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
Contractor CRM workflow
Keep enquiries, client notes, quotes, jobs, documents and actions connected instead of scattered across inboxes.
Move accepted work into job planning, RAMS or JHA/JSA readiness, site records and handover workflows.
Track client-facing evidence such as reports, photos, O&M records, completion notes and close-out actions.
Give sales, office and operations teams one cleaner view of where work stands.
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.
Designed for the workflows contractors need to bring under control.
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
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, not isolated pages.
Explore the related Zektrx workflows that connect this process with the wider platform.
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.