A CRM That Connects Estimators to Project Managers

Yes. While many construction firms rely heavily on project management software, they often lack a robust system for managing the front end of the business. HubSpot excels at managing the complex, multi-stakeholder sales cycles typical in commercial construction.

A standard setup assumes a simple sales process. Construction requires a complex bid management architecture. We focus on pipeline stages that reflect pre-qual, estimating, and final review, as well as the critical integration between HubSpot and your project management tools.

Yes. Integrating HubSpot with your construction management or project tracking platform is one of our most common requests in this industry. When a bid is won in HubSpot, the project can be automatically provisioned in your project management tool with all the relevant client and scope details attached.

We build custom objects specifically for vendor management. This allows you to associate specific subcontractors with specific bids or projects, track their specialties, and maintain a centralized database of your partner network outside of your accounting software.

We configure HubSpot to work in the background. By integrating with their email and calendar, HubSpot logs communications automatically. We also build automation that updates bid stages based on specific actions, removing the manual data entry burden from your estimating team.

Yes. We build automated sequences that trigger when a proposal is sent but hasn't been signed. These sequences send personalized, timed follow-up emails from the estimator, ensuring you stay top-of-mind without requiring them to remember to check in.

HubSpot's Marketing Hub allows you to showcase your completed projects effectively. We can set up campaigns to target developers, architects, or past clients with updates on your recent builds, industry awards, or new capabilities, keeping your firm visible for future projects.

We assess how your bid pipeline is structured and whether it accurately reflects your backlog. We also audit any existing integrations with your estimating or project management tools to identify data leaks or manual bottlenecks that are slowing down the handoff process.

A comprehensive implementation, including pipeline architecture, vendor tracking, and a project management integration, typically takes 6 to 12 weeks. The exact timeline depends on the complexity of your bidding process and the cleanliness of your existing data.

We understand the difference between selling a product and winning a commercial bid. We build portals that support the nuance of construction sales rather than forcing estimators into a generic CRM box.