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Experience Increased Business Growth in 2023 with  Enhanced Sales Management & CRM Tools

New Updates and Enhancements for construction CRM and Sales Management tools | UDA ConstructionOnline™ 2023 | Construction Management Software

As a part of ConstructionOnline™ 2023, UDA Technologies recently announced an impressive list of enhancements to ConstructionOnline’s award-winning CRM and Sales Management tools. Engineered to increase sales and client satisfaction, ConstructionOnline™ continues to improve its all-in-one sales management tools which offer construction companies tools to organize leads, future project opportunities, calendars & call logs, contacts, reporting, and more. 

Key updates to the award-winning CRM & Sales Management tool recently released include - 

  • Opportunities:
    • New columns added to Opportunities table - 
      • Division
      • Region
      • Office
    • New fields added to Opportunity Details:
      • Bid Due Date
      • Bid Submitted
    • Activity log added to Company History Log when an Opportunity is converted to a Project
    • Option added to Show/Hide message anytime an Opportunity is converted to a Project
    • Files saved to Opportunities can be accessed and attached to other elements across the ConstructionOnline™ Company Account
  • Lead Tracking:
    • New columns added to Lead Pipeline table - 
      • Division
      • Region
      • Office
    • Additional fields added to template for importing Leads from Excel - 
      • Contact Group
      • Contact Category
      • Office
      • Division
      • Region
      • Trade

UDA Technologies recognizes that the key to successful business growth is the effective management of a flowing sales pipeline. By providing tools that allow construction professionals to create, track, and prioritize potential new jobs, ConstructionOnline™ makes it easy to manage all vital company data in a single platform. To learn more about how ConstructionOnline™ 2023 can assist your growing business, contact a UDA Product Specialist at 1.800.700.8321.

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Topics: Construction CRM ConstructionOnline™ 2023 Lead Tracking Opportunities