Pillar 5 · Client & Sales
From prospecting to retention, master your construction client relationships
Construction-specific CRM, visual sales pipeline, automated reminders, frame contracts and client portal — centralise your entire sales relationship.
Visual
Drag-and-drop sales pipeline by stage
Automatic
Quote reminders and sales follow-up
White label
Client portal with online viewing and payment
The problem
Why construction businesses lose clients and opportunities
Scattered contact books, forgotten follow-ups, no pipeline visibility — generic tools don't understand construction sales relationships.
Prospects lost in emails and phone calls
No visibility on the sales pipeline and opportunities
Forgotten manual follow-ups — quotes unanswered for weeks
No centralised client history to adjust quotes
Key features
Everything you need to manage your construction client relationships
From first contact to retention, every step of your sales relationship is structured and automated.
Construction-specific CRM
Centralise all your clients, contacts and site histories. Complete client record with projects, quotes, invoices and interactions — all in one place.
Visual sales pipeline
Track every prospect from first contact to signature. 7-stage drag & drop Kanban view, pipeline revenue, conversion rate and average time to close.
Automated quote reminders
Set up your quote reminder sequences (D+3, D+7, D+15). Push notifications, personalised emails and conversion rate tracking.
Frame contracts
Manage your frame contracts with ceilings, deadlines and renewals. Real-time consumption tracking and alerts before overrun.
Online client portal
Give your clients a dedicated space to view quotes, invoices, site progress and documents. Integrated online signature and payment.
Client satisfaction and retention
Track client satisfaction per project and per team member. Integrated NPS score, interaction history and automatic recommendations.
Pipeline KPIs and conversion
Four ENTERPRISE+ indicators measure your pipeline at a glance: total pipeline revenue, overall conversion rate, average time from first contact to signature, number of active prospects.
Client companies for public tenders
Link your client companies to public tenders. Complete response history, success rate and won contracts tracking.
Your week with Constrigo
A typical week: from prospecting to signed contract
CRM, pipeline, reminders and client portal — every day, Constrigo structures your construction sales workflow.
- Monday
Add a new prospect to the construction CRM
Complete client file with history, contact details and trade labels
- Tuesday
Move your opportunities through the visual pipeline
Drag-and-drop pipeline, customisable stages per trade
- Wednesday
Automatic quote reminders go out to prospects
Configurable reminder sequences, visible conversion rate
- Thursday
Create a frame contract for a recurring client
Negotiated terms saved, preferential rates applied automatically
- Friday
Your client views quotes and invoices on the portal
White-labelled portal, integrated signing and payment
Comparison
Constrigo vs traditional client management tools
| Competitor | Limitation | Constrigo |
|---|---|---|
| Excel / Carnet | No pipeline, no reminders, contacts scattered across files | Construction CRM + visual pipeline + integrated automated reminders |
| Salesforce | Complex generic CRM, not suited for construction trades, high cost | CRM built for construction — projects, lots, sites and quotes linked to clients |
| Batigest | Basic client management, no sales pipeline nor client portal | Kanban pipeline + client portal + frame contracts + opportunity scoring |
Who uses the Client & Sales module?
From the tradesperson tracking every prospect to the sales assistant chasing quotes — every role finds its CRM tools in Constrigo.
Sales-focused construction owner
- 360° client record centralising quotes, invoices, projects and payments — full history on one screen
- A→F risk scoring before every quote to spot poor payers before committing
- Visual pipeline of live opportunities — from first contact to signed quote, nothing slips through
Construction business developer
- Automatic follow-up alerts at D+3, D+7, D+15 — no more sticky notes to remember a prospect
- Full interaction history per client: calls, emails, site visits, quotes sent
- ENTERPRISE+ pipeline KPIs: total pipeline revenue, overall conversion rate, average time to close and active prospects on one screen
Sales assistant
- Automated quote follow-ups by email — unanswered quotes receive a reminder without manual intervention
- Export client records to PDF for preparing the salesperson's field meetings — guaranteed up-to-date data
- Real-time quote→project conversion rate tracking — identify bottlenecks in the sales cycle
Interface preview
CRM by construction trade
Every construction trade prospects and sells differently. Constrigo adapts the pipeline, follow-ups and scoring to your field reality.
Masonry
- Dedicated pipeline for house extension, fencing and terrace — each project type has its own sales cycle
- Pre-quote technical site visit with geotagged photos attached to the prospect record
- End-to-end traceable prospect→quote→project conversion — the salesperson knows where each deal stands
Your objections, our field-tested answers
"I don't need a CRM, I know my clients by heart"
How many quotes went without a follow-up this month? The A→F scoring detects poor payers BEFORE the quote — not after the unpaid invoice. An average tradesperson lets 3 quotes per month slip without follow-up, roughly £10,000 in missed revenue per quarter.
"I follow up when I remember"
A quote not followed up at D+7 loses 40% conversion probability (construction software industry data). Constrigo sends follow-ups at D+3, D+7 and D+15 automatically — you stop losing deals because you were on site.
"My phone and a notebook are enough"
1 in 5 quotes ends up forgotten in the notebook — roughly £12,000 in lost revenue per year for an average tradesperson. The notebook does not alert you when an F-rated client requests a quote, and the phone does not calculate your conversion rate. Constrigo does both without changing your field habits.
Referral program
Refer your construction peers, earn free months of subscription
Share your unique referral link: every peer who subscribes earns you a free month, and gets a 21-day trial instead of 14. Simple, concrete, no paperwork.
Unique link and QR code
Every company gets its own referral link and QR code, to share by WhatsApp or email, or print on your site materials.
One free month per converted referral
As soon as a referral moves to a paid subscription, you receive one free month of subscription. Up to 12 free months per year.
21-day trial for your referrals
A peer who signs up via your link gets a 21-day trial instead of 14: more time to adopt the tool with confidence.
Track your referrals
Track each referral's status — invited, in trial, converted — and the free months earned. The referral's name stays masked until conversion.
Your referral link
Unique to your company. Share it or print it on your site materials.
Invited
5
In trial
2
Converted
1
Months earned
1
Next free month applied on July 12, 2026.
Referral history
The name stays hidden until your referral subscribes.
Company
Status
Invited on
Converted on
Verified integrations
Pennylane
Accounting
Stripe
Payment
Yousign
E-signature
Brevo
Sales emails
“I've got 30 live quotes going at any time. Before, I'd inevitably lose track of some. The pipeline shows me which one to chase up, which is signed, which is waiting on a site visit. No more prospects slipping through the cracks.”
Chargé d'affaires
Renovation · PACA
FAQ about construction CRM
All about Constrigo's Client & Sales module.
Constrigo assigns a score from A (excellent payer) to F (high risk) to each client, based on their payment history, track record and INSEE data. The score is displayed before every new quote to help you assess the risk of non-payment.
Constrigo assigns a score from A (excellent payer) to F (high risk) to each client, based on their payment history, track record and INSEE data. The score is displayed before every new quote to help you assess the risk of non-payment.
The pipeline is a 7-column Kanban board — New, Contacted, Quote Sent, Negotiation, Won, Lost, No Follow-Up. Drag each prospect from one column to the next. At the Won stage, one click creates the client record. ENTERPRISE+ KPIs display pipeline revenue, conversion rate and average time to close.
The pipeline is a 7-column Kanban board — New, Contacted, Quote Sent, Negotiation, Won, Lost, No Follow-Up. Drag each prospect from one column to the next. At the Won stage, one click creates the client record. ENTERPRISE+ KPIs display pipeline revenue, conversion rate and average time to close.
Constrigo integrates the essential CRM features for construction: 360° client record (quotes, invoices, projects, payments), opportunity pipeline, client scoring and outstanding balance alerts. Unlike generic CRMs, everything is connected to the quoting, invoicing and project modules.
Constrigo integrates the essential CRM features for construction: 360° client record (quotes, invoices, projects, payments), opportunity pipeline, client scoring and outstanding balance alerts. Unlike generic CRMs, everything is connected to the quoting, invoicing and project modules.
MOA profiles (public and private project owners) are pre-filled from public INSEE data. You get the SIRET number, address, business sector and financial information to quickly qualify your prospects.
MOA profiles (public and private project owners) are pre-filled from public INSEE data. You get the SIRET number, address, business sector and financial information to quickly qualify your prospects.
A frame contract sets negotiated terms with a recurring client (rates, discounts, payment terms). Constrigo automatically applies these terms to every new quote for that client, avoiding errors and speeding up quote creation.
A frame contract sets negotiated terms with a recurring client (rates, discounts, payment terms). Constrigo automatically applies these terms to every new quote for that client, avoiding errors and speeding up quote creation.
À propos de Constrigo
Construction CRM: manage your clients and sales pipeline without extra tools
Client relationships in construction are often managed informally: contacts in the phone, history in the owner's head, follow-ups based on gut feeling. Constrigo's Client & Sales module structures this relationship with a 360° client record that centralises quotes, invoices, payments, projects and communication history in one place.
The A→F client scoring, based on payment data and INSEE information, lets you assess the risk of non-payment before sending a quote. The sales pipeline displays your prospects on a 7-stage Kanban board — from New to Won — with drag-and-drop. ENTERPRISE+ KPIs (pipeline revenue, conversion rate, average time to close) and exceeded credit limit alerts prevent nasty surprises.
MOA (project owner) profiles are pre-filled from public data, speeding up prospect qualification. Unlike generic CRMs such as HubSpot or Salesforce, Constrigo's CRM is natively connected to the quoting, invoicing and project modules — every piece of information flows without re-entry. Whether you are a tradesperson looking for a structured client book or a construction SME managing hundreds of relationships, Constrigo transforms your sales management.
Turn your prospects into loyal clients
Trade CRM, visual pipeline, automated reminders and client portal. Constrigo centralises your entire construction sales relationship from first contact to frame contract.