Causeway Estimating
Seamless Integration: Project-CRM and Causeway Estimating
KMS has developed a powerful integration between Project-CRM (built on Microsoft Dynamics 365) and Causeway Estimating, bridging the gap between your CRM and estimating processes.
Eliminate Duplication: Streamline Your CRM and Estimating Processes
In the construction industry, CRM and estimating solutions have traditionally operated in isolation, leading to redundant efforts, duplicated data, and miscommunication. These systems often store the same client information, project details, and contact lists separately, causing inefficiencies and a lack of coordination. This disconnect can result in critical CRM data being overlooked, and feedback from estimating teams can be delayed or missed altogether.
The KMS Project-CRM integration with Causeway Estimating means estimators now have instant access to crucial CRM data, and CRM users can easily access estimating information. With just one click, you can generate an estimate pre-populated with all relevant details, including client, architect, and team member information. This integration creates a unified repository for projects and related estimates, streamlining workflows and enhancing data accuracy.
Gain a 360-Degree View with Collaborative Working
Stay on top of every change with real-time updates. Any modifications made in Causeway Estimating are instantly reflected in Project-CRM, ensuring all team members are aligned. This collaborative approach allows Business Development staff and Estimators to work together seamlessly, providing a comprehensive 360-degree view of each project. Estimators receive timely notifications about upcoming tenders, allowing them to prepare resources and respond efficiently when tender documents arrive.
By linking your CRM with Causeway Estimating, you can eliminate redundancy, improve communication, and ensure that your projects are managed with precision. With our integration, your construction business can work smarter, faster, and more effectively.
Key Features
Clients and Roles
Details about the Client, Architects, Consultants and all other players on the project can be shared. Names, addresses, emails etc. can be shared, cutting down the amount of duplication in both systems.
Synchronise any Data
Any data in Estimating can be shared with CRM users, for example the Estimating Tender Adjudication data.
Fully Configurable
Synchronise as much or as little data as you want, matching your data structure.
Powerful Reporting
Once in Dynamics 365, use all of the powerful reporting capabilities available in the Microsoft /Dataverse to produce meaningful insights through data visualisation.