Archdesk

Construction CRM Software

Win the right work, not just more work

Track enquiries, bids and frameworks from first contact to contract, priced by your estimating team in the same system. And every client record carries their real history: projects delivered, margins made, payments kept.

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Solution screenshot

Trusted by construction companies of every size, worldwide

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QBRE logo
Mitie logo
Daikin logo
VINCI Construction logo
Ballast Nedam logo
Madinet Masr logo
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CDC City Diamond Contracting logo
CSI Energy logo
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EEE Elevator Enterprise logo
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QTS logo
MacLennan logo
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DVM logo
ADP logo
DMDC logo
Inuti logo
Oakwrights logo
JH logo
K4 logo

Client relationships built on what you actually delivered

Construction CRM software connects client relationships to the projects you deliver by keeping enquiries, bids and delivery history in one system. Archdesk tracks tenders and frameworks from first contact to contract award, and every client record carries the real history: projects completed, margins made, payments kept.

Civil engineer reviewing client records on a tablet with the city skyline behind

Bid knowing how the last job went

Every client record holds the projects delivered, the documents exchanged and the payments made, so you pursue the next job on facts, not memory.

A pipeline shaped like construction bidding

Lead tracking, tender management, win/loss analysis and pipeline forecasting built around bids and frameworks, not a generic sales funnel.

Clients stop chasing for updates

A dedicated portal gives clients live progress, photo galleries, milestones and document approvals, so your project managers answer fewer status calls.

The signed version is never in doubt

Contracts and proposals sit against the client with version control and approval tracking, so you can prove what was agreed and when.

A pipeline your estimating team prices

Enquiries, bids and frameworks move from first contact to contract in the same system where your estimators price them, so the number you bid is a number you can build.

Contractor standing on a construction site

Opportunity Management

Track every enquiry, tender and framework from first contact to contract award. The pipeline shows what is live, what is winnable and what next quarter looks like.

Leads tracked from first contact

Tenders and frameworks in one pipeline

Win/loss analysis on every bid

Pipeline forecasting for the months ahead

Opportunity Management screenshot

Client Database

Every client record carries the real relationship: contacts, project history, documents and preferences in one profile. Nobody asks around before the meeting.

Contacts and communication preferences together

Project history against every client

Documents stored on the record

Custom attributes reported on live dashboards

Client Database screenshot

Project Portfolio

See every project you run for a client in one portfolio view. The relationship is judged on the work you deliver, not just the deals you chase.

Clients mapped to their projects

Portfolio overview across every client

Project status tracked in one view

Client satisfaction monitored over time

Project Portfolio screenshot

Document Control

Contracts, proposals and every client document in one place with version control. You can prove what was issued, approved and signed.

Contracts managed against the client

Proposals stored where you can find them

Version control on every document

Approvals tracked on the record

Document Control screenshot

Customer Project Dashboard

Give clients a dedicated portal with live project updates and documents, so they stop calling your project managers for news.

Real-time project updates for clients

Documents shared and approved online

Progress photos and milestone tracking

Communication workflows with custom forms

Customer Project Dashboard screenshot

Client Analytics

Know which clients make you money and which relationships need attention. Business development runs on delivery facts, not gut feel.

Relationship health scored per client

Revenue analysis by client

Client satisfaction metrics tracked

Business development informed by real history

Client Analytics screenshot

Explore Related Solutions

Everything below runs in the same system, working from the same live data.

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Book a demo and walk through a fully worked example project: one platform running everything from winning the work to closing it out.

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