Estimator CRM dashboards
Organise assigned enquiries, quotations, clients, contacts and follow-ups.
CRM for surfacing.
From enquiry to won work.
CRM software for surfacing contractors, connected to the estimate itself. Give estimators a clear view of their enquiries and follow-ups, and management a view of the wider commercial pipeline.
Bindr’s actual CRM dashboard, populated with fictional live enquiries, tenders and won work.
Bindr’s actual CRM dashboard, populated with fictional live enquiries, tenders and won work.
PERSONAL FOCUS. COMPANY VISIBILITY.
Everyone can see their next step.
Individual estimator work and the company pipeline stay connected. See which enquiries need pricing, which quotations need a conversation and which work has been secured.
Company commercial dashboard
See pipeline values, live and tender quotations, won work and performance across the business.
Follow-ups and reminders
Set follow-up dates, identify due activity and record the next conversation against the quote.
ONE CONNECTED QUOTE FILE
Keep the conversation with the price.
Open the enquiry and find the estimate, quotations, revisions and supporting information together. The CRM uses the same records your estimators are already working on.
Clients and contacts
Keep the people and organisations behind your enquiries in one place.
Activity and quotation history
Record commercial conversations and follow the progression of each quotation.
Won and lost work
Record the outcome and retain the history, with a direct route into a job file when work is won.
EXPLORE AT YOUR OWN PACE
See your workflow in Bindr.
Explore a fictional estimate, then follow the connected workflow through the product views. No sign-up required.
Fictional information only. Online enquiries and sign-ups are paused.