ConstructionOnline Lead Tracking provides valuable information such as pipeline stages, lead quality, and callback dates.
Harness the powerful lead tracking tool in ConstructionOnline™ featuring pipeline stages, project calendars, call logging and so much more.
Get a clear picture of your sales workflow with the Lead Pipeline in ConstructionOnline™.
Filter your leads by Stage, Status, Source, Sales Representative, and more to quickly see the actual dollar values associated with each.
The lead dashboard is designed with construction pros like you in mind. By utilizing an intuitive layout, the lead tracking tool is straightforward and easy to use.
Always know what's coming with the Lead Calendar. Schedule callbacks and meetings and record when quotes were sent.
Attach files and docs to events, and easily schedule reminders for critical upcoming tasks.
Automated email reminders can be sent so you never forget important information regarding your leads in your construction calendar.
Keep a running log of your calls with the powerful ConstructionOnline™ Call Logging feature.
You can record duration, notes, attached files, and more to give yourself a comprehensive history of your lead communication.
The call logging feature lets you view all of your recent logs or filter them by contact. These innovative logs are designed to streamline your communication so you can make sure your project is running as efficiently as possible.
The lead tracking feature includes effective customization options, so you can adjust the way your leads are displayed within ConstructionOnline™.
Organize your leads the way you want by rearranging the order, changing icons, colors, lead category names and much more.
Easily share your lead information with anyone by exporting as a Microsoft Excel file directly to your desktop.
Your clients need to be aware of project progress, especially when those changes can affect the final outcome.
ConstructionOnline™ allows you to create a login page especially for your clients. With ClientLink™ you can easily make sure your clients are aware of new developments.
Keeping your projects on track and your clients updated has never been easier. Design their client page to give them all the information you know they need and the ability to view the progress of the project in their own time, at their own pace.
ClientLink™ is all about communication and customization. ConstructionOnline™ provides you with the unique ability to make sure your clients stay up to date on the way the project is moving. You decide what information clients see on their client page.
You can choose from a variety of options for each one of your clients to make sure you create a page that benefits both of you. With ClientLink™ they only see exactly what you want them to.
ConstructionOnline™ has already made the Change Order process easy to use. Now with ClientLink™ getting your clients' input on Change Orders is just as easy. Eliminate the need to sit down with your client face to face.
Clients can give you their input via ConstructionOnline™ and view, approve, or reject the Change Orders you create. No more discrepancies or confusion over decisions that were made. With ConstructionOnline clients will see exactly what they have approved and rejected. Changes are easily and thoroughly documented so that clients will be able to see where the project is going.
Clients' design decisions have already been streamlined through ConstructionOnline™ with the use of Client Selections. Now ClientLink™ takes the process one step further. By allowing clients to see their Client Selections when they log in, they are aware of the choices they need to make to continue the project.
Clients will not be restricted to only viewing the selections - they can go ahead and choose which options they like the best in their own time to meet the deadline you assign. Meanwhile, you will be free to work on other areas of the project to keep things moving in the right direction.
Quickly create call logs and improve your project communication by using Call Logging in ConstructionOnline.
Maintain records of accurate contact communication by using Call Logging in ConstructionOnline™. Create, filter and edit logs from your desktop or mobile device.
Keeping accurate records of contact communication is an essential part of having information that can be tracked right back to the source.
ConstructionOnline™ Call Logging allows you to document conversations, emails, text messages, or other communication that occurs outside of ConstructionOnline.
Now you can make sure all your information is there when you need it.
Stop looking for those stray post it notes scattered around your desk. With ConstructionOnline Call Logging, you can eliminate the stress of trying to scramble and find out who said what.
Call log filters narrow down your search as much as possible so you can get right back to the source.
Contacts, Projects and Creators can be used in conjunction with one another so you can find exactly what you need, when you need it.
Whether you want to attach a file from your Google Drive or photo from your ConstructionOnline™ Image Gallery, you have all the tools you need to make your logs as detailed as you want.
UDA Technologies has a wide variety of applications available for your project management needs. These apps have been designed to work smoothly with ConstructionOnline, so you can see your changes take place in real-time.
Use ConstructionOnline to streamline your project management process by bringing your team, tools and data together in one place.