M-01
Sales
A bid pipeline built for construction. Track every tender, qualify fast and convert winning quotes into live projects in one click.
12hrs
Saved per week, per PM
Sales, estimating, project delivery, workflow and maintenance — one connected platform so nothing falls through between your trades. Your workspace lives at yourcompany.dynamiccrm.com.au.
Trusted by contractors, builders & specialist trades
Bids live in a spreadsheet. Projects on a whiteboard. Estimates in email threads. The client record exists in four places and matches in none.
DynamicCRM is one thread — from the first inquiry to the final warranty callout. No re-entry, no lost change orders, no margin leak.
See how it connectsBid won in one tool, estimated in another, delivered on a whiteboard
One record from first call to final handover
Change orders lost in email, margins leak on every job
Approved changes flow straight into cost tracking
Handover ends the relationship — no service follow-up
Warranty, work orders & service portal keep clients for life
Start with one module and switch on the rest as you grow. Your clients, jobs and history carry across all of them.
A bid pipeline built for construction. Track every tender, qualify fast and convert winning quotes into live projects in one click.
Schedule crews, manage RFIs, log daily progress and coordinate subs — from groundbreaking to handover without leaving DynamicCRM.
Build accurate, margin-controlled bids using a reusable cost library and assemblies. Send a polished proposal in minutes.
Automate the busywork that slows teams down — approvals, hand-offs, stage gates and notifications that fire on your rules, not by memory.
Keep clients for life. Warranty, work orders, preventive schedules and a service portal long after handover.
DynamicCRM follows the natural rhythm of a job. Each stage hands clean data to the next — no re-entry, no margin leak.
Centralize leads, inquiries and tenders. Every contact, site and document lives in one client record from day one.
Turn scope into a costed, profitable bid using saved rates and assemblies. Send a polished proposal without leaving the platform.
Win the job and the estimate becomes the project plan. Schedule crews, manage changes and track progress to handover.
Handover becomes a service relationship. Warranty, work orders and preventive plans keep clients coming back.
Generic CRMs don’t understand retentions, RFIs or change orders. DynamicCRM was designed from the ground up for how builders actually work.
Sales, delivery, estimating and service share the same records — no more copy-pasting between five tools.
Log site notes, snap progress photos and approve change orders from the cab, the scaffold or the office.
See pipeline value, project health and margin at a glance — updated the moment your crews update the field.
Versioned plans, RFIs and submittals attached to the right job, so the latest set is always the one in hand.
Build approval chains and triggers around your process instead of bending your team to the software.
Role-based access, audit trails and encryption keep client and financial data exactly where it belongs.
We replaced three tools and a wall of spreadsheets. The estimate that wins the job becomes the project plan automatically — that alone paid for the year.
Takeoffs that took half a day now take twenty minutes. Our cost library means every estimator bids the same numbers, and margins hold from bid to handover.
The maintenance module turned our warranty headaches into recurring service revenue. Clients see one portal from first quote to their tenth callout.
Yes. Most teams begin with Sales or Estimation and switch on Construction, Workflow and Maintenance as they grow. Your clients, jobs and history carry across every module you add.
Small teams are usually live within a week. We import your existing contacts, jobs and cost data, configure your pipeline stages and approval rules, and train your crew on web and mobile.
Absolutely. Bring contacts, projects, price books and documents from spreadsheets or other systems. Our team maps your data so nothing is lost in the move.
DynamicCRM is fully responsive and built for the field. Capture daily logs, photos, RFIs and approvals from any phone or tablet — even with patchy signal, syncing when you reconnect.
Book a 30-minute demo and we’ll build a workspace around your real pipeline, projects and estimates — not a generic slide deck.
No credit card required · 14-day full-feature trial · Cancel anytime