Rapport3's CRM Improves Project Management Efficiency 

Rapport3’s CRM module can bring great coherence to client information management and assist in developing and maintaining relationships through business development. Especially in times of remote working, having all this information in one easily searchable database is extremely helpful for AEC professionals. 

We offer a centralised contact database which is accessible to all staff through your favourite web browser, our Outlook plugin and by mobile app. With our CRM module, you can always stay informed of project updates and conversations across your customer base and easily track performance across projects.

In addition to that, you can expect to have quick access to key metrics, e.g. key client dashboards. By using CRM within Rapport3, you have all your projects and contacts data in one system, which can improve your company’s overall productivity.

Rapport3 has a powerful reporting capacity to support business finances and Microsoft PowerBI to visualise project performance at team level. Our CRM module is not only available on desktop but can also be used on mobile. In that way, it is possible to create business development notes on the go. 

Our client Ryder has taken on our CRM module and experienced benefits immediately. Rapport3’s CRM module was chosen to bring greater coherence to Ryder’s client information management and assist in developing and maintaining relationships through business development. Especially in times of remote working, having all this information in one easily searchable database was extremely helpful for Ryder.

When remote working became commonplace, Rapport3’s CRM module helped the company continue business as usual. David explained, “Having a dedicated and accessible cloud-based system assisted in our transition to more effective and flexible working during the COVID-19 pandemic. [...] It’s likely that we’d have seen greater challenges with the accessibility and quality of our information with the associated cost implications to the business.” 

Click to read the full customer story with Ryder. Alternatively, click to read more about our CRM (Contacts) module.