Find and Deliver Business, Keep the Profits

In the world of construction, every project is an opportunity. But how do you ensure that you’re not just finding business, but delivering it with excellence and maximizing your profits?

By using CRM Strategy’s Construction Framework.

Grow your Business

AI-driven pipelines. Enriched industry information. Specifier management. Project governance. Clawback, contract, and variation management tools.

Construction Worker

Connecting to Industry Standard Platforms

  • Extension: BCI Connector

    The CRM Strategy BCI connector gives you a competitive advantage by allowing your team to get to the right projects ahead of the competition.


  • Extension: Contact Plus

    Contact Plus tracks contacts as they change jobs, keeping you updated on their current role while preserving past interaction history.


  • Extension: Mailchimp Connector

    Combine SugarCRM’s customer relationship and reporting with Mailchimp’s advanced campaign and design tools, leveraging the strengths of both platforms.


  • Extension: EventBrite Connector

    Maximize Sugar and Eventbrite’s capabilities for optimal event management, harnessing the best of both industry standard platforms.


Find The Business

Sugar Market logo

Use marketing automation to get a strategic edge. Streamline lead management, and target potential clients based on their behaviors. Automated tasks reduce manual effort, while data-driven insights help tailor outreach. Foster genuine engagement, efficiently connecting with prospects, and facilitating organic business growth.

Deliver The Business

Sugar Sell logo

Use Sell to enhance services by centralising client data, streamline project management, and improve communication. Get real-time insights, foster client relationships, and ensure timely project delivery. By optimising operations and ensuring consistent client and document engagement, drive positive business outcomes and project success.

Keep The Profits

Sugar Serve logo

Elevate service delivery by efficiently handling client concerns. Centralised data ensures timely responses, while ticketing tracks service requests. This proactive approach enhances client satisfaction, addresses issues promptly, and fosters trust, crucial for improving client retention and building long-term relationships.

The CRM Strategy Construction Framework

Specifier management to develop referral networks

  • Specifier tracking: Track specifiers and their interactions with your company, such as past projects and wins/losses their projects. This information can help you to identify valuable specifiers who are most likely to refer you to their colleagues and clients.
  • Referral management: Understand who provides you with the most referrals, and which of those projects win. Connect referrals to referees and track the progress of those referrals. This information can help you to improve your referral process and get more referrals.
  • Reporting: SugarCRM provides reports on specifiers and referrals. These reports can help you to measure the effectiveness of your specifier management program and make improvements.

AI-driven pipeline development for better sales decisions

  • Improved pipeline management: Prioritise your deals and track their progress to stay on top of your pipeline and make sure that deals are always moving forward.
  • Increased efficiency: Automate pipeline development, such as lead scoring and opportunity forecasting. This frees up your time so that you can focus on more strategic activities.
  • Improved decision-making: The system provides you with insights into your sales process that you wouldn’t be able to see otherwise, such as an across the board view of opportunities most likely to win based on past sales performance. Make better decisions about how to allocate resources and close deals.

Enriched industry information to find the right projects to quote

  • Data enrichment: The Construction Framework enriches industry information by adding additional data points, such as company size, industry vertical, and geographic location. Together with integration to BCI, this additional data can help you better understand your target markets and identify the right projects to quote.
  • Lead scoring: Score leads based on their potential value to the business. Use this scoring to prioritise your leads and focus your resources on the most promising opportunities.
  • Stay Current: Automatically stay current about updates on your important account with automated alerts via email or browser-based push notifications.

Structured processes and teamwork

  • Centralised data storage: The Construction Framework provides a centralised space for all project data, including contact information, project schedules, and financial records. Improve communication and collaboration between team members, as everyone has access to the same information.
  • Automated workflows: Automate many tasks involved in effective project governance, such as sending out reminders, generating reports, and managing approvals. Free up your team’s time so that they can focus on more strategic activities.
  • Real-time visibility: Get real-time visibility into project progress, so that team members can always see what is happening and where there are potential problems.
  • Reporting and analytics: SugarCRM provides a variety of reporting and analytics tools that can be used to track project performance and identify areas for improvement.

Project Governance

  • Document management: Use SugarCRM to centralise your document storage, allowing resources to be easily found and shared across your entire team.
  • Time tracking: Manage the time spent executing your projects with built-in timelines and KPI trackers. Get alerts when tasks are running overdue or approaching critical time thresholds.
  • Risk management: Use the dedicated risk-profiling tool to identify possible and active risks to your projects. Assign staff to manage them. Get automatic updates if a risk is triggered. This can help to prevent problems from derailing projects.
  • Governance tool: The Governance and Planning tool captures key decision makers, their decisions, supporting documentation, timelines and more.

Last document wins Field notes

  • Mobile full access: Work on-the-move with the mobile app and capture notes, or site-pictures wherever you are. Capture time-critical events as and when they occur
  • Complete transparency: By tracking who has accessed and modified field notes, we increase transparency and accountability. Build trust and avoid conflicts.
  • Find notes easily: Capture critical information and use reports or searches to easily find what you need. Notes are stored against the relevant projects.
  • Improved accuracy: Use the visual timeline to track updates and new information against the project. Easily identity the last documented decision and who made it.

Contract management

  • Contract creation: Use templates to create contracts based on job type, then customise for each project. Ensure all contracts are compliant with all applicable laws and regulations.
  • Tracking and Reporting: Track the status of contracts, including deadlines, payments, and changes. Generate reports on contract performance, such as financial analysis and risk assessment. Make informed decisions about the state of the project and contract impact.
  • Contract collaboration: Collaborate with other stakeholders on contracts, such as lawyers and accountants. This can help to ensure that all parties are aware of the latest activity and that there are no misunderstandings.
  • Automate: Automate many time-consuming tasks such as sending out reminders, generating reports, and managing approvals. Free up time for contract managers to focus on more strategic activities.

Clawback management

  • Reduce errors due to miscommunication or outdated info: Centralised data management. Store all project-related information in one place, ensuring that all team members have access to the same, up-to-date information. Information
  • Reduce risk of human error: Automate repetitive tasks, such as sending reminders for project milestones or tracking deliverables.
  • Detailed Documentation: Easily to use tools allow you to document every interaction, decision, and change related to a project. This provides a clear audit trail, making it easier to identify and rectify issues before they lead to clawbacks.
  • Improved Client Communication: Track and manage all client communications, preventing misunderstandings that lead to clawbacks.

Variation Management

  • Change order management: Easily track change orders, including the status of each change order, the associated costs, and the approval process. Ensure that all change orders are processed in a timely and efficient manner.
  • Risk and delay tracker: Use the risk tracker to estimate risk of variations to the project. The delay tracker will calculate delays to project delivery, ensuring you stay informed.
  • Authority management: The authority tool captures and manages budgets for variations, current state of authorisation, related quotes and documents.
  • Track variations: Use the variation tracker to capture changes to the project, who generated the request, and when.

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