Optimize Your Firm’s Financial Processes

CMiC Financials: An All-in-One Platform Built for Construction

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Solution brief for Financials

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Learn about the business benefits that Financials can deliver.

read the solution brief

Visualize Deal Pipelines and Prioritize Actions to Accelerate the Sales Process.

What is CMiC Opportunity Management?

CMiC Opportunity Management (OM) is a modern CRM tool that focuses on forecasting construction projects and managing processes. It helps gauge the health of their sales pipeline in real-time. This robust CRM tool enables construction leaders to make accurate revenue, profitability, and growth projections, and to manage leads effectively.

How does CMiC Opportunity Management support sales teams?

Managing your construction company’s sales funnel is a critical element to maintain your growth targets. Utilizing the right construction CRM software allows leaders to accurately forecast revenue, track sales, profitability, and ensure that customer relationships are optimized.

To effectively manage the sales funnel and meet growth targets, construction firms turn to CMiC to help drive automation, manage sales-focused tasks, nurture leads, drive collaboration and manage business relationships — including those with general contractors, subcontractors, and integration partners. This sets the stage for flawless project delivery.

Opportunities
Opportunities

Opportunities

Quickly find a sales opportunity or create a new one and view key information related to it, including linked contacts and tasks.

Contacts
Contacts

Contacts

View all companies in your CRM in one place. Perform additional tasks, such as sorting, filtering, or editing organization-related information.

Organizations
Organizations

Organizations

View all companies in your CRM in one place. Perform additional tasks, such are sorting, filtering, or editing organization-related information.

Action Items
Action Items

Action Items

Search, filter, update and create new records to track action items.

Attachments
Attachments

Attachments

Add new attachments to the record via photo capture or upload from local device for effective document management.

Voice to Text
Voice to Text

Voice to Text

Automatically convert your voice to text data with the speech recognition capability.

Duplication Check
Duplication Check

Duplication Check

Scans existing records automatically and checks for duplicates when creating new contacts and organizations.

Link-Related Items
Link-Related Items

Link-Related Items

Creates one record displays and automates the inter-connectivity and relationships between key components, such as contacts, organization, opportunities, and action items.

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Why choose CMiC Opportunity Management?

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Gain the Single Database Platform Advantage

CMiC’s Opportunity Management application enables sales leaders in construction to easily visualize deal pipelines, prioritize actions to accelerate the sales process and manage relationships effectively — all with the end goal of converting prospects into customers

Leverage superior Opportunity Management software with CMiC

Overhead shot of a construction worker looking at a document

Solution brief for Opportunity Management

Overhead shot of a construction worker looking at a document

Learn about the business benefits that Opportunity Management can deliver.

Read the Solution Brief

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Let's Connect

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Complete the form and we will contact you within the next two business days. Or schedule a demo with a CMiC expert.