Lead
Company, primary contact, source, project type, expected location, scope summary, expected value and start date, with an accountable owner from your team.
CONSTRUCTION CRM
A contractor CRM that doesn’t stop at the sale.
Construction selling runs on bids, relationships and long decision cycles. QuotaPartner keeps each pursuit tied to its customer account, owner and source, then carries it into the estimate, bid, contract and project.
HOW THE SALES WORKFLOW RUNS
From account to awarded job.
Most contractor CRMs end at “won.” Here the opportunity is the start of the job record. When you estimate it, bid it and win it, the project knows where it came from.
- 01Account
- 02Contact
- 03Construction lead
- 04Opportunity
- 05Estimate
- 06Bid
- 07Contract & award
Illustrative sequence. The construction workflow begins at the construction lead or opportunity.
WHAT YOU TRACK
The records a construction sales team actually needs.
Qualification
Qualify a lead, then convert it. Retrying a conversion returns the same opportunity instead of creating a duplicate.
Opportunity
Name, customer account, owner, source, probability, expected value, decision and start dates, competitor notes, risks and the next action.
Estimate and bid
Estimates are created from the opportunity. The bid, contract and award all keep that link, so the job history starts at the pursuit.
RESEARCH WITH SOURCES
Know who you are selling to, and how you know it.
QuotaPartner Revenue can research target accounts from your business profile and ideal customer, map the buying committee and keep the evidence behind each finding. Missing or uncertain information stays visible. Contact details are never invented, and sales results are not guaranteed.
Account research
Researched accounts keep their sources, so your team can see why a company is a fit before pursuing it.
Buying committee
Owners, architects, developers and facility managers influence commercial work. Record roles and relationships with their provenance.
Approved follow-up
Draft follow-ups, approve them and send through your authorized mailbox. Nothing goes out without an authorized person approving it.
WHAT IS AVAILABLE TODAY
Where the construction CRM starts and stops.
Revenue research and construction pursuits share customer accounts today. A Revenue opportunity does not yet convert directly into a construction pursuit, so the construction workflow begins at the construction lead or opportunity.
| Area | Availability | What that means today |
|---|---|---|
| Construction leads and opportunities | Pilot | Owner, source, probability, value, dates and conversion history. |
| Customer accounts shared across the platform | Pilot | Construction records link to the same customer account used for invoices and communication. |
| Account and contact research (Revenue) | Pilot | Research uses public evidence and keeps its sources. Contact details are never invented. |
| Buying committees (Revenue) | Pilot | Roles and relationships with provenance and confidence. |
| Approved outreach through your mailbox | Limited | Every message is reviewed and approved. Delivery depends on an authorized mailbox and consent rules. |
| Revenue opportunity → construction pursuit link | Coming | Today a construction pursuit starts from a construction lead or opportunity. A direct link from a Revenue opportunity is in development. |
| Win/loss reasons and bid analytics | Coming | Opportunity status is tracked; structured loss reasons are not yet captured. |
WHAT IT IS NOT
Clear boundaries.
- Not a project-lead database. It does not list public bid opportunities the way Dodge or ConstructConnect do.
- Not a replacement for an enterprise sales platform such as Salesforce or HubSpot in a large sales organization.
- No autonomous outreach. Messages are reviewed and approved before delivery.
GNOVERIS FOR PURSUITS
Ask what needs follow-up this week.
Gnoveris can summarize an account’s researched evidence, explain what is missing and prepare follow-up drafts for your review. It does not send messages or change records on its own.
What Gnoveris will and won’t doILLUSTRATIVE EXAMPLE
Before the bid is due
- Review the pursuit
Owner, value, decision date and open risks on one record.
- Check the relationship
Who you know at the account, and what evidence supports it.
- Approve the follow-up
Review the draft, edit it and send it from your mailbox.
GUIDES FOR CONTRACTOR SALES TEAMS
Useful whatever you track sales in today.
Run a construction sales pipeline
Stage definitions, a bid log you can copy, and how to calculate hit rate.
Follow up on estimates and bids
Cadences for homeowner quotes and commercial bids, with templates.
Spreadsheet or CRM?
When a spreadsheet is still enough, and how to move your data when it isn’t.
CONTRACTOR PILOTS
Bring your pursuits into one connected record.
We will map how your team tracks leads, bids and follow-up today, and show what carries forward in QuotaPartner.