Connect Pre-Sales to Project Delivery.
Track leads, customers, contacts, follow-ups, opportunities, and proposals — then move won work into projects without losing the commercial trail.
What it does
From lead to customer to project.
- Manage leads, customers, contacts, and follow-ups.
- Track opportunities and proposals.
- Move from lead → customer → proposal → project.
- Keep client communication history with the commercial record.
Connections
How it links across the OS.
- Won opportunities feed projects and sales/billing.
- Client records support invoicing and portal access.
- Project 360 inherits the client relationship.
Problems it addresses
Familiar construction friction.
- Pre-sales lives in a CRM that never talks to project delivery.
- Proposal history is lost after handover to site teams.
Benefits
What teams gain.
- Commercial pipeline connected to construction delivery.
- Cleaner handover from sales to project kickoff.
Features
CRM capabilities
Practical construction controls — not generic feature fluff.
Lead and opportunity tracking
Leads, customers, contacts, follow-ups, opportunities, and proposals.
Handover to projects
Convert won work into project records with client context intact.
See CRM on your projects.
Book a demo and we will walk the workflows your teams care about — with project context intact.