Automated workflows for housing development

Effortless client management, real-time updates, and a foundation for growth.

Our Story

When a construction company came to us with a stack of scattered leads and project updates thicker than their concrete foundations, we knew it was time to build something different. Traditional CRM solutions weren't cutting it for their on-site needs, so we crafted something that works as smoothly in a hardhat as it does in an office.

The challenge

Developing a CRM for a construction company required addressing the key obstacles of managing growing workloads and maintaining seamless communication:

1. Fragmented Client and Lead Management - Without a centralized system, tracking leads and managing client relationships was disorganized, leading to missed opportunities and inefficiencies.

2. Inefficient Project Updates - Team communication and project updates were inconsistent, resulting in delays and frustrated clients.

3. Limited On-Site Accessibility - The lack of a mobile-friendly solution made it difficult for the on-site team to stay connected and access critical information in real-time.

This wasn’t just about building a CRM—it was about laying the groundwork for streamlined operations and future growth. That’s #RebelStyle.

References

"Finally, a CRM that understands construction. It's transformed how we handle customer relationships and project updates. The mobile access is a game-changer for our site managers."

Technology

Our solution leveraged Glide to build a lightweight, user-friendly CRM that's as tough as the equipment it tracks. We created a mobile-first platform that makes data accessible on the go, handles customer communications with ease, and keeps project updates flowing seamlessly between site and office. Every feature was designed for construction site practicality.

Process

Week one laid the foundations with requirements and design planning. Week two saw us building the core functionality, while week three focused on deployment and getting the entire crew trained and comfortable with their new digital toolset.

Outcome

The new CRM has revolutionized how they manage customer relationships. Response times to leads have dropped dramatically, customer satisfaction has soared, and project updates flow effortlessly from site to office. The mobile-first approach means their team can manage everything from anywhere, turning their phones into powerful business tools that work as hard as they do.

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Let's start it #RebelStyle

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