Customer Management Software For Construction
Bouwflow is construction CRM software that keeps every customer, lead and job in one place: from first contact and quote to invoice and post-calculation, in one system.
What is a construction CRM?
A CRM (customer relationship management) is the system where you keep every customer, prospect and lead: who asked for what, which quote is still open and when you last spoke. Your sales stop living in scattered spreadsheets and emails.
A construction CRM goes further than a general one: a signed quote turns straight into a job, with its planning, invoices and post-calculation attached. Customer, project and numbers all sit in one place, from the first contact to the closing invoice.
What is Bouwflow?
Bouwflow is the all-in-one platform for contractors. In one environment you combine customer management and CRM, quotes, time tracking and purchasing, while your teams work on site with the OnSitePro mobile app. You replace scattered spreadsheets and tools with a single system where all your project data comes together. More than a thousand construction professionals already use Bouwflow to run their projects faster and with more oversight.
Features
A glimpse of what's inside customer management & CRM
Customers & contacts
Customer database
Add private customers and companies. For a company, Bouwflow pulls the trading name, address and company number itself through Companyweb.
Customer record
One record with every project, quote, invoice and work order for that customer. Whatever is still outstanding shows in red.
Contacts
Several contacts per customer, each with their own email address and phone number.
Customer files
Contracts, drawings and correspondence hang off the customer's record rather than a folder on your desktop.
Create from the record
From the Financial tab you raise a quote, invoice or credit note on the spot. It attaches itself to the right customer.
Sales
Pipeline
Every site lands on a Kanban board, from prospect to approved quote. You set the stages yourself.
Sales reps
Assign a sales rep to a project and track their figures and commission separately.
Lead source
Record where a lead came from and see later which source brings you the most work.
Sales overview
Look at your sales figures by quarter, year, source, rep or stage.
Rejection reasons
Note per lost quote why the customer walked away. Your sales overview shows where it goes wrong.
Follow-up & service
Follow-ups
Put a follow-up on a customer or a contact, with a type and a date. Whoever it's assigned to gets a notification that morning.
Tickets
Incoming customer emails become tickets. You assign them, answer them and turn them into a work order when needed.
Ticket categories
Group tickets by category, invoicing or complaints for instance, and track them on a Kanban board.
Internal notes
An orange note stays internal, a blue reply goes out to the customer. You tag a colleague with an @.
Sent emails
For every email you send you can pull the content back up and see whether it arrived and was opened.
How does customer management work in Bouwflow?
Every customer and prospect has a single card in Bouwflow where their projects, quotes, invoices and contacts come together. That is where you run your whole sales process.
- Add a customer or prospect as an individual or a company; for companies, Bouwflow pulls the company details from Companyweb.
- Open the customer card and see all their projects, quotes, invoices and work orders at a glance, with outstanding amounts in red.
- Track opportunities on a Kanban board: drag each job from prospect to quote sent to approved, with the salesperson and source attached.
- Schedule follow-ups per customer with a date and a type, so the right colleague gets a morning reminder and no lead slips through.
- Record why a quote falls through and review your sales overview by salesperson, source or period, so you learn to quote sharper.
What customer management in Bouwflow gives you
Everything on one customer in one place
Projects, quotes, invoices, contacts and appointments live on the customer card, not across Excel, email and your phone.
No forgotten leads
With follow-ups and reminders you chase every prospect, so a quote never stalls because nobody followed up.
Insight into your sales performance
With the statistics in your sales overview and your pipeline, you see how your sales perform and where your opportunities are, instead of guessing.
A CRM that knows the site
Unlike a general CRM, Bouwflow doesn't stop at a won deal: it becomes a project with planning, invoicing and post-calculation. Prefer to keep working in Teamleader? Then a won deal flows straight through to your site in Bouwflow.
Know what a customer brings in
Per customer you see what's already invoiced and what's still outstanding, with unpaid invoices in red, so you don't chase your money.
Learn from lost quotes
By recording the reason for each rejected quote, your sales overview shows where to adjust your follow-up or price, and your conversion climbs.
Frequently asked questions about CRM and customer management
Related features
Project Management & Planning
Comprehensive tools for project planning, progress tracking, and collaboration.
Invoicing
Create invoices, invoice progress states and follow up payments automatically.
Pre- & Post-Calculation
From a bill of quantities to a calculated quotation, and with post-calculation you see what you really make per job.