Construction Leads Management

Construction Leads Managements is an Enterprise Ready CRM specifically for Contractors, Product Suppliers and Construction Professionals. With an emphasis on Construction Schemes/Projects, Sales Pipeline and Relationship Management CLM allows you to close more deals in less time.

Construction Leads Management uses data from leading construction information companies to consolidate one super database of all construction projects in both Ireland & the UK. It can be used as a simple intelligence tool or rolled out to all yours sales team as a CRM

Automatic upload from leading Construction Projects databases

If you are subscribed to CIS, Linked2plans or Barbour API you can get your project/scheme data directly uploaded to CLM with a push of a button. Each upload updates all projects/schemes so that the information you see is always relevant.

Construction Scheme Management

See the value of the scheme the description of the scheme and all associated Project roles (Architect, Engineer etc.)

Conversion of Schemes into Potentials

Convert the schemes you are interested in into Potentials so you can start your sales pipeline process.

Sales Pipeline Management

Close more deals by creating a pipeline with user definable stages to track your team’s performance.

Activity Management

In CLM, the Activities module is where you can create and associate business tasks, events and calls. Each activity has vital information on the date, time, priority level and notification parameters that can even be accessible from within the record it is associated to.

Manage Merchants

Add Merchants against specific Opportunities/Potentials you are working on. You can also add a quote for that Merchant.

User definable Dashboards & Reports

Pre-built Reports and Dashboards. See your pipeline and KPI’s the moment your data is uploaded to CLM.

Mobile Ready Solution

Download CLM on your mobile devices. Get real time access to customer information, receive sales notifications, find customers nearby, create tasks and much more. CLM works on and offline so you access your CRM data at your fingertips.

Data Migration

SERCAA will migrate your existing CRM or spreadsheet data into CLM.

per user/month

All above CLM Features

Data Migration from existing CRM or spreadsheets

Configuration of additional fields and modules

Admin and End User Training

Support Monday-Friday by Phone and Email

Dedicated Account Manager

Annual Review upon renewal of CLM licenses