CRM software for projects
understand more people
engage more customers
For projects
understand more people
engage more customers
Track more tasks
Manage more stakeholders
Deliver more success
Schedule Jobs■
Make it easy to schedule jobs for teams or individual. Schedule multiple jobs for the same Project such as workshop, installers or delivery.
See resources available, then drag and drop to reschedule as you need to. Make it easy for your office team and field teams to coordinate.
Automatically optimise routes to prioritise jobs.
Manage resources■
Stay on track■
Deliver your projects on time. Task management, activity tracking and reminders to manage resources efficiently.
Use theCRM ’s powerful dashboards to report on progress and deliver insights.
Cost management■
Deliver on budget. Track, manage and automate: quotes, change control notices, resources, proposals and tenders.
Provide real time dashboards with project budgets and cost forecasts.
Roles and responsibilities■
Engage stakeholders and collaborate across your teams to keep projects running smoothly and efficiently. Manage, track or even automate communications with key stakeholders.
Efficiently manage all projects, roles and responsibilities.
Site management■
Integrate■
theCRM is fast to integrate with third party systems.
Integrate with
- Microsoft Teams for project collaboration
- Barbour ABI for market insights and construction data
- Glenigan to provide comprehensive leads for the construction industry
- Your ERP systems to manage resources
- Any third party system with an API
1st
high value customer
saved within 2 weeks
Carl F Groupco Case Study
Stay on track■
Deliver your projects on time. Task management, activity tracking and reminders to manage resources efficiently.
Use theCRM’s powerful dashboards to report on progress and deliver insights.
Cost management■
Deliver on budget. Track, manage and automate: quotes, change control notices, resources, proposals and tenders.
Provide real time dashboards with project budgets and cost forecasts.
Roles and responsibilities■
Engage stakeholders and collaborate across your teams to keep projects running smoothly and efficiently. Manage, track or even automate communications with key stakeholders.
Efficiently manage all project, roles and responsibilities.
Site management■
theCRM can be set up to many anything, anywhere. Use theCRM to manage project sites and locations.
Integrate■
theCRM is fast to integrate with third party systems. Integrate with;
- Microsoft Teams for project collaboration
- Barbour ABI for market insights and construction data
- Glenigan to provide comprehensive leads for the construction industry
- Your ERP systems to manage resources
- Any third party system with an API
1st
high value customer
saved within 2 weeks
Carl F Groupco Case Study
“theCRM makes it really simple to manage separate Contractors and Projects”
Paul Harris, Sales and Marketing Director
Tornado Wire Limited Case study
“theCRM makes it really simple to manage separate Contractors and Projects”
Paul Harris, Sales and Marketing Director
Tornado Wire Limited Case study
Features■
See our full Feature List
Get in touch!
We'd love to help you achieve more■
Here is what to expect:
- We will take 5 minutes to understand how you currently manage projects and quotes
- We will show you what that looks like inside CRM-UK
- You will leave knowing whether it is a good fit - no obligation either way