CRM and automation for construction & development.
Updated
Where does construction lose money?
Leads from many channels go missing.
Calls, the website and messengers all bring inquiries, and the ones that do not get logged simply vanish. We unify intake across channels into the CRM with telephony attached.
A project crosses departments with no shared view.
Sales, estimating and the site team work in separate tools, and the project’s real status lives in nobody’s system. We run the project as one pipeline several departments collaborate in.
Estimates and contracts are assembled by hand.
Technical-economic parameters, estimates, contracts and acts retyped per project, slowly and with errors. We template them so they generate from the deal.
No analytics across the funnel.
Where leads come from, what converts, which projects stall — none of it is measurable. We add BI so the funnel and the pipeline are finally visible.
What does an Auspex rollout look like for construction?
- 01
Map sales and the project.
Discovery across the fast materials sale and the slow project: channels, the estimate process, the department hand-offs and the approvals that hold things up.
- 02
Unify inbound and the pipeline.
Calls, website and messengers into the CRM, and the project run as one pipeline several departments can see and work in.
- 03
Automate estimates, contracts and approvals.
Technical-economic parameters, estimates, contracts and acts generated from the deal, with approval processes (e.g. contract sign-off before signature).
- 04
Add BI and hand off.
Analytics across the funnel and the pipeline, plus training and support so the team runs it without us.
What changes for construction clients?
Which systems do we build on?
- Bitrix24 (CRM + telephony)
- Omnichannel lead intake
- Project pipeline + cross-department processes
- Document templates (estimates, contracts, acts)
- BI / analytics
Construction loses money in two different ways — a fast sale where leads slip through the cracks, and a slow project where no department can see the whole. Unify the inbound, run the project as one cross-department pipeline, template the estimates and contracts, and put BI on top — and both halves of the business stop leaking. Bitrix24 carries intake, the pipeline, document automation and analytics in one place.
Let's map what this means for your business — in a free 30-minute audit.
Book a free audit →How it played out
Window and door sales & installation company
Frequently asked
01 Do you handle both materials sales and project work?
Yes. We model the fast, channel-heavy materials sale and the slow, multi-department project as distinct pipelines in one CRM, so each gets the process it needs without forcing one shape on the other.
02 Can several departments collaborate on one project?
Yes. The project runs as one pipeline that sales, estimating and the site team can see and work in, so its real status lives in the CRM rather than in nobody’s system.
03 Can you automate estimates and contracts?
Yes. Technical-economic parameters, estimates, contracts and acts generate from the deal via templates, with approval processes such as contract sign-off before signature.
04 Do you provide analytics?
Yes. We add BI across the funnel and the pipeline — lead sources, conversion and stalled projects — so management can finally see where the work and the money go.