The Construction CRM that Win Bids
Track project bidding, manage relationships, and ensure new projects continue filling the pipeline with an all-in-one CRM for Bidding & Construction.
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Manage your entire sales process, track customer communication, connect to other workflows, and unlock dozens of features exclusive to monday CRM.
Workspace Features
Bidding Pipeline
Manage every aspect of your project bidding in an automated pipeline, processing initial bid requests to the final bid submissions.
- Manage project bidding & negotiations
- Keep cross-functional teams in sync
- Top-down pipeline overview
Company Database
Use CarbonCRM to enrich your customer relationships, curate personalized messaging, and track high-value companies.
- Segment customers & personalization
- Native data enrichment capabilities
- Effective high-value targeting
Contact Database
Manage your construction contacts and keep relationships top-of-mind in a fully customizable contact database.
- Custom-tailor your contact segments
- Set up reminders & automated outreach
- Easily query or filter your database
Metrics, KPI’s & More
Track your acquisition pipeline with customized dashboards to measure essential KPIs, report and analyze on trends, LTV, and more!
- Analyze KPIs, LTV, Trends, & more
- Metric-focused solutions for sales
- Integrated customizable KPIs
Bid Management Forms
Create and insert customizable forms anywhere in your process to in-take new bid requests, push projects across the team, and more!
- Automated and embeddable forms
- Custom-tailored for your business
- Streamline information intake
Project Bidding
Pricing Index
Ensure project profitability, estimate more accurately, and deliver bids faster with a fully customizable and integrated Pricing Index.
Tailor every variable, customize your fields and develop a proprietary catalog to monitor pricing for materials, labor, and other pertinent construction costs
Add-on Services
Take your CRM to the next level with add-on packaged services to accelerate your monday.com start. Here’s what we recommend:
Pre-built Solutions
Accelerate your workflow with CarbonSuites – the ultimate end-to-end solutions designed for maximum productivity on monday.com. Inspired by industry leaders and expertly crafted by our team, these battle-tested solutions are ready to be tailored to your exact needs.
Use this template in your monday CRM Onboarding!
Save time and get more out of your monday CRM onboarding with this industry tailored CRM workspace template.
Get started with the CarbonCRM for Bidding & Construction
Say goodbye to the busy work and hello to automation, effective customer management, and more projects in the pipeline!
Frequently asked questions
CarbonCRM is a custom-tailored customer relationship management system built on the world’s strongest sandbox for business – monday.com and powered by the monday sales CRM.
Yes. The costs associated with add-ons include the cost of the app inside monday.com and any off platform subscription. If CarbonWeb is integrating the add-on for you, that does come with additional costs.
Need More Assistance?
Our service teams are fully equipted to help, no matter the task. Get in contact with your account manager today.
