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.
50+opportunities tracked
72%transparent pipeline
35%faster response
24/7status updates
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 reality
Connected modules
Who uses it
Project development teamOpportunity portfolio, market strategy
Sales / BDCustomer and opportunity follow-up
PMOAssess and prepare tender documents
LeadershipReporting and decision-making
Frequently asked questions
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.
50+Projects in progress
98%Customer satisfaction
24/7Technical support