CRM for Construction Material & Contractor Sales
Selling into construction means chasing site visits, building bill-of-quantities quotations, and managing a dealer network that stocks and resells your product. Lavisho TT ties site visit reports, BoQ-based quotations, and dealer relationships together so sales teams can move from a site walkthrough to a signed order without losing details along the way.
What does a construction sales CRM need to do differently?
Construction sales revolve around site visits, bill-of-quantities pricing, and dealer or contractor relationships rather than simple retail orders. Lavisho TT's BoQ builder lets reps quote per line item, its pricing intelligence suggests pricing from historical data, and GPS-verified site visits plus dealer account management keep contractor relationships and project pipelines organised in one CRM.
Sales challenges in construction
- Site visits are logged informally, with no record of what was discussed or measured on site
- BoQ-based quotations are built manually in spreadsheets for every project, wasting hours
- Dealer and contractor networks are managed on personal relationships with no shared record
- Competitor pricing on materials is tracked in someone's memory rather than systematically
- Discount decisions on large project orders lack a clear approval trail
- Long project sales cycles make it hard to see which deals are actually progressing
How Lavisho TT fits construction sales teams
BoQ builder for project quotations
A BoQ builder per lead lets reps quote construction projects line-by-line, matched against past specifications.
Site visit tracking
GPS check-in with geofencing and customer visit reports document every site visit, including photos and voice notes.
Pricing intelligence for competitive bids
Competitor price file upload with AI extraction and median-based suggested pricing help reps bid competitively on materials.
Dealer and contractor account management
Dealer and contractor accounts, contacts, and deal history stay in one CRM instead of scattered site-office notebooks.
Discount and quotation approvals
Discount approval chains and automated PDF quotation numbering keep large project pricing decisions auditable.
Long-cycle pipeline tracking
The kanban pipeline with stalled-pipeline digests flags project deals that have gone quiet for too long.
Route planning for site coverage
Route planning and territory routing help reps sequence site and dealer visits efficiently across a project region.
Field-to-cash workflow for this industry
- 1
Visit the site
Reps GPS check-in at the project site and log a visit report capturing measurements, requirements, and photos.
- 2
Build the BoQ quotation
The BoQ builder turns site requirements into a line-item quotation, checked against pricing intelligence and past bids.
- 3
Route the discount for approval
Larger discounts on project orders route automatically through the discount approval chain before the quote is issued.
- 4
Track the deal to close
The pipeline follows the project deal through long sales cycles, with stalled-pipeline digests keeping it from being forgotten.
Use cases
- Quoting construction materials against a bill of quantities per project
- Logging and photographing site visits for ongoing projects
- Managing dealer and contractor networks that resell construction materials
- Tracking competitive material pricing across multiple bids
- Approving discounts on large project orders with a clear audit trail
- Following long project sales cycles without losing track of stalled deals
Frequently asked questions
Can we build a bill-of-quantities quotation inside the CRM?
Yes. The BoQ builder lets reps quote per line item for a project, matched against specifications and pricing history.
How do we track site visits to construction projects?
GPS check-in with geofencing and customer visit reports capture the location, time, and notes of every site visit, with photo and voice note support.
Can we manage dealers that resell our construction materials?
Yes. Dealer accounts and contacts track orders, deals, and visit history separately from direct project customers.
How does pricing intelligence help with competitive bids?
Upload competitor price files and the system extracts pricing with AI, matches specifications, and suggests pricing based on historical medians.
Do long project sales cycles get lost in the pipeline?
No. Stalled-pipeline digests flag deals that have not moved recently, so reps and managers can follow up before a project goes cold.
Can large project discounts require approval?
Yes. Discount approval chains route pricing above set thresholds to the right approver, logged in an immutable audit trail.
Can reps work at remote construction sites without signal?
Yes. Visit logging is offline-first, so site visits and notes are saved and synced once a connection is available.
Related pages
Related products
- Pricing Intelligence
Build a BoQ per lead, extract competitor prices with AI and get suggested pricing based on your own historical outcomes.
- GPS Field Tracking
See where reps check in, verify visits with geofencing and selfies, and catch suspicious activity with an anomaly audit map.
- Sales Pipeline Management
A kanban pipeline with saved views, stalled-deal alerts and win/loss intelligence so nothing stalls silently.
- CRM Software
Track leads, accounts, contacts and multi-product deals in a single kanban pipeline built for teams that sell in person and online.
- Field Force Management
Give managers visibility into every customer visit with GPS check-ins, route planning and offline-first mobile logging.
Related solutions
- Dealer Management
Businesses managing a dealer network across territories that need visibility into quotes, visits, and renewals per dealer.
- Field Sales Reps
Field sales reps who spend their day visiting customers and need a phone-first tool, not a desktop CRM.
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