Project-CRM for Consultants

Building on over 30 years CRM experience in project-orientated customers, KMS have built a comprehensive CRM solution designed specifically for industries that operate within the Built Environment. 

Construction Industry Specific Features and Work-flows

Projects

  • Project Lifecycle tracking
  • Project activity recording 
  • Managing Complex Relationships
  • Bid Management
  • Resource Planning
  • Document Management 

Clients

  • Key Client management
  • Company relationship management
  • Contact management
  • Social Media Integration
  • Inter-company 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