Quotations
Start in the main product view
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Capture enquiry
Construction CRM Software
Construction CRM software for contractor enquiries, jobs and client records.
Track enquiries, quotes, client records, job handover, documents, actions and reports in a contractor-focused CRM workflow with Zektrx.
For contractors searching for construction CRM software that connects client work to quotes, jobs, documents, evidence and reporting.
Operating system
Live module
Contractor CRM workflow3Screens
4Proof points
LiveModule
Operating system
Contractor CRM workflow
1
Keep enquiries, client notes, quotes, jobs, documents and actions connected instead of scattered across inboxes.
2
Move accepted work into job planning, RAMS or JHA/JSA readiness, site records and handover workflows.
3
Track client-facing evidence such as reports, photos, O&M records, completion notes and close-out actions.
4
Give sales, office and operations teams one cleaner view of where work stands.
Quick Answer
What contractors can use this for.
Track enquiries, quotes, client records, job handover, documents, actions and reports in a contractor-focused CRM workflow with Zektrx.
For contractors searching for construction CRM software that connects client work to quotes, jobs, documents, evidence and reporting.
Client-to-job lifecycle: Capture enquiry -> Quote -> Convert job.
Keep enquiries, client notes, quotes, jobs, documents and actions connected instead of scattered across inboxes.
Generic CRM tools stop at the sale and do not connect to site delivery evidence.
Product Evidence
Screens that show where this work lives.
See the main module, supporting records and wider operating context for this workflow in Zektrx.
1
Quotations
Capture enquiry
2
Accountancy
Quote
3
Reports
Convert job
Accountancy
Keep the supporting record connected
Tie the related records, approvals and evidence back to the same operating context.
Workflow touchpoint
Quote
Reports
Roll the workflow into wider control
Connect the module to reporting, dashboards and the wider contractor operating system.
Workflow touchpoint
Convert job
Workflow Overview
See how the workflow fits together.
Review the main product area, the steps involved and the checks that support the work, then continue to the most relevant Zektrx capability.
1
Product area
Quotations
Zektrx contractor quotation workspace preview
2
Workflow
5 steps
Client-to-job lifecycle
3
Checks included
4 checks
Contractor CRM workflow
4
Explore next
Contractor Management Software
Continue into the connected workflow path.
Field Evidence
Real work, connected to the same operating system.
Keep the same operating thread running across site evidence, office decisions, stock movement and handover records, so every team sees the context behind the next action.
Site planning
Give teams a clear route from job setup, RAMS and documents into the work happening on site.
Connected workflow
Capture enquiry
Compliance review
Keep evidence, checks and sign-offs close to the records your office needs to audit.
Connected workflow
Quote
Materials control
Connect stock, assets and purchase evidence with the jobs that depend on them.
Connected workflow
Convert job
Operational Challenge
Built around the work your team needs to control.
Generic CRM tools stop at the sale and do not connect to site delivery evidence.
Client notes, quotes, documents and job records are spread across email, folders and spreadsheets.
Office teams need a clearer handoff from enquiry to planned work and reporting.
Contractors want client history connected to compliance, site records and commercial follow-up.
Platform Fit
Designed for the workflows contractors need to bring under control.
construction CRM softwarecontractor CRM softwareCRM software for construction companiesconstruction client management softwareconstruction sales pipeline softwareCRM and project management software
Client-to-job lifecycle
A workflow your office, workshop and site teams can follow.
Step 1
Capture enquiry
Step 2
Quote
Step 3
Convert job
Step 4
Deliver work
Step 5
Report and handover
Trade Examples
Practical examples for trade-specific work.
Fabrication
RAMS, drawings, revisions, manufacturing planning, quality records and O&M handover evidence.
Electrical
Permits, isolations, POWRA checks, toolbox talks, certificates, photos and completion reports.
Joinery
Site fitting plans, installation checks, product data, snagging records and client handover packs.
Scaffold
Trade-specific RAMS prompts, inspection evidence, permits, site reports and operative briefings.
Connected Modules
Connected modules, not isolated pages.
Explore the related Zektrx workflows that connect this process with the wider platform.
FAQs
Questions teams ask before switching.
What makes construction CRM different from a generic CRM?
Construction CRM needs to connect client records and quotes to jobs, site evidence, documents, actions, reports, handover and commercial follow-up.
Can Zektrx track quotes and client records?
Yes. Zektrx supports contractor workflows around client records, quotes, jobs, evidence, reports and handover.
Can CRM records connect to project delivery?
Yes. Client and quote context can connect to job planning, compliance records, documents, site evidence and reports.