Know Your Clients. Track Every Move.
Built-In CRM Designed for Construction Professionals. Never Miss a Beat.
Construction Pipeline - Active Leads
LIVE - 12 ACTIVE LEADS
Leads
3
JD
John Davis
Davis Construction
Residential Development
$450,000
Residential
SM
Sarah Mitchell
Mitchell Properties
Office Complex
$1,200,000
Commercial
RW
Robert Wilson
Wilson & Co
School Renovation
$850,000
Government
Qualified
2
MJ
Maria Johnson
Johnson Development
Shopping Center
$2,500,000
Commercial
TL
Tom Lewis
Lewis Homes
Subdivision
$1,800,000
Residential
Proposal
3
AB
Alice Brown
Brown Enterprises
Hotel Renovation
$3,200,000
Commercial
CP
Chris Parker
Parker Construction
Warehouse Complex
$4,500,000
Commercial
DG
David Green
Green Properties
Apartment Complex
$5,800,000
Residential
Won
2
KH
Karen Harris
Harris Development
Medical Center
$6,200,000
Commercial
MF
Mike Foster
Foster Homes
Custom Homes
$1,500,000
Residential
Lost
2
RS
Rachel Smith
Smith Properties
Retail Center
$2,800,000
Commercial
BW
Bill White
White Construction
Office Building
$3,500,000
Commercial
Full Interaction Tracking
Log every interaction with leads and clients, with detailed activity history.
Kanban View
Manage your pipeline from lead to warranty with an intuitive drag-and-drop interface.
Interactive Dashboard
Get a real-time overview of your pipeline, activities, and performance metrics.
Why Builders Trust CortexPM CRM
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Full Interaction Tracking: Log every interaction with leads, clients, and stakeholders. Never miss a follow-up or lose track of important conversations.
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Kanban View: Manage your pipeline from lead to job with an intuitive drag-and-drop interface. Visualize your sales process and track progress at a glance.
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Interactive Dashboard: Get a real-time overview of your pipeline, activities, and performance metrics. Make data-driven decisions with comprehensive analytics.
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Email/PDF Reporting: Generate client summaries and internal reports with ease. Share insights with your team and stakeholders automatically.
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Tagging & Categorization: Organize your contacts and link them to projects for a complete view of your business relationships. Build stronger client connections.
Unified Workflow
Powerfully Connected
CortexPM is a single, integrated platform. See how this feature connects with the rest of your workflow.
Knowledge Base
From The Toolbox
Master the fundamentals with our expert guides, written by construction professionals for construction professionals.
Ready to Master Your Customer Relationships?
Join the builders who are ready to transform their client management with CortexPM.