Industry solution
Custom CRM for Contractors
Connect enquiries, site visits, estimates, documents, project handoff, variations, client communication and aftercare.
Why generic CRM often falls short
Contractor CRM must bridge the sales process and the controlled project information needed after work begins.
Business information
Records that should remain connected
Enquiries
Site visits
Estimates
Projects
Documents and variations
Lifecycle
A clear view from first enquiry to completed outcome
1Enquiry2Site visit3Estimating4Proposal5Won6In progress7Handover8Aftercare
Buying questions
Questions the proposed system should answer
- Does the CRM preserve site and estimate context after a project is won?
- Can teams identify outstanding documents and decisions?
- Are variations and customer communication visible?
Expected improvement
The operational outcomes to evaluate
Stronger sales-to-project handoff
Clearer document visibility
Better client communication
More consistent pipeline and project reporting
Project enquiry
Discuss the operational requirements for your business.
Tell us about the current process, the people involved, the systems already in use and the result you want to achieve.
- Initial fit and scope review
- Key requirements and constraints
- Recommended next step