ACCOUNT BASED MARKETING TOOL
Maximise existing account value and retention by knowing what construction projects clients are working on and when. Identify active customers at key times, to offer your services & products.
Maximise existing account value and retention by knowing what construction projects clients are working on and when. Identify active customers at key times, to offer your services & products.
Increases customer lifetime value and retention for businesses involved with the property & construction sector.
Helps identify active accounts and opportunities for repeat business.
Support accounts at key times to build trust, identify upsells, and improve renewal rates.
Identify existing growth opportunities among client accounts.
Identify project opportunities by size, location, type, stage, or value.
Be notified when accounts begin new projects or set alerts for key stages.
3 different options are provided to identify your active accounts to suit requirements.
Different options to access our services are made available to suit your requirements, ease of use, technical ability, and resources.
Easy-to-use web-based platform for secure access from any location. Uncover active client accounts and their projects.
Integrate our system and data with your CRM (including HubSpot). Get alerts for clients needing your products/services directly in your CRM.
Custom solutions for your requirements. Receive curated projects and targets delivered in any format to suit your business needs.
We respect the privacy of everyone who engages with our platform. The Security & Privacy of all our clients and their data is fundamental, enabling our customers to be confident they comply with regulations when using our services.
We take our responsibilities under the GDPR extremely seriously and have worked with industry experts to ensure that our processes and practices are compliant, and that our customers can make use of our data in confidence.
We care about the security and privacy of the personal data that is entrusted to us. Please refer to our Privacy policy for important information about your Personal Data
Our processes are secure and in line with industry best practise. All data is stored in encrypted form using market-leading technology including encrypted https (Hypertext Transfer Protocol Secure) connection for a customer-facing section of their website.
We utilise Two-factor authentication to add an additional layer of security to the authentication process.
Choose the plan that fits your workflow: Portal, CRM, or Enterprise delivery.
| Feature | Platform | CRM | Enterprise |
|---|---|---|---|
| Secure access | ✓ | ✓ | ✓ |
| Refresh frequency | Monthly | Weekly / Scheduled | Custom |
| Typical volume | Up to 10k | 10k–75k | 75k–250k+ |
| CRM-native alerts | ✕ | ✓ | ✓ |
| Direct integration | ✕ | ✓ | ✓ |
| Long-running jobs | ✕ | ✕ | ✓ |
| Custom outputs | ✕ | Limited | ✓ |
| Dedicated support | ✕ | ✕ | ✓ |
Yes. Whilst our primary focus is ‘expansion revenue’ – helping companies maximise the value of existing client accounts by identifying key times to reach out; our clients are also able to use our services to identify new projects/clients based on various criteria.
As bespoke as you want. We have worked with companies in various industries to identify their ideal projects based on timing/stage, project value, type etc and provided a bespoke solution using our cutting-edge technology to deliver their requirements at no additional cost.
Yes. Our pioneering technology identifies projects at various stages enabling you to contact your clients at key dates before the competition.
Whether in-house, or outsourced, our platform, technology, and the resulting data insights are used to assist direct or indirect marketing/sales. From email marketing solutions, to postal, as well as enhancing and enriching social campaigns.
Want to learn more about how we can help you? Book a free 30 minute, one-to-one demo and we’ll walk you through the platform and show you how it can help you reach your property audience.
