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CRM for a construction company

Estimate inquiries, work stages by site, and materials tracking in one system. Long deals do not get lost between the site visit and the contract.

What gets in the way of selling

A long cycle — forgotten customers

Months pass from inquiry to contract; some customers are simply forgotten. Tasks and reminders keep every deal under control.

The site visit was done, the estimate was not sent

The stage stalls, the customer leaves. Separate statuses for the visit, the estimate, and the contract show where the deal stopped.

Materials go who-knows-where

Usage by site does not add up. The inventory module tracks incoming, outgoing, and write-offs for each site.

A turnkey setup

What the CRM setup for your industry is made of. The system creates the base part at registration.

Fields on the card

  • Type of work
  • Site address
  • Area
  • Budget
  • Site-visit date
  • Estimate amount
  • Work stage

Directories

  • Type of work → service → rate
  • Sites
  • Materials and suppliers
  • Loss reasons

Channels we connect

Modules

  • Stage funnel
  • Tasks and site visits
  • Inventory
  • Finance and cash
  • Documents

An AI agent for your scenario

The agent takes an estimate inquiry, clarifies the type of work, volume, and address, books a site visit, and hands the manager a prepared lead. Call review shows who does not get the customer to a site visit.

Other industries

Real estate Online store Training center Medical center and clinic

We will set up the CRM for your business free for 14 days

We will show the system on your processes, connect messengers and telephony, and set up an AI agent on your price list.

Workspace opens immediately · 14 days free · no card