CRM Built for Construction Sales
Manage your pipeline, proposals, and customer relationships. Connect sales directly to project operations for seamless handoff.
From First Contact to Project Closeout
Nexelya's CRM keeps your sales and operations teams aligned. Track deals, create proposals, and when you win, convert to a project instantly. The seamless handoff to project setup and job costing means no data re-entry, no lost information. Perfect for service contractors managing recurring work.
- Track opportunities through your entire sales process
- Generate professional proposals with pricing and scope
- Convert won deals to projects with all context preserved
Key Features
Everything you need to manage construction sales
Deal Pipelines & Stages
Track opportunities from first contact through close. Customize stages to match your sales process—qualification, proposal, negotiation, won/lost.
- Customizable pipeline stages and workflows
- Deal probability and weighted pipeline value
- Activity tracking (calls, emails, meetings)
- Forecasting and revenue projections
Estimating Handoff to Operations
When a deal closes, convert it to a project with one click. All customer info, scope, and pricing flows automatically into project setup.
- One-click project creation from won deals
- Automatic budget import from proposal
- Customer and contact information sync
- Historical deal data tied to projects
Account History Tied to Projects
See the full relationship with each customer—every project, every invoice, every interaction—in one place.
- Complete project history per customer
- Revenue and profitability by account
- Communication timeline and notes
- Renewal and upsell opportunities
Nexelya vs. Generic CRM Systems
See why construction businesses need CRM built for projects
| Feature | Nexelya | Generic CRM |
|---|---|---|
| Construction-specific pipeline stages | ||
| One-click deal to project conversion | ||
| Project history tied to customer accounts | ||
| Proposal to budget automatic import | ||
| Job costing integration | ||
| Contact management | ||
| Deal pipeline tracking | ||
| Email integration | ||
| Activity tracking | ||
| Custom fields |
Why Nexelya Stands Out
See Your Sales and Projects Together
Unlike separate CRM and project management tools, Nexelya shows you the full customer journey—from first contact through project completion and beyond. See how service contractors use CRM to manage customer relationships and recurring work.
Frequently Asked Questions
How does Nexelya CRM integrate with project management?
When a deal closes in CRM, you can convert it to a project with one click. All customer information, scope, and pricing automatically flows into project setup, eliminating data re-entry and ensuring seamless handoff from sales to operations.
Can I customize the sales pipeline stages?
Yes, Nexelya CRM allows you to customize pipeline stages to match your sales process. You can define stages like qualification, proposal, negotiation, and won/lost, and track deal probability and weighted pipeline value at each stage.
Does the CRM support proposal generation?
Yes, Nexelya CRM includes proposal generation with pricing and scope. Proposals can be customized with your branding and automatically convert to project budgets when deals are won.
How does customer history work?
Nexelya CRM shows the complete relationship with each customer—every project, invoice, and interaction—in one place. This gives you full visibility into account history, revenue, and profitability to identify renewal and upsell opportunities.
Related Features & Solutions
Feature
ERP for Construction
Job costing and financial management that connects to CRM deals.
Feature
Service Contractors Solutions
CRM and customer management for service contractors with recurring work.
Feature
Subcontractors Solutions
Sales pipeline and proposal management for trade contractors.
Feature
Project Managers Role
See how project managers use CRM data in project setup.