Pre-Sales CRM
Simplify Pre-Sales.
Convert Every Lead.
Pre-Sales CRM gives sales teams one controlled workspace for enquiries, source attribution, follow-ups, site visits, and booking-ready pipeline visibility.
lead capture
Multi-channel lead capture
assignment rules
Automated assignment rules
Site visit and follow-up tracking
Site visit and follow-up tracking
Pipeline to booking
Pipeline stages from enquiry to booking
Lead Management dashboard
Analytics View
Built for construction. Built for trust.
Key Capabilities
lead capture
Capture, qualify, and move enquiries into a more accountable operating flow.
assignment rules
Automated assignment rules with clearer visibility, ownership, and daily control.
Site visit and follow-up tracking
Site visit and follow-up tracking with clearer visibility, ownership, and daily control.
Pipeline to booking
Pipeline stages from enquiry to booking with clearer visibility, ownership, and daily control.
conversion analytics
Source and conversion analytics with clearer visibility, ownership, and daily control.
Recent Activities
lead capture
Multi-channel lead capture
assignment rules
Automated assignment rules
Site visit and follow-up tracking
Site visit and follow-up tracking
Pipeline to booking
Pipeline stages from enquiry to booking
Construction Progress
Next milestone
conversion analytics
Benefits That Build Stronger Relationships
Reduce missed opportunities
Improve sales accountability
Give Management cleaner pipeline visibility
Interested in this app?
Book a focused Pre-Sales CRM demo now.
See how this module fits your construction workflow, operating roles, and day-to-day reporting needs.