Train your team. Get full value from your CRM.
Tailored CRM training for construction companies. Instructor-led sessions, self-paced modules, and custom workshops built around your real project workflows, pipeline stages, and supply chain data.
No obligation. Training included on selected plans.
Three ways to get your team confident
Whether your team responds to structured instruction, self-directed learning, or a bespoke workshop built around your workflows, there is a format that fits.
Instructor-Led Online
Live, interactive sessions with a specialist who understands construction sales workflows. Structured to your team size, roles, and the modules you use most.
- Minimum 2-hour sessions, scheduled to suit you
- Covers Companies, Contacts, Projects, Opportunities, Quotations, and Actions
- Tailored to your pipeline stages and List Manager setup
- Includes Aletus AI onboarding and mobile app walkthrough
- Included on selected plans — check pricing
Self-Paced Online
Structured learning materials available on demand. Built for remote team members, independent learners, or staff refreshing their knowledge after go-live.
- Learn at your own pace with no fixed schedule
- Covers all core platform modules step by step
- Ideal for remote, multi-site, or field-based teams
- Available as part of standard onboarding
Custom CRM Workshops
A bespoke programme built around your specific workflows, custom fields, and configured modules. Suited to complex pipeline setups, multi-division businesses, or specialist subcontractor teams.
- Mapped to your lettered pipeline stages and Opportunity types
- Covers your custom fields, Dashboard Designer layouts, and Dispatch Board
- Aletus AI natural language query training on your live data
- Designed for Commercial Directors, Operations leads, and Admin teams
Every training programme includes Aletus AI onboarding
Aletus AI is ConstructionCRM's integrated construction intelligence suite. It lets your team query live CRM data in plain language, generating instant pipeline summaries, project forecasts, and lead scores without manual exports or BI tools. All formats include a dedicated Aletus AI walkthrough from day one. Learn more about Aletus AI
The right training, the right return
A well-trained team gets more from ConstructionCRM from day one. Shorter learning curve, stronger adoption, and better data quality across your pipeline from the start.
Heard from teams across the sector
"Training was built around how we actually work. The List Manager session alone changed how our estimating team views the pipeline. The team was logging calls and updating project stages confidently within the first week."
"We had tried implementing another CRM and struggled with adoption because no one understood how it mapped to construction projects. ConstructionCRM training covered Barbour ABI imports, supply chain role mapping, and our quote approval workflow. Completely different experience."
"Self-paced access was essential for us with site managers across three regions. Everyone trained in their own time on the mobile app and core modules, and the instructor-led follow-up locked it all in. Strong experience from start to finish."
Common questions about CRM training
Sessions are a minimum of 2 hours and can extend based on your requirements. For larger teams or those with complex setups including custom fields, multiple business units, or the Dispatch Board, we recommend splitting training across multiple sessions to allow time for questions and hands-on practice.
Yes, particularly through our Custom CRM Workshop format. Sessions are built around your specific data structure, pipeline stage configuration, Project Information tab fields, and the workflows your team uses daily. If you have bespoke fields or modules from a Change Request, those are covered too.
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 is included for your account.
All instructor-led training is delivered online via video call. No travel and no on-site requirement. Sessions are scheduled at your convenience and work for teams across multiple locations or time zones, including UK, North America, and UAE operations.
Yes. All instructor-led training includes a walkthrough of Aletus AI and the ConstructionCRM iPhone and Android apps. These are core to daily workflows and are covered as part of every complete onboarding programme.
Post-training support is available through our documentation and guides. We also offer refresher sessions for teams adding new users or rolling out new modules such as the Dispatch Board, Workflow Manager, or Dashboard Designer.
Yes. For construction businesses with multiple offices, regional sales teams, or separate field and internal user groups, we can structure training across separate cohorts or combine self-paced resources with instructor-led follow-up. The mobile app configuration also allows a simplified experience for field-based users. Get in touch to discuss your setup.
Book a walkthrough. No pressure, no hard sell.
Our onboarding specialists will walk you through ConstructionCRM and help you plan the right training approach for your business and team structure.
No obligation. Training included on selected plans. Ask us when you book.
