Case study · Construction
A construction company's whole operation, in one custom CRM.
Industry: construction & contracting · Build type: internal operations CRM · Stack: modern web app, live on every device.
The challenge
A growing contractor running on spreadsheets.
The business was winning more work than its tools could keep up with. Leads came in by phone, email, and referral and landed in different places. Jobs were tracked in spreadsheets that several people edited at once, so the "current" version was whatever tab you happened to have open. Crew scheduling lived in someone's head and a group chat.
Off-the-shelf construction software existed, but every option meant paying monthly for a rigid system built for a different kind of company, then reshaping their proven process to fit it. They wanted the opposite: software shaped around the way they already ran a successful business.
The approach
Map the real workflow first.
We started by mapping how the business actually operates: how a lead becomes a quote, how a quote becomes a scheduled job, who needs to see what at each stage, and where time was leaking. That map became the blueprint for the app, instead of forcing their work into a generic CRM's idea of a pipeline.
What we built
One source of truth for leads, jobs, and crews.
Lead capture & pipeline
Every lead in one place with a clear status, so nothing slips through the cracks between phone, email, and referral.
Job tracking
Each job with its details, documents, and status, visible to everyone who needs it and no one who doesn't.
Crew & scheduling
Who's on what, when, replacing the group-chat-and-memory system that didn't scale.
On every device
Usable from the office desktop and the truck, because construction doesn't happen at a desk.
The result
Spreadsheet chaos, replaced.
The team moved from a stack of conflicting spreadsheets to a single system that reflects exactly how they work. Leads stopped falling through the cracks, the "current version" question disappeared, and onboarding a new team member became a matter of giving them a login instead of explaining an undocumented process.
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