Lead-to-project visibility
Manage enquiries, follow-ups, quotations and customer records in the same platform used for project delivery. SitePilot helps sales teams hand over approved opportunities without re-entering information.
Cloud-based · Mobile-ready · Built for Indian construction teams
Manage property and construction enquiries, follow-ups, quotations, agreements and project handover with SitePilot construction CRM software.
Manage enquiries, follow-ups, quotations and customer records in the same platform used for project delivery. SitePilot helps sales teams hand over approved opportunities without re-entering information.
Use one representative project and follow the record through the steps below. This exposes hand-offs, required approvals and reporting gaps more clearly than comparing feature lists.
Capture prospect information, requirements and follow-up activity in a shared pipeline. Sales teams can see the next action and managers can review opportunity movement without relying on personal notebooks or scattered chat histories.
Prepare the commercial journey around a consistent customer record. Keep quotation, estimation and agreement activity connected so accepted business can become a project-ready record with less duplicate entry.
A construction CRM creates more value when project teams receive complete context. SitePilot links the pre-sales journey with project setup, customer collections and ongoing communication, helping teams maintain continuity after the sale.
Choose one active or recently completed project. Demonstrate how your team would handle lead and enquiry records, then follow the resulting information into structured handover. Confirm who creates, reviews and approves each record and what management can see without manual consolidation.
Do not rely on screenshots or feature names alone. Ask the SitePilot team to demonstrate the workflow using representative roles and non-confidential sample information.
Request a workflow-focused demoConstruction CRM follows industry-specific steps such as requirement capture, estimation, quotation, agreement and conversion into a project.
Yes. Teams can maintain enquiry and follow-up activity in a shared customer record.
Yes. Approved opportunities can carry relevant customer and commercial context into project delivery.
Tell us how your team manages projects today and get a practical walkthrough of the modules relevant to you.
Request a SitePilot demo