Vertigraph Pursuit CRM
بواسطة Vertigraph, Inc.
Automatically capture and track Outlook emails in your CRM so every project stays organized
Keep every project conversation where it belongs. Vertigraph Pursuit CRM lets you log, track, and organize your Outlook emails directly against
the right project, client, and pursuit — without ever leaving your inbox.
Construction teams live in email. Bid invitations, RFIs, addenda, subcontractor quotes, and client follow-ups all flow through Outlook, but they rarely make it
into a system where the whole team can see them. Vertigraph Pursuit CRM closes that gap by connecting your inbox to your Vertigraph CRM, so every message is
captured against the project it belongs to and nothing slips through the cracks.
What it does
- Log emails to the CRM in one click — attach any incoming or outgoing message to the right project or contact directly from the reading
pane.
- Track communication history — see a complete, shared timeline of every email tied to a pursuit, so your whole team stays on the same
page.
- Match contacts automatically — the add-in recognizes known clients and contacts and suggests the right project to file the email under.
- Stay on top of follow-ups — keep bid and client communications organized so you never miss a deadline or a response.
- Work without switching apps — everything happens inside Outlook, on desktop and on the web.
Who it's for
- Estimators and preconstruction teams tracking bid invitations, addenda, and subcontractor correspondence.
- General contractors and subcontractors managing client relationships and project pursuits.
- Civil and construction firms that already use Vertigraph for takeoffs and bidding and want their email history connected to the same
projects.
- Business development and sales teams who need a shared, reliable record of every client touchpoint.
Why teams use it
Instead of scattered inboxes and lost context, your team gets a single source of truth for project communication. New team members can get up to speed instantly,
hand-offs are seamless, and leadership has full visibility into the status of every pursuit.
Requires a Vertigraph account. Connect your inbox once and start tracking emails against your projects in seconds.
إمكانات التطبيق
- يمكنها إرسال البيانات عبر الإنترنت
- يمكن لهذا التطبيق الوصول إلى المعلومات الشخصية في الرسالة النشطة، مثل أسماء المرسلين وأسماء المستخدمين وعناوين البريد الإلكتروني ونص الرسالة ومعلومات المرفق. ولن يصبح من الممكن قراءة أو تعديل العناصر الأخرى في صندوق بريدك. راجع سياسة خصوصية المطور لمزيد من التفاصيل حول كيفية إدارة المعلومات الشخصية ومعالجتها.