SiteTriangle is an all-in-one CRM and project management solution designed for construction, interior design, and architecture businesses. The platform helps sales teams, project managers, designers, and administrators efficiently manage the entire customer lifecycle from lead acquisition to project completion.
Key Features:
• Secure Authentication
- Splash Screen
- Mobile Number Login
- OTP Verification
- User Session Management
• Dashboard
- Lead Summary
- Project Overview
- Quotation Statistics
- Business Insights
• Lead Management
- Add New Leads
- View All Leads
- Update Lead Details
- Lead Follow-Ups
- Lead Notes
- Lead Status Tracking
• Customer Management
- Customer Profiles
- Contact Information
- Project History
• Quotation Management
- Create Quotations
- Manage Quotation Items
- Interior Module Configuration
- Cost Estimation
- Quotation Conversion to Projects
• Project Management
- Project Creation
- Project Updates
- Site Visit Tracking
- Measurement Management
- Project Media Uploads
- Progress Monitoring
• Interior Configuration Modules
- Wardrobe Modules
- Kitchen Modules
- Base Units
- Wall Units
- Tall Units
- Dynamic Module Management
• Media & Documentation
- Upload Photos
- Store Site Images
- Project Documentation
- Progress Records
• User Profile
- Profile Management
- Personal Information Update
- Account Settings
• Administration
- Role Management
- Permission Management
- User Management
- Master Data Management
SiteTriangle enables businesses to improve productivity, reduce manual work, maintain accurate project records, and deliver a seamless experience from lead generation to project completion.