Construction CRM
Track each invitation to bid, every estimate revision and the award, and run unit sales in a pipeline of their own.
No credit card required.
From invitation to award
Every bid tracked from invitation to award.
Estimators, project executives and owners see the same record, so a bid never depends on one person’s inbox.
- The invitation opens a bid.Plans and specs go in Documents, each revision kept.
- The estimate is versioned.Revisions are numbered quote versions with their own line items.
- Pricing exceptions are approved.A discount above your line waits for a named approver.
- The award or the loss is recorded.Wins become contracts; losses keep their reason for the report.
Two businesses
Contract work and unit sales, kept apart.
- Bids run in a contracting pipeline.Invitation, estimate, submitted, awarded: stages your team sets.
- Unit sales run in a pipeline of their own.Inquiry, site visit, offer and reservation, separate from bids.
- Each unit is a record.Its status is kept up to date by your sales team and visible to everyone.
- Deposits and closing stay outside.Commissions, escrow and closing are handled where they are today.
Bid calendar
Bid dates on the calendar, not in an inbox.
Put the walk-through, the RFI deadline and the bid date on the bid, and let rules remind the estimator.
- Walk-through On the synced calendar The site visit is on the bid record.
- RFI deadline A task before the date Questions go out while they can still change the price.
- Bid date A reminder to the estimator The approved estimate goes out on time.
- After the result The reason is recorded Win rate by client and by trade shows the pattern.
How a contractor runs it
One invitation to bid. One record to the award.
An invitation to bid arrives with plans and specs. The documents, each estimate revision and the approval above your pricing line stay on one record until the award. Scheduling, cost control and field work stay in your construction software.
Learn from every bid
Bid on the work you can win.
- Loss reasonsEvery lost bid carries a reason, and the closed-lost report shows it by client and trade.
- Client win rateIt shows which general contractors and owners are worth the estimating hours.
- EstimatingSenitix CRM is not estimating software; your takeoff tool still produces the numbers.
Plan details are on the pricing page.
Construction CRM questions
What is a construction CRM?
It manages how a contractor or developer wins work and buyers: invitations to bid, estimate versions, awards and loss reasons, and for developers, unit sales. Project delivery stays in construction software. Our guide to what a CRM is covers the basics.
Can it track bids?
Yes. Each invitation is a bid with its documents, estimate versions, key dates and result, in a pipeline your team sets up.
Does it replace estimating or project management software?
No. Takeoffs and estimates are produced in your estimating tool, and schedules and cost control stay in project management.
Can developers track unit sales?
Yes. Each unit is a record with its status, and buyers move through a separate sales pipeline from inquiry to reservation.
Can we see why we lose bids?
Yes. A loss reason is recorded on every lost bid, and reports show win rate by client, trade and estimator.
Can we keep subcontractors and owners apart?
Yes. Companies carry a type and contacts carry a role, so reports and lists filter by both.
Start with the bids due this month.
Import your clients and open bids, and put every bid date on a record with an owner.
No credit card required.