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CRM for Construction Companies

Construction companies manage complex, long-running projects with multiple subcontractors, competitive bidding processes, and constant coordination between the office and the field. You need a CRM that tracks not just client relationships but the full lifecycle of projects from initial bid to final handover.

Construction CRM challenges

Section titled “Construction CRM challenges”
  • Bid management — tracking which projects you’re bidding on, deadlines, and win/loss analysis
  • Subcontractor coordination — managing relationships with dozens of subcontractors across multiple trades
  • Site visit logistics — scheduling inspections, client walkthroughs, and progress meetings
  • Project timelines — construction projects span months or years, with many moving parts to track
  • Change order tracking — scope changes affect budgets and timelines, and they need documentation

How HARi solves this

Section titled “How HARi solves this”

HARi’s Construction template models the full construction business cycle from bid to project completion.

Entities and fields to set up

Section titled “Entities and fields to set up”
  • Clients (Companies) — type (Developer / Homeowner / Government / Corporate), past projects, payment history
  • Contacts — role (Project Manager, Architect, Owner’s Rep), decision authority
  • Bids — linked to Client, project name, bid amount, submission deadline, status (Preparing / Submitted / Won / Lost), competitors
  • Projects — linked to Client and Bid, address, start date, target completion, actual completion, contract value, status (Pre-Construction / Active / On Hold / Punch List / Complete)
  • Subcontractors — company name, trade (Electrical / Plumbing / HVAC / Concrete / etc.), insurance expiry, rating, past project history
  • Site Visits — linked to Project, date, type (Inspection / Client Walkthrough / Progress Meeting), attendees, notes, photos
  • Change Orders — linked to Project, description, cost impact, timeline impact, status (Proposed / Approved / Rejected)

Workflows included

Section titled “Workflows included”
  1. Bid deadline reminder — 7 days and 2 days before bid submission deadline, alert the estimating team
  2. Project kickoff — when a bid is marked “Won”, automatically create a project record with default milestones and tasks
  3. Subcontractor insurance check — 30 days before a subcontractor’s insurance expires, alert the project manager
  4. Site visit report — after a site visit is logged, send a summary email to the client contact
  5. Change order approval — when a change order is proposed, notify the client for approval and track the response

Key dashboard widgets

Section titled “Key dashboard widgets”
  • Active projects by status
  • Bid pipeline (upcoming deadlines)
  • Win rate on bids
  • Revenue by project
  • Upcoming site visits (this week)
  • Subcontractor insurance status

Get started

Section titled “Get started”

Install the Construction template from Settings > Solutions. Your bid tracking, project management, and subcontractor coordination are ready to use. Keep your projects on time and on budget with a CRM built for the construction industry.