Centralise lead data and tender tracking to ensure your sales team and estimators stay aligned from the first handshake to the final contract.
Capture every opportunity in one place to eliminate data silos and ensure no follow-up falls through the cracks.
Analyse which project types and clients yield the highest margins with real-time pipeline intelligence.
Standardise follow-ups and tender deadlines to maintain a competitive edge and never miss a submission.
Convert won tender into active projects instantly, carrying over all historical context and client preferences.
Pipeline visibility
Move beyond guessing your year-end numbers by visualising your entire project pipeline.
Monitor total tender volume and estimated contract values in real time.
Identify bottlenecks in the estimating process before they impact the program.
Prioritise high-value opportunities based on historical win data.
Explore Procore AI
Client relationships
Build a repository of client intelligence that helps you win the next job before it goes to market.
Access historical project performance for specific owner-developers.
Store key contact details and communication registers across the company.
Use past success to build more persuasive, data-backed proposals.
Explore Estimating
Easier handoffs
Ensure the site team knows exactly what the sales team promised during the tendering phase.
Carry over documents and lead notes directly into the project record.
Reduce rework caused by missing ‘handshake’ information.
Start projects faster with automated data migration from the CRM stage.
Explore Project Management
Mobile sales
Empower your business development team to act on information while they are on site.
Update lead status and add site photos directly from a mobile device.
Access client contact info on the go to facilitate quick follow-ups.
View the latest tender documents without needing a laptop.
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A construction CRM is built for the ‘bid hit’ nature of the industry rather than a traditional retail sales funnel. While general tools track contacts, a construction-specific CRM like Procore integrates with construction tendering workflows to track project-specific variables, estimators and profit margins.
Procore manages the CRM life cycle through its Preconstruction and Tender Management solutions. This allows contractors to track leads and opportunities, manage the construction estimating process and eventually convert those wins into live projects on the same platform.
Yes, Procore’s tools allow you to analyse which clients or project types have the highest win rates. This ‘Pipeline Intelligence’ helps firms stop wasting resources on ‘low probability’ tenders and focus on the work that drives growth.
The best CRM for commercial HCs is one that doesn’t silo sales data from project execution. Procore is designed for the commercial sector, where complex handoffs and multi-month tendering cycles require a unified platform to maintain data integrity.
Yes, through the Procore mobile app, business development teams can capture new leads, check tender statuses and access client contact information while on site, ensuring the pipeline is always updated in real time.
By using a CRM that links to your Estimating and Project Management tools, you can track the ‘estimated vs actual’ profit from the moment a lead has been created. This ensures your sales team is tendering on profitable work rather than just chasing volume.
If you can send an email, you can use Procore. Streamlined construction is really that simple.
