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United Kingdom · United States · United Arab Emirates
The Workflow Manager, List Scheduler and Mailbox Listener work together to fire follow-ups, route notifications and deliver scheduled reports. All inside ConstructionCRM, with no third-party tools.
Each tab below shows what runs in the background once your team is in the platform. No scripts to maintain, no integrations to babysit.
The Workflow Manager fires when a record is created or updated. Define the trigger, set optional criteria, and choose whether to update a field or send an email alert. No developer required.
When a project status is set to Won, the Chance of Success field updates to 100% automatically. No one needs to remember.
When criteria are met on save, a fully customised email fires to any recipients you specify, with a subject and body you control.
Workflows only fire when the right field changes to the right value, using an "only apply if changed" option to prevent repeat firing.
Your pipeline stages, your sign-off rules, your regions. Workflow logic and list scheduling adjust to how your team runs jobs across offices and currencies, with per-business-unit configuration built into the platform.
Pipeline stages, document gates and sign-off rules mirror your actual process. Workflow criteria fire against the exact field values your team uses.
UK, North America and UAE operations are supported across a single platform, with per-record currency, locale and business unit assignment.
What a field user sees and can edit differs from what a sales manager or administrator can access, controlled per user group without any code.
Add the shared ConstructionCRM mailbox address to BCC or CC on any outgoing email, from any email client, and the system logs it as an Email Action against the matching company automatically.
Works from Outlook, Gmail, or any mobile mail app. No per-user plugin install required for email capture.
The system matches the email to the correct company record using the recipient address, and creates the Action with full date, time and subject.
Logged emails appear in the company's Actions tab alongside calls, site visits and appointments, giving a complete picture of every touchpoint.
No bolt-on tools, no separate logins. The capabilities below are part of every ConstructionCRM plan.
Create and update triggers across all core entities, with field-level criteria and database update or email alert actions. No code required.
Point-and-clickTurn any List Manager list into a scheduled email report delivered to any recipients, daily, weekly or monthly, with a custom subject and body.
Built inNotify salespeople the instant a record enters or leaves any InfoSearch list, including new leads from Barbour ABI or Glenigan reaching a target pipeline stage.
Real-timeBCC one shared address and every outbound email is logged as an Action against the right company record. Works from any email client, no plugin needed.
Any email clientWorkflows trigger from and act on every part of ConstructionCRM your team already uses, from project pipeline stages through to campaign engagement and dispatch.
Stage changes and won deals trigger Workflow Manager rules that update fields, notify teams and keep forecast data clean automatically.
ExploreInfoSearch lists underpin every scheduled report and real-time alert. Any combination of criteria across Projects, Accounts, Actions, Opportunities and more.
ExploreActions created by automation flows appear in the Calendar and sync bidirectionally with Microsoft Outlook via Outlook Connect.
ExploreBidirectional calendar sync and email logging run alongside the Mailbox Listener so every interaction, however it is recorded, lands in the right record.
ExploreField teams log actions and update project records from the iPhone and Android app. Workflow rules fire from mobile updates just as they do from the desktop.
ExploreTriggers and criteria are available across Projects, Opportunities, Accounts, Contacts, Quotations and Actions, reflecting how construction businesses actually manage work.
ExploreAletus AI is integrating Claude across three phases. Ask questions about your live CRM data in plain English and get answers, with project context attached, from the same record your team writes to.
Each of these gaps is closed by ConstructionCRM's native automation layer, without adding a separate tool.
Site visits, tender conversations and new leads from Barbour ABI or Glenigan go quiet when no one owns the next step. Deals that should progress simply stop.
Client emails get sent but never recorded. When a contact moves company or a dispute arises, the activity history has gaps that could have been avoided with a single BCC.
Won deals still show 60% probability. Forecast totals are wrong. Teams running separate spreadsheets produce different numbers. Workflow rules eliminate the manual correction cycle.
The Workflow Manager meant we stopped having to manually update probability fields after marking a project won. It sounds small but when you have hundreds of opportunities in the pipeline it adds up to real time saved every week.
The List Scheduler sending a weekly won projects email to the accounts team was the first thing we configured. It replaced a manual process someone was doing every Monday morning and made sure credit checks happened before work started on site.
The Mailbox Listener changed how the field team operates. They BCC one address and the email lands on the company record. Our activity history is accurate for the first time because logging an email now takes zero extra effort.
The Workflow Manager, List Scheduler, Schedule Alerts and Mailbox Listener are part of every ConstructionCRM seat. No add-ons, no per-trigger fees, no separate automation bill.
Book a 30-minute walk-through. We will map your current workflow, show what the Workflow Manager and List Scheduler would replace, and leave you with a configured demo environment.
30 minutes. We will map your process and show what automation would replace. Leave with a configured demo environment.