About this template

Construction Sales CRM Template organizes opportunities from prospecting to close. Reps track deal stages, leaders forecast revenue, and automations ensure no follow-up slips through the cracks.

What’s included

Boards

Accounts Board - This board helps sales representatives manage their client accounts efficiently by tracking essential details such as company name, domain, industry, number of employees, headquarters location, and company profile links. It consolidates important information and relationships through mirrored columns for contacts and deals, allowing reps to have a comprehensive view of each account and streamline client management.
Leads Board - The leads board is designed to help sales reps track and manage potential clients. It includes columns for lead status, contact creation, company details, title, email, phone, and last interaction date. By organizing this information, reps can prioritize their efforts, monitor lead progression, and ensure timely follow-ups to increase conversion rates.
Contacts Board - This board centralizes all contact information, including names, emails, phone numbers, titles, and company associations. It also mirrors deals and their values, allowing reps to see which contacts are involved in ongoing deals. With additional columns for priority and comments, reps can keep detailed notes and prioritize their communications effectively.
Deals Board - The deals board is crucial for tracking the progress of sales opportunities. It includes columns for deal name, stage, owner, value, and expected close date. By mirroring contacts and accounts, reps can quickly access relevant information and manage their pipeline efficiently. The board also includes close probability and forecast value formulas to help reps predict revenue and set realistic sales goals.
Activities Board - This board helps sales representatives plan and track their activities, such as meetings, calls, and follow-ups. It includes columns for activity type, owner, start and end times, status, and related items. By organizing activities in one place, reps can ensure they stay on top of their schedules and maintain consistent communication with clients and leads.
Bids Board - The bids board allows sales reps to manage and track bid submissions. It includes columns for bid name, amount, client, due date, status, notes, and the responsible sales representative. This board helps reps ensure they meet deadlines, track the status of each bid, and maintain detailed records for future reference.
Estimates Board - Similar to the bids board, the estimates board helps reps manage and track cost estimates submitted to clients. It includes columns for estimate name, amount, client, due date, status, notes, and the sales representative responsible. This board ensures reps can efficiently manage their estimates, follow up on pending responses, and keep accurate records.

Dashboards & Reports

Annual Target - Helps construction sales representatives track their yearly sales goals against actual performance, ensuring strategic adjustments are made to meet annual quotas.
Monthly Target - Allows sales reps to monitor monthly sales objectives, facilitating short-term planning and adjustments to maintain consistent progress towards annual targets.
Average Deal Value - Provides insights into the average size of deals closed, helping sales reps focus on high-value contracts and refine their pitch strategies to maximize revenue.
Active deals - Forecasted Revenue - Displays expected revenue from current active deals, enabling sales reps to prioritize and push forward deals with higher forecasted returns.
Deal status distribution - Shows the distribution of deals across various stages, helping sales reps identify bottlenecks and optimize their sales process to move deals through the pipeline more effectively.
Actual Revenue by Month (Deals won) - Tracks actual revenue generated from deals won each month, providing a clear picture of performance trends and helping reps identify peak periods and strategize effectively.
Pipeline conversion - Highlights the conversion rates at different stages of the sales pipeline, aiding reps in understanding where deals are most likely to close and where additional effort is required.
Activity tracker - Keeps tabs on sales activities such as calls, meetings, and emails, ensuring reps stay organized and maintain consistent engagement with prospects.
Forecasted Revenue by month - Provides projections of revenue for upcoming months based on current pipeline data, helping reps plan ahead and align their efforts with future sales targets.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of the deal, allowing reps to focus on advancing deals in critical stages to ensure revenue targets are met.
Deals Stages by Rep - Displays the stages of deals handled by individual reps, offering insights into each rep's performance and areas for improvement.
Deal Progress based on Month Added - Tracks the progression of deals added each month, helping reps understand the lifecycle of their deals and refine their strategies to accelerate closures.

Automations

When new email arrives → Notify item subscribers with a message - Ensures sales reps immediately know when a new email arrives, facilitating prompt responses and fostering timely communication with clients.
When an email is opened → Notify item subscribers with a message - Alerts sales reps when their emails are opened, providing valuable insights into client engagement and enabling follow-up actions at the optimal moment.
When "Create a contact" is clicked → Move the item to the Contacts board - Automatically organizes new contacts into the appropriate board, streamlining contact management and ensuring no potential leads are overlooked.
When a lead is created → Set its status to "New Lead" - Automatically assigns a status to new leads, helping sales reps quickly identify and prioritize initial outreach efforts.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps track of the most recent interactions with leads, ensuring sales reps have up-to-date information and can maintain consistent engagement throughout the sales process.

Frequently asked questions

How can this CRM help me manage construction project bids and proposals?

This CRM template allows you to track and manage all your bids and proposals, ensuring you never miss a deadline. Easily organize documents, set reminders for follow-ups, and track the status of each bid through customizable stages.

How does this solution assist in tracking construction project progress?

You can monitor the progress of each construction project through dedicated boards that track milestones, deadlines, and key deliverables. This helps you stay on top of project timelines and communicate effectively with clients and your team.

What features does this CRM offer for managing client communication in construction sales?

The CRM includes tools for logging client interactions, scheduling follow-ups, and maintaining a detailed communication history. This ensures you can provide personalized service and respond promptly to client inquiries.

Can I use this CRM to track my sales pipeline in the construction industry?

Yes, the CRM is designed to help you track your sales pipeline with precision. You can manage leads from initial contact through to contract signing, ensuring you have a clear view of each opportunity's status and potential revenue.

How does this CRM help in managing subcontractor and supplier relationships?

The CRM allows you to keep detailed records of subcontractors and suppliers, track their performance, and manage communications. This helps you maintain strong relationships and ensure timely delivery of services and materials.

What tools are available for tracking construction sales metrics and performance?

The CRM includes customizable dashboards and reports that allow you to track key sales metrics such as lead conversion rates, sales cycle length, and revenue forecasts. These insights help you make data-driven decisions to improve sales performance.

Can this CRM help with compliance and documentation in construction sales?

Yes, the CRM helps you stay compliant by organizing and storing all necessary documentation, such as contracts and permits. You can set up automated reminders for renewals and ensure that all project-related paperwork is up-to-date and easily accessible.

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