CRM for Construction and Contractors

Capsule is already used by various contractors in the building industry and other trades from architects to roofing specialists to manage their business relationships.

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With You Wherever You Are

We know that in the building industry you’re rarely in an office. You’ll be out on the road or onsite.

Capsule’s mobile app gives tradesmen access to their customer database, calendar, tasks and opportunities from their phone so you can still manage business while you’re out of the office. Even if you’re offline, Capsule Mobile will sync any changes when you reconnect.

Communication History at Your Fingertips

Log and manage all communication with your clients so that all team members are on the same page.

Set tasks and reminders for follow-ups so that you can work more closely with your clients, keeping open lines of communication so that any issues can be dealt with quickly and proactively. Link Capsule with accounting integrations like Xero to keep invoicing and bookkeeping information alongside your contacts.

Structure Your Processes

The key to winning a project and delivering it on time and within budget is precision.

Define processes for each stage of sales using Tracks in Capsule so that nothing slips through the cracks. See what other team members need to do and assign tasks, that way everyone is kept up-to-date. Once you’ve won a project, you can use Cases to store information about the project. A Case allows you to record notes, emails & files relating to the project. Link in the contact records for the contractors involved, and use the case to keep track of their part of the job.


Integrate Tools to Do Even More

Capsule connects with other popular tools so you can get more done. Use an email list marketing tool such as MailChimp to send automated emails, use a webform service to send new contacts and leads into Capsule using a form on your website, and integrate an accounting tool such as Xero to manage invoices and bookkeeping.

Xero


Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.

Proposable


Create, deliver, and analyze your sales proposals with Proposable. Easily connect and deliver to your Capsule contacts.

Cin7


Cin7 allows you to manage all your sales channels, inventory, point of sale and supply chain in one central, cloud-based software.

TidyWork


Industrial and professional service organizations use TidyWork as their job costing workflow system to manage time, materials and expenses efficiently.

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