AI Powered CRM, ERP & Workflow Automation for Contractors

We connect your CRM, ERP, and project management tools with custom AI workflows—eliminating repetitive work so you can focus on building.

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Service 01

Bid Follow-Up Automation

AI agents that track bid status, send timed follow-ups, and alert your team when decisions are made — so you never lose a job to silence again.

Typical result: 3x more bid responses within 30 days

Key Benefits

  • Automated email sequences after bid submission
  • Personalized follow-ups based on project stage
  • Track opens, clicks, and responses in one dashboard
  • Close more deals by staying top-of-mind
Get Started with Bid Follow-Up
n8n automation workflow for bid follow-up email sequences and notifications for construction contractors Bid board admin panel showing bid tracking status and client notification interface for construction contractors

Service 02

Pipeline Intelligence

Know exactly which bids to chase and which to pass on. AI scores every opportunity based on your win history, project fit, and relationship strength so you focus your energy on high-value work.

Typical result: Focus on the top 20% of bids that drive 80% of revenue

Key Benefits

  • AI-scored opportunity ranking by win probability
  • Dashboard showing pipeline value and conversion rates
  • Alerts when high-priority bids need attention
  • Historical win/loss analysis to improve hit rate
Get Started with Pipeline Intelligence
Pipeline intelligence automation workflow showing AI-scored bid tracking and follow-up system for construction contractors Bid board admin panel displaying active construction bids with status tracking, due dates, and assigned general contractors

Service 03

Proposal & Document Automation

Stop copying and pasting between spreadsheets and Word docs. Our systems pull data from your estimates and generate complete proposal packages — cover letters, scope summaries, and pricing breakdowns — in seconds.

Typical result: Proposals completed in minutes, not hours

Key Benefits

  • Auto-populate proposal templates from estimate data
  • Generate cover letters tailored to each GC
  • Create scope summaries from bid documents
  • Produce professional packages that win confidence
Get Started with Proposal Automation
Proposal submission form showing automated bid and document generation for construction contractors

Real Results from Real Contractors

Typical outcomes from our automation deployments.

“We went from submitting 8 bids a week to 25 — without adding staff. The ROI was immediate.”

Mike R.
Drywall Contractor, TX

“I was drowning in takeoffs and proposals. Now I focus on relationships and the AI handles the paperwork.”

Sarah T.
Acoustical Ceilings, FL

How It Works

Three steps from chaos to clockwork.

01

Audit

Book a free discovery call. We map your current workflows, identify bottlenecks, and quantify the hours your team loses to manual processes every week.

02

Build

We design and build custom automation workflows tailored to your operations — bid tracking, submittal processing, PM coordination — integrated with the tools you already use.

03

Launch

Your automations go live with full training and support. We monitor performance, optimize triggers, and ensure your team actually adopts the new system.

Frequently Asked Questions

No. Our automations integrate with the tools you already use — email, spreadsheets, and your existing PM software. You won't need to learn anything new. We handle all the technical setup.

Most clients are live within 2 – 3 weeks. We start with an audit of your current workflows, build your custom automations, and launch with full training and support.

We work with virtually any tool — Procore, PlanGrid, Bluebeam, Excel, Outlook, Gmail, and more. If your tool has email or an API, we can integrate it. We'll confirm compatibility during the audit.

Pricing depends on the scope of automation. Most projects start with a single workflow and scale from there. Book a free discovery call and we'll give you a clear quote — no surprises.

We monitor your automations and fix issues before you notice them. Every client gets ongoing support — you're never left troubleshooting on your own.

Ready to Win More Bids?

Book a free discovery call. We'll map your workflows and show you exactly where automation can save your team 10+ hours a week.

Get Free Automation Audit

Or view our project case studies to see these services in action.