ConstructionOnline is excited to announce the release of a new, free resource - the construction CRM Template. Designed to help contractors track leads, opportunities, and sales, ConstructionOnline's free CRM Template is easy-to-use and compatible with standard spreadsheet systems, like Microsoft Excel and Google Sheets. 

ConstructionOnline is a top-ranked construction project management software with decades of experience leading the industry in software solutions for construction CRM, sales management, construction estimating, project tracking, and construction business intelligence. The free construction CRM Template is part of an ongoing project for ConstructionOnline. UDA's expert, in-house Resource Development Team  says they "aim to create a comprehensive library of free, educational resources for the construction industry."

Customer Relationship Management (CRM) includes the system(s) used for managing customer data - from initial intake to sale to project completion. ConstructionOnline's free CRM Template is fully compatible with Microsoft Excel and Google Sheets, and includes - 

• Lead Tracking spreadsheet
• Sales Tracking spreadsheet
• CRM Dashboard
• Convenient Data Filters
• Customizable Columns

ConstructionOnline's free CRM Template comes with built-in Sample Data, as well as ready-made blank templates, to help builders & contractors get started quickly and easily. Implementing an effective CRM strategy can help streamline lead management, centralize customer information, improve team collaboration, and empower better business decisions. 

ConstructionOnline is an all-in-one project management software platform that includes comprehensive CRM solutions like - lead generation forms, lead tracking interface, sales pipeline tools, professional proposals & bids, customer database, communication hub, and more. To learn more about ConstructionOnline's construction CRM software platform, sign up for a free Core Tools account. 

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