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Construction: 34% More Jobs Won with CRM-Powered Estimates

A $12M commercial construction firm won 34% more jobs by digitizing their estimate-to-completion pipeline. Repeat client revenue increased 40% in year one.

Construction & Trades|Case Study

A commercial general contractor doing $12M in annual revenue had a strong reputation for quality work, but was losing bids to faster competitors and leaving repeat business on the table due to lack of systematic follow-up.

Client-identifying details have been withheld. Results reflect the reported outcome of this engagement and are not a guarantee of future performance.

How to read these results

Baseline

Before-and-after metrics use the client's operating data and the time period stated in the project summary.

Attribution

CRM implementation may be one of several factors influencing an operational or revenue outcome.

Verification

Results are client-reported, anonymized for confidentiality, and have not been independently audited.

The Challenge

A $12M commercial construction firm was still running on paper estimates, Excel job tracking, and phone-based scheduling. Their estimator was the bottleneck, and follow-up on past bids was inconsistent.

The Solution

We built a CRM with an integrated estimating tool, visual job pipeline, crew scheduling, and a client portal for project updates. Past clients received automated check-ins for repeat business.

The Results

+34%Jobs WonFrom faster estimates and better follow-up
50% fasterEstimate TurnaroundFrom 5 days to 2.5 days average
+40%Repeat Client RevenueThrough automated re-engagement

The Challenge

Estimates took 5+ days because the process was manual. The owner had no real-time view of the sales pipeline. Past clients who might need additional work received no proactive outreach.

  • Paper-based estimating with manual material lookups
  • No pipeline visibility; jobs discovered only when won or lost
  • Zero automated follow-up with past clients
  • Scheduling done via phone calls and whiteboards

The Solution

We built a CRM centered around the construction workflow: lead capture, digital estimating with material databases, visual pipeline management, crew scheduling, and automated past-client outreach.

The Results

Estimate turnaround dropped from 5 days to 2.5 days, and the win rate on submitted bids increased by 34%. Automated past-client outreach generated $480K in repeat business in the first year.

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