CUSTOMER RELATIONSHIP MANAGER (CRM)

Case Problem 4

Construction Online
ConstructionOnline is a construction CRM software. It is a web-based, integrated
approach to client tracking, contract management, forecasting, project management,
quote management, and scheduling. It also offers online support, and business hours
support. ConstructionOnline offers a free version and available as SaaS, Android, iPhone,
and iPad software.
Designed for emerging construction businesses in the engineering construction,
homebuilding and remodeling industries, the system allows users to remain apprised of
all project changes and updates.

Features and Uses of Construction Online

1. Sales Management

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

b. 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.

c. 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.

2. Estimating Financials
a. Estimating + Proposals
ConstructionOnline™ Estimating & software gives you the tools you need
to create fast, accurate construction estimates and track your progress from start
to finish. Integrate with QuickBooks, import and export from excel, track paid vs.
remaining and more.

b. Advance Estimating
Designed to exceed desktop functionality, our advanced estimating has the
features and interface you’re comfortable with - taken to the next level with online
reporting, accounting, and customization tools.

c. Change Order Management

New ConstructionOnline™ Change Order Management offers clear advantages
over existing systems: By giving you the power to list complete details, costs,
additional time, notes, and images, ConstructionOnline™ Change Order
Management is clearly better.
d. Client Selections
Clients are happier without surprises, and anything that you can do to automate
the process of better, more profitable, faster projects is worth its weight in gold.
With Client Selections in ConstructionOnline™ you can quickly create option sets
with a simple web interface.
e. Quikbooks Integration
The ConstructionOnline™ Accounting integration's dynamic options are designed
to give you ultimate control over your project estimates. Keep all of your
information in one place, making it easy for you to see a complete picture of your
project.
f. Item Database
Store, track and manage you construction costs with the powerful, yet easy-to-use
Items Database. Fully customizable costbooks allow you and your team to quickly
build the most accurate estimates possible for your jobs.

g. Invoicing
 Ensure you're paid in full when you create detailed invoices from your estimate line
items and change orders. Generate professional, branded invoices to send to your
clients, then record incoming payments directly in ConstructionOnline

3. Scheduling and Calendars

a. Scheduling
ConstructionOnline Scheduling brings the speed and power of advanced critical-
path project scheduling to the web, allowing for seamless access from the field.
b. Calendars
ConstructionOnline leverages its robust feature set to create an online calendar
that combines all of your important milestones and due dates into one location.
c. GamePlan Task List
Personalized GamePlan™ task lists ensure everyone knows what to do and when
to do it, so you can make sure your team gets the right info at the right time.
d. Baselines
Plan for success by creating project baselines in ConstructionOnline. Stay informed
of any changes impacting your start to finish dates or project costs.

4. Project Tracking
a. Daily Logging
With new ConstructionOnline Project Logging working for you, you'll never have to
scramble to find that missing paperwork documenting a vital delivery or work delay.
Project activity and files can be recorded, organized by date, and stored in one safe
place - ConstructionOnline.
b. Punch Lists
ConstructionOnline™ Punch List Management includes a powerful combination of
cloud-based desktop construction software and mobile applications for iPhone,
iPad, and Android. These tools paired together can enable seamless data entry
from either the office or jobsite.
c. Project To Dos
Your business is too important to run on sticky notes. With ConstructionOnline™,
you have access to a feature rich To-Do List, with the ability to designate due dates,
assign resources, and keep track of what needs to be done on a per-project level
of detail.
d. Project Reporting
ConstructionOnline™ Project Reporting makes it easy for you and your team to
edit, print and share detailed project reports for virtually every aspect of your
project. Create reports for your project logs, punch lists, schedules and more.
e. Dashboards
 The project dashboards in ConstructionOnline let you view all of your relevant
project information at a glance. Designed for speed, power and simplicity, the
dashboards make sure you're always aware of time-sensitive project tasks.

5. File and Photos

a. Cloud File Management
Cloud File Management gives you direct access to all of your documents the
second you need them. With easy-to-use folder and file organization, you can
choose exactly which files are visible to owners, subcontractors, and employees to
keep information in the right hands.
b. Image Galleries
Our beautiful and responsive image galleries make storing, editing, and sharing
photos a seamless experience. When you need to relay jobsite photos, simply
point-and-click from any device to share immediately with your clients and team
members.
c. Project Photos
The new ConstructionOnline™ photo stream feature shows the latest images
added to your projects in order of the date they were uploaded. The photo stream
also shows the location the photo was added in your ConstructionOnline™ account.
d. Construction Online Drive
ConstructionOnline Drive is a Windows desktop app designed for batch uploading,
document editing, and schedule and email importing to
ConstructionOnline.

6. Project Documentation
a. Envoy Chat
Collaboration can only happen with clear communication. New Envoy Chat gives
your team the centralized tool it needs to ensure everyone is connected and
working together to achieve success.
b. Inbound Emails
Manage and store your project correspondence with ease. Designate approved
senders who can send emails to dedicated ConstructionOnline project email
addresses.
c. Project Messages
Break free of junk mail and take back your inbox with ConstructionOnline
Messages. By limiting access to only your ConstructionOnline contacts, you can
spare yourself the grunt work of filtering through meaningless emails.

d. Project Announcement
 Make sure your team is always up to speed with the brand new project
announcement feature in ConstructionOnline. By adding announcements to your
projects, your critical information can be shared on a company wide or project
specific level.

7. Team Management
a. Time Tracking
Give your team the tools they need to track time, add shift notes, and upload photos
from the field. Everyone’s time sheet data is stored securely for easy reference and
reporting.
b. Contact Management
Organize your employees, clients, and team members to quickly open channels of
communication. With the ability to set permissions at a project and feature level,
you can be sure that everyone sees exactly what they need to see, and only what
they need to see.
c. TeamLink Login
ConstructionOnline™ TeamLink™ Portals create powerful custom websites for
your subcontractors, suppliers and extended team members offering the latest
project updates, schedules, change orders, selections, calendars, files, photos, and
more.
d. User Permission
Take control of your projects with ConstructionOnline™ user permissions. Select
and manage which features users are allowed to access so you can make sure
they stay on the path to success.

8. Document Management
a. RFI Tracking
Get the job done right the first time with ConstructionOnline RFIs. Communication
is key to making your business a success, and ConstructionOnline RFIs make
communicating with your team a streamlined process.
b. Submittals
Delayed responses, unclear specifications, and poor communication are just a few
ways in which submittals can undermine your success. ConstructionOnline™
attacks these issues head on with designated approvers, revision tracking and
more.
c. Transmittals
Create and track transmittals with ease. Preformatted correspondence allows you
to quickly select the purpose of a transmittal and send it directly to anyone affected.
Transmittal logs automatically track all of your sent items and can be easily
searched.
Reference: Construction Online Website