Bids fall behind.
Invitations to bid arrive by email with plans attached. Takeoffs get started late, deadlines get missed, and the estimator never sees half the addenda.
CRM CUSTOM CRM · CONSTRUCTION & CONTRACTORS
A CRM THAT RUNSTHE JOB, NOT JUST THE LEAD.
Generic CRMs stop at the sold contract. We build the whole job in one system: bid to estimate to schedule to closeout, with change orders and lien waivers tracked, and AI reading the plan set so nothing in the specs gets missed.
01 THE PROBLEM
SOUND
FAMILIAR?
Change orders eat the margin.
Scope changes get agreed to in the field and written up weeks later, if at all. The work is done, the money is gone, and the final invoice is a fight.
The punch list never closes.
Closeout items live on a clipboard and in the super's head. Retainage sits unpaid because nobody can prove the punch list is actually done.
Lien waivers and compliance lag.
Conditional and unconditional waivers, insurance certs, and sub compliance get chased at draw time. One missing waiver holds up the whole payment application.
02 WHAT WE BUILD
YOUR WORKFLOW.
YOUR SYSTEM.
- Bid and estimate pipeline Every opportunity from invitation to bid to estimate to award in one board, with due dates, addenda, and win-loss tracking.
- AI plan and spec reading Plan sets and spec books parsed on upload: scope items, materials, and requirements surfaced so takeoffs start from data, not a blank page.
- Project management Awarded jobs with their schedule, submittals, RFIs, documents, and daily logs in one view the office and the field share.
- Change order tracking Field-initiated changes captured, priced, and approved before the work proceeds, so scope creep becomes billable instead of a write-off.
- AI compliance chasing Missing lien waivers, insurance certs, and sub documents detected and chased automatically until the draw package is complete.
- Punch list and closeout Punch items with photos, assignments, and sign-off so closeout is provable and retainage gets released on time.
- Client and owner portal A branded portal where owners and GCs see progress, approvals, and documents instead of calling the PM for every update.
- Accounting integration Sync with your construction accounting so job costs, change orders, and billings flow into the ledger instead of being rekeyed.
AI, SUPERVISED The AI layer reads plans, chases compliance documents, and drafts updates. Your estimators and PMs price the work and run the job. Every change and approval is on the record.
03 HOW IT WORKS
WE COME IN.
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
WE BUILD IT.
A fixed bid, then a working system in weeks. Your stages, your fields, your rules, with the AI integrations doing the paperwork.
YOU OWN IT.
The code, the database, the accounts: yours. No per-seat pricing, no lock-in, and we stay on for iteration if you want us.
05 COMMON QUESTIONS
How is this different from Procore or Buildertrend?
Those are platforms priced per user or per project volume and shaped around an average builder. We build your bid-to-closeout workflow around how your company actually runs and connect it to your accounting. You own the code and the data, and the AI plan reading is native.
Can it handle lien waivers and compliance tracking?
Yes. We model your waiver types, insurance requirements, and sub compliance into the draw workflow so documents are collected as the job moves, with an audit trail for every payment application.
Does it connect to our construction accounting?
Yes. We integrate with your job-cost accounting, estimating, and scheduling tools instead of forcing a migration. The CRM ties the field and the office together and hands the numbers to the ledger you already use.
What does a construction CRM cost?
Fixed bid, quoted before we start, based on scope. Builds start at $7,500. You know the number up front, and there is no per-seat or per-project pricing after go-live.
How long before the field is using it?
We scope a first working version around a 21-day build, then extend it job by job while your crews already use it. Value shows up in weeks, not after the next project.