Organize and track your subcontractors, clients and all your industry contacts from lead tracking to project closeout. Ultimately, collaborating with all team members is the key to any successful project and our contact management system is designed to be utilized in every feature of our business.
Keep company and individual information in a central location that integrates with your accounting system and is accessible by employees to ensure that everyone has the most up-to-date contact information.
Track interactions and business development activities with individual clients and assign contact leads to ensure that you stay in touch with your valued partners in an automated reminder system.
Communicate RFI’s, submittals and all project documentation via automated emails to all team members that are time stamped to ensure everyone has the information they need to build the job.
Build your database of subcontractors by CSI Division and scope of work for your estimating and Invitation to Bid system to ensure you have proper coverage. Distribute all bid documents, addendum to make sure everyone has the information to bid the job at the “Right Number.”