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ConstructionCRM connects directly to your project data suppliers, such as Barbour ABI, Glenigan, Dodge, Construct Connect, and Read, importing new leads into your pipeline every morning, pre-tagged, pre-categorised, and assigned to the right territory and salesperson. No copy-and-paste. No manual matching. No integrator required.
The export lands from your project data supplier. It gets filtered in Excel. Projects get copied into the CRM one by one. Contacts get matched. Territories get assigned. By the time the first call is made, it is Tuesday. Your competitors, who automated this, started on Friday.
Even when data is imported, records land with no stage, no territory assignment, and no category tags. Someone still has to open each one, work out what it is, and decide who should follow it up. That is not an import. That is just a different kind of manual work.
You subscribe to more than one project data supplier for good reason. But when the same development appears from both Barbour ABI and Glenigan, or from Dodge and Construct Connect, without intelligent matching your pipeline fills with noise and your team stops trusting what they see.
The Leads Import Administration module handles everything, from filtering incoming data to mapping it correctly into your pipeline, regardless of which project data supplier it comes from.
Set rules for exactly which projects come in. Filter by category, contract stage, planning stage, minimum value, region, and date range across any connected supplier. Only the projects your team can actually win land in the system.
Learn MoreEach project data supplier uses its own internal codes. ConstructionCRM translates them automatically into your category taxonomy, so every imported project is correctly tagged from the moment it arrives, whatever its source.
Learn MoreThe Default Area logic on every project site record assigns the right salesperson automatically based on postcode. Leads arrive already owned, with no distribution queue and no conversation about who is covering what.
Learn MoreEvery incoming record is matched against existing companies and contacts using the supplier's unique project ID. When a project you already track appears again, from the same or a different supplier, the existing record is updated, not duplicated.
Learn MoreOnce project data lands in your pipeline, Aletus AI goes to work on it. It surfaces the leads closest to tender, flags the ones with no action logged, and identifies which projects already have a contact in your network through a different firm or previous role.
These are the kinds of conversations we have after a team has had their project data imports running for a few months.
ConstructionCRM connects your project lead data to your pipeline, your ERP, your financial reporting, and your field operations, on a single platform, with no integrator required.
Every imported project can immediately have its Architect, Main Contractor, Structural Engineer, and other stakeholders linked with roles. The supply chain picture is built from the moment the lead arrives.
Supply Chain FeaturesConstructionCRM integrates natively with Sage, Forza Zero, and other major ERP systems. Financial data from your won projects flows between systems without manual export, rekeying, or reconciliation.
ERP IntegrationsWhen an imported lead becomes a won project, a Work Order is raised automatically and the Dispatch Board schedules your engineers and vehicles. The same record that arrived as a project data lead ends as a live job on the board.
Operations FeaturesConnect your pipeline data to Power BI for the reporting your board expects, and link Outlook so every email and meeting is logged automatically against the right project record, without anyone having to remember to do it.
See All IntegrationsThirty minutes. We will configure the import filters, map the categories, and show you exactly what your team would see on day one. No slides. No generic walkthrough. Your lead sources, your filters, your pipeline.
We will show you the full import workflow configured to your project data suppliers, your filters, and your pipeline stages. Come with real questions about your current setup.