A CRM built for construction
A bid and project CRM at a flat price, never per seat, cloud or self-hosted. Start from a preset for builders and contractors, then customize estimates, projects, and change orders to your workflow.
Sound familiar?
- Per-seat CRMs get costly across estimators, PMs, and the field.
- Generic CRMs don't model long bids, project phases, or change orders.
- Bid history and client records live on a vendor's servers.
Your Construction preset, ready on day one.
Start from a configuration built for construction. Customize anything beyond it.
- Lead, bid, and project record types
- Pipeline from estimate to project closeout
- Change-order and follow-up task templates
How it works in practice.
Track bids through a long sales cycle
Estimates can sit for weeks; each bid carries follow-up tasks so it isn't lost between the walkthrough and the award.
Run awarded projects through phases
Won bids become projects that move through phases, with change orders captured against the original scope.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. Add change-order records linked to the project; the data model is yours to extend.
- No. It's flat-priced with unlimited users, cloud or self-hosted, covering the office and the field.
Can I track change orders against the original bid?
Do I pay per estimator or project manager?
A pipeline that survives a six-week bid and a six-month build
Construction has two slow clocks. First the bid: a walkthrough, an estimate that takes days to assemble, and weeks of silence before an award. Then the build: phases, draws, subcontractors, and change orders that move the scope after the contract is signed. Off-the-shelf CRMs handle neither. They assume a quick deal and bill per user across your estimators, project managers, and field staff.
The Nanobox construction preset starts you with lead, bid, and project record types, a pipeline from estimate to closeout, and change-order and follow-up templates. A bid that's out for review carries its own follow-up tasks, so it doesn't go quiet between the site visit and the decision. When a bid is won, it becomes a project that moves through phases, and change orders are captured against the original scope instead of lost in email threads and texts.
Whether you run it in our cloud or self-host with full source, your bid history and client list stay under your control, which helps when you're estimating a repeat client years later. It's flat-priced with unlimited users, so adding a project manager or a second crew never changes what you pay. Extend the data model however your projects run, from draw schedules to punch lists. See pricing or explore the CRM.
Start your construction CRM free.
Start from the construction preset and shape it to your workflow. Flat $29/mo, unlimited users, every module included. Or own the source and self-host from $399.