SCPM Project

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/pipeline

CRM · sales

Sales pipeline

+ New dealThis quarter ▾Board
Lead$18.4M

Cedar Point Logistics Hub

$11.2M

Cedar Point Dev.

Harbor View Retail

$7.2M

Meridian Group
Qualified$26.9M

Westgate Medical Plaza

$18.6M

Westgate Health40%

Fleet Maintenance Facility

$8.3M

TransCo35%
Bidding$34.1M

Summit Ridge Elementary #8

$21.4M

USD 40155%

Northline Cold Storage

$12.7M

Northline Foods50%
Proposal$15.8M

Grandview Senior Living

$15.8M

Grandview LLC70%
Won$9.6M

Foundry Taproom Fit-Out

$3.1M

Foundry Co.Won

Riverside MOB Phase II

$6.5M

Riverside HealthWon

Win a deal and it becomes a project in one step — the estimate, budget, and team carry straight into preconstruction. Marketing, sales, and operations share one database, so nothing is re-entered.

See Marketing running your firm.