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CRM Training for Construction Companies | ConstructionCRM
CRM Training & Onboarding

Train your team. Maximise your CRM.

Tailored CRM training for construction companies — instructor-led sessions, self-paced learning, and custom workshops built around your project workflows and team structure.

No obligation. Training included on selected plans.

93%
Adoption post-training
30+
Years construction expertise
3
Training formats
Training CoverageAll modules
93%
Adoption post-training
2–4h
Avg. session length
30+
Years construction expertise
100%
Online delivery
Pipeline managementCovered
Variation trackingCovered
Aletus AI reportingCovered
30+ years in construction
2h+ min session
3 formats
100% online
UK · US · UAE
Training Formats

Three ways to get your team confident

Whether your team responds best to structured instruction, self-directed learning, or a bespoke workshop — we have a format that fits.

Most popular

Instructor-Led Online Training

Live, interactive sessions with a specialist who has 30+ years of construction industry experience. Structured to your team size and pace.

  • Minimum 2-hour sessions, bookable at your convenience
  • Real-time Q&A and hands-on walkthroughs
  • Tailored to your team's roles and responsibilities
  • Includes Aletus AI feature onboarding
  • Included on selected plans — check pricing
Flexible & anytime

Self-Paced Online Training

Structured learning materials available on demand. Ideal for remote team members, independent learners, or staff refreshing their knowledge after go-live.

  • Learn at your own pace — no fixed schedule
  • Covers all core platform modules step by step
  • Ideal for remote or multi-site construction teams
  • Available as part of standard onboarding
Tailored to your business

Custom CRM Workshops

A bespoke training programme built around your workflows, data structure, and internal processes — recommended for teams with complex pipeline or multi-project environments.

  • Mapped to your variation tracking and pipeline setup
  • Covers custom fields, dashboards, and user roles
  • Includes Aletus AI query training for your data
  • Ideal for Commercial Directors and Operations teams

Every training programme includes Aletus AI onboarding

Aletus AI lets your team query any CRM data in plain language — generating instant project reports and commercial snapshots without manual exports. All formats include a dedicated walkthrough from day one. Learn more →

Aletus AI

Empower your team with the right training

A well-trained team gets more from your CRM from day one — shorter learning curve, stronger adoption, and better return on your platform investment.

From Our Clients

Heard from teams across the sector

★★★★★
"The onboarding team clearly understood how we work — they trained around our tender pipeline process rather than making us adapt to generic workflows. The team was confident within the first week."
OD
Operations Director
Tier 1 Contractor, London
★★★★★
"We'd tried implementing another CRM before and struggled with adoption. The difference here was training built around construction, not software. The Aletus AI session alone saved us hours on monthly reporting."
CD
Commercial Director
Civil Engineering Firm, Midlands
★★★★★
"Self-paced access was essential for us — we have site managers across three regions. Everyone trained in their own time, and the instructor-led follow-up locked it all in. Strong experience start to finish."
MD
Managing Director
Regional Contractor, North West
FAQs

Common questions about CRM training

How long are the training sessions?

Sessions are a minimum of 2 hours and can extend based on your requirements. For larger teams or complex setups, we recommend splitting training across multiple sessions to allow time for questions and hands-on practice.

Can training be tailored to our internal processes?

Yes — particularly through our Custom CRM Workshop format. Sessions are built around your data structure, project pipeline, and team workflows, including variation tracking configurations and role-specific walkthroughs.

Is training included with my ConstructionCRM plan?

Instructor-led onboarding is included depending on your plan. Self-paced access is available across all plans. Review our pricing page or speak to the team to confirm what's included.

How are sessions delivered?

All instructor-led training is delivered online via video call — no travel, no on-site requirement. Sessions are scheduled at your convenience and work for teams across multiple locations or time zones.

Does training cover Aletus AI and the mobile app?

Yes. All instructor-led training includes a walkthrough of Aletus AI and the ConstructionCRM mobile app. These are core to the platform and covered as part of every complete onboarding programme.

What support is available after training?

Post-training support is available through our documentation and guides. We also offer refresher sessions for growing teams adding new users.

We have a large or multi-site team — can you accommodate this?

Yes. For construction businesses with multiple offices or regional teams, we can structure training across separate cohorts or combine self-paced resources with instructor-led follow-up. Contact us to discuss your setup.

See It For Yourself

Book a walkthrough — no pressure, no hard sell

Our onboarding specialists will walk you through the platform and help you plan the right training approach for your business.

No obligation. Training included on selected plans — ask us when you book.

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