Project-CRM for Contractors

The comprehensive CRM solution for contractors.

Project-CRM for Contractors equips your team with the data and insights to prioritise tenders with the highest chance of success. By analysing historical performance and tender outcomes, it helps you focus on the opportunities that matter most.

Manage the Complete Lifecycle of Your Construction Projects with Project-CRM

Built on Dynamics 365, Tailored for Contractors

Our Project-CRM for Contractors solution empowers your team with the insights needed to make more informed decisions. This project-centric platform centralises critical data, including activities, documents, and key stakeholder information, enabling teams to evaluate which tenders have the highest probability of success. By leveraging historical data, such as past performance, project relationships, reasons for declined, lost, and won tenders, and other key metrics, Project-CRM helps identify trends and optimise decision-making. With tools to manage subcontractors, track tender enquiries, and forecast revenue, Project-CRM provides contractors with the intelligence to prioritise opportunities and drive business growth.

We Understand Your Pain Points

At KMS, we know that construction businesses face unique challenges that traditional CRMs simply don’t address. Here are some of the most common pain points we’ve helped contractors overcome:

Projects Are Your Leads, Not People

Logging individual leads or prospects doesn't reflect the reality of construction. With Project-CRM, projects become the focal point, ensuring your efforts are aligned with what matters most.

Lack of Project History Reporting

Making informed bid/no-bid decisions is impossible without understanding past interactions. Our solution gives you visibility into project histories and associated companies, and contacts to support smarter decisions.

Limited Stakeholder Tracking

Traditional systems only let you track clients, but construction projects rely on many non-client stakeholders—like architects—who play a vital role in your work-winning efforts, even without financial transactions.

Single Customer Restrictions

Subcontractors often "sell" to multiple bidding main contractors on the same project, before one is ultimately appointed. Project-CRM enables you to manage these complex relationships effortlessly.

Projects

  • Project Lifecycle tracking
  • Project activity recording
  • Tender recording and management
  • Document Management 
  • PQQ recording
  • Risk Assessment workflows

Company

  • Key Client management
  • Company relationship management
  • Contact management
  • Social Media Integration
  • Supply Chain recording and management

Reporting

  • Simplify your reporting procedures
  • KPI Dashboards
  • Ad-hoc reporting
  • Revenue Forecasting
  • Management Reporting

Familiar Experience

  • Out of the box Integrations with Microsoft 365 services:

    • Outlook
    • SharePoint
    • Teams
    • Power BI
    • Power Automate
    • Power Apps

Book a demo

To find out more about how Project-CRM® can revolutionise the way you work and book a demo to see it for yourself!

Case Studies

Apex Contractors Limited: Barbour ABI Integration with Dynamics 365

Apex Contractors Limited have been trading since 1997 delivering successful new build and refurbishment projects across all market sectors for both the public and private sector.

Dolese Bros.Co

Case Study Dolese Bros.Co A longstanding construction materials business, supplies quality foundational building products delivered with the newest and best technology and found throughout the infrastructure of great, 21st-century cities and transportation....

Geofabrics: Project-CRM for Manufacturers

Case Study GEOfabrics -High Performance Geosynthetics  Geofabrics Limited was formed in 1990, they manufacture geotextiles and geocomposites for construction and civil applications. The company ethos is to exceed the expectations of customers...

LIFE Build: KMS Project-CRM for Construction Contractors

Case Study LIFE Build Solutions  LIFE Build pride themselves in providing value, reliability and high-quality workmanship for new build, fit out and refurbishment projects. The sectors they specialize in are Education, Homes,...

RED Systems: Project-CRM for Architectural Glazing

Case Study RED Systems – Specialist Glazing RED Systems  was formed in 2005 by Michael Green (Managing Director), they are a specialist glazing firm. They focus on the creativity and quality of...

Latest news

Improve Bid Management and Win Rates with Integrated CRM 

Bid management is one of the most critical processes in the construction industry for companies to gain new contracts and projects. It is the systematic preparation, submission, and selection of proposals in...

Optimising Sales Processes for Construction Firms using CRM

In the fiercely competitive and highly evolving construction industry, robust sales and client relationship management strategies are paramount to success. Construction firms face unique challenges in managing sales processes and customer relationships....

The Future of Construction Management with Power Apps

Business development and sales teams in the construction industry often face challenges with manual and time-consuming tasks leading to delays, errors, and increased costs. To streamline Customer Relationship Management (CRM) and make...

The New Settings Area in Dynamics 365

In Dynamics 365, Microsoft has recently updated the Advanced Settings area into the ‘New Settings Experience’. The key presses to access this area are as follows:  1. Click on the ‘cog’ icon...

Five Ways Dynamics 365 Enhances Contractor Workflow

Business development management in the construction industry can be a complex and time intensive process including a wide range of moving parts like, planning, identifying new market opportunities, scheduling and managing collaboration...