EngageSuite360 is the CRM for construction companies, with super intelligence built in: a ready-made construction pipeline (Lead → Site Visit → Estimate → Bid Submitted → Won → Scheduled → In Progress → Complete), Ask CRM on your own bids and jobs, and Jackie, your construction agent, drafting the follow-ups and workflows a contractor runs. Track every bid, GC, sub and job in one place, set up the day you sign in.
This is the exact deal pipeline the Construction template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Jobs & Bids, with fields and terminology tuned to construction.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your jobs & bids. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Jobs & Bids, with fields for the work construction teams actually do. Ready when you sign in.
Ask “Which deals in “Estimate” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows construction: your pipeline, your jobs & bids and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “new estimate”.
Then Assign it to the right person and set a task to book an estimate visit.
When A deal has sat in “Estimate” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Complete”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Jackie knows construction inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows construction teams run. Ask Jackie anything right here, by chat or live by voice.
Jackie also answers the phone for construction businesses and writes every call into this CRM — add Jackie as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
The agent manages subcontractor schedules, sends reminders, tracks confirmations, and auto-fills cancellations from the standby list before the gap costs a day.
AI tracks purchase orders against the schedule, confirms delivery dates, suppliers.
The agent pulls subcontractor quotes automatically, runs quantity takeoffs from digital plans, and generates the first draft of the bid spreadsheet — all before the senior estimator opens the file.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Construction problems, one at a time — what changes when an AI agent handles them.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Construction template sets up your own pipeline (Lead → Site Visit → Estimate → Bid Submitted → Won → Scheduled → In Progress → Complete), your records and fields in construction terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Estimate” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with construction expertise: it knows your pipeline, your jobs & bids and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the Construction template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Yes. In EngageSuite360, each bid is a deal on the construction pipeline with its dollar value, the GC or owner it belongs to, the estimate document attached, and follow-up tasks. Reports show open bid value, win rate, and which lead sources produce jobs.
Yes. Subcontractors and suppliers are companies with their own contacts, notes, and activity history — so who did what on which job, and who to call for the next one, is never in someone's head or a truck-cab notebook.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Jackie and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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