I will setup and customize followup CRM for construction bid tracking

United Kingdom

I speak English, French

Building you an automated system that scales

I’m an AI Automation Specialist and Automation Architect helping businesses automate repetitive tasks, streamline workflows, and work smarter. I build custom AI agents, automated workflows, API integ...
About this Gig

Are you losing track of construction bids, missing follow-ups, or struggling to manage project opportunities across spreadsheets?


I will set up and customize Followup CRM for general contractors, commercial subcontractors, and specialty trade businesses that need a more organized bid management process.


My services include:

  • Followup CRM setup and customization
  • Construction bid tracking and pipeline stages
  • Custom project fields and bid statuses
  • Company and contact organization
  • Bid deadline visibility and follow-up activities
  • Team assignments and sales reporting
  • Workflow improvements and supported integrations


Whether you manage electrical, mechanical, plumbing, or other commercial construction projects, I'll tailor your CRM configuration to your estimating and business development process.


My goal is to help you organize opportunities, identify bids that need attention, and reduce manual tracking.


Message me before ordering so we can discuss your current setup and requirements.

Software:

Other

Industry:

Architecture & interior design

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Construction