Know Your Clients. Track Every Move.

Built-In CRM Designed for Construction Professionals. Never Miss a Beat.

Construction Pipeline

Sales Board · Live · Brisbane QLD

$0.0MIn Pipeline

$0.0MWon FY

0%Win Rate

LIVE · 0 ACTIVE LEADS

Leads

Qualified

Proposal

Won

Lost

A living pipeline — watch deals move, or drag them yourself

Full Interaction Tracking

Every call, email and site visit logged against the lead.

Kanban View

Manage your pipeline from lead to warranty with drag and drop.

Interactive Dashboard

Real-time pipeline, activity and performance metrics.

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.
Client Portal : Give clients secure access to their project information. Enable selections, design document approvals, variation sign-offs, and share client-specific reports - all in a cohesive portal experience.