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Construction, installation & renovation

More enquiries, quotes that go ahead and projects that run smoothly

For installers, contractors, renovation specialists and construction companies with a team. From the first enquiry to completion in one place, so no customer falls through the cracks.

What's Included

Sound familiar?

Enquiries come in everywhere

By phone, email, WhatsApp and your website. Not everything gets followed up.

Quotes are left waiting

You do send them, but nobody has time to follow them up.

Your schedule lives in separate lists

And in group chats with your fitters.

In your region, customers find someone else first

While you do the work just as well or better.

Data lives in different systems

Customer, quote and project are not linked.

What's Included

How we approach it

1. Get found in your region

A website with a clear enquiry form, local SEO and Google Ads for people searching right now. Want a step-by-step quote request with a price indication? Then we use Smart Forms.

  • Website
  • Reach Your Audience
  • Smart Forms

2. Never lose an enquiry again

Every enquiry arrives in Leads. In Sales you create quotes and follow them up; in CRM you see a customer’s full history.

  • Leads
  • Sales
  • CRM (Sales & CRM bundle)

3. From quote to project

After approval you plan the work in Project Management. In Finance you keep track of your finances, linked to your bookkeeping.

  • Project Management
  • Finance

4. Service after completion

You handle reports and maintenance requests in Service Management. Want customers to see documents and status themselves? There is Customer Portal.

  • Service Management
  • Customer Portal

Everything in one bundle?

With SalesFision Platform Operations you have Leads, Sales, CRM, Project Management, Finance and Knowledge together, including three users. When your team grows, you add users.

See pricing
SalesFision Platform Operations

Including three users.

In the bundle
  • Leads
  • Sales
  • CRM
  • Project Management
  • Finance
  • Knowledge
Example

How it can work

A customer requests a quote for a new boiler through your website. The enquiry arrives in Leads, and your colleague at the office sees it right away. In Sales you create the quote and schedule a follow-up call. After approval it becomes a project with a schedule for your fitter. After completion you see in Finance whether the invoice has been paid.

From enquiry to invoiceExample
  • Leads: the enquiry arrives
  • Sales: quote and follow-up
  • Project Management: planning
  • Finance: invoice status

In practice

FAQ

Frequently asked questions

Do you only work for large construction companies?+
No. We work for smaller and growing businesses, from independent professionals to companies with a team of fitters.
Do I have to take the whole Platform at once?+
No. Start with what hurts now, for example Leads and Sales, and expand later.
Does Finance work with my bookkeeping package?+
Finance connects with one of the accounting packages we support as standard. We are happy to tell you which ones. Finance does not replace your bookkeeping.
Can you also redesign my website?+
Yes. With Digital Foundation we build a complete website on managed hosting, with an enquiry form that comes straight to you.

Curious where best to start?

Do the Business Scan or plan a meeting. Together we look at your enquiries, quotes and planning.

Do the Business Scan
Plan a meeting