Case / construction

Construction company

A case page for a long and not the simplest transaction cycle: incoming applications, calculations, estimates, CP, approvals, contracts and control of managers. This is a good example of how CODE9 shows not the abstract CRM, but the sales logic for a real business.

What to show in the case

Issues

  • Leads are processed manually and are assigned to individual managers.
  • Calculation, CP and contract live in different places and are not collected in one system.
  • The manager does not see exactly where the deal is stuck and why the speed is lost.

What can be automated

Modules

  • Application → calculation → CP → approval → contract as a single funnel.
  • Document templates and control over sending a commercial proposal.
  • Tasks, reminders, escalations and analytics on deadlines and losses.

What will strengthen the page

Evidence

  • A couple of specific scenarios before and after implementation.
  • Screenshot of the funnel or approval logic.
  • A mini-case with a description of what exactly has become faster and more transparent.

FAQ

Frequently asked questions about CRM for a construction company

Why is a regular 5-stage funnel not enough for a construction business?

Because there is a long transaction here: first contact, heating, calculation, project, approval, contract, payment, construction and additional sales. A funnel that is too simple does not show where money is actually being lost.

What is most important in construction CRM?

Saving expensive leads, warming up a long deal, all requests in one window, control of managers and transparent analytics for the owner.

Is it possible to link CRM, documents and executive analytics?

Yes. This is exactly the kind of architecture that a construction company needs: documents, transaction stages, managers and advertising should be part of one circuit, and not live separately.

Related Pages

What to watch with a construction case