Velocity 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.
Velocity Construction is a commercial general contractor doing $12M in annual revenue. Despite a strong reputation for quality work, they were losing bids to faster competitors and leaving repeat business on the table due to lack of systematic follow-up.
The Challenge
Velocity was a $12M commercial construction firm 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
“We used to lose jobs because our estimates took too long. Now we're often the first bid in, and we win more because of it.”
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.
What Our Clients Say
“Job scheduling, quoting, and invoicing from my ute. The mobile app is brilliant. My sparky crew updates job status in real time and customers get automatic ETAs.”
Tom Anderson
Franchise Owner, Tradies Connect Electrical
Adelaide, SA
“Marketing attribution was a black box. Now we see which campaigns drive pipeline, which content converts, and what our actual CAC is by channel. Game changer.”
Michelle Park
VP of Marketing, NovaTech Solutions
Raleigh, NC
“ERP and CRM in sync. When a customer calls, anyone on the team can see order status, quality reports, and communication history. No more 'let me check and call you back.'”
Linda Tran
Operations Director, Pacific Plastics Inc
Long Beach, CA
“Event management from lead to invoice. The automated tastings scheduler and proposal generator cut our booking time from 2 weeks to 3 days.”
Robert Campbell
Owner, Campbell Catering Co
Atlanta, GA
“The integration with our custodial platforms alone justified the investment. No more manual data entry between systems. Everything flows automatically.”
Rebecca Sterling
Operations Manager, Cornerstone Financial Planning
Boston, MA
“Tracking buyer relationships, crop allocations, and delivery schedules in one system. Our direct-to-restaurant sales grew 50% because we can actually manage the relationships now.”
John Hargrove
Owner, Hargrove Family Farms
Des Moines, IA
“The client portal they built is a game changer. Clients can see their entire relationship with us (documents, meeting notes, action items) without a single phone call.”
William Fitzgerald
Founder, Fitzgerald & Associates
New York, NY
“We needed a system that handled intake, insurance verification, and therapist scheduling in one place. Off-the-shelf options couldn't touch what we got built custom.”
Lisa Goodwin
Director of Operations, Summit Behavioral Health
Nashville, TN
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