Nothing is more valuable to your construction business than your clients—and construction CRM can help ensure positive and productive long-term relationships. With ProEst CRM, vital customer information is displayed by type, status, estimating history and more— the insight you need to anticipate client needs and build valuable relationships.
Build better relationships with your clients and prospects
Add an unlimited number of contacts for every project you estimate
View and prioritize client-facing tasks with continuous status ribbon updates
Easily schedule tasks, calls, follow-up requests and meetings for every project
Record historical estimate data to give teams complete project visibility
Access complete client project histories in a single convenient location
Keep track of changes in contact status to expand your professional network
When Construction CRM is in the cloud, you take care of your clients.
With ProEst, Construction CRM functionality has the power and flexibility of our online cloud platform behind it. That means you can store, access, view and share an unlimited amount of customer data-- and stay fully up-to-date on client news, personnel changes and important business developments. And because our platform offers easy online access, you and your teams can work together to ensure that your clients are receiving the service level they deserve, whether you’re bidding on a new job or completing an existing one.
A Centralized Information Source
Keep track of your clients, prospects, subcontractors, material vendors and industry partners in one easy-to-access location.
Detailed Contact Information
View historical prospect activity and store detailed contact information that includes address, email, phone numbers and more.
Gain new insight into specific accounts with a consolidated view of estimates generated for their projects, and the status of each.
Daily Task Organization
Stay organized with an easy-to-read task list that displays calls, tasks, meetings and other activities you have planned for the day.
Quickly see year-to-date totals of revenue won, close rate percentage and projects in the pipeline for more accurate business forecasting.
“The insight we get from CRM functionality in ProEst has helped us understand how our project owners like to work, which often results in repeat business.”
--Eric H, Senior Project Manager
Want to know more about ProEst Construction CRM? Ask us anything.
We want our software to work hard and contribute to our clients’ success. That’s why ProEst experts are readily available to answer questions and help optimize the ProEst software platform—and that includes our Construction CRM feature. As a ProEst client, you can talk live with our U.S.-based Technical Support team, Account Managers and Client Success advocates as often as you’d like; they can walk you through the construction CRM process, point you to additional training and make recommendations tailored to your needs. Want to know more about ProEst Construction CRM right now? Simply complete this form and we’ll be in touch.