Introduction
Our CRM portal is designed to make project management, communication, and tracking easier for you. Whether you’re submitting a new project, following up on existing work, or checking invoices, the portal keeps everything organized in one place. This article will guide you through the essential features and best practices to help you get the most out of the system.
1. Logging In & Dashboard Overview
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How to log in securely.
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Quick tour of the dashboard (projects, communication tabs).
2. Submitting a Project
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Step-by-step: Uploading plans (PDF/DWG).
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Adding project details (scope, due dates, notes).
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How to check submission status.
3. Tracking Project Progress
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Where to see project status (Drafting, In Progress, QA, Delivered).
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How to receive notifications/updates.
4. Invoices & Payments
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Where to view/download invoices.
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How to check paid vs. pending payments.
5. Communication within CRM
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Using built-in chat/messaging with your estimator.
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Uploading additional files or RFIs.
6. Best Practices for Smooth Workflow
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Always upload complete drawing sets.
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Mention due dates clearly.
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Keep payment history updated to avoid delays.
Conclusion
By using the CRM portal effectively, you’ll save time, avoid missed details, and have full visibility of your projects. We’re continuously improving the platform to serve you better, and we encourage you to explore its features.
If you have any questions, feel free to reach out to our support team via the portal.