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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
Called 2 days ago
Medium
SM
Sarah Mitchell
Mitchell Properties
Office Complex
$1,200,000
Commercial
Email sent yesterday
High
RW
Robert Wilson
Wilson & Co
School Renovation
$850,000
Government
Site visit scheduled
Low
Qualified
2
MJ
Maria Johnson
Johnson Development
Shopping Center
$2,500,000
Commercial
Meeting tomorrow
High
TL
Tom Lewis
Lewis Homes
Subdivision
$1,800,000
Residential
Quote requested
Medium
Proposal
3
AB
Alice Brown
Brown Enterprises
Hotel Renovation
$3,200,000
Commercial
Proposal sent
High
CP
Chris Parker
Parker Construction
Warehouse Complex
$4,500,000
Commercial
Follow-up call
Medium
DG
David Green
Green Properties
Apartment Complex
$5,800,000
Residential
Contract review
High
Won
2
KH
Karen Harris
Harris Development
Medical Center
$6,200,000
Commercial
Contract signed
High
MF
Mike Foster
Foster Homes
Custom Homes
$1,500,000
Residential
Project started
Medium
Lost
2
RS
Rachel Smith
Smith Properties
Retail Center
$2,800,000
Commercial
Budget constraints
Low
BW
Bill White
White Construction
Office Building
$3,500,000
Commercial
Timeline issues
Medium
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.
CRM Dashboard Kanban Board Client Interactions

Why Builders Trust CortexPM CRM

  • Full Interaction Tracking: Log every interaction with leads, clients, and stakeholders. Never miss a follow-up or lose track of important conversations.
  • 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.
  • Interactive Dashboard: Get a real-time overview of your pipeline, activities, and performance metrics. Make data-driven decisions with comprehensive analytics.
  • Email/PDF Reporting: Generate client summaries and internal reports with ease. Share insights with your team and stakeholders automatically.
  • Tagging & Categorization: Organize your contacts and link them to projects for a complete view of your business relationships. Build stronger client connections.

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