CRM for sales teams in the construction sector
JobCRM — AI-powered CRM connected to your ERP
Manage your sales team with tools built for building materials and ceramics distributors and manufacturers: a visit planner, opportunities linked to their quotes, a traffic-light status for every customer, receivables, Pareto analysis, visit ROI and an artificial intelligence assistant. All using the data in your ERP Jobers, with nothing duplicated.
Real screens · sample data
How JobCRM works
The home screen: visits this year, this month and the planner
Customers with visit and purchase traffic lights
Customer dashboard: sales, orders and risk
Opportunities: funnel, conversion and quoted volume
ABC Pareto: who drives your sales
Receivables: overdue, ageing and debtors
Visit ROI: what visited customers buy
AI assistant: questions in plain language
Everything at a glance
Panels for visits, sales against targets, customers, quotes, opportunities and receivables, compared with last year.
Customer traffic lights
Last visit and buying cycle (active, at risk, inactive) at a glance, a PDF customer record and a dashboard per customer and site.
Visits and planner
Weekly and monthly calendar, a three-step guided entry, calendar invitations and visits to prospective customers.
Opportunities
Pending, offered or rejected, with their items and linked to ERP quotes so you can measure the quoted volume.
Sales team
Monthly targets per sales rep with automatic calculation, rankings and comparison by department.
Receivables and risk
Overdue amounts, debt ageing, average collection days, top debtors and the credit risk used by each customer.
Pareto and visit ROI
ABC classification of customers, sites, items and ranges, and what visited customers buy compared with those not visited.
AI assistant
Ask in plain language and get a table of your real data. Read-only: it never changes anything.
Expenses with OCR
Snap the receipt, the AI fills in the details and the document is digitised with an integrity fingerprint (Spanish Order HFP/886/2023).
Definition
What is a CRM for building materials distributors?
A CRM (Customer Relationship Management) system brings your whole relationship with customers and prospects together: visits, opportunities, quotes, orders and collections. In building materials and ceramics companies, where sales reps spend more time on site than in the office, a good CRM has to work on a phone, speak the language of the building site and read the ERP data without copying it.
JobCRM is the CRM in the Jobers suite, designed for distributors, warehouses and manufacturers in the sector. It is natively integrated with ERP Jobers and covers the whole sales cycle: visit planning, opportunities, follow-up of quotes, orders, delivery notes and invoices, and receivables control with risk alerts.
Industries we cover
A CRM designed for sales teams in the sector
Every sales vertical has its own pace. JobCRM understands it with no custom development.
Building materials distributors
Sales reps visiting sites, warehouses and contractors. Visit planner, sales per site and a traffic light for every customer.
Ceramics manufacturers
Sales teams by area or channel (wholesale, retail, specifier). Pareto by item and range, and targets per rep.
Trade hardware
Large customer base, variable ticket, high risk of non-payment. Collections control and late-payer alerts.
Bathrooms and sanitaryware
Showroom plus field sales. From visit to opportunity to quote, all linked.
Electrical supplies
Technical reps visiting installers and sites. Stock and each customer’s price list at hand.
Multi-branch companies
Comparison by branch, sales rep and area. Individual and team targets.
Specialised vs. generic
Why a sector CRM rather than Salesforce, HubSpot or Pipedrive
Generic CRM (Salesforce, HubSpot, Pipedrive)
- ✕ Built for SaaS and consultancy: linear sales cycles and recurring revenue.
- ✕ No native integration with sector ERPs: manual or API-based syncing.
- ✕ No price list, stock or credit risk for each customer at hand.
- ✕ No notion of a building site: visits and sales by customer only.
- ✕ High per-user cost that soars with large teams.
JobCRM (specialised)
- ✓ Designed for distributors and manufacturers in the sector.
- ✓ Reads customers, price lists, stock, documents and receivables straight from ERP Jobers.
- ✓ Sites, customer price lists and risk built into every record.
- ✓ Visits, sales and Pareto by site as well.
- ✓ An AI assistant that queries your real data in plain language.
Jobers suite
The CRM does not work alone: it connects to the ERP and the rest of the suite
Integration with ERP Jobers is native: your sales rep sees the receivables, risk, price list, stock and history of quotes, orders, delivery notes and invoices of the customer they are visiting in real time, without retyping anything.
It is part of the suite alongside JobRutas (digital delivery with proof-of-delivery signature), JobStocks (B2B portal for trade customers to order online) and JobIADoc (AI-powered digitisation of invoices and delivery notes). Everything works on the ERP data: no duplicates, no manual syncing.
Frequently asked questions
What people ask us most about JobCRM
How is JobCRM different from Salesforce, HubSpot or Pipedrive?
How does the JobCRM AI assistant work?
Does it work on a phone?
Is it integrated with my current ERP?
How many sales reps does it support?
How long does implementation take?
Shall we talk about your sales team?
A personalised demo with a consultant who knows the sector. No obligation, no generic script.