Archdesk

Construction Client Management (CRM)

Transform your client relationships with a CRM purpose-built for construction companies. Manage opportunities, track project portfolios, and enhance client satisfaction.

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Solution screenshot

Build Stronger Construction Client Relationships

Archdesk's Construction CRM helps you manage client relationships throughout the entire project lifecycle. From opportunity tracking to project delivery and beyond, our platform provides the tools you need to win more business and maintain long-lasting client partnerships.

Opportunity Management

Track and manage construction opportunities from initial contact through project award.

  • Lead tracking
  • Tender opportunity management
  • Win/loss analysis
  • Pipeline forecasting
Opportunity Management screenshot

Client Database

Maintain comprehensive client profiles with project history, preferences, and relationship details.

  • Contact management
  • Project history tracking
  • Document storage
  • Communication preferences
  • Custom attributes meta-data
  • Real-time custom dashboard reporting
Client Database screenshot

Project Portfolio

Link clients to their projects with comprehensive portfolio management.

  • Project relationship mapping
  • Portfolio overview
  • Project status tracking
  • Client satisfaction monitoring
Project Portfolio screenshot

Document Control

Manage all client-related documents with version control and easy access.

  • Contract management
  • Proposal storage
  • Document versioning
  • Approval tracking
Document Control screenshot

Customer Project Dashboard

Give your clients direct access to project updates and documentation through a dedicated portal.

  • Real-time project updates
  • Document sharing and approvals
  • Progress photo galleries
  • Milestone tracking
  • Communication worklows with custom forms
Customer Project Dashboard screenshot

Client Analytics

Generate insights on client relationships, project performance, and business development.

  • Relationship health scoring
  • Revenue analysis
  • Client satisfaction metrics
  • Business development insights
Client Analytics screenshot

Trusted by construction companies small and large around the globe

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Ready to Get Started?

You are one easy step away from the future of construction management. It's really that simple.

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