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Commercial trade contractors

Custom CRM for commercial trade contractors

For commercial HVAC, plumbing and electrical, fire and security, roofing, concrete, steel and glass, and janitorial and facility service contractors that bid to GCs and property managers.

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The problem

Bids go out, nobody follows up, and the job goes to the next contractor.

Where you are: You send bids to GCs and property managers, but tracking them lives in an estimator’s inbox.

You’ll recognize this if:

  • Bids go out to GCs and property managers and nobody follows up.
  • You can’t see which bids are still open or when they’re due.
  • Service agreements renew late or not at all.
  • Repeat property managers drift to a competitor and nobody notices.
Our fix

Every bid tracked, with follow-up until you get a yes or no.

What we do: We build your custom CRM around how you bid: GC and property manager accounts, bid stages, due dates and follow-up reminders.

What we build and deliver:

  • Every bid and its status in one pipeline
  • GC, property manager and facility accounts with their contacts
  • Follow-up reminders until you get a yes or no
  • Service agreement and renewal tracking
  • Up to 10 logins with two-step sign-in

What changes: Every bid gets followed up, and you can see what’s open, won and lost at a glance.

Sample bid record in a custom CRM for a commercial contractor (fictional data)
What’s included

Which Level fits a contractor

  • Level 1 · Custom CRM: every bid and account in one place
  • Level 2 · Marketing & Advertising: ads structure, content, social, brand and landing pages that reach property managers and GCs
  • Level 3 · Sales & Lead Generation: lead capture, routing and follow-up plus a bid-to-contract sales process
  • Each level includes the ones before it. Builds take 2–4 weeks for every Level.
  • Level 1 · Custom CRM starts at $3,500; Level 2 · Marketing & Advertising at $5,500; Level 3 · Sales & Lead Generation at $7,900. Final price confirmed after the assessment.

See all the industries we serve →

FAQ

Common questions

Can it track service agreements too?

Yes. Service agreements and renewal dates sit next to your bids and accounts.

Can we track bids by GC and project?

Yes. Your custom CRM is built around your own bid stages and accounts.

Find out what unanswered bids are costing you.

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