Project Development CRM
Project development —
manage opportunities from lead to contract award
Manage leads, customers, opportunities, tender documents and the follow-up pipeline in one connected process — helping businesses secure their workload and raise their tender win rate.
300+opportunities tracked
72%transparent pipeline
35%faster response
24/7status updates
Today's opportunity
Building tomorrow's projects
Building tomorrow's projects
Opportunity growthQ2/2024
+35%
vs last quarter
Turn every lead into a real project.
Key benefits
Leads & customers
Store and classify leads, prospects and partners.
Opportunities & pipeline
Track opportunities by stage and forecast revenue.
Follow-up activities
Appointments, calls, emails, automatic reminders.
Tender document management
Store records, documents, versions and status.
Communication history
Keep the full history of customer interactions in one place.
Conversion reports
Measure conversion rates and team performance.
Project development workflow
1. LeadCapture leads from the website, referrals and partners
2. QualifyScreen, assess potential and classify
3. ProposalPrepare proposals and preliminary quotations
4. TenderBid, negotiate and finalise documents
5. Won / HandoverContract award, handover to the project
Data & evidence
Contact recordsCustomer and stakeholder details
Meeting minutesNotes, content, attendees
Quotation documentsQuotations, technical proposals
Bidding documentsITB, bid, document versions
Schedule & task remindersAppointments, deadlines, automatic reminders
The CRM interface in thực tế
Nguyen Van A · Sales Manager
Project opportunity pipeline
Q2/2024
Open opportunities
54
Pipeline value
12,450bn
Tender win rate
28%
+4% vs Q1
This week's activity
46
New leads (12)
Khu đô thị RiversideHoang Minh Co. · ~500bn
Logistics facilityABC Group · ~200bn
Under evaluation (18)
Bac Ninh Industrial ParkDEF Co. · ~800bn
Office buildingAn Phat Co. · ~150bn
Proposal sent (10)
International hospitalMediCare Co. · ~1,200bn
ResortSeaView Co. · ~600bn
Negotiation (8)
Flyover projectCity PMU · ~700bn
Priority
Social housingHomeLand Co. · ~350bn
Won (6)
UniversityMinistry of Education · ~950bn
Handover
Wind farmWindPower Co. · ~1,500bn
Handover
Ảnh minh hoạ giao diện với dữ liệu mẫu — không phải dữ liệu khách hàng thật.
Connected modules
Who uses it
Project development teamOpportunity portfolio, market strategy
Sales / BDCustomer and opportunity follow-up
PMOAssess and prepare tender documents
Lãnh đạoReporting and decision-making
Câu hỏi thường gặp
ERPCons CRM is designed for pre-award work in construction: tracking opportunities by work package, managing ITB/bid documents and converting won opportunities into projects without re-entering data.
Yes. Customer details, contract value, tender documents and commitments are handed over to the Projects module so the construction team can take over immediately.
Yes. Pipeline reports show the number, value and conversion rate between the Lead → Qualify → Proposal → Tender → Won stages, for each owner.
Yes. Tender documents are stored on the Documents & Records (CDE) platform, with versioning, edit history and access permissions.
Ready to grow more opportunities?
Try ERPCons CRM and optimise your project development today.
300+Dự án đang triển khai
98%Khách hàng hài lòng
24/7Hỗ trợ kỹ thuật
More opportunities today
More projects tomorrow
More projects tomorrow