction by having all pertinent customer information available in one single database.
Contact Management delivers a comprehensive management of contacts, organizations, leads and opportunities as well as links to all pertinent information and interactions with each account. From one screen, you will have a clear and concise picture of your company’s interactions, historical communications, projects and bids, open opportunities, meetings, project probability and next steps. With countless ways to view, sort, filter, chart and export data for further analysis or marketing mailers, you will never miss anopportunity to win more business.
Activities make all emails, logged calls, meetings and tasks available in easy-to-use customizable grids so you can manage all activities in one place. With just a few clicks, view all company activities or pivot to view account specific or project specific activities.
Projects are integrated with eCMS’s Project Management solution providing instant access to project directories including all owners, clients, consultants, staff, etc. as well all relevant project data, performance correspondence and documents.
Analytics with powerful and user customizable drill-through dashboards and reporting tools provides users with a virtual command center to key KPIs and metrics. With endless widgets available to deliver vital statistics such as hit rates, pipeline projections and goals, and upcoming activities such as meetings and tasks, time will be saved and performance will improve.