Construction & building materials

Project business with many players: planners, installers, trade. The people who actually decide an object are rarely in the CRM.

the starting point

A CRM that only knows companies and contacts cannot model that web.

In construction you do not sell to a customer, you sell into an object: owner, architect, specialist planner, installer and trade decide the tender together.

Objects run for months to years, in phases from planning to execution. Who has influence when keeps shifting, and the field force carries that knowledge in their head or notebook.

At the same time, sales often run through the trade, so the manufacturer never sees the end user. Which removes exactly the information that would make demand steerable.

If at least one of these points applies, an initial consultation is worthwhile.

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A sheet of paper taped inside the window of a construction site cabin, covered in hand-drawn ticks and marker strokes, with a hand smoothing the curled corner.

Companies come to us when…

Objects are tracked in spreadsheets and notebooks, not in the system.

Two sales representatives side by side at the open tailgate of a car by a construction site fence, the older one pointing at the panel offcut the other is holding.

Companies come to us when…

When a field rep leaves, the object knowledge leaves with them.

Companies come to us when…

Tenders appear without the planning phase ever having been worked.

An installer in workwear leaning on a builders merchant trade counter while the salesman sets a box of fittings down between them.

Companies come to us when…

The trade sits between you and the user, and the data stops there.

A worker taping a small cardboard box of tile and panel offcuts on a warehouse packing bench, with three more half-packed boxes in a row beside it.

Companies come to us when…

Sample shipping, inquiries and quotes run through shared inboxes.

What changes

The object becomes the record everything else hangs on.

Object, not company

Objects as a data object of their own, with all parties and phases, not as a note on a contact.

Knowledge stays in the house

What the field force knows lives in the system, and survives a departure.

Early in planning

Planner and architect contacts are worked systematically before the tender is written.

Trade on board

A portal for trade and installers: inquiries, samples and status without the shared inbox.

the fitting services

Four services that make the object the record.

Four services from the Agentic Growth Stack, picked for what moves first in this industry.

CRM Strategy & Process Design

The object and role web as a data model the field force actually adopts.

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Enterprise CRM Platform

HubSpot with a custom object for construction projects and phases.

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Custom Software & Portals

Portals for trade, installers and sample ordering.

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Training & Adoption

So the field force uses the system instead of working around it.

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Case Studies

What companies achieve with us.

See all Case Studies

Ricoh

+365 %

More conversions through CRM and content.

Dovista

68 %

Of all enquiries automated.

FAQ

Frequently asked questions: Construction & building materials

Can a CRM model construction projects?

Yes, if the object is a data object of its own rather than a note on the customer. HubSpot supports custom objects with their own phases and relationships, and that is exactly what we design in CRM Strategy & Process Design.

How do we get the field force to document?

By making upkeep less work than the workaround: mobile capture, prefills from existing data, no required fields without a purpose. And by measuring where teams dodge the system, see Training & Adoption.

We sell through the trade. Does a CRM even help us?

Especially then: object business is decided before the order, in planning and tendering. A portal for trade and installers also surfaces what disappears into shared inboxes today.

Where do we start?

With an Enterprise Discovery Workshop: target picture, prioritised use cases and a business case in a few days, at a fixed price.

first step

The first step towards an agent-native company.

In the Enterprise Discovery Workshop we develop a clear target picture and a business case that holds up, in a matter of days. Fixed price, no open-ended day rates.

Smiling man in a dark blue suit in a bright office.

Rather talk first?

We get back to you personally.

Request a workshop