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One of the many benefits of signing up to our new CIS CRM Online is experiencing our new Project Tracking feature. Browsing through our comphrehensive database of thousands of construction projects, you can choose to specifically track projects of interest to you. This means that whenever an update is recorded by our research team and added to the system, you will receive an email alert to this change.

Project Pipeline

Working With Your Construction Project Pipeline

The pipeline of projects that are being tracked is accessible from your CIS Online Dashboard. At a glance this will tell you the number of projects and companies you are currently tracking and their status. To view your pipeline of projects click My Projects.

By default the list of projects you are currently tracking is displayed in linear order of Recall Date. If you do not have Administrative privileges you can only see the projects you are tracking. Administrative users can view the pipeline of all users collectively or any individual user.

Tracked Projects List

Projects are displayed in Recall Date order meaning those projects which are due for recall next appear at the top of your list. If a project is past the date assigned for recall it will be highlighted as Overdue. To action a project in your list simply click the Project Title to view the full project details including your own project notes.

You can filter your tracked projects to look at projects you are tracking (Active) or to look at projects you are no longer tracking (Inactive): The choices for the Status by which you can filter projects are:

Active And Inactive Projects

Active Projects: These are projects you are still actively tracking.
Inactive Projects: These are the projects you are no longer tracking
With Outcome: These are all of the projects which have an outcome (whether you are still tracking them or not). You may want to use this list to get an overview of all the projects won and lost.
All: To view all the projects in your pipeline

There are various options for outputting your tracked projects whether you want to see a report of your projects or use the data for analysis, reporting of in some other system. Below is an example: 

Crm Pipeline Report Excel

If you have a company that can sell into the construction industry; be it window fitting to office supplies then CIS CRM is a vital tool in helping you identify live opportunities and many more in the pipeline. We make it our mission to cover every single key construction project taking place across all 32 counties of Ireland so you can tailor and save searches of the projects you’re targeting for your pipeline.

If you haven’t already signed up for a Free 7 Day Trial you can do so today or call our friendly sales team on 01 299 200 for more information on how CIS can maxmise your sales opportunities.