A CRM that speaks construction.
Most CRMs are built for tech sales. Construction leads come from Instagram DMs, neighbour referrals, and walk-ins at the site. This module is built around how Indian builders actually win deals.
Everything the leads (crm) module ships with.
Multi-source attribution
Instagram, YouTube, website, Google, referrals, walk-ins — track which channel actually closes deals.
Status pipeline
New → Contacted → Won/Lost. Filter by status, recency, or source in one tap.
Stale-lead alerts
Leads that go quiet for too long bubble up so they don't get lost in the noise.
Archive & auto-cleanComing soon
Archive lost leads to keep your active list clean — archived leads stay searchable and nothing is deleted. Trashed leads auto-purge after 7 days. Rules that archive quiet lost leads automatically are on the roadmap.
Notes & follow-ups
Free-form notes per lead plus structured follow-up reminders that show up where your team actually works.
Conversion into a site
When a lead becomes a deal, convert it into a Site with the contact and budget pre-filled.
What this looks like on a real site.
You spent on Instagram ads and have no idea if it worked
Every enquiry carries the channel it arrived from — Instagram, YouTube, website, Google, referral or walk-in. After a quarter you can look at the funnel by source and see not just which channel sent the most enquiries, but which one actually closed. Most builders discover their cheapest channel is referrals and their loudest one is the least profitable.
A serious enquiry goes cold because nobody followed up
A client who asked for a quote in March and heard nothing until May is a lost job. Leads that go quiet past your threshold surface automatically instead of sinking down a list, and structured follow-up reminders sit alongside free-form notes on each lead, so the next person to pick it up knows what was already discussed and what was promised.
The enquiry becomes a deal and someone re-types everything
When a lead is won, convert it into a site directly — contact details and budget carry across, so nobody re-keys a phone number or loses the agreed figure between the sales conversation and the project file. The source attribution stays attached, which is how you eventually learn what a lead from each channel is actually worth.
Leads (CRM), answered.
How is this different from a normal CRM?
General CRMs are modelled on software sales — long pipelines, quota forecasting, deal stages that mean nothing on a construction enquiry. This is built around how Indian builders actually win work: enquiries from Instagram DMs and neighbour referrals, a short new-contacted-won pipeline, and a direct path from a won lead into a live project.
Can I customise the statuses and sources?
Yes. Lead statuses and categories are configurable per account, so you can match the language your sales team already uses rather than adapting to ours. Renaming a status does not break historical leads or the funnel report.
What happens to leads we lose?
You archive lost leads to keep your active list honest — archived leads are not deleted; they stay searchable and still count in your funnel reporting, which matters when you are trying to work out a real conversion rate per channel rather than a flattering one. Anything you trash is auto-removed after 7 days. (Rules that archive quiet lost leads automatically are on the roadmap.)
Can my sales team see leads without seeing project finances?
Yes. Access is role-based and module-gated. A sales user can work the lead pipeline without seeing vendor bills, the ledger, payroll or per-site margin. Range filters in reports respect the same gating, so sales sees lead rows and finance sees money rows.