Custom CRM for Construction Consultant
A custom CRM system developed for a construction consultant, allowing the organization to manage leads, generate proposal documents and manage lead pipeline.
Project Highlights
“This is a custom CRM system developed for a construction consulting firm. Users can add leads in the CRM and track their progress throughout the pipeline. The system boasts for a custom document template for proposals. Admin can customize a multi-page template for proposal and generate the proposal for each lead automatically. The system is also integrated with Ajera Accounting system via REST API for data exchange.