Overview of CRM

Methvin’s CRM (Customer Relationship Management) module is designed to provide a powerful and intuitive way to organize, monitor, and manage your projects and clients all in one place. Instead of navigating between different apps and folders to find relevant information, CRM brings your workspaces together on a single, interactive board. This board acts as a central hub where you can move projects through different stages, create new items, launch apps, and manage client relationships with ease.

The CRM is designed to be flexible and intuitive, helping teams streamline operations from the early lead stage to final delivery and post-project control. Whether you are an estimator managing bids or a project manager tracking delivery, CRM allows you to stay in control of all your moving parts with far less effort and better visibility.

Key Features at a Glance:

Board View with Columns – Organize workspaces visually through stages.
List View Option – Switch to a structured list layout for simpler navigation.
Default App Linking – Assign apps to each column so clicking a card opens the right tool.
Client Column – Keep all your clients visible and organized in one dedicated space.
Drag-and-Drop Interface – Move workspace cards across columns as projects progress.
Quick Project Creation – Start Estimate, Takeoff, Agile, or other projects directly from CRM.
Startup Preferences – Set CRM as your default portal landing view.
Archiving & Visibility Controls – Easily archive, hide, or unhide workspaces as needed.

Benefits of Using CRM in Methvin

Centralized Project Management

One of the most significant benefits of Methvin’s CRM is that it brings all aspects of your project management into a single, centralized workspace. Rather than navigating through multiple modules or tabs to access different apps, client records, or project stages, CRM consolidates everything onto one interactive board. This unified approach saves time and reduces the complexity of switching between systems. Whether you're working in estimating, delivery, or follow-up, the CRM board serves as a central launch point for every project and related action, streamlining the daily routine for project teams, estimators, and managers alike.

Enhanced Visibility and Workflow Clarity

CRM’s board view provides a clear, visual layout of your project pipeline. Each workspace card is placed under a relevant column that represents a specific stage in your workflow, making it easy to see at a glance where each project stands. This eliminates the need to interpret spreadsheets or dig through folders to find status updates. Instead, the visual layout encourages real-time awareness across departments and enables teams to move workspaces through the pipeline as progress is made. With list view also available, you can choose the layout that gives you the best clarity depending on the number of projects you're managing.

Customization That Fits Your Workflow

Every team operates differently, and Methvin’s CRM reflects that by allowing high levels of customization. You can rename columns, reorder them, add new ones, and define which project app opens when a workspace card is clicked. For example, if your preconstruction team uses the Estimate app daily, you can configure the Bid Management column to always open it by default. You can also tailor startup behavior, hide unused columns, and decide whether the Clients column appears on your board. This flexibility ensures that CRM doesn’t force you into a rigid system—it adapts to the way you work.

Faster Navigation and Reduced Clicks

Instead of navigating through the portal to open a project app, CRM allows you to click a workspace card and launch the relevant tool directly. This small but powerful feature drastically cuts down the number of clicks and time spent jumping between modules. Whether it's Estimate, Gantt, Job Costing, or Agile, everything becomes one-click accessible through the CRM board. For workspaces with multiple Gantt or Agile projects, CRM even prompts you to select which one to open, keeping the experience consistent and efficient. Over time, these speed improvements add up and contribute to higher overall productivity.

Clean Interface and Efficient Workspace Management

The ability to archive, hide, or unhide workspaces ensures that your CRM board remains uncluttered and focused on active projects. When a project is complete or no longer relevant, it can be dragged to the Archive column. You can choose to fully archive it or simply hide it from view, keeping the board clean without losing any historical data. Hidden workspaces can be easily unhidden through the info panel, and archived ones can be restored anytime from user settings. This system gives you full control over workspace visibility while maintaining access to everything you need.

Better Collaboration Across Teams

By providing a shared, up-to-date view of all projects, CRM enhances collaboration between departments. Estimators, project managers, and coordinators can all view the same board, ensuring everyone is aligned on project status and upcoming responsibilities. With features like client management and synced project details visible directly within the workspace info panel, team members can stay informed without needing to request updates or access multiple systems. This reduces miscommunication and ensures that everyone has the right context when taking action.