Tasks, customers & sales

Manage tasks,
customers and sales

Assign tasks, track progress, care for customers, manage opportunities and quotes on the same project data – no missed tasks, no missed opportunities.

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On-time tasks
94%
Quote win rate
+18%
Clear owner – clear task
No customer left behind
Fast quotes, early deals
On-time tasks
94%
Quote win rate
+18%

Key features

Task assignment & progress tracking
Kanban, checklists, deadlines
Construction customer CRM
Records, history, contacts
Opportunities & sales funnel
By stage, probability
Bids & quotes
From estimates, standard templates
Appointments & follow-up
Reminders, meetings, calls
Convert to contract
One tap to project

Business process

Data flows through every step – no re-entry, nothing lost.

01
Receive request
From web, phone, referral
02
Classify & assign owner
By region, project type
03
Survey & prepare estimate
Quantities, unit prices
04
Send quote & negotiate
Versions, approval
05
Close opportunity, create contract
Data carried forward
06
Assign tasks & follow-up
Track through handover

The real interface

Realistic sample data – works on PC and phone.

On one screen

  • Every task linked to customer, project and owner
  • Sales funnel by stage, alerts for neglected opportunities
  • Versioned quotes with approval and sending history
  • Close an opportunity and get the contract and project instantly
Watch live demo Try with sample data

Sales opportunities being tracked

CodeCustomersProjectValueStageOwner
CH-2026-041ABC CompanyOffice A – Phase 238BQuote sentNguyen Van A
CH-2026-039Green JSCGreen City – Block C72BNegotiationTran Thi B
CH-2026-036XYZ CompanyExpanded Factory24BClosedLe Van C
CH-2026-033District PMUDEF School68BDiscoveryPham Thi D

Quotes and contracts closed by month

Win rate up from 36% to 62% after 6 months

Quotes sentClosed as contracts
MayJunJulAugSepOct

Value delivered

No missed tasks
Clear owners, clear accountability
Higher win rate
Faster quotes
Proactive customer care
Contract–project integration

Related scenarios

Real-world problems this feature group helps you solve.

See all situations
Tasks get missed, no clear owner
From planning and assignment to completion – clear owner, clear task, clear progress.
Too many reports, hard to decide
Visual dashboards aggregate multi-dimensional data in real time for fast decisions.
No network at the site, work must go on
Keep working normally offline, auto-sync when Internet is back.

Related feature groups

Contracts & projects
Manage the contract lifecycle with the project: quotation, signing, execution, payment and final settlement.
Output, acceptance & payment
Accurate acceptance, fast payment: control quantities, records, advances and deductions.
PI Agent & AI assistant
AI assistant for construction businesses: ask – analyze – suggest – create tasks.
Try the system now
Tasks, customers & sales on ERPCons – sample data, no sign-up needed.
Watch live demo