Project-CRM for Manufacturers & Distributors

The comprehensive CRM solution for manufacturers & distributors selling into construction projects.

Project-CRM enables your team to track and engage with key project stakeholders and give yourself the best possible chance of winning tenders and quotations. 

Get Your Specs and Quotes to the All of Right People from the Start with KMS Project-CRM

Built on Dynamics 365, Tailored for the Long and Convoluted Sales Process Faced by Manufacturers & Distributors

Our Project-CRM for Manufacturers & Distributors is designed to help you get ahead in complex construction projects. Capture early stakeholder details, such as architects, to influence product specifications and position your offerings for multiple bidding main contractors. Effortlessly send quotations to multiple potential customers—linked to a single project record—without inflating your pipeline value. With tools to manage quote revisions and set automated reminders, the CRM ensures you stay on top of every opportunity, driving efficiency and increasing your chances of success.

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 manufacturers and distributors overcome:

It Starts with a Project

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.

Manage Unknown Customers with Confidence

Selling into construction projects often means not knowing the potential customer upfront—a challenge many traditional CRM providers fail to address. With KMS Project-CRM, you can easily manage this uncertainty, starting with the project itself and adding multiple potential customers as they become known, ensuring nothing falls through the cracks.

Projects/Sales

  • Project Lifecycle tracking
  • Project activity recording
  • Record Multiple bidding contractors
  • Pricing and Quotation management
  • Document Management 

Company

  • Key Client management
  • Company relationship management
  • Approved installers
  • Social Media Integration
  • Supplier relationships

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...

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