Project-CRM for Contractors
The comprehensive CRM solution for contractors.
Project-CRM for Contractors equips your team with the data and insights to prioritise tenders with the highest chance of success. By analysing historical performance and tender outcomes, it helps you focus on the opportunities that matter most.
Manage the Complete Lifecycle of Your Construction Projects with Project-CRM
Built on Dynamics 365, Tailored for Contractors
Our Project-CRM for Contractors solution empowers your team with the insights needed to make more informed decisions. This project-centric platform centralises critical data, including activities, documents, and key stakeholder information, enabling teams to evaluate which tenders have the highest probability of success. By leveraging historical data, such as past performance, project relationships, reasons for declined, lost, and won tenders, and other key metrics, Project-CRM helps identify trends and optimise decision-making. With tools to manage subcontractors, track tender enquiries, and forecast revenue, Project-CRM provides contractors with the intelligence to prioritise opportunities and drive business growth.
We Understand Your Pain Points
At KMS, we know that construction businesses face unique challenges that traditional CRMs simply don’t address. Here are some of the most common pain points we’ve helped contractors overcome:
Projects Are Your Leads, Not People
Logging individual leads or prospects doesn't reflect the reality of construction. With Project-CRM, projects become the focal point, ensuring your efforts are aligned with what matters most.
Complete Project History Reporting
Making informed bid/no-bid decisions is impossible without understanding past interactions. Our solution gives you visibility into project histories and associated companies, and contacts to support smarter decisions.
Unlimited Stakeholder Tracking
Traditional systems only let you track clients, but construction projects rely on many non-client stakeholders—like architects—who play a vital role in your work-winning efforts, even without financial transactions.
Manage Multiple Potential Customers
Subcontractors often "sell" to multiple bidding main contractors on the same project, before one is ultimately appointed. Project-CRM enables you to manage these complex relationships effortlessly.
Projects
- Project Lifecycle tracking
- Project activity recording
- Tender recording and management
- Document Management
- PQQ recording
- Risk Assessment workflows
Company
- Key Client management
- Company relationship management
- Contact management
- Social Media Integration
- Supply Chain recording and management
Reporting
- Simplify your reporting procedures
- KPI Dashboards
- Ad-hoc reporting
- Revenue Forecasting
- Management Reporting
Familiar Experience
Out of the box Integrations with Microsoft 365 services:
- Outlook
- SharePoint
- Teams
- Power BI
- Power Automate
- Power Apps
Book a demo
To find out more about how Project-CRM & Advanced Projects can revolutionise the way you work, book a demo to see it for yourself!