Department 01 · Marketing
Where the work is won.
Marketing is the full sales operation for a general contractor – a CRM with real pipeline depth, built into the same system that runs the job once you win it. When a deal closes, it becomes a project in one click, with the client already in place.
1-click
deal → project
Drag & drop
pipeline board
1
shared client book
What lives here
Everything the Marketing team runs, in one place.
Clients & contacts
- ✓Unified client & prospect database with lifecycle stages: prospect → active client → past client
- ✓Contacts – the real people at each account, with titles, roles, and a primary contact
- ✓One shared book: the prospect you're chasing is the same record Accounting will bill, never a second list
Deals & pipeline
- ✓First-class deals with pipeline stage, value, expected close date, and owner
- ✓Drag-and-drop pipeline board to move work through the funnel
- ✓One-click convert a won deal into a fully-formed project
- ✓Sales analytics: win rate, funnel, source performance, follow-ups due
Follow-through
- ✓Tasks – calls, emails, meetings, and to-dos with due dates, assignees, and overdue flags
- ✓Activity timeline – every call, email, meeting, and note in one place
- ✓AI assist: summarize a client relationship or draft a follow-up in one click
- ✓Department-aware privacy – Marketing owns the full book; other departments see only their slice
A real CRM, not a contact list.
Most construction tools bolt a thin address book onto the side. Marketing in SCPM Project is a genuine sales pipeline with deals, stages, tasks, and analytics – HubSpot-caliber depth, wired directly to the projects it becomes.
🔒app.scpmproject.com/clients/pipeline
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