A construction CRM that turns enquiries into won projects
Most construction firms lose deals not because the work is wrong, but because the follow-up never happens. BuilderX Pro’s CRM captures every enquiry, moves it through a pipeline your team actually uses, and connects sales directly to delivery — so a won deal becomes a live project without re-entering anything.
Sales managers · executives · pre-sales · business development
CRM Dashboard
Overview of your CRM performance and key metrics
Active leads
46
Active prospects
62
Deal value
₹3.54L
Total contacts
1,512
Weekly creation trends
Recent activity
Why generic CRMs don’t fit construction
Enquiries arrive across calls, WhatsApp, and Facebook — and die in someone’s inbox before anyone follows up.
Generic CRMs model SaaS deals, not construction quotations, site visits, and long buying cycles.
Sales and delivery live in different tools, so won deals get re-typed into a project sheet and details get lost.
Managers can’t see conversion by source or territory, so they can’t tell what marketing is actually working.
Everything the crm & sales module does
Lead capture & pipeline
Every enquiry lands in one place, assigned and visible.
- Facebook / Meta lead-ads capture straight into the pipeline
- Web-form and manual lead entry
- Leads in Kanban, Table & List views
- Prospects and deals with custom stages
- Contact management with duplicate detection
- Lead sources, territories & area management
- CSV lead import with a staging step
Automation & communication
Reach out from the record, and let the platform chase for you.
- WhatsApp Business campaigns, templates & scheduled dispatch
- VoIP calling & call logging via Exotel
- Meetings scheduling & management
- Follow-up and action-required queue
- Blueprint-based pipeline automation for deals & prospects
- Outbound webhooks to your other systems
Quotations & conversion
Price, propose, and convert without leaving the CRM.
- Quotation builder with PDF export
- Quote cover-page customization
- Quote package bundler & pricing packages
- Convert accepted quotes into live projects
- CRM tasks with approval flows
Reporting & control
See what’s working and coach the team on real numbers.
- User activity & KPI reports
- Conversion by source and territory
- Smart KPI scoring (Excellent → Critical)
- Role-based visibility so reps see only their own data
From start to finish
Capture
A lead arrives from a Facebook ad, web form, or call and lands in the pipeline with its source.
Qualify
Assign an owner, log calls and WhatsApp from the record, and move it through your stages.
Quote
Build a branded quotation with packages and send it as a PDF the same day.
Convert
When the client accepts, the deal converts directly into a project — no re-entry.
Questions about crm & sales
Generic CRMs are built for software and services sales, not construction. BuilderX Pro’s CRM understands construction quotations, pricing packages, long site-driven buying cycles, and — crucially — connects to project delivery, so a won deal becomes a live project on the same platform. It also includes WhatsApp automation and VoIP calling that Indian construction sales teams actually use day to day.
Yes. Facebook / Meta lead-ad forms flow directly into the pipeline with source tracking, and web-form and manual entry are supported too — so no lead is lost to a manual export.
Yes. You can run WhatsApp campaigns, templates, and scheduled dispatch, and place and log VoIP calls via Exotel directly from a contact — with the history attached to the record.
The CRM is available as an add-on on Starter and Professional plans and is included on Enterprise. See the pricing page for current details.
Ready to see the crm & sales module in action?
Book a walkthrough and we’ll show you exactly how it fits your workflow — with the rest of the platform behind it.