CRM Online has developed a CRM solution specifically for the retail construction industry that combines sales, administration & workflow and a projects portal that allows customers to monitor their projects. While each organisation will have their own custom requirements, this provides a template that can be moulded to suit. This incorporates the following:
- Sales process management with a focus on high volume lead management, finance qualification and appointment setting with SMS reminders.
- Management of contract administration and associated workflow using our sequential workflow engine.
- Project management of the prestart and contruction phases of the project
- Integrated client portal with tracking of project status, project team, prestart selector and capturing client feedback
The project management component has been customised to provide sequential workflow management. Refer to the figure below.
The sequential workflow engine is used to manage the process from project initiation, council applications, the drawing process, contracts, through to construction. In addition, each project tracks:
- Complete history of tasks along with due dates and actual completion dates
- Tracking of client communications
- Prestart selections
- Photo gallery
- Client Feedback for performance management
The above functionality seamlessly integrates with with project portal to provide customers with updates as to the status of their project.
If you'd like to find out more, don't hesitate to get in touch.
