Customer relationship management
Our CRM system helps us manage every customer interaction smoothly — from lead registration and service management to dynamic task tracking and workflow handling. With real-time lead analytics and a centralized dashboard, we respond faster, stay organized, and keep every client experience seamless from start to finish.
Main Features
- Dashboard & Lead Analytics
- Dynamic Task & Workflow Management
- Lead Registration
- Centralized Services Management
Feature
Dashboard & Lead Analytics
The Pre-Construction dashboard provides a high-level command center for tracking project leads and operational performance. It combines real-time lead analytics with task management tools, ensuring that construction projects move seamlessly from the initial inquiry stage through to active planning.
- ✓Real-time Lead Analytics
- ✓Operational Performance Metrics
- ✓Integrated Task Aging Matrix
- ✓Centralized Lead Repository
- ✓Automated Attention Alerts
- ✓Top Performer Leaderboard
Feature
Dynamic Task & Workflow Management
The Task Management interface serves as a centralized hub for overseeing and coordinating organizational workflows. It utilizes real-time data visualization to provide managers with a clear understanding of task health, team velocity, and operational bottlenecks.
- ✓Workflow Status Summaries
- ✓Real-time Intelligence Feed
- ✓Health & Efficiency Metrics
- ✓Detailed Task Execution Cards
- ✓Timeline & Accountability Tracking
- ✓Comprehensive Navigation & Actions
Feature
Lead Registration
A clean lead registration interface for capturing customer identity, location, workflow routing, and service requirements. It includes fields for full name, mobile, email, street address, city, postal code, source, status, and lead setup summary with pending details.
- ✓Customer Identity (Full Name, Mobile, Email)
- ✓Location (Street Address, City, Postal Code)
- ✓Workflow Routing (Source, Status)
- ✓Lead Setup Summary (Pending Details, Target Organizations, Active Requirements)
- ✓Target Organization & Lead Type Dropdowns
- ✓Service Requirements (Service, Priority)
- ✓Add Service Button
Feature
Centralized Services Management
The Services Management interface provides a comprehensive hub for configuring service offerings and lead classifications. It allows administrators to manage a diverse range of construction and design services while monitoring their operational status and workflow efficiency.
- ✓Service Performance Metrics
- ✓Operational Status Tracking
- ✓Workflow Classification
- ✓Detailed Service Profiles
- ✓Comprehensive Service Catalog
- ✓Advanced Management Controls
- ✓Interactive Configuration