Customer relationship management
CONSTRUCTION CRM SOFTWARE
Keep potential clients on the hook
Manage leads, submit bids, and schedule follow-ups — all from a single, centralized system designed for construction projects.
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Trusted by
Trusted by
RECORD
Capture and centralize client information
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Automatically collect leads through integration with product catalogs and website inquiries
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Oversee the entire sales cycle with a customizable visual pipeline
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Centralize client information, including contact details, interaction history, contracts, and invoices
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Seamlessly convert leads into projects
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MANAGE
Maximize conversion rates with efficient lead management
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Assign managers to each lead and track their progress through each every sales stage
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Customize the sales process to align with your business needs
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Access the full history of customer interactions to provide personalized service and timely follow-ups
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Stay organized by centralizing documents like estimations, quotes, revisions, and emails for easy review
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SCHEDULE
Plan activities and meet deadlines
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Schedule key sales activities, including site visits, calls, and emails, directly in the system’s calendar
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Improve lead engagement with automated reminders for follow-ups and upcoming tasks
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Coordinate team and client schedules to ensure all bids and proposals are submitted on time
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Achieve your goals with these features
Here are FirstBit ERP tools and reports to enable better management of construction projects.
Leads pipeline
Track and manage leads visually through a customizable kanban, from initial inquiry to awarded project.
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Event calendar
Schedule and track activities, including calls, site visits, and follow-ups, using an integrated calendar.
Automated reminders
Set up automated reminders for follow-ups, task deadlines, and important events to keep your commercial, QS and design teams organized.
Document history
Keep all client-related documents, including quotes, revisions, and contracts, for easy access and review.
Interaction history
Record and access the full history of client interactions, including emails and meetings, to deliver personalized service.
Document attachments
Attach and organize important files, such as estimates and proposals, directly within the client profile.
Explore FirstBit ERP solutions for customer relationship management
FirstBit ERP completed my main requirement, but there were many things to be modified in the software to meet our expectations, and I am pleased with FirstBit Team that it always answered my questions and reached out whenever my teams and I needed them.
Hassan Karim Jahedpari
Managing Director at Zenith Group
Frequently asked questions
Don't find an answer? Meet our expert to get a detailed quote.
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What is construction CRM software?
How does FirstBit ERP integrate with e-mails?
Can we set up automatic emailing to our customers in FirstBit ERP software?
Does FirstBit ERP support integration with calendars?
What reports can I generate with the FirstBit CRM module?
Are leads in FirstBit ERP synchronized with construction projects?
Don't find an answer? Meet our expert to get a detailed quote.
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See FirstBit ERP solutions in action
Discover how our system solves the unique challenges of contractors in a personalized demo.
After the demo you will get a quotation for your company.
After the demo you will get a quotation for your company.