ProjectMark

ProjectMark is the CRM built for construction and the firms that design and build with them. Connect it to Claude and ask about your pipeline, projects, and people in plain language. Built for how construction firms win work: • Pursuit pipeline — Search and filter opportunities by market sector, client, value, stage, or your own custom fields. Spot stalled bids before they go cold. • Win/loss insight — Compare win rates by sector, region, or client type. Build chart-ready analytics with exact math, so numbers are never guessed. • Client relationships — See the last touch on every pursuit, find owners and partners nobody has called lately, flag emails with no reply, and view the full history with a client: calls, meetings, emails, and notes. • Project experience — Look up past projects, the companies involved, and their financials to back up your next proposal. • People and teams — Keep staff profiles current with licenses, certifications, education, career history, and awards. Build pursuit and project teams with the right people. • Fast data entry — Log calls and site meetings, add notes, and create or update records one at a time or in batches. Your firm's required fields and stage rules are enforced, and duplicate checks prevent double entries. • Workflows — View, validate, and draft automation workflows. Turning a workflow on stays in ProjectMark. Try asking: – "Which healthcare pursuits over $5M have had no contact in 30 days?" – "Compare our win rate on K-12 vs. higher-ed projects this year." – "Which superintendents have hospital experience and an OSHA 30 certification?" – "Log a site meeting with the owner's rep on the Riverside Medical project and add a follow-up note." Requires a ProjectMark account. Claude only sees and changes what your user permissions allow.