CRM Web Application for Builders & Construction
A modular Next.js CRM for builders and construction companies — lead management, project tracking, automated notifications and an analytics dashboard, with role-based access for office staff and site teams.
- Year
- 2024
- Engagement
- Product design and full-stack development
- Focus
- Full Stack
- Status
- Delivered
01 — The problem
Leads, quotes and live projects were tracked in spreadsheets and chat threads. Nothing connected a lead to the project it became, follow-ups slipped, and managers had no view of the pipeline without asking around.
02 — Our solution
A CRM modelled on the construction lifecycle: a lead becomes a quote, a quote becomes a project, and every stage carries its own tasks, documents and notifications. Dashboards give managers the pipeline and project health at a glance.
How it works
The pipeline, step by step — from the first input to the final output.
- 01
Leads
Leads captured from forms and calls, scored and assigned to the right estimator.
- 02
Pipeline
Quotes and proposals tracked through stages, with automated follow-up reminders.
- 03
Projects
Won deals convert into projects with milestones, tasks and documents.
- 04
Analytics
Dashboards for pipeline value, conversion and project status.
What we built
The outcomes
01
30% faster project onboarding
02
Improved client communication
03
Centralised data for all teams
Challenges we solved
Office and site work differently
Site teams needed a fast mobile view with only what matters on the day, while the office needed the full picture.
Technology stack
Want results like these?
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