Effectively Manage Your Sales Funnel and Meet Growth Targets With the Right Construction CRM Software
Managing your construction company’s sales funnel is a critical element to maintain your growth targets. In fact, utilizing the right construction CRM software allows leaders to accurately forecast revenue, track sales, profitability, and ensure that customer relationships are optimized.
CMiC Opportunity Management (OM) is a modern CRM tool built for construction, 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 firms to make accurate revenue, profitability, and growth projections, to manage leads effectively.
To learn more about the business benefits that CMiC Opportunity Management delivers, please download the solutions brief.
Key Features of CMiC Opportunity Management
| Opportunities | Quickly find a sales opportunity or create a new one and view key information related to it, including linked contacts and tasks. |
| Contacts | View important information related to a contact. Perform additional tasks, such are sorting, filtering or editing contact-related information. |
| Organizations | View all companies in your CRM in one place. Perform additional tasks, such are sorting, filtering or editing organization-related information. |
| Action Items | Search, filter, update and create new records to track action items. |
| Attachments | Add new attachments to the record via photo capture or upload from local device for effective document management. |
| Voice to Text | Automatically convert your voice to text data with the speech recognition capability. |
| Duplication Check | Scans existing records automatically and checks for duplicates when creating new contacts and organizations. |
| Link-Related Items | Creating one record displays and automates the inter-connectivity and relationships between key components, such as contacts, organization, opportunities and action items. |
Watch this webinar to learn how construction professionals are gaining greater visibility into their field operations with real time data from all job sites. With a suite of mobile applications that are as robust as what you have in the back office, you can review construction drawings, enter daily journals, and track crew hours and budget details all from the palm of your hand — no matter where you are working from.
Additional Resources
Scale your Business with CMiC's Construction Management Software
Invest in a software to support your business as it scales. The CMiC project management platform is purpose-built for the construction industry, ensuring that your users, and the unique workflows that they manage, are not just supported, but also enhanced by the right capabilities. Speak with an expert to learn more.