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EPC & Engineering CRM

Win More Engineering Tenders and Never Miss a Project Milestone Deadline

HelloGrowthCRM tracks every tender deadline, runs your bid pipeline from enquiry to award, and breaks each won project into milestones nobody lets slip.

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EPC & Engineering CRM

Live sample workspace for EPC & Engineering: Tender calendar: every tender enquiry stored with submission deadline, client, bid.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Tender calendar

1

EPC & Engineering Account

Tender calendar: every tender enquiry stored with submission deadline, client,

Rs. 2.4L

Bid pipeline

1

EPC & Engineering Opportunity

Bid pipeline: enquiry → feasibility → estimation → bid submitted

Rs. 1.1L

Subcontractor management

1

EPC & Engineering Renewal

Subcontractor management: maintain a vendor database with rates, past performance,

Rs. 78K

Milestone tracking

1

EPC & Engineering Follow-up

Milestone tracking: break each awarded project into engineering, procurement, and

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for EPC & Engineering CRM?

Yes. HelloGrowthCRM gives EPC & Engineering CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like capital project cycles run 6–18 months, and leads from the spec stage go cold because no one nurtures between milestones — rather than generic sales busywork.
  • Tender calendar: every tender enquiry stored with submission deadline, client, bid value, and EMD due date — your dashboard shows every closing date for the next 60 days
  • Bid pipeline: enquiry → feasibility → estimation → bid submitted → L1/L2 negotiation → contract awarded — track every pursuit by stage, value, and decision date
  • Subcontractor management: maintain a vendor database with rates, past performance, and package scope so you assemble competitive bids and reliable delivery teams fast

See pricingBook a demo

HelloGrowthCRM

Capture. Follow up. Close.

From Enquiry to Customer in One CRMEvery lead captured, followed up and tracked — so nothing goes cold.The path a lead takes inside HelloGrowthCRM, from first enquiry to a repeat customer.
  1. Step 1

    Capture

    Web forms, WhatsApp, calls and ads land in one inbox

  2. Step 2

    Qualify

    AI lead scoring flags who is ready to talk

  3. Step 3

    Assign

    Routed to the right rep automatically

  4. Step 4

    Follow up

    Reminders, sequences and WhatsApp nudges

  5. Step 5

    Track the deal

    Stages, value and next step in the pipeline

  6. Step 6

    Win & retain

    Renewals and repeat business stay on the radar

Every call, message and email is logged on the contact — the history travels with the lead.

One contact record, one pipeline, one clear next step.

01

Why EPC firms lose tenders and slip milestones

EPC firms rarely lose a bid because the engineering was wrong — they lose it because the submission missed a deadline, the estimation team got the enquiry late, or the follow-up after L2 never happened. Then, on the projects they do win, milestones slip because procurement and construction tasks live in separate spreadsheets nobody reconciles until a penalty clause triggers. HelloGrowthCRM puts every tender deadline, every bid stage, and every project milestone in one place with owners and dates attached, so deadlines are met by design rather than by the heroics of whoever happened to remember.

02

How HelloGrowthCRM runs an EPC pursuit and delivery cycle

A tender enquiry enters tagged with submission deadline, EMD date, client, and estimated value. Your BD team works it through feasibility, estimation, bid submission, and negotiation, each stage timestamped and visible to leadership. Once the contract is awarded, the same record spawns a project plan: engineering, procurement, and construction milestones, each with an owner and due date. Subcontractors are pulled from your vendor database, BOQs and approvals are logged against the project, and WhatsApp alerts notify client engineers when a milestone completes or an approval is pending — so pursuit and delivery share one continuous thread.

03

What EPC and engineering teams gain in year one

Win rates rise when no tender is filed late and every L2 negotiation has a documented follow-up. Delivery improves because milestone slippage is visible weeks early, not at the penalty review. Estimation bids on real site facts captured at feasibility instead of half-remembered phone calls, and the subcontractor database turns vendor selection from guesswork into a rated shortlist. The Growth plan starts at ₹899/user/month, with a free plan at ₹0 covering 200 records — enough to track a live tender book before you roll it out across every project team.

Challenges we solve

Common CRM problems in this industry — and how HelloGrowthCRM solves each one

Every team in this space loses revenue to the same recurring gaps. Each card below states one problem and the specific HelloGrowthCRM capability that closes it.

  • Problem: Capital project cycles run 6–18 months, and leads from the spec stage go cold because no one nurtures between milestones.

    How HelloGrowthCRM solves it: Long-cycle pipelines keep every opportunity staged with scheduled touch-points and engineering follow-up tasks, so the relationship is warm when the tender finally drops.

    HelloGrowthCRM capability: Long-cycle nurture

  • Problem: Bids involve consultants, contractors and client-side engineers — and the thread of who said what to whom is unrecoverable.

    How HelloGrowthCRM solves it: Every stakeholder and conversation attaches to the opportunity record, so the whole pursuit team works from one history instead of forwarded emails.

    HelloGrowthCRM capability: Stakeholder timeline

  • Problem: Tender documentation is assembled in a last-week scramble because requirements were never tracked from day one.

    How HelloGrowthCRM solves it: Tender records carry document checklists with owners and reminders from the day of notice, so submission week is assembly, not archaeology.

    HelloGrowthCRM capability: Bid document checklists

  • Problem: Post-commissioning O&M and AMC revenue is left on the table because handover ends the relationship.

    How HelloGrowthCRM solves it: Commissioned projects roll into a renewal pipeline with AMC reminder cadences, converting completed work into recurring service revenue.

    HelloGrowthCRM capability: O&M / AMC pipeline

  • Problem: Management sees the order book, not the pursuit funnel — so a dry quarter arrives unannounced.

    How HelloGrowthCRM solves it: Dashboards show pursuits by stage, value and probability across teams, giving leadership a forward view instead of a rear-view mirror.

    HelloGrowthCRM capability: Pursuit funnel visibility

  • Problem: The pre-qualification dossier gets rebuilt from scratch for every bid because the turnover certificate, the past-experience letters and the ISO copies are scattered across four laptops and two of them have expired.

    How HelloGrowthCRM solves it: PQ documents live once on the company record with validity dates and a renewal task on a board, so assembling a bid pack is picking files, not hunting for them.

    HelloGrowthCRM capability: PQ dossier library

  • Problem: You lost the bid eleven months ago and the EMD is still sitting with the client because nobody was responsible for claiming it back.

    How HelloGrowthCRM solves it: Every EMD and bank guarantee is a record on the pursuit with its amount, expiry and release owner, and a due-dated task on the finance board makes the recovery someone's job instead of an annual write-off.

    HelloGrowthCRM capability: EMD & BG recovery tracking

  • Problem: Bid week arrives and three of the six vendors you asked for rates haven't replied, so the estimator prices from last year's numbers.

    How HelloGrowthCRM solves it: Each vendor RFQ is a card on the bid board with an owner and a due date, chased over WhatsApp from one shared number, so the estimator can see at a glance which prices are in and which are guesses.

    HelloGrowthCRM capability: Vendor rate chase board

  • Problem: The client's engineer verbally asked for extra work at site, your team did it, and at final bill time there is no approval on paper for eighteen lakhs of it.

    How HelloGrowthCRM solves it: Every variation is raised as a record on the project with the requesting person, date, the WhatsApp or email that authorised it and the supporting photos attached, so the claim goes into the final bill with its evidence already assembled.

    HelloGrowthCRM capability: Variation claim trail

  • Problem: Retention money on a project you closed last year is due for release and you found out because the client's accounts team mentioned it in passing.

    How HelloGrowthCRM solves it: Retention amounts and their defect-liability release windows are fields on the closed project with a release task queued on the collections board, so the claim goes out on time with the invoice and payment link attached.

    HelloGrowthCRM capability: Retention release tracking

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Tender calendar: every tender enquiry stored with submission deadline, client, bid value, and EMD due date — your dashboard shows every closing date for the next 60 days
  • Bid pipeline: enquiry → feasibility → estimation → bid submitted → L1/L2 negotiation → contract awarded — track every pursuit by stage, value, and decision date
  • Subcontractor management: maintain a vendor database with rates, past performance, and package scope so you assemble competitive bids and reliable delivery teams fast
  • Milestone tracking: break each awarded project into engineering, procurement, and construction milestones with owners and due dates — slippage is visible before it bites
  • Feasibility-to-estimation workflow: capture site conditions, scope, and cost assumptions early so your estimation team bids on facts, not on a salesperson's verbal recall
  • Document and approval tracking: log BOQs, drawings, and client approvals against each project so the latest revision is never lost in an email thread
  • Multi-project portfolio view: see every live project, its current milestone, and pending client approvals in one place — ideal for firms running 5 to 30 sites at once
  • WhatsApp project updates: send milestone-completion and approval-due alerts to client engineers and PMs on the channel they actually check from site
  • Bid win-rate analytics: track which tender types, clients, and value bands you win so your BD team pursues the pursuits worth chasing and drops the no-hopers
  • DPDPA compliant: tender and client data stored securely under Meru Technosoft Pvt. Ltd. as DPDPA Data Fiduciary — free plan at ₹0, no credit card required to start
Compare HelloGrowthCRM to HubSpot, Salesforce & more

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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