Construction & Real Estate
Bid pipelines, project delivery and property portfolios — the pursuit tracked like a deal and the project tracked like a commitment.
The stack we usually land on
01
The problem
What we hear in this sector.
A
Bids are tracked in spreadsheets and the win rate by type is anybody’s guess.
B
Subcontractor documents and compliance certificates arrive by email and expire unnoticed.
C
Project delivery lives in a separate system, so the client relationship stops at signature.
02
What we build
The four things that move the needle.
Bid and pursuit pipeline
Prequalification, bid/no-bid and submission tracked with win-rate reporting by sector and value band.
Project and handover tracking
Projects, milestones and variations visible against the original commitment rather than in a separate tool.
Subcontractor portal
Documents, insurance and compliance certificates uploaded once, with expiry alerts before they lapse.
Portfolio and asset view
Properties, tenancies and maintenance history in one model so asset decisions use real cost data.
03
Where it lands
The pursuit, the project and the asset on one thread.
- Win rate by sector and value
- Tracked
- Expired certificates missed
- Zero
- Thread from bid to handover
- 1
In the field
Case study · One of the largest U.S. homebuilders
An after-hours sales agent that helps up to 30% of inbound leads book a home tour.
An agent that answers buyers, books tours and creates leads by SMS and web chat, around the clock and within Fair Housing rules.
Other industries
Tell us how your sector actually works.
Thirty minutes with an architect who has built in this sector. We will tell you which industry cloud is worth the licence and which parts you can do on core Salesforce.