Construction CRM
When progress on site reaches the office late, who took on what under which contract on a project only starts being looked for once the work has slipped.
Every project is a record; the client, subcontractor, contract and site report build up under it. A subcontractor's past performance is seen from the same card when a new assignment is made.
- Open every project as a separate record and link clients, subcontractors and contracts under it
- Prepare tender and quote files quickly with standard templates
- Enter photos and progress reports from the site instantly with the mobile app (the app is live on both the App Store and Google Play)
- Build the connection to accounting software such as Logo, Netsis and SAP for your own project with the REST API and webhooks
- Run site and office messaging as a team from a single WhatsApp number, and let the history stay on the project
| Project Record | Every project is a record; the client, the subcontractor, the contract and the site report build up under this record, and a subcontractor's performance on earlier projects is seen from the same card when a new assignment is made. |
|---|---|
| Quote and Tender | The quote is produced with its line items linked to the project; because the standard template is fed from the fields on the record, the tender file is not compiled from scratch. |
| Site Entry | Photos, progress notes and reports entered from the site are written from the mobile app onto the same project record; the app is live on both the App Store and Google Play. |
| ERP Connection | We build the Logo, Netsis and SAP connection; there is no out-of-the-box module, the connection is built for each project over the REST API, OAuth2 and webhooks, and the scope is shared in writing in the discovery call. |
| Site Material Request | A material request coming from the field is a request linked to the site record; the item, the quantity, the date requested and the approver sit in its fields, and that the request was opened from the site is confirmed with location verification in the mobile app. |
In construction information flows at two speeds: on site the decision is made on the spot, and it comes back to the office days later. Three separate projects run in the same period, different subcontractors work on each of them, and each of their contracts sits in a different folder. When a piece of work falls behind, finding where the delay started comes down to opening those folders one by one.
Rapitek CRM puts the project at the centre: the client, the subcontractor, the contract and the site report build up under the same record, and a subcontractor's performance on earlier projects stands in front of you when a new assignment is made. Because the quote templates are fed from this record too, the information is not gathered from scratch when you go to tender. The configuration around your site and quoting flow is done not by you but by us; after the discovery call we give you a date, not a range.
