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United Kingdom · United States · United Arab Emirates
Your companies, contacts, projects, quotations, and action history all transfer across using pre-configured import templates. No system integrator required. No customisation budget needed to make it fit.
The Data Import Tool ships with sample templates for every core entity type: Company, Contact, Project, and Links. The vendor configures templates to match your existing data format as part of onboarding, so you can run further imports yourself without assistance.
You provide your existing data as CSV or Excel. The import template is configured to match your field names and structure before anything is touched.
Templates are configured in the Data Import Tool for each entity: companies, contacts, projects, and relationship link assignments between them.
The import validates records before committing. Duplicate matching, broken links, and missing required fields are surfaced for review first.
Records load into the system with full relational links intact. Companies, contacts, and projects are linked automatically via the role assignment import.
Once templates are configured, you can run further imports independently. Useful for ongoing Sage syncs, new subcontractor lists, or acquired data sets.
Horizontal CRM platforms require extensive customisation to serve construction businesses. The same four problems appear every time, and they cannot be solved by configuration alone.
Generic CRMs have no concept of a Project with site details, storeys, units, or a supply chain of eleven companies each playing a distinct role. These require costly custom object development.
Lead data from the UK's major project intelligence providers has to be imported manually or via third-party connectors. ConstructionCRM ingests both natively with full field mapping and category code translation.
Construction Line registration, insurance reference, and insurance renewal date are not fields any general-purpose CRM ships with. In CCRM they are native to the Sub Contractor company type.
A lead-to-close pipeline does not reflect how a construction project progresses. CCRM uses a lettered stage system from Heads Up through PQQ Submission to Tender Submitted, In Production, and Won.
No add-on projects. No integration fees. The full CCRM feature set is available as soon as your companies, contacts, projects, and opportunities are in the system.
Tender, quote, and opportunity records linked directly to project records, with a lettered pipeline stage system that sorts correctly and reflects how procurement actually progresses on a construction project.
The Outlook Suite covers calendar sync, email auto-logging, and the Mailbox Listener, which captures any outbound email via BCC from any email client and logs it against the correct company record.
Formal proposals with version-suffixed proposal numbers, a multi-step approval workflow, quote issuance via branded templates, and line-item margin visibility updated in real time as you build the quote.
Built-in dashboards covering pipeline, geography, tender workload, and forecast by business unit, plus a native Power BI tab for advanced analytics, available without leaving the CRM application.
Aletus AI is a construction-specific intelligence platform integrated directly into ConstructionCRM. It is currently transitioning to a Claude (Anthropic) integration across three phases, bringing natural language querying to your live CRM data. No SQL. No BI analysts. No separate tool.
Implementation is delivered through the CRD process: each piece of configuration, field customisation, and import template setup is scoped, agreed, and signed off before development begins. You know exactly what you are getting.
Every customisation is delivered through a Change Request Document: scoped, estimated, approved, and signed off before work starts. Scope creep and surprise invoices are not part of the process.
The Field Manager lets administrators rename fields, set required status, configure conditional field sets, and control mobile app visibility, all without code or developer involvement.
Sage integration, Mailchimp engagement sync, additional Barbour ABI or Glenigan feeds, and further bulk imports can all be added after go-live using the same CRD delivery model.
The construction data model was the deciding factor. Every company linked to a project with its own role, native Barbour ABI import, and pipeline stages that actually reflect how tendering works. We were not starting from a blank Salesforce org and billing a consultant to rebuild it.
ConstructionCRM is currently deployed as a Windows desktop application accessed via Remote Desktop Protocol at remote.ccrmcloud.com. The Web Edition is in active development and will deliver full browser-based access without any RDP configuration required.
Available now via remote.ccrmcloud.com. iOS and Android mobile apps complement the desktop application for field teams.
Self-hosted deployment on your own infrastructure is supported, with separate test and production instances managed on site.
Native iPhone and Android apps for field-based users. The App Manager controls exactly which modules, tabs, and fields appear on mobile.
Book a 30-minute call. We will review your current system, scope the import templates, and tell you honestly how the migration would work for your data.