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What is EBP CRM?

Boost your productivity by utilizing the data you have accumulated in your CRM without the hassle of re-entering it! Take advantage of third-party synchronization to effortlessly embed a quote into your sales management system directly from the opportunity sheet of your customer management application, thereby creating a distinct link between opportunity statuses and quote statuses. Furthermore, the General Data Protection Regulation (GDPR) aims to establish a cohesive framework for data protection throughout Europe, showcasing the evolution of technology. It is vital to grasp the needs and behaviors of your prospects and clients in order to ensure effective follow-up and facilitate business expansion. Your CRM software enables you to store all commercial interactions, such as emails, phone calls, and letters, which allows you to monitor the advancement of sales opportunities and craft targeted marketing strategies that resonate with your target audience. By effectively utilizing these resources, not only can you refine your overall business strategy, but you can also foster stronger relationships with your customers and drive long-term success. Embracing these practices will lead to an enhanced competitive edge in your industry.

What is Sage Construction Management?

A comprehensive software solution tailored for construction management integrates every aspect of the industry. It offers a vast array of features that streamline your operations, from the initial planning stages and project management to financial analysis and beyond. You can effortlessly access and manage your leads and estimates from any location. By consolidating the bidding process into a singular platform, you save both time and effort. Effective project management and collaboration tools enhance your profitability by promoting teamwork and efficiency. This reliable provider ensures you receive extensive features at a competitive price. With this system, you can easily view, categorize, and monitor leads while managing the entire bidding process within one unified interface. Customizable dashboards allow you to gain comprehensive insights into your leads, tracking their status, history, and activities to ensure timely follow-ups and prioritize high-value opportunities. Create professional bid packages that encompass drawings, specifications, and necessary documents with ease. You can also generate estimates from scratch, utilize existing spreadsheets, or build upon former estimates while importing data from spreadsheets to streamline your processes. This all-in-one solution simplifies your workflow and empowers you to make prompt, informed decisions. As a result, you can enhance your overall operational efficiency and drive the success of your construction projects.

Media

Media

Integrations Supported

Agicap
QuickBooks Online
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
Smart Inventory Manager

Integrations Supported

Agicap
QuickBooks Online
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
Smart Inventory Manager

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ebp

Date Founded

1984

Company Location

France

Company Website

www.ebp.com/logiciel-crm

Company Facts

Organization Name

Sage

Company Location

United Kingdom

Company Website

www.sage.com/en-us/products/sage-construction-management/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Construction Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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