The CRM Built for Construction & Project Sales
Manage tenders, client relationships, subcontractor networks, and project milestones — built for contractors, builders, and project-driven businesses.
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Tender bid calendar and deadline automation
Project milestone escalation workflow
Subcontractor qualification and onboarding flow
Client retention and repeat-project pipeline
Free Tools for Construction
8 free tools handpicked for your industry — no sign-up required.
Popular Integrations for Construction
8 integrations available for your industry — connect the tools you already use.
“We stopped losing tenders due to missed deadlines. The pipeline visibility means our BD team always knows what to chase and when.”
Vivek Nair
Business Development Manager · Skyline Constructions
The problems holding this industry back — and the fix
Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.
Tender deadlines are tracked on a whiteboard, and a missed submission date is revenue that never existed.
Every tender is a pipeline record with its deadline, document checklist and owner, and reminders escalate as the date approaches — no more whiteboard roulette.Tender deadline tracking
Quotes die after the site survey: the estimate goes out, the client goes quiet, and nobody follows up past the first call.
Survey-to-quote stages carry automated follow-up sequences at 3, 7 and 14 days, so every estimate is chased to a decision.Estimate follow-up
Payment milestones on running projects slip because invoicing waits for someone to remember the stage was completed.
Milestone stages trigger invoice tasks and payment-link reminders automatically, keeping billing in step with site progress.Milestone billing reminders
Subcontractor and vendor coordination lives in a dozen WhatsApp groups where commitments evaporate.
Vendor contacts, commitments and follow-ups live on the project record with tasks and due dates, so the chase has an owner and a paper trail.Vendor coordination
Site visits for new enquiries get scheduled verbally and forgotten by one side or the other.
Visits are booked with automatic WhatsApp confirmations and reminders for both parties, with GPS-tracked field visit logging for the team.Site-visit scheduling
The RA bill waits on the client's engineer to certify the measurement, and nobody is chasing him.
Each running bill is a dated task with the certifying contact on it and escalating reminders, so certification is pursued instead of awaited.RA-bill certification chase
Five percent retention on a project you finished eighteen months ago is still with the client, and nobody has a date for it.
Retention amount and release date sit on the project record and raise a task when the defect-liability period ends, so held money is claimed rather than forgotten.Retention release tracking
Your earnest-money deposits from four lost tenders are still lying with the department.
EMD amount and refund status are tracked on every tender record, with a task raised when the bid is lost, so deposits come back.EMD recovery tracking
You pay four lakh a month in labour advances recorded on a diary page.
Site attendance and advances are captured in the HR and expense modules against the project, so the labour cost of each site is a number rather than an estimate.Site labour & advance log
The steel order is placed after the slab was due to be cast.
The procurement board tracks each material from to-order through delivery and quality check with lead times and owners, so ordering runs ahead of the programme.Procurement board
The client held up drawings for six weeks, your programme slipped, and at final account the delay is being treated as yours because nothing was written at the time.
Every client-caused delay is logged on the project as it happens with the date, the cause and the email or photograph that proves it, so an extension-of-time claim is assembled from a contemporaneous record rather than reconstructed a year later.Delay event log
The client supplied the steel and cement, your site took delivery on scraps of paper, and at reconciliation there is a forty-tonne difference nobody can explain.
Every client-supplied delivery is recorded against the project with the challan photographed and attached the day it lands, so the reconciliation runs off dated receipts instead of a site engineer's recollection.Free-issue material receipts
Ten weeks of monsoon means nothing bills, nothing moves, and your sales effort restarts from zero in September.
The monsoon window is worked as a pipeline-building period with survey visits, estimate follow-ups and dormant enquiries sequenced deliberately, so October opens with a converted order book rather than an empty one.Off-season pipeline building
The defect liability period on a handed-over project runs twelve months, the client calls in month eleven with a snag list, and your team has forgotten the project existed.
Handover opens a defect-liability record with the expiry as a dated task and a pre-expiry inspection visit, so you close the period on your terms rather than on a snag list you did not expect.Defect liability window
A worker was injured at site, the incident was handled locally, and head office learned about it from the client's safety officer.
Site incidents are raised as tickets from the mobile app with photos and location, routed to the safety owner with an SLA, so an event at site is known the same hour rather than second-hand.Site incident reporting
The homeowner has asked three times when the tiling starts, gets a different answer from the site engineer and the office each time, and has begun holding the next payment until she trusts one of you.
The project has one shared record with the schedule, the site photos and the next milestone, and updates go from there, so the client hears one version and the payment moves with the work.One version to the client
Track Site Projects AND Contractor Leads Without Switching Apps
Construction teams carry two workstreams that almost never live in the same tool: a pipeline of contractors, clients, and tender enquiries that needs CRM attention — and the site project itself, with phases that need tracking from planning through handover. Running these separately means delayed decisions, missed handoffs, and no connection between what was promised to the client and what is happening on site.
HelloGrowthCRM's built-in project management handles both. Set up a Kanban board with columns for Planning, Procurement, Civil Work, MEP, Finishing, and Handover. Assign tasks to site supervisors and subcontractors. Track sprint milestones against project timelines with burndown charts, and flag task dependencies so a procurement delay doesn't silently cascade into a civil delay. Use WhatsApp dispatch from tasks to notify contractors of schedule changes without leaving the tool.
On the CRM side, contractor leads, client enquiries, and tender proposals sit in the same pipeline. When a tender converts, the project board spins up from the same deal record — no data re-entry. See project management built for Indian construction teams — INR billing, GST invoice, no USD exposure unlike Monday.com or Asana.
- Phase Kanban: Planning → Procurement → Execution → Finishing → Handover — full project visibility in one board.
- Task Dependencies: Flag when a procurement delay blocks civil work before it becomes a site stoppage.
- Sprint Milestones: Track project milestones against planned timelines with burndown charts.
- WhatsApp from Task: Notify contractors and clients of schedule changes directly from any task.
- Tender-to-Project: Wins in the CRM pipeline convert directly to project boards — same record, no re-entry.
- Site-Visit Scheduling: Measurement and estimation visits booked as calendar tasks with the enquiry attached.
- Referral Source Tracking: Architects, PMCs, and past clients logged against every enquiry they send.
- Retention Money Reminders: Release dates tracked per project with follow-up tasks when the defect period ends.
- Quotation Aging Flags: Bids that sit unanswered past your set window turn visibly stale and trigger a nudge.
- Supplier Rate Follow-Up: Pending rate confirmations and delivery commitments chased as tasks, not memory.
Referral networks and retention money: the two quiet revenue lines in contracting
Most contracting businesses win the majority of their work through a small circle of architects, project management consultants, and satisfied past clients — yet few can name which relationships actually produced last year's revenue. HelloGrowthCRM tags every enquiry with its referral source, so the annual picture is a report, not a guess: the architect who sent four fit-outs that all converted, the PMC whose enquiries never survive commercial negotiation, the past client whose one referral became the biggest project of the year. That visibility changes behaviour — site-completion photos and a thank-you message go to the right people on schedule, periodic check-ins with productive referrers run as recurring tasks, and business development effort concentrates where the work actually comes from.
At the other end of the project, retention money leaks. A 5% retention held through a 12-month defect liability period is easy to forget once the site team has moved to the next project — and clients rarely volunteer the release. In HelloGrowthCRM the retention value and release date sit on the project record from handover day. When the period ends, a task fires, a WhatsApp follow-up goes to the client's accounts contact, and the amount stays visible on the receivables view until it is released. The same discipline covers site-visit scheduling at the front of the pipeline: measurement visits are calendar tasks with the enquiry attached, so an estimator's busy week does not silently cost the firm a bid it never submitted.
From tender enquiry to mobilisation: how a contractor runs a week in HelloGrowthCRM
Monday: a commercial interior fit-out enquiry comes in from a past client's referral. It enters the bid pipeline with the project size, decision date, and referrer logged. AI lead scoring puts it above the three low-budget residential enquiries from the weekend, so the estimator schedules the site measurement first. Wednesday: the quotation goes out — and instead of hoping the builder replies, the CRM starts a follow-up sequence: a call task at day 2 (dialled from the built-in dialer, recorded against the deal), a WhatsApp nudge at day 5, a revised-scope check-in at day 10. Friday: a competing bid from last month moves to Negotiation after the client counters on payment terms; every version of the commercial discussion is on the deal record, not scattered across two partners' inboxes. When the fit-out wins three weeks later, the deal converts to a project board — Planning, Procurement, Civil, MEP, Finishing, Handover — with the promised timeline already attached. Nothing about that project has to be re-explained to the site team.
The recurring failure in contracting businesses is not losing bids — it is never hearing back and never following up. An estimator juggling six live tenders cannot also remember which builder went quiet nine days ago. Pipeline stage-aging flags do that remembering: any bid that sits too long turns visibly stale, and forecasting shows expected wins per month so equipment and crew planning stops being a gamble.
Field-service contractors comparing tools can see how HelloGrowthCRM stacks up against Jobber for contracting businesses, or check plans and pricing — the dialer, WhatsApp and SMS, sequences, and forecasting are included in every paid tier.
Construction CRM — frequently asked questions
What does a CRM do for a construction company that project software doesn't?
Project tools manage work after the contract is signed. A construction CRM manages everything before it: tender enquiries, site-visit estimates, quotation follow-up, and the negotiation trail that decides whether the project exists at all. HelloGrowthCRM covers the bid-to-win pipeline and then hands the won deal to its built-in project boards — one record from first enquiry to handover.
Can HelloGrowthCRM track quotations sent to builders and general contractors?
Yes. Every quotation is a deal with a value, a decision date, and an owner. If a builder has not responded within the window you set, a follow-up task fires and an automated WhatsApp or email nudge goes out — so bids stop dying of silence while your estimator is on site.
How do site teams and the sales office stay in sync?
Won deals convert to project boards on the same client record. When procurement or civil work slips, the salesperson who promised the completion date sees it before the client calls. Site supervisors get tasks on mobile; the office sees progress without a daily phone round.
Does it handle subcontractor and supplier follow-up too?
Yes. Subcontractors and material suppliers can be tracked as accounts with their own follow-up tasks — pending rate confirmations, delivery commitments, and retention releases — so chasing them stops living in one supervisor's phone memory.
What does HelloGrowthCRM cost for a small contracting business?
Paid plans are $10/user/month billed annually (₹899/user/month in India), including AI lead scoring, the built-in dialer, WhatsApp and SMS, email sequences, and pipeline forecasting. A free plan covers 200 records, enough to pilot one estimator's bid pipeline.
Can HelloGrowthCRM track referrals from architects, PMCs, and past clients?
Yes. Architects, project management consultants, structural engineers, and past clients are recorded as referral sources, and every enquiry they send is tagged to them. Over a year you can see exactly which two architects generated most of your won work — and which relationships you have been feeding lunch meetings without a single site enquiry in return. Thank-you follow-ups and periodic check-ins run as scheduled tasks, so your best referrers hear from you between projects, not only when you need work.
How does retention money follow-up work after project handover?
Retention amounts — typically held for the defect liability period after handover — are the most commonly forgotten receivable in contracting. HelloGrowthCRM records the retention value and release date on the project record and raises a task when the period ends, with WhatsApp and call follow-up until the amount is released. For a contractor running several projects a year, that is real margin recovered by a reminder that fires on time instead of a figure written off because nobody tracked the date.
AI Features Built for Construction Companies
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Deal Risk Agent
Long B2B sales cycles need stall detection. Flag deals with no activity in 14+ days before the distributor moves to a competitor.
Smart Territory Routing
Assign dealer and distributor leads to the right field rep by territory, product line, and capacity — automatically.
AI Proposal Builder
Generate dealer price lists, bulk-order quotes, and distributor onboarding proposals from your product catalogue in minutes.
AI Pipeline Forecasting
Predict revenue by product category and territory based on historical conversion rates and current pipeline health.
All AI features included on every paid plan. No add-ons.