Your Sales Pipeline, Streamlined
We help you capture, manage, and close more leads with a CRM system built for the off-site construction space — ready in days, not months.
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The Problem
Spreadsheets and Sticky Notes Aren’t a Sales System
Most construction companies are still relying on scattered notes, missed calls, and forgotten follow-ups.
With our CRM setup, you get one place to manage everything: new inquiries, active deals, automated reminders, and booked meetings — all built for how builders actually work.
What We Do
Done-For-You CRM Setup & Sales System Buildout
We don’t just install a tool — we configure a full system tailored to your services, team, and lead flow.
Your CRM will be able to handle:
New lead capture from forms or ads
Automated follow-ups by email and SMS
Deal pipeline with custom stages
Booking calendars integrated with your availability
Centralized contact and task management
Reporting dashboards for visibility
What’s Included
What You Get With Our CRM Setup
- Custom CRM workspace under your brand
- Lead intake forms + website integrations
- Visual sales pipeline with automation triggers
- Email/SMS automation templates
- Meeting calendar setup + routing logic
- Contact segmentation + tagging
- Dashboard reporting (Leads, Revenue, Calls)
- Full onboarding & handover training
Who It’s For
This System Is Built For…
- Modular and prefab builders managing dozens of inquiries
- Developers running multiple projects or land deals
- Manufacturers tracking B2B sales opportunities
- Consultants or reps juggling lead pipelines
- Builders who need follow-up automation to close deals
Our Process
From Chaos to Clarity — in Just 3 Steps
01
CRM Strategy Call
We map your lead flow, services, and follow-up gaps.
02
System Buildout
We build everything: CRM, forms, pipelines, automations, calendars, reports.
03
Training & Launch
We hand over the system with a guided walkthrough so your team can start using it immediately.
Never Lose a Lead Again
Whether you’re starting from scratch or trying to replace a patchwork system, we’ll build a CRM that works how you work — and grows with you.
