Construction CRM
Builtly tracks your leads from first inquiry through signed contract and hands them off directly into a new project. No separate CRM. No re-entering data. No leads falling through the gap.
How builders lose leads
Someone reaches out in November about a custom build starting in spring. You take the call, say you'll send a quote, get busy on three active projects, and remember them in January when they've already hired someone else.
Construction CRM isn't about sales tactics. It's about not losing track of conversations you already had, and following up when you said you would.
Follow-up timing is a gut feel
You know you talked to someone about a job. You're not sure when. You think you were going to call back this week. Maybe it was last week.
Lead context is lost between conversations
The homeowner mentioned a specific lot, a budget range, and a timeline. That's in your notes somewhere. You'll find it before the call.
Winning a job means re-entering everything
The lead becomes a project. Now you re-enter the contact info, the project scope, and the budget estimate into whatever you use to manage active jobs.
What the CRM tracks
Lead pipeline
Inquiry → Estimate Sent → Follow-up → Won. Four stages that match how residential construction sales actually work, with every lead visible at a glance.
Contact and call log
Every call, email, and meeting logged against the lead. When you pick up the phone next month, the context is right there. No memory required.
Follow-up reminders
You set the follow-up date when you move a lead. Builtly reminds you. No lead goes cold because you got busy on a framing inspection.
Lead-to-project handoff
When a lead converts, one click creates the project with the client contact, project scope, and budget estimate already in place. No re-entry.
What changes
You follow up when you said you would.
The reminder fires on the date you set. The lead gets a call back when they expected one. That one difference closes more jobs than any pitch improvement.
Context is always there before the conversation.
You open the lead record, see the notes, refresh on the scope and budget they mentioned, and pick up the phone ready. Not scrambling.
Your pipeline is visible, not theoretical.
You can see what's in motion: how many jobs, at what stage, for what total value. Before you take on a new lead, you know whether you have capacity.
Won jobs launch immediately.
When a lead converts to a project, the handoff is one click. The project is set up with what you already know about it. Onboarding starts the same day you sign.
Get started
Import your current leads during onboarding, or start fresh. Takes less than 30 minutes to have your pipeline organized.
Apply for early accessNo credit card required. We reach out personally.