A wider view of opportunities
Approved sites across the Sydney area feed the pipeline.
Construction lead capture
See the source, check the extracted fields and prepare a usable CRM record.
Explore Construction lead captureFrom approved sites
to a sales pipeline.
A Sydney-wide lead-generation system helped one person build a segmented pipeline of construction-company contacts from site information.
- Client
- Australian construction company
- Location
- Sydney, Australia
- Work
- Lead generation and sales operations
- Status
- Implemented system
Plan site visitsSample sites
Check details before CRM exportSample data
A sales opportunity starts
before the site visit.
Construction companies knew where the sites were. They needed an efficient, systematic way to find the companies and contacts behind those sites and fill the sales pipeline.
The workflow connected approved construction-site information across Sydney with site visits, contacts captured from site signs and CRM follow-up in relevant market segments.
One connected sales workflow.
We built a lead-generation system covering approved construction sites across the Sydney area, connected with a site map for visit planning and photo-based capture of site and contact details into the CRM.
The public examples let you explore two parts of that system: planning visits and reviewing captured details before creating a CRM record.
From a site lead to
a checked record.
Find the relevant sites
Approved-site information feeds the lead-generation workflow across Sydney.
Plan the next visits
The sales team uses the site view and visit status to decide where attention is needed.
Capture the details on site
A photo of the site sign supplies the information for the next record.
Review before it moves on
A person checks the company, site and contact fields against the source and records the next action.
Carry the record into follow-up
The checked information becomes a usable CRM record for the sales team.
One person.
A systematic contact pipeline.
One person could collect construction-company contacts from site posters and build a pipeline organised for follow-up within the relevant segments.
Focused field activity
Visit status shows which sites still need attention.
Contacts ready for follow-up
Captured fields are checked against the photo before being carried into a CRM record.
Explore two parts
of the software.
The public previews use fictional data. Access to each working demo is password protected.
Construction opportunity planning
Filter sample sites by visit status and see which ones need attention.
Explore opportunity planningThese sample demos show selected parts of the implemented workflow. The map uses schematic positions; sample records and local exports illustrate the process.
Connect the work in your sales process.
Tell us how your team finds, visits and follows up with potential customers.