ENBUILD | The Neptomate Solutions

CRM · 2024

Case study details coming soon.

Client: ENBUILDStatus: Completed

Overview

About this project

ENBUILD CRM is a sales and operations platform for construction and trading teams — clients, opportunities, project tracking, and daily activity logging in one place.

Screenshots

See the product in action

Key screens from ENBUILD with a short description of what each view does for users.

Clients Management

Screen 1

Clients Management

Sales Representatives manage client relationships by serving as the primary point of contact between ENBUILD and its customers. They guide clients through the entire sales journey—identifying their specific needs, recommending tailored products or solutions, negotiating terms, and closing deals. Beyond the initial sale, they focus on building long-term trust, addressing ongoing concerns, and identifying cross-selling or upselling opportunities to maximize client retention and drive consistent revenue growth.

Project Tracker

Screen 2

Project Tracker

Enbuild CRM’s Project Tracker feature provides a centralized hub for managing complex project lifecycles by allowing sales representatives to continuously log and update key project details and progression stages—from initial planning through contract closure. This real-time data feeds into a unified management dashboard, giving executives instant, organization-wide visibility into active projects, overall pipeline status, upcoming revenue forecasts, and team performance from a single interface.

Activities / Daily Logs

Screen 3

Activities / Daily Logs

Sales teams record daily activities and site visits against clients and opportunities, so managers can review field productivity, follow-ups, and engagement history in one place.

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