Lead Tracking

ConstructionOnline Lead Tracking provides valuable information such as pipeline stages, lead quality, and callback dates.

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Quickly prioritize your leads and always be closing.

Harness the powerful lead tracking tool in ConstructionOnline™ featuring pipeline stages, project calendars, call logging and so much more.

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Create, track and prioritize your leads so you'll always be closing.

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Quickly See Progress with the Lead Pipeline

Get a clear picture of your sales workflow with the Lead Pipeline in ConstructionOnline™.

Filter your leads by Stage, Status, Source, Sales Representative, and more to quickly see the actual dollar values associated with each.

The lead dashboard is designed with construction pros like you in mind. By utilizing an intuitive layout, the lead tracking tool is straightforward and easy to use.

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Keep On Track with the Lead Calendar

Always know what's coming with the Lead Calendar. Schedule callbacks and meetings and record when quotes were sent.

Attach files and docs to events, and easily schedule reminders for critical upcoming tasks.

Automated email reminders can be sent so you never forget important information regarding your leads in your construction calendar.

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Track Your Lead Communication with Call Logs

Keep a running log of your calls with the powerful ConstructionOnline™ Call Logging feature.

You can record duration, notes, attached files, and more to give yourself a comprehensive history of your lead communication.

The call logging feature lets you view all of your recent logs or filter them by contact. These innovative logs are designed to streamline your communication so you can make sure your project is running as efficiently as possible. 

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Customize Your Lead Filters to Fit Your Needs

The lead tracking feature includes effective customization options, so you can adjust the way your leads are displayed within ConstructionOnline™.

Organize your leads the way you want by rearranging the order, changing icons, colors, lead category names and much more.

Easily share your lead information with anyone by exporting as a Microsoft Excel file directly to your desktop.

Sales
Management

 
Lead Tracking

The key to successful sales is to keep leads moving forward. ConstructionOnline™ Lead Tracking provides valuable information such as pipeline stages, lead quality, and callback dates that allow you to prioritize your leads. 

 
ClientLink Logins

ConstructionOnline™ ClientLink™ Portals give you the power to create private branded, custom configured websites for your clients offering the latest project updates, change orders, selections, calendars, files, photos, and more.

 
Call Logging

Call logging in ConstructionOnline™ allow you to organize interactions with clients, leads and team members. Organize your calls in detailed, automated lists and keep track of important information by attaching files, photos and notes to your call history.

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