CONSTRUCTION · ViaCRM for industries

Construction and project delivery

From enquiry or public tender through quote and delivery plan to invoicing and budget control, all in one system.

Typical challenges

A construction company handles enquiries from the website, e-mail and public tenders, quotes in spreadsheets, people on site with no access to data, and invoices that are matched to jobs by hand. Management only learns how the budget went after the build is finished.

How ViaCRM helps

ViaCRM follows a job from the first enquiry to handover. Sales, foremen, office and management work on the same data, and everyone sees only what they need.

Reference in this field

At FATRE we deployed ViaCRM to cover the sales pipeline, internal team coordination and related administration. The result is faster data handling and better visibility across the entire project lifecycle.

What ViaCRM can do

What ViaCRM handles in this field. The label shows what is part of ViaCRM and what connects to an external system.

Sales pipeline in ViaCRM

Jobs come from many directions

The story starts with an enquiry. It can arrive from the website, a public tender or a subsidy programme, and ViaCRM turns it into a deal that has an owner and a deadline.

Website enquiries straight into the systemIn ViaCRM
The website form creates the contact and the deal and assigns them to the right person. No retyping from e-mails, no lost enquiries.
Public tender monitoringSystem connection
The system tracks new public tenders by field, region and value. Relevant tenders are created as deals with the bid deadline and a reminder before it expires.
Subsidy monitoringSystem connection
The system tracks subsidy programmes relevant to construction and shows on a job whether the customer can apply. A strong sales argument.
Deal managementIn ViaCRM
Every job is a card in the pipeline, from first contact through quote and negotiation to signed contract. Management sees what is in progress, what is close to closing and where deals stall.
Building a quote in ViaCRM

From quote to delivery plan

When the customer says yes, the quote becomes a job and the sales team knows who goes where and when.

Quotes and budgetsIn ViaCRM
A quote is built from item templates, sent to the customer and turned into a job once approved. Quote versions stay traceable.
Advanced sales team planningIn ViaCRM
Meetings, site visits and quotes are distributed by capacity and location. Managers see the workload of the whole team at a glance.
Calendar sync with locationIn ViaCRM
Every employee sees on their phone where and when to be, with the site address and navigation. Plan changes appear instantly.
A team planning work in the mobile app

On site

The foreman does not need the office. On the phone they have the address, the plan and their colleagues, and they upload photos of finished work on the spot.

Mobile app: uploading finished buildsIn ViaCRM
Foremen and site managers upload photos of finished builds and renovations on site. They are sorted by phase and serve as a basis for inspection, handover, invoicing and warranty claims.
Team chat per jobIn ViaCRM
Communication between office, foremen and sales happens on the specific job, not in private chats and e-mails.
Subcontractor managementIn ViaCRM
Subcontractors have a card with contacts, collaboration history and the jobs they worked on.
AI extraction of a received invoice

Money under control

Invoices attach themselves to the job, so during construction it is clear whether the company is staying within budget.

Budget vs. actual costsIn ViaCRM
Received invoices are added to the job, so management sees during construction whether the budget holds.
AI invoice extractionIn ViaCRM
An invoice is uploaded or forwarded and AI reads the supplier, amounts, VAT and due date and assigns it to the job. Accounting only reviews and approves.
Management dashboard in ViaCRM

Overview for management

At the end of the day management does not dig through e-mails. They see revenue, deadlines and overdue invoices, and everyone only has access to what they need.

Management dashboardIn ViaCRM
Revenue, jobs in progress, quote deadlines and overdue invoices on one screen.
Roles and permissionsIn ViaCRM
Sales sees their deals, foremen their sites, accounting the invoices and management everything.

VIA ELEMENT builds connections to external systems on top of the API. The actual scope depends on the interface the service offers and its provider's terms. We are happy to verify it with you up front.

Discuss your industry← Back to industries