Sales & proposals
Keep the conversation moving.
Connect lead and proposal workflows, line-item estimates, and project information.
YOUR COMPANY. YOUR WORKFLOW. YOUR CRM.A CRM that fits
A CRM that fits
your company.
Your processes. Your teams. Your way of working. Bring sales, projects, production, and financial workflows together in a CRM built around how your company operates.
FLEXIBLE WORKFLOWS. CONNECTED TEAMS.Sales. Field. Office.
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Actual ConstrX screens · Demo names, scores and company branding · Click to enlarge
LEAD→PROPOSAL→PROJECT→PRODUCTION→PAYMENT
THE WHOLE OPERATIONYour business has a way.
Your business has a way.
Your CRM should fit it.
Keep the processes that make your company work. Connect your sales team, office, and field crews with workflows shaped around your operation.
Production & scheduling
Make a plan people can follow.
Organize jobs, crew assignments, material deliveries, and weather-aware planning.
Financial workflows
Keep the details in view.
Bring invoicing, project financial worksheets, and operational reporting into the workflow.
Teams & Academy
Build the team behind the work.
Connect training and learning resources with the processes your people use every day.
BUILT FOR THE HANDOFFThe job doesn’t stop
The job doesn’t stop
at the signed proposal.
Neither should your workflow. Carry the details forward from sales to scheduling, through production and into closeout.
Follow the workflow →ONE JOB. A CONNECTED PATH.
01
Win the work
Leads · Proposals · Project details
02
Coordinate the work
Schedules · Crews · Deliveries
03
Close the loop
Invoices · Financial review · Reporting
Multiple companies.
A connected perspective.
Organize work across brands, companies, and markets while keeping the context that makes each operation distinct.
Explore multi-company workflows →COMPANIESConstrXMARKETSTEAMS
A clearer way forwardBring your operation
Explore ConstrX ↗