CRM for construction contractors

Bid invitations in, awards out, and nothing due tomorrow you forgot about.

Construction sales is estimating. A bid invitation or a client request comes in, you walk the site, build the estimate, submit, and either win or lose. Awarded jobs go to contract and mobilization. The bid due date is the one field that can cost you a job by itself, so it drives a reminder.

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What the copilot builds for you

• Pipeline stages: Bid invited → Site visit → Estimating → Bid submitted → Awarded → Contract signed → Mobilized → Lost
• Fields you track: Bid amount · Bid due date · Project type (commercial, residential, renovation) · GC or owner · Site address
• Follow-up rule: Bid due date is 3 days out: remind the estimator.
• Saved view: Bids due this week.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.
• Web research (add-on, price coming soon): a weekly agent reads the local paper and the market feeds you pick, and proposes leads and moments for you to approve.

Say it in your own words

Opportunities come in as bid invitations or client requests. We do a site visit, build an estimate, submit a bid, get awarded or lose. Awarded jobs go to contract then mobilization. Remind the estimator 3 days before a bid is due.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

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The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy