How does Buildertrend support customer relationship management (CRM)?

Buildertrend supports customer relationship management (CRM) primarily by tracking client interactions and managing leads. This capability allows project managers and construction professionals to maintain a comprehensive overview of their relationships with clients, which is crucial for building trust and ensuring effective communication throughout a project.

Through this system, users can log notes from conversations, document any feedback, and keep records of past interactions. This information helps in understanding client preferences and histories, enabling more personalized service. Additionally, managing leads efficiently helps in converting potential clients into actual customers, fostering growth for the business.

In contrast, while generating automatic invoices and facilitating contract negotiations are essential aspects of business operations, they do not directly relate to the CRM functions that focus on sustained, effective client relationships. Storing personal information without proper access does not align with effective CRM practices, as it neglects the need for secure management of client data and can lead to compliance issues.