Partners

Construction CRM software with VIES validation and centralized registry

Manage clients, suppliers, subcontractors and investors in one registry with VIES VAT validation, per-partner document flow, filters by city and type.

VIES
VAT validation
27
EU countries
Central
Registry

Why do you need construction CRM?

Contacts in Outlook, VAT numbers in Excel, contracts in Drive — without centralization you lose time, make errors, miss the big picture.

Scattered information

For each partner you visit 4 places. Central registry ends this.

Invalid VAT numbers

Invoice with wrong VAT — tax corrections. Real-time VIES validation prevents this.

No per-partner document flow

Which invoices, acts, contracts do you have with firm X? Without centralization — digging.

No filters by city and type

How many clients are in Sofia? How many subcontractors — MEP? Without filters — no answer.

Key features of construction CRM

Construction Team unifies CRM with the full ERP stack.

Central registry

Clients, suppliers, subcontractors, investors in one place. Tax ID, VAT, address, contacts, bank accounts.

VIES validation

Checks a VAT number directly against the European VIES database. Works for all 27 EU countries.

List with filters and pagination

Search and filter by type (client, supplier, subcontractor), status and city. Quick find even with many partners.

Filter by city

Automatically gathers the unique cities for filtering. Helps plan regional operations.

Simple and full view

Lightweight lists for dropdowns in other modules, plus a detailed view with all attributes.

Full stack integration

Offers, contracts, invoices and acts — all linked to a partner, and each can be filtered by that partner.

How Construction Team CRM works

Four steps to professional CRM:

1

1. Add partner

Create the partner with name, tax ID, VAT, type and address. If it's an EU firm, VIES confirms the VAT is valid.

2

2. Contact info

Multiple contacts, emails, phones, bank accounts. Rich metadata for future operations.

3

3. Link documents

When creating an offer, contract or invoice, pick the partner. Everything is then aggregated per partner automatically.

4

4. Daily use

List with filters and search. Quick actions. Export for counterparty analysis.

Who is construction CRM for?

Any firm with 20+ active partners:

Estimator

Find contacts in seconds, use historical data for new offers.

Accounting

VIES validation on every new firm. Correct invoicing every time.

Procurement

Supplier list, quick comparison, data-driven choice.

Owners

Overview of top clients, suppliers, risk concentration.

CRM vs Excel

Why specialized CRM beats Excel database:

FeatureExcelConstruction Team
VIES validationManualAutomatic
Per-partner docsIn folderAutomatic aggregation
FiltersAutoFilterTypes + search + pagination
Simple vs full viewOne fileQuick pickers + full detail
By citiesColumnBuilt-in city filter
IntegrationCopy-pasteNative across modules
Banking integrationSeparateDirect banking linking

Frequently asked questions about CRM

How does VIES validation work?+

It queries the European VIES database and returns whether the VAT number is valid and tied to the firm. Works for all 27 EU countries.

What partner types are supported?+

Client, supplier, subcontractor and investor. One partner can have multiple types simultaneously.

How do I import partners from old system?+

Excel/CSV batch import. Tax ID and VAT validation on import — invalid ones flagged for manual check.

Can I have multiple contacts per partner?+

Yes. Each partner with multiple contacts, emails, phones, bank accounts.

How do I see document flow with a partner?+

On the detail page — a list of all offers, contracts, invoices and acts, aggregated by module for that partner.

Is multi-currency supported?+

Yes. Bank accounts in different currencies. Documents with partner can be in various currencies with auto conversion.

What is simple view for partners?+

A lightweight list for dropdowns in other modules — it returns just a name, loading fast without the full detail view.

Centralize your partners

Free 14-day trial. No credit card.

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