BuiltRight Answers / Subject 04
Construction CRM
Keep enquiries, quotes and tender follow-up under control.
A useful commercial register connects projects, organisations and next actions. Keep one underlying project distinct from the separate contractors asking you to price it, so the pipeline reflects real potential work.
A useful starting point
- Assign an owner and next action to each enquiry.
- Keep return dates, submission dates and chase dates distinct.
- Separate secured orders from open tenders when forecasting.
Existing guidance and resources
This hub brings together existing resources. New answer articles for this subject have not been published in Phase Two.
Connected subjects
Keep the wider business in view.
Find work
Build a better shortlist of potential customers.
Explore this subjectConstruction projects
Find projects, tenders and the organisations behind them.
Explore this subjectRAMS and compliance
Prepare evidence that reflects the work on site.
Explore this subjectBusiness growth
Plan growth around capacity, cash and profitable work.
Explore this subjectFree resources
Find a practical starting point for your next task.
Explore this subjectSoftware comparisons
Choose software against the way your business works.
Explore this subject