CRM by industry

CRM for Construction Materials

CRMconnect for construction materials tracks sales by project, not just by customer: quotes for specific sites, recurring orders, multi-warehouse deliveries, and transport compliance. Project-specific pricing, credit limits, and stocks sync natively with your ERP, while electronic transport documents are generated directly within the workflow.

What hurts today in construction materials

  • Project quotes tracked in fragmented spreadsheets by individual agents
  • Stock split across multiple warehouses without centralized visibility
  • Overdue payment terms and credit limit breaches by contractors
  • Manual, disconnected filing of electronic transport documents

Project-based sales with full history

A construction site generates orders over several months. The project opportunity module links quotes, orders, deliveries, and communications together, ensuring any team member can manage the account seamlessly.

  • Special project pricing with automated approval workflows
  • Multi-warehouse stock visibility during the quoting stage
  • Credit limits and automated alerts for overdue invoices
  • Electronic transport documents for regulated local deliveries

Warehousing and delivery control

Native integration with WMS and transport providers shows exactly where goods are and their arrival time. Customers receive automated confirmations, reducing status inquiry calls.

Complements your existing ERP

Keep your invoicing and accounting in systems like SAP Business One, Microsoft Dynamics 365, or Sage. CRMconnect adds the missing commercial and operational layer via native sync.

Recommended modules for construction materials

Quoting & Negotiation

Centralise quotes, negotiation history, and internal approvals for a fast and transparent sales process.

See the module for construction materials →

Inventory & Warehouse Management

Track products accurately with real-time updates, automated replenishment alerts, and full stock traceability.

See the module for construction materials →

WMS Warehouse Management Module

Automate logistics processes, optimise inventory levels, and increase warehouse operational efficiency.

See the module for construction materials →

Electronic Transport Documents

Automate reporting of goods movements to national tax authorities, ensuring full compliance directly from your CRM logistics workflow.

See the module for construction materials →

Sales Team Management

Manage your sales team from a single platform: track activity, KPIs, and individual performance. Drive commercial productivity.

See the module for construction materials →

ERP/WMS API Integration

Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.

See the module for construction materials →

Frequently asked questions

Can I set different prices per project?
Yes. Special pricing is approved via workflow and remains locked to the specific project, not reliant on agent memory.
Are electronic transport documents filed from the CRM?
Yes, for shipments requiring reporting to the national tax authority, you can generate them directly from the delivery flow.
How can I see stock from another warehouse?
Real-time stock levels across all locations are visible during quoting and order entry, synchronized natively with your ERP or WMS.

Track site sales effectively

Start your free trial and manage your first project with quotes, orders, and deliveries in one place.