pmspace.ai + SpaceCRM
AI-Powered Multi-Channel CRM for Construction Business Development
SpaceCRM is an AI-powered multi-channel CRM that automates outreach across email, LinkedIn, and WhatsApp — built for construction, engineering, and development businesses with complex, high-value sales cycles. The connection with pmspace.ai closes the most expensive gap in construction operations: the bid-to-build handoff. When a project is won in SpaceCRM, all the context — scope, client expectations, budget, key contacts — flows directly into pmspace.ai so execution teams start informed, not blank.
How Data Flows
pmspace.ai sends
Project execution updates, milestone completions, delivery risks, invoice status
SpaceCRM sends
Won opportunity data, scope details, client contacts, budget estimates, relationship history
How It Works
The exact workflow, step by step
Opportunity is won in SpaceCRM
When a bid is accepted and the deal is moved to 'Won' in SpaceCRM, the opportunity data — client details, scope summary, budget, key contacts — is automatically sent to pmspace.ai to create the project record.
pmspace.ai creates the project from CRM data
A new project is created in pmspace.ai pre-populated with the client information, agreed scope, budget baseline, and key stakeholders from SpaceCRM. No re-entry of data that was already captured during the sales process.
Delivery milestones feed back into client relationship
As the project progresses in pmspace.ai, milestone completions and delivery updates are pushed back to SpaceCRM — keeping the client-facing account record current and enabling proactive outreach at key moments.
What You Can Do
Capabilities unlocked when both platforms are connected
Zero-friction bid-to-build handoff
Won opportunities in SpaceCRM create project records in pmspace.ai automatically — no copy-paste, no lost context, no delayed start.
Client data shared across platforms
Contact details, communication history, and relationship notes from SpaceCRM are accessible inside the pmspace.ai project record.
Budget baseline from proposal
The budget agreed during sales is pre-loaded as the project baseline in pmspace.ai, giving cost tracking a real starting point.
Milestone completion triggers client outreach
Key milestones in pmspace.ai can trigger automated client update sequences in SpaceCRM — keeping owners informed without manual emails.
Pipeline-to-portfolio view
See upcoming projects in the SpaceCRM pipeline alongside active projects in pmspace.ai — so resource planning looks ahead of contract execution.
Invoice and payment status in CRM
Invoice issuance and payment receipt from pmspace.ai finance tracking is reflected in the SpaceCRM account record for client relationship management.
Common Use Cases
- Automatically creating a pmspace.ai project when a construction contract is signed
- Sharing scope and client expectations from the sales process with the delivery team
- Triggering a client satisfaction outreach at the 30-day project mark
- Using pipeline data in SpaceCRM to plan resource capacity in pmspace.ai 6-8 weeks ahead
- Tracking repeat client projects from bid to delivery in one connected view
Who Uses This
- Business Development Directors closing construction contracts and handing to operations
- Project Managers who receive projects and need context from the sales process
- Construction CEOs who want visibility from pipeline to delivery in one place
- Account Managers maintaining client relationships through the delivery phase
- Operations Directors planning capacity based on upcoming awarded work