Which CRM system is suitable for the construction business?

Question

CRM

I have a small construction business. Permanent staff of 19 people, the rest are contracted. The problem of communications and reporting between all participants in the processes has become more acute. I tried more than 20 services and various systems, I was most pleased with Zoho products . Perhaps we would stop at them, but we need a local solution.
The prospective client buys an apartment, the reelter, with the consent of the buyer, communicates the contacts to my manager, who organizes the interaction between our organization, the client, the subcontractor and the suppliers. After formalizing the intentions for cooperation, the estimator travels to the site, takes measurements and calculates a preliminary estimate according to our price lists. We compare the price list with various classifiers. If the estimate suits the client, we conclude a contract for design work. The client's requirements are transferred to the contractor, who returns the package of necessary documents to us. Next, we play a competition for the work and conclude a contract.
Changes and claims may occur during the course of work. To minimize the risks, we store all the documentation and the history of changes (design, contract, estimate documentation, photos, videos). This is the main plug. There are quite a lot of materials and they are weakly interconnected. You have to maintain a separate register of changes and links for the project. We set all the tasks for contractors in Redmine , we act in it. We store all media content in Lightroom libraries . Many more directories, with various unstructured content and drawings.
Some clients want to have access to the history of calls and documentation changes, as well as media content. Recently, they began to make broadcasts for clients in Perescope. Which reduced the load on our ftp.
The average amount of content growth per client is 8.5 GB per month. At the end of the year we carry out a general cleaning.
We need to have a single system on local servers with a functionally related interface.
Basic requirements:
• Clients
• Counterparties
• Price lists
• Accounting
• Content structuring with reference to clients, counterparties, documents, postings and geodata.
• Versioning of content
• Contextual search for content and links
• Ability to set up periodic tasks (backup, uploading data on a client)
• Project tracker with burn chart down
• Analytics
• Wiki
Additional requirements:
• Support for cloud disks
• Web server for access from mobile devices
• Personal account for clients and contractors
• Communications within the interface with reference to the client
Tell me which system (with the possibility of customization on net or java) out of the box best suits my requirements?

Answer 1

Something like this needs to be done.

Answer 2

I’m afraid you won’t find anything out of the box,
as far as I know (I may not be aware), there is no single system. The most offensive, not for a sane price, not at all. Most people know how to do one thing, either collect leads, or track tickets / tasks.
The same project management or workflow gives different degrees of butthurt with varying degrees of customization.
In general, everything is in the Jira and its ecosystem. With different, alas, the complexity of integration and performance.
But, perhaps, everything is simpler for you and you can limit yourself to domestic Megaplan and Biitrix. Xs only how to refine them, Bitrix type is possible, but there is no Mega type.
You can also look at [here is a list of other types of under-crem such as teamwox, which are like CRM, but everything is bad with refinement]
And finally, there is what you need: odoo, or there alfresko. Both are workable and positionable. But there are no progers for them, and to prepare your own - too, more than one month to understand.
And, finally, to spit, save money and go to Terrasoft, for example. Only in terrasoft - see the first line - no one will solve your problems, here you can already see for yourself what is cheaper - your own progers or your own kickers of terrasoft progers.

Answer 3

Look at https://www.terrasoft.ru/real-estate/developers/pr...

Answer 4

Here we tried to embrace the incomprehensible
casepress.org
And even something happened.

Answer 5

As a result of the research, I realized:
- nothing will work out of the box,
- an average of one and a half million is required for improvements and integration,
- even after all the integrations and improvements, I will have to constantly integrate into the legal field,
- in my case, the system saved me less than it actually took to support ,
- it was decided to abandon the frontend in favor of the local system,
- I will distribute the prototype in the near future, focusing on + OFD.
In the future, it should become a commercial project on the territory of the Russian Federation.

Answer 6

For a window company, the “amoCRM + Measurement Map” bundle is suitable. What will you get:
funnel A sales funnel will be set up that takes into account the specifics of working with clients in the window business: “Primary contact”, “Contact established”, “Measurement”, “There was a freeze - follow”, “Agreement”. Separately, the stages where the client can "get stuck" are highlighted. Managers will be tasked with reminding the client about the company and warming up his interest in buying.
Cloud telephony is connected and configured in amoCRM. As a result, calls are automatically distributed among managers and recorded in CRM. No application will be lost.
ready-made industry solution "Measuring Map" helps to systematize the work of the sales department and measurers, get rid of overbooking of workers and chaos. Directly in the transaction card, the sales manager can see the employment of measurers, assign an employee to go to the client and correctly distribute the route of the worker. As a result, the measurer manages to fulfill more orders per day.
Convenient functionality allows managers to quickly view the analytics upload, see leaders and outsiders in each department. The rating allows you to track the performance of both managers and mobile employees. The leader captures the strengths and weaknesses of the team, sees who needs help, who needs to say goodbye. It becomes easier to make decisions about incentives and penalties.
After the sales manager sets the time and date of departure, all employees responsible for measuring or installation receive an SMS/email notification about the order. The message is sent automatically according to the specified template. At the same time, the client is also notified about which of the company's employees will come to him for measurement.
See video 1 and video 2 for details .

Answer 7

The quickbpm CRM system will most likely suit you, they have a special solution for companies working in the field of construction and repair - https://quickbpm.io/ru/builders/ .