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Building Materials CRM

In a store that sells the same product to a retail customer, to a tradesperson and to a renovation company at different prices, whichever discount someone happens to remember is the one that applies — and the argument breaks out both at the till and on the quote.

The material list of a renovation project is the line items of the quote; each revision is kept with its own date under the same quote, and the discount comes from the account's price list.

Building Materials CRM
  • Break the material list of a renovation project into quote line items, and keep every revision version with its own date on the quote
  • Define price lists specific to corporate customers; let the discount reach the quote line from that list
  • Track supplier performance by comparing their order and delivery times
  • Keep the stock quantity and the critical threshold in fields per product; let items falling below the threshold gather in a single list
Material List RevisionThe material list of a renovation project is the line items of the quote; when the customer removes and adds items, each version is kept with its own date under the same quote, and which version applies at delivery is read from the record.
Customer-Specific PricingThe corporate customer's price list is tied to the account record; the discount reaches the quote line from that list.
Supplier Relationship ManagementA supplier is an account record; order and delivery dates build up under the card, and the comparison of lead times is made in a report.
Stock and Order TrackingThe stock quantity and the critical threshold are fields on the product record; items falling below the threshold are gathered in a single list.

In a building materials store a quote is not made up of a single product but of a long material list, and the items come from different suppliers. When the customer says two weeks later "let's take that item out and increase this one", the list is written again from the start; if there is no record of which figure was given in which version, the invoice and the quote do not match at delivery. And that an item on the list is no longer in the warehouse is only understood while the order is being picked.

Rapitek CRM keeps the revisions under the same quote, so which item changed and when is visible. Because products falling below the critical threshold are gathered in a single list, a shortage is noticed beforehand rather than during picking; and because suppliers' delivery times sit side by side, who the order goes to is not chosen by guesswork.

The scope of the plans and the items priced separately are written on the pricing page.

Frequently asked questions

Can bulk orders and project quotes be managed?
Yes, with Rapitek CRM you can create project-based bulk quotes, follow customer approval processes and keep the revision history.
Is supplier management inside the CRM?
Yes, you can record your suppliers, follow the order history and report supplier performance.
Is the discount we give tradespeople and renovation companies applied the same way on every quote?
The corporate customer's price list is tied to the account record and the discount on the quote line comes from that list; it does not depend on who remembers what. When the list is updated, new quotes open with the current rate.
Which is the best CRM software for a building materials store?
When choosing a CRM for the building materials sector, you should look at sector workflows, integration capabilities, customisation options and the quality of support. You do not set up Rapitek CRM — we do: we configure the fields, stages and reports around your building materials process, we migrate your data, and we train your team in Turkish. Before building our own platform, our team completed more than 200 enterprise CRM projects during its Salesforce years; we carry out the setup with that experience.
How much does a building materials CRM system cost?
We keep current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you never read a different price in two places. The price is determined by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and any setup fee are worked out together in the discovery meeting and shared in writing. Rapi artificial intelligence credit and ERP integration are items priced separately.
How are CRM integrations carried out in the building materials sector?
In a building materials store the stock quantity and the critical threshold are fields on the product record; items falling below the threshold are gathered in a single list. If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because access and field structure on the ERP side change from installation to installation, a single button does not work the same way everywhere. The connection is built specifically for the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery meeting and share them in writing.
How does the move to a CRM system work in the building materials sector?
We start with a discovery meeting: we work out your building materials process together, and which fields and which stages are needed. After the meeting, we give you a date, not a range. We migrate your data, and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for a building materials store?
Yes — the building materials team can open the stock quantity and critical threshold fields on the product record from their phone. The application is live on both the App Store and Google Play. The web interface also works on tablets and phones. The application does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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