An account dashboard with an Agentforce chat open

Drive growth and win the right bids with an integrated platform.

Leverage customizable AI, automation, and real-time analytics with an engineering and construction CRM designed to enhance agility, boost productivity, mitigate risk, and do more with less.

Industry leaders land profitable projects with Salesforce.

Give employees an integrated, shared view of every project.

Mobilize teams and harness the power of AI to efficiently manage resources and track project performance.

Streamline project management with a comprehensive view that ensures all stakeholders are working with, and have access to, consistent and up-to-date data — whenever and wherever they need it — facilitating better collaboration, informed decision-making, and efficient project execution.

Project management summary dashboard

Improve visibility across operations and portfolio by enabling real-time tracking of progress, milestone adherence, and key KPIs, letting you monitor critical metrics closely, identify areas for improvement, optimize processes, and achieve strategic goals effectively.

Incorporate generative and predictive AI into your workflow by combining trusted data and analytics in a single view to better engage customers and gain actionable insights into profitability, environmental impact, supplier performance, operational efficiency, and more.

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Harness Agentforce to generate and maintain comprehensive documentation for project proposals, RFPs, contracts, technical specifications, and project libraries to use as references when bidding and building new projects.

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Project management summary dashboard
Dashboard showing net zero target and time analysis
Screen showing the sales agreement information

Win the right bids, boost margins, and optimize resources with AI.

Drive more informed decision making at every level of your business with integrated AI capabilities.

Unlock the real-time data you and your team need to identify opportunities, improve forecasts, streamline collaboration, and drive savings and efficiency — enabling you to make informed decisions, enhance productivity, and achieve your strategic goals more effectively.

A dashboard of Omega Inc account insights

Leverage AI to improve resource allocation by matching the right talent to the right project at the right time, while proactively managing equipment and machinery with predictive analytics to optimize your overall operation.

Dashboard showing job posting and Agentforce helping employer match a resume to the posting

With Agentforce, you can swiftly respond to new leads or project inquiries, leverage unified profiles and analytics to act on customer data faster, deploy smarter campaigns throughout the customer lifecycle, and remain top of mind for the next RFP.

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Utilize our advanced AI solutions to comprehensively analyze market trends and competitors' strategies, integrating this analysis with your own data to uncover potential strategic advantages and opportunities for growth.

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A dashboard of Omega Inc account insights
Dashboard showing job posting and Agentforce helping employer match a resume to the posting
Gmail email showing messages between prospective employee and Agentforce
Screen showing competitive intel for bid manager

Activate data across teams, subcontractors, and partners.

Break down silos, centralize data, and streamline processes to unlock knowledge, improve forecasting, win the right bids, and track profitability.

Unify data into a singular view to better understand and analyze profitability, project status, staffing, and suppliers. Use AI-powered insights from unified project, outcome, supplier, and safety reports to accelerate time to value.

Dashboard showing overall account insights

Bring disparate client data into a zero-copy profile to create a single, comprehensive view of your customer, letting you understand lifetime spend, contact information, engagements, ongoing and completed projects, and more — enhancing customer insights and decision-making.

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Utilize Agentforce to intelligently manage equipment availability, enabling faster, smarter decisions, and resulting in real-time updates that enhance both internal and external service quality, ultimately driving operational efficiency.

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Make it easier to gather insights and trends from unified reporting on accounts, projects, suppliers, KPIs, and safety metrics to accelerate time-to-value, ensuring that critical information is easily accessible and actionable for faster decision-making and improved efficiency.

Sales pipeline for construction company
Dashboard showing overall account insights
Screen showing contacts and the activity for each
Agentforce screen showing predicted malfunction and equipment thresholds
Sales pipeline for construction company

Salesforce for engineering and construction FAQ

A contractor CRM enables collaboration across client, bid, and project teams, connecting processes to improve decision making, protect margins, and nurture client bases. It provides a way to manage interactions over the client lifecycle while driving profitable growth and operational excellence.

A construction CRM is used to centralize data, automate processes, visualize analytics, and provide AI-driven insights to help firms win the work. It is also used to monitor costs, maximize margins, exceed customer expectations, manage sustainability, empower employees, and future proof firms.

Contractor and construction CRMs provide companies with a trusted platform to unify their data so they can deliver a best-in-class client experience with proactive, data-driven guidance, shift focus to high-value operations with AI agents, and drive growth grounded in new technology.

Salesforce is consistently ranked the #1 CRM provider every year by a variety of organizations. Salesforce has engineering and construction customers from the largest enterprises to small- and medium-sized businesses who use our construction CRM and Agentforce solutions.

First, consider your specific business needs. Salesforce empowers engineering and construction firms with a CRM that helps manage risk and drive efficient growth. Our customizable, integrated platform, coupled with AI capabilities, positions it as the ideal solution for firms seeking modernization.