Client Relationship Management
- Key Features
- Integrated Estimating
- Custom Dashboards
- Document Management
- Task, Note & Call Logs
- Inbound / Outbound Email
- Activity Feed
- REST API
More Solutions
Go from Opportunity to Manufacturing.
Convert CRM Opportunities into Offsite Modular Manufacturing Orders — maintain data integrity and knowledge transfer from the sales & estimating teams through manufacturing, construction and close-out
An easy to use salesforce Client Relationship Manager (CRM) that integrates directly into your supply chain, and converts Opportunities into Manufacturing Orders.
Deals
Gather critical information from the customer early and have confidence the information relayed to sales is what is delivered to design and production.
Learn moreCommunication
With Activity Feeds, Inbound and Outbound email communications it is difficult to not keep everyone in the know. Communicate with prospects & customers right from Moducore.
Learn morePeople
Quickly search and find contacts using the global address book built-in to the CRM. Attach people to activities to further track account status.
Learn moreDeals
Track Opportunities, Sales Orders and Manufacturing Orders
- Build and attach estimates
- Track non-production related expenses
- Notify Project Managers of award
- Maintain documents & history upon award
- Individual activity feeds for distraction free collaboration
Communication
Efficient, collaborative and continuous
A centralized communication hub for sales teams to collaborate & communicate efficiently with prospects, customers & team members.
Send and receive emails directly from Moducore to eliminate external workflows & miscommunications and ensure everyone gets accurate information.
People
A shared global address book — estimating, sales, project management, procurement, warehouse
- Shared Global Address Book — provides project visibility of stakeholder contact information
- Use the Inbound Moducore Mail System as a log for import, external client communications
- Use the Inbound Moducore Mail System as a log book and forward external ccommunications to the CRM Account inbound address.
Log in with Google
