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Customer management & CRM

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.

Customer Management

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.

Bouwflow

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.

How it works

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

1

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.

2

No forgotten leads

With follow-ups and reminders you chase every prospect, so a quote never stalls because nobody followed up.

3

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.

4

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.

5

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.

6

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

Ready to bring your customers and sales together?

Book a call with one of our experts and see how Bouwflow brings your customer management, sales and invoicing into one construction CRM.