CRM & automations — set up for you

A CRM your team will actually use.

Leads die in text threads, quotes go unfollowed, and nobody knows what the pipeline looks like past next week. We set up your CRM around how you actually sell, wire your website, ads and phone into it, and train your team — included free inside our marketing engagements.

🔒 app.yourcrm.ca /opportunities

What's included

Everything a CRM setup covers.

Pipeline & stages

  • Your sales process mapped: enquiry to won
  • Every lead visible with value, source and next action
  • Office and field see the same board

79% of marketing leads never convert — lack of follow-up is the most common cause · HubSpot

Lead capture & speed

  • Website, ads, GBP and phone land in one inbox
  • Missed-call text-back replies in seconds
  • After-hours autoresponders hold the lead till morning

78% of customers buy from the company that responds to them first · HubSpot research

Follow-up automations

  • Quote follow-ups that run until answered
  • Appointment reminders that cut no-shows
  • Review requests fired when the job closes

9× more likely to convert a lead contacted within 5 minutes vs. 30 minutes · HubSpot

Calls, email & SMS

  • Business lines with call tracking and recording
  • One thread per client, whole history visible
  • 98% of texts are read — most within minutes

98% open rate on SMS vs. roughly 20% for email — text-back wins the race · HubSpot

Reporting

  • Pipeline value and conversion by stage at a glance
  • Revenue by lead source: referral vs ads vs search
  • Response-time tracking, because speed wins work

2× revenue growth reported by businesses that track lead sources vs. those that guess · Think with Google

Setup, training & support

  • Built and wired for you — no DIY software project
  • Hands-on training for office and field
  • Free inside our marketing engagements

$0 CRM cost inside our engagements — because marketing without tracking is guessing · Google Business

What is a CRM for construction?

The plain-English definition.

A CRM for construction is the system that captures every lead from your website, ads, phone and Google Business Profile, tracks it from first enquiry to signed contract, and runs the follow-ups your office is too busy to send. Construction CRM software differs from generic sales tools: the pipeline mirrors how building work actually sells — quotes, site visits, seasonal demand and long decision cycles — and the field crew gets a phone app with three buttons, not a dashboard. The best CRM for a construction company is the one your team actually uses, which is why Brand Builds sets it up, wires it and trains your people — free inside our marketing engagements.

The work itself

The automations, in action.

SMS MARKETING

Missed the call at 2:14. Booked the job by 2:16.

Automatic text-back for crews who can't answer, every missed call becomes a conversation, and every conversation lands in your CRM.

98% of texts get readReplies in secondsZero apps to learn
NSNorthShore Glass(416) 555-0132 · Text message
Missed call · 2:14 PM
Hey, it's NorthShore Glass. Sorry we missed you! How can we help?
Need a storefront glass quote for a Monday install
Can do. Morning or afternoon for a quick site visit?
Morning works
✓ Booked, Tuesday 9:00 AM

Missed-call text-back — no lead rings out

Window manufacturer worker handling a finished frame in the plant
AI CHATBOT

It answers while your crew is on site.

Trained on your products, specs and lead times, live on your website, 24/7.

N
NordFrame assistantOnline, answers in seconds
Do you have fire-rated storefront glazing in stock?
We do, the FR-60 series is in stock in six sizes at our Ontario warehouse. Want the spec sheet, or a call with our commercial team?
Stacked glass lites on a fabrication rack with green edges
FR-60 storefront seriesIn stock · ships 48 h
Book a callSend spec sheet
Booking your call…
Type your question…→

AI chat — answers while your team works

How it runs

From setup to habit.

Week 1

Setup

Pipeline, stages and templates built around how you sell — not a generic SaaS demo.

Week 2

Wiring

Website, ads, phone lines and calendars connected. Every lead lands in one place, tagged with its source.

Week 3+

Habit

Your team trained, automations running, and every lead accounted for — even in your busiest month.

Straight answers

Every objection, answered straight.

What is the best CRM for a small business?

The one your team actually uses. Generic CRMs are built for software sales teams and die in busy offices. Ours is configured for how service and product businesses really sell — quotes, site visits, seasonal pipelines — and we set it up and train it, which matters more than the logo on the login screen.

How much does the CRM cost?

Included free inside our marketing engagements — setup, configuration and training. We do it because marketing without tracking is guessing, and we refuse to guess with your budget. Standalone setup is available too; the demo call prices it.

Our team is not computer people. Will they use it?

That is the design constraint we build around. Field and floor staff get a phone app with three buttons, not a dashboard. Most of the CRM works without anyone touching it — capture, text-back, follow-ups and reminders run on their own.

We run on spreadsheets and a whiteboard. Why change?

Spreadsheets do not answer the phone at 7 p.m., chase a quote on day six, or tell you which ad produced the job. The CRM does all three while you work. The whiteboard can stay — it just stops being the system of record.

Can it connect to our website and ads?

Yes — that is the point. Website forms, Google Ads, your Google Business Profile and your phone line all feed one pipeline, each lead tagged with its source. It is how you learn what marketing actually produces signed work.

Ready when you are

Never lose another lead.

The first step costs nothing — a 20-minute demo on your own pipeline, showing exactly where leads are leaking today.

Get a quote →

More straight answers

Two more buyers always ask.

What is construction CRM software?

Software that captures every lead from your website, ads and phone, tracks it from enquiry to signed contract, and automates follow-ups, appointment reminders and review requests — with a pipeline shaped around quotes, site visits and seasonal demand instead of generic sales stages.

How long does CRM setup take?

About three weeks: week one builds your pipeline and stages, week two wires the website, ads, phone lines and calendars, week three trains your team and turns on the automations. From then on, every lead is accounted for — even in your busiest month.

Go deeper

Guides before you buy.

Automation

Home builder marketing automation

Nurturing buyers through a long decision, automatically.

Leads

Paid lead sites vs. your own lead engine

Why owned leads need a system behind them.

Services

Contractor marketing services explained

What's included and what you actually need.

Service

Google Ads for contractors

The leads your CRM tracks from click to contract.

Service

Email marketing & automation

The sequences your CRM sends while you work.

Service

SEO & GEO for contractors

Fill the pipeline the CRM manages.

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