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.

Configuration recipe. This page is a guide to configuring HARi for a construction business. It is not a one-click install — the entities, fields and workflows below are ones you build on top of the core CRM solution using the Schema Editor.

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 handles this

The CRM solution gives you Companies and Contacts. Add the construction-specific entities below in Settings > Schema, then automate the bid and project lifecycle with workflows.

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)

Suggested workflows

Configure these in Settings > Workflows:

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

• 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

1. Sign up for a free HARi account and install the CRM solution from Settings > Solutions.
2. In Settings > Schema, add custom entities for Bid, Project, Subcontractor, Site Visit, and Change Order with the fields above.
3. Configure the suggested workflows in Settings > Workflows.
4. Build a project dashboard from Dashboards using counters and custom charts on the new entities.