Construction Industry

CRM for Construction Industry Managers

Stay competitive in construction industry with applications like Contacts and Customer Management, Opportunities Tracking, Projects Time and Expenses, invoicing and Issue Resolution etc.

Manage Clients and Contacts Efficiently

OfficeClip CRM lets you enter in your client’s information and link them with notes, tasks, appointments, etc. for each clients.

Manage Documents without Filing Cabinets

• Attach documents to your client accounts and access them from anywhere.
• Share password protected document with your customers.

Create and Send Invoices

• Send Invoices, Estimates and Quotes to your Clients.
• Generate Invoices with our ready to use templates.
• Share invoices online and receive payments online.
• Export them to MS Word, Excel or pdf format.

Send Campaigns and Newsletters

• Promote your upcoming projects to your leads and contacts by sending Campaigns or Newsletters.
• Design campaigns using logo and ready to use templates.
• Automated marketing by sending recurring campaigns.

Manage Projects and Tasks

• Get ongoing status of your projects and tasks
• Plan resources and budget effectively

Track Employee Time

• Maintain accurate record of time spent on each projects and tasks using the timesheet app.
• Track employee attendance using the Clock-In and Clock-Out mode.
• Setup Timesheet Approval by the supervisor to ensure there are no errors.
• Comply with Government regulations using the DCAA Compliance.
• Send data to third party accounting software like QuickBooks, ADP or Sage 50.

Track Customer Issues

• Deal with customer issues before they become a headache.
• Let customers enter the issues they have using self-service.
• Add rules to bring most import issues to the front.