Development of CRM for apartment renovation and construction company

When a repair company needs its own CRM

If there are few applications, and the sale goes through standard stages, you can start with a ready-made CRM. In-house development makes sense when one client manages several objects, the estimate changes after measurement, and the sale continues in the production process. Here, one transaction card is often not enough: separate objects, versions of documents and foreman rights are needed.

The first step before development: analyze one completed and one problematic order. Who accepted the request, how did they schedule the measurement, where did they agree on the price, when did they receive the advance payment? These two routes will give more requirements to the system than a large list of functions without connection to work.

How to arrange the path from application to delivery of the object

1. Appeal. The contact, object address, source and owner are saved. A repeated message complements the card, rather than creating another customer.
2. Freeze. The manager sets a time, the measurer attaches photographs and dimensions. Cancellation or postponement leaves history.
3. Estimate. Works and materials are associated with a specific version. The change in volume after the contract is recorded separately so that the old amount does not disappear.
4. Agreement and payment. Agreed milestones, expected receipts and actual payments are visible. The client's prepayment is not mixed with the proceeds for completed work.
5. Execution. The foreman receives tasks for the facility, attaches the results and notes readiness. Additional work requires approval.

What to include in the first version

For the first launch, a funnel, client and object cards, a measurement calendar, tasks, an estimate template and a transaction report are usually enough. It is better to allocate warehouse accounting, assignments to teams and cost calculations to the next stage if the team does not yet maintain reliable primary data. There is a separate direction for this ERP and operations.

We evaluate the connection of a website, Telegram, telephony or marketplace after checking the access and API of a particular service. We do not promise to automatically transfer correspondence from any personal account. In the prototype we will show which channels can be linked and where manual operation remains.

How to check the result before acceptance

• A repeat application with the same contact is contacted with the existing customer.
• Transferring a measurement updates the calendar and notification; the old time does not remain occupied.
• The foreman sees his objects and does not gain access to other people's financial data.
• After editing the estimate, you can restore the agreed version.
• An unpaid stage does not turn into a paid stage from repeated notification.
• Data can be downloaded and the backup can be restored.

Cost and next step

CRM development in a studio starts from USD 50,000. This is the start of a direction, and not a fixed price for the entire construction system: the number of roles, the estimate module and external integrations are calculated according to the composition of the project. First, we will show a free prototype in 48 hours, then we will fix the volume, cost and deadline.

Yes interactive demo of CRM for repair studio on fictitious data. It demonstrates the funnel and the work of the manager, and is not presented as implementation at a construction client. For discussion, prepare an example of an estimate without personal data and the stages of your order.