Project-CRM for Manufacturers & Distributors
The comprehensive CRM solution for manufacturers & distributors selling into construction projects.
Project-CRM enables your team to track and engage with key project stakeholders and give yourself the best possible chance of winning tenders and quotations.
Get Your Specs and Quotes to the All of Right People from the Start with KMS Project-CRM
Built on Dynamics 365, Tailored for the Long and Convoluted Sales Process Faced by Manufacturers & Distributors
Our Project-CRM for Manufacturers & Distributors is designed to help you get ahead in complex construction projects. Capture early stakeholder details, such as architects, to influence product specifications and position your offerings for multiple bidding main contractors. Effortlessly send quotations to multiple potential customers—linked to a single project record—without inflating your pipeline value. With tools to manage quote revisions and set automated reminders, the CRM ensures you stay on top of every opportunity, driving efficiency and increasing your chances of success.
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 manufacturers and distributors overcome:
It Starts with a Project
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.
Lack of 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.
Limited 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.
Single Customer Restrictions
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.
Manage Unknown Customers with Confidence
Selling into construction projects often means not knowing the potential customer upfront—a challenge many traditional CRM providers fail to address. With KMS Project-CRM, you can easily manage this uncertainty, starting with the project itself and adding multiple potential customers as they become known, ensuring nothing falls through the cracks.
Projects/Sales
- Project Lifecycle tracking
- Project activity recording
- Record Multiple bidding contractors
- Pricing and Quotation management
- Document Management
Company
- Key Client management
- Company relationship management
- Approved installers
- Social Media Integration
- Supplier relationships
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!