invextech
Case study
Construction projects begin long before work starts on site. There are enquiries to qualify, site visits to schedule, estimates to prepare, and proposals to follow up on. This proposed CRM and automation project brings those early stages together, giving the team a more structured way to manage new opportunities and move approved work toward delivery.
The challenge
Construction opportunities involve multiple steps before an agreement is signed. A prospective client makes contact, project requirements are gathered, estimates are prepared, and details move between sales, estimating, and operations. When those steps are managed through separate conversations and spreadsheets, keeping track of what has been quoted, approved, or left waiting becomes a job of its own. The challenge is creating a reliable connection between incoming work, preconstruction coordination, and the people responsible for delivering the project.
Our approach
Organize new project requests around the information needed to assess scope, location, requirements, and next steps.
Create a clear process for managing consultations, estimates, proposals, and approvals without losing visibility between stages.
Structure the transition from accepted proposal to project preparation so key information is easier for the delivery team to access.
What we built
A proposed CRM structure that brings new project requests, customer details, and early qualification into one organized pipeline.
Structured stages to manage site consultations, quotation progress, proposal status, and follow-up activities.
Connected workflows designed to transfer relevant customer and project information once an opportunity becomes approved work.
How it ran
A prospective client submits a request. The enquiry enters the CRM with the relevant contact and initial project information.
The team records requirements, coordinates consultations, and tracks the information needed to prepare an estimate.
Quotation stages, follow-up tasks, and client communication stay connected as the opportunity progresses.
Once approved, the relevant information moves into a structured process for the team responsible for preparing delivery.
The outcome
Project requests can enter a consistent process, making it easier to understand what has arrived and who needs to act.
The team can track opportunities through consultation, quotation, and approval stages rather than relying on scattered updates.
Routine reminders and next-step tracking reduce the need to manually monitor every outstanding conversation.
Relevant project details can be carried forward into delivery preparation, reducing repeated information gathering.
The intended operational change: A more connected preconstruction process, with fewer manual handoffs and better visibility into upcoming work.
Systems and technology
A centralized CRM environment for project enquiries, customer relationships, and preconstruction opportunities.
Workflow automation to coordinate consultations, estimates, proposal follow-ups, and approvals.
A structured view of upcoming work, outstanding quotations, and activities requiring attention.
The InvexTech work
Your next project should start with a clear process.
When enquiries, estimates, and approvals depend on disconnected tools, project coordination begins before the work does. We build systems that connect your sales process with the work that comes next.