Dorsera CRM — Construction
Request and quote tracking for construction firms.
Manage requests, quotes, supplier communication, and project tracking from one center.
Construction — Request & Quote Tracking
Request & Quote Tracking
9%
31
Open Requests
6%
14
Pending Quote
4%
8
Active Projects
15%
5
Approved
| Request | Status | Owner | Last Action | Date |
|---|---|---|---|---|
| Concrete order — Block A | Quote | Project 1 | ||
| Steel profile request | Waiting | Procurement | ||
| Facade system | New | Unassigned | ||
| Insulation material | Approved | Project 2 |
Monthly Quote Funnel
Request
Quote
Meeting
Order
Sounds familiar?
In project-based work, communication breaks down fast:
✗ Requests and quotes are scattered across email, WhatsApp, and phone calls.
✗ Quote tracking is kept by hand, and its stage gets lost.
✗ Supplier communication isn’t gathered in one place.
✗ It’s unclear who is handling what on a given project.
✗ Past quotes and documents are hard to find.
From request to quote, from project to tracking.
01
Receive the request
Incoming requests and quote inquiries are collected in one pool.
02
Assign to owner / project
The request is assigned to the right person or project.
03
Quote & supplier communication
Correspondence and quotes are logged against the record.
04
Attach documents
Catalogs, quotes, and documents are attached to the relevant record.
05
Track status
Request and quote status is tracked through to resolution.
Modules built for construction operations
01
Request & quote management
Manage incoming requests and quotes in one pool.
02
Supplier tracking
Keep supplier communication and history in one place.
03
Project tracking
Track requests and quotes by linking them to projects.
04
Documents / catalog
Attach documents and catalogs to the relevant record.
05
Customer & supplier communication
Every conversation is visible on a timeline.
06
Status tracking
See the stage of every request and quote clearly.
Your language, our structure.
Screens come with your sector’s terminology.
AT DORSERA
IN YOUR LANGUAGE
Request
Request / Quote inquiry
Contact
Customer / Supplier
Assignment
Project / Site team
Interest
Project
Outcome
Quote / Order
Frequently asked.
Is Dorsera CRM Construction an ERP?
No. Dorsera CRM Construction focuses on request, quote, supplier, and project tracking. It doesn’t cover full ERP functions like accounting, inventory, procurement, or finance.
Can we manage both customers and suppliers?
Yes. The contact record is used to cover both customers and suppliers.
Can we import our existing lists?
Yes. Your existing customer and supplier lists are imported so the process continues without loss.