Use cases
Inventory
Find every tool, owner, seat, and cost.
Savings
Catch waste, overlap, and renewals early.
Access
Onboard and offboard across your stack.
Context
Map how people, tools, spend, and agents connect.
For
Founders
Protect runway by seeing every tool and cost.
Engineering
Control AI usage, access, and provider spend.
Finance
Reconcile software spend and find waste.
Operations
Keep inventory, access, and renewals current.
Resources & company
Resources
Guides and practical software insights.
Manifesto
Why software operations need a new model.
Press
Company news and media resources.
Partners
Build and grow with ELI.
IntegrationsStacksTools
Talk to a humanDiscover my stack
IntegrationsStacksTools
Discover my stackTalk to a human

Company

  • Home
  • Manifesto
  • Talk to us
  • Partners

Help

  • Terms of service
  • Privacy policy
  • Docs

Product

  • Inventory
  • Savings
  • Access
  • Context

For teams

  • Founders
  • Engineering
  • Finance
  • Operations

Explore

  • Integrations
  • Tools
  • Stacks
  • Startup credits
  • Articles

Socials

  • LinkedIn
  • Instagram
  • TikTok
  • YouTube
Enterprise Layer Intelligence
Categories/CRM/ProjectMark Construction CRM
ProjectMark Construction CRM

ProjectMark Construction CRM

Founded 2019

Track construction opportunities, manage client relationships, and forecast project revenue across teams

You can use ProjectMark to organize construction opportunities, track client relationships, and predict pipeline revenue in one central place. It lets field and office teams track bids, log meeting notes with voice transcription, and scan business cards directly into your contact database. It also provides deal forecasting, shared pursuit calendars, and custom pipeline reporting to evaluate project feasibility. With mobile apps and integrations for email and construction systems, your team stays coordinated across the entire bidding and proposal process.

What ProjectMark Construction CRM does

Create custom pipeline and win-rate reportsScan and save business cards using a mobile deviceLog client meeting notes via voice recordingAssign pursuit tasks and due dates to team membersForecast upcoming deal values and close datesTrack communication history with contractors and clientsVoice-enabled note taking that logs field updates directly into recordsMobile business card scanning with contact enrichmentLive pipeline dashboards showing deal stage, fit, and probabilityDeal and revenue forecasting based on historical win ratesCentralized file and document management for project proposalsShared pursuit calendars connected to CRM contacts and opportunitiesNative mobile app with tap-to-dial and email actions

Frequently asked

ProcoreProcoreGmailGmail

Want a tailored answer?

See whether ProjectMark Construction CRM fits your stack.

Techbible weighs ProjectMark Construction CRM against what you already pay for, your team shape, and the work that's actually happening. Free to start.

Side by side

Compare ProjectMark Construction CRM

Search the catalog or pick a similar tool to compare pricing, features, and fit.

Or pick from similar tools

More in CRM

All tools →
Folk

Folk

Manage sales pipelines, enrich contact details, and send personalized follow-up emails across channels

Hearth AI

Hearth AI

Manage your personal and professional relationships and remember important details about people

Pipedrive

Pipedrive

Track visual sales pipelines, automate follow-up emails, and forecast revenue growth

Streak

Streak

Manage sales pipelines, contacts, and email tracking directly inside Gmail

Table AI

Table AI

Sync contacts, meetings, and conversations across multiple channels to maintain professional relationships

absolute labs

absolute labs

Engage crypto consumers across ecommerce stores and apps using blockchain data

Affinity

Affinity

Manage investment deal flow and investor relationships automatically

Agile CRM

Agile CRM

A CRM that combines sales, marketing, and customer service.

ProjectMark, construction CRM, contractor CRM, bid tracking, pipeline management, revenue forecasting, AEC CRM, opportunity tracking, contact management, proposal management, Procore integration, mobile CRM, business card scanner, pursuit management