Construction sales capture ERP quotes as CRM leads

Sales ops at small construction firms miss follow-ups when ERP quotes go untracked, risking lost bids. Create CRM leads from each new quote so sales reps get immediate visibility and follow up.

Overview

Small construction sales ops lose bids when ERP quotes sit untracked. This workflow turns every new quote into a CRM lead so sales reps gain immediate visibility and can follow up before opportunities go cold. The result is faster lead response and far fewer missed follow-ups.

Notable Features

Create CRM leads from ERP quotes
Notify sales reps of new quotes
Attach quote details to lead record