Keep track of prospects, current customers, subs and project team members
Our philosophy here at Corecon is to help you grow your business and to enable this we like to provide you with tools to manage your contacts as well as any potential projects or customers. With Corecon, you have a beefed-up contact management system designed specifically for the construction industry. You will be able to track prospects, customers, manage subcontractors according to CSI classifications, and keep track of all insurance types and licenses.
Corecon can also serve as an effective tool for lead management and tracking all potential projects and customers. With tools to track all your communication, create estimates and finally track your success rate, you can continually improve your "hit" rate.
Contact Management Features & Benefits
- Communicate effectively with project team members by tracking correspondence and providing access to contact information.
- Group and filter your list of companies by user-defined categories and/or CSI codes.
- Reduce the risk of contracting with uninsured firms by tracking their insurance and bonding information.
Create a project directory listing for each project with contacts and performance comments. - Import Companies and Contact from Microsoft Excel
- Import/Synchronize Companies and Contact from Microsoft Outlook using the CoreconLink For Microsoft Office
- Import/Synchronize Customers and Vendors from QuickBooks, Microsoft Small Business Accounting, SAP Business One, and Sage Simply Accounting
Lead Management Features & Benefits
- Track bid dates and times in a powerful Bid Calendar
- Analyze awarded/not awarded, bid position, and bid amounts
- Analyze bids for a given period using up to 10 classifications
- Document correspondence for each lead: letters, notes, phone calls, faxes etc...
- Prepare comprehensive and professional estimates for leads
- Built-in Wizards to convert awarded Leads to Projects
