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Functionality for Contractors, Consultants and Architects

Pivotal CRM with the Construction Industry Solution delivers a CRM solution pre-configured for main contractors, specialist sub-contractors, consultants, architects, quantity surveyors and other construction services organisations.

It enables every Lotus Notes, Novell Groupwise or Outlook user in your organisation to share information on clients, contacts, influencers, project leads and bids.

Key Features List:

  • Fully Project Based - Track all business development activity by client, project and influencer.
  • Key Client Management - Manage key clients to build relationships and maximise fee income.
  • Tender/Bid Management - Keep track of your pre-quals, bids and tenders. Search previous tenders/projects for relevant experience and expertise.
  • Knowledge Management - Sophisticated document management of all client and project documentation. Collaborate more effectively on the preparation of bids and proposals.
  • Import Project Intelligence - Automatically filter and import project intelligence from companies such as ABI, CIC, CIS, Glenigan and OJEU.
  • Easy Access for all types of users - The Pivotal Mobile Client delivers complete offline functionality to support mobile users away from the office. Or you can access it anywhere via a web browser or Blackberry device.
  • Marketing Campaign Management - Profile clients and specifiers for targeted marketing. Track your results by marketing campaign.

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" What impressed me about Maxima was their ability and willingness to really understand our business issues and how technology could deliver improvements. They appreciate the big picture. "