A commercial general contractor — $120M annual revenue, operating across three states. Managing 40+ active projects simultaneously. They had invested in Salesforce with a construction 'overlay' from a consulting partner. The overlay added some construction terminology but fundamentally it was still a B2B sales CRM trying to pretend it understood construction project management.
A $8M school construction project had three active change orders not properly tracked in the CRM. Billing on two of them was 60 days overdue. The project manager was managing change orders in a spreadsheet — which defeated the purpose of the CRM. The operations VP estimated the company was leaking $1-2M annually in unbilled or under-billed change orders across all projects.
They needed a CRM built from the ground up around construction workflows — not a horizontal CRM with a construction skin.
Vertical CRM for commercial general contracting. Data model built around the actual entities: projects, phases, trades, subcontractors, change orders, RFIs, submittals, pay applications, retainage. Project pipeline organized by lifecycle stage — pursuit, preconstruction, active construction, closeout, warranty. Change order management with full approval workflow, cost impact analysis, and automatic billing queue integration. Subcontractor management — qualification tracking, insurance certificate monitoring, pay application processing. AIA G702/G703 formatted pay applications generated automatically from project cost data. Document management integrated into every workflow.
$1.4M in previously unbilled changes captured in the first quarter. Subcontractor insurance compliance went from 'checked when we remember' to automated. Estimating-to-project handoff that used to take 2 weeks happened in one click. The operations VP: 'This is the first system that works the way we actually work.'
The first call is with a senior engineer.
Tell us the industry, the regulatory environment, and what needs to be built. We'll tell you if we've done it before, what it should cost, and how long it takes.