Accounts & Contacts

Construction contact management that keeps the relationship.

Every company, contact and conversation in one record, linked to the projects they're involved in. ConstructionCRM is GDPR-native, keeps a full activity history, and tracks contacts' careers, so when someone moves firm, five years of relationship context moves with them.

Full
Activity history on every record
GDPR
Native, not bolted on
Career
Tracking when contacts move
Contact: Sarah PatelMoved Firm
NOW
Head of Procurement, Keystone Builders
Main contractor · since March
Current
WAS
M&E Engineer, Blueprint Consulting
Specified your product on 6 projects
History kept
✉
Activity history
Emails, calls and meetings across both roles
Linked
✓
Marketing consent
Recorded with date and source
GDPR
Companies, contacts and projects linked
Full activity history on every record
Career tracking when contacts move firm
GDPR-native from the ground up
The Problem

In construction, relationships win work. Most CRMs lose them.

01

Your key contacts move firms. Their relationships walk out with them.

The M&E engineer who specified your product at one practice is Head of Procurement at a main contractor eighteen months later. Overwrite their company record and you lose years of context, and you won't know they moved until a competitor calls them first.

02

The account history lives in someone's inbox

Emails, calls and site meetings are scattered across personal mailboxes and notebooks. When a salesperson leaves, the history of the account leaves with them, and the next person starts from zero.

03

Nobody can say for certain who has consented to what

Marketing lists are exported, edited and re-imported. Consent is tracked in a spreadsheet, if at all. When someone asks what data you hold on them, it takes days to find out.

Accounts & Contacts keeps every relationship, its history and its consent in one place, built around how construction actually works.

See It Live
How It Works

One record for every company and every person you work with.

Accounts and contacts sit at the centre of ConstructionCRM, connected to the projects, quotes and actions that run your business.

Companies linked to projects

See every architect, consultant, main contractor and subcontractor involved in a project, and every project a company is involved in. Your pipeline and your contacts tell the same story.

Full activity history

Emails, calls, meetings and actions are logged against the company and contact. With the Outlook integration, they're captured automatically.

Career tracking

When a contact changes company, record the move rather than overwriting them. Their history at the old firm stays intact, and the relationship carries on at the new one.

GDPR-native

Data protection is built into the contact record, not bolted on afterwards. Consent and communication preferences are held where your team works, so you always know who you can contact and how.

Career Tracking

When a contact moves, the relationship moves with them.

Construction is a small industry. The people who specify, approve and buy move between consultants, contractors and clients throughout their careers. ConstructionCRM follows them, so a move becomes a new opportunity instead of a lost relationship.

Previous roles and companies kept on the contact record
Activity history from every role in one timeline
Projects they influenced stay linked to the right company
Pick up the relationship at their new company before a competitor does
See It In a Demo
Sarah Patel: Career History
Keystone BuildersHead of Procurement
Blueprint ConsultingM&E Engineer
Zenith DevelopmentsGraduate Engineer
Projects linked9
Activities logged142
Last contact12 days ago
Marketing consentOpted in

The foundation of every ConstructionCRM edition.

Companies and contacts are included from the Essential edition upwards. Professional adds customer activity history, Outlook integration and the full sales pipeline on top.

Construction-specific company types and roles
Linked to projects, quotes and actions
Your existing data imported for you
UK-based support. No offshore handoffs.
Included from
Essential
Every edition includes accounts & contacts
See Pricing
See It For Yourself

See your relationships in one place. 30 minutes.

We'll show you how accounts, contacts and career tracking would work with your own customers and projects. Come with real questions.

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