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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
Ready to clean up your CRM workflow?
Book a CRM Workflow Audit and see where leads, follow-ups, reporting, or disconnected tools can be fixed first.
CRM for Construction Companies That Connects Bids, Jobs, Field Teams and Accounting
Most contractors don't lose work because they lack software. They lose it in the handoffs: a bid that never got followed up, a change order that never reached accounting, a superintendent working from last week's schedule. Hexagon builds and connects construction CRM systems that keep leads, bids, projects, field crews and financials in step. We also build and run our own construction-first CRM, Arches CRM, so we know what a contractor's day actually looks like.
Is your current setup costing you jobs?
If two or more of these sound familiar, the problem usually isn't the people. It's the gaps between your systems.
What a construction CRM should handle
We design around how your company wins and runs work, from first contact to final invoice, and connect it to the tools your teams already use.
Lead, bid and pipeline management
Capture leads, bid invitations and referrals in one place. Track every bid by stage, estimator, due date and value, with automatic reminders so nothing goes cold. See win rates by client type, project type and estimator.
Estimating and proposal handoff
Carry scope, quantities and pricing from the estimate into the proposal and the awarded project without re-keying. Generate proposals from templates and track when the client opens them.
Project and job tracking
Turn a won bid into a project with milestones, budgets, contacts and documents attached. Give project managers one view of status, open items and risk across every job.
Field teams, subcontractors and mobile
Mobile apps and portals for superintendents, crews and subcontractors: daily logs, photos, schedules, punch lists and approvals that sync back to the office in real time.
Change orders and accounting sync
Route change orders for approval and push them to accounting automatically, so billing, cost and margin stay current. We connect to QuickBooks, Sage, Xero and ERP systems through their APIs.
Dashboards for owners and managers
Pipeline, backlog, job margin, cash position and crew utilization in one dashboard, updated automatically instead of rebuilt in a spreadsheet every month.
Choose the path that fits your company
Start on Arches CRM
Our own CRM, built construction-first and running in production. We configure it to your bid stages, project types and roles, so you launch faster and with less risk than building from scratch. Your data stays yours.
Build a custom construction CRM
When your process is your competitive edge, we build a CRM around it: your workflows, your approvals, your reports, with the source code owned by you. See our custom CRM development services.
Fix and connect what you have
Already on Salesforce, HubSpot, Dynamics 365 or Zoho? We clean up the setup, automate the busywork and connect it to Procore, accounting and your field tools. See CRM rescue.
Systems we connect your CRM to
If a system has an API, we can connect it. These are the ones construction teams ask about most.
What this work has delivered
Our client work is covered by NDAs, so we share outcomes here without names. Detailed walkthroughs and references are available on a call.
Scheduling, routing and parts in one system
Two field service companies replaced manual technician schedules with automated scheduling and real-time routing, live parts tracking and repair-or-replace P&L reporting, with iOS and Android apps for technicians, schedulers and admins.
One dashboard instead of a dozen logins
We connected 15 data points from the group's ERP into a single management dashboard used daily by more than 50 people, alongside a portfolio of property websites rebuilt in weeks.
Fewer clashes, less rework
BIM models across architecture, structure and MEP with clash detection, plus AutoCAD and Revit documentation, helped a multi-building program catch design conflicts before they reached the field.
Accounting connected, invoices automatic
A billing application with connectors to QuickBooks, Xero and Wave and automated multi-currency invoicing replaced a manual, error-prone process across several countries.
How a construction CRM project runs
Free 30-minute review
Walk us through how a lead becomes a job and where it breaks today.
Workflow map
We map bids, handoffs, approvals and systems, and agree what to fix first.
Scope and estimate
A clear scope, timeline and estimated cost before any work starts.
Build in sprints
Working software every few weeks, reviewed with your estimators, PMs and field leads.
Launch and support
Data migration, training and ongoing support so adoption sticks after go-live.
Construction CRM questions, answered
What is a construction CRM?
A construction CRM manages the relationship side of a contracting business: leads, bid invitations, estimates, proposals, clients, architects and subcontractors. A good one also hands awarded work to project management and accounting, so the sales pipeline, backlog and job margin stay connected.
Can you show proof that you deliver for construction companies?
Yes. Because our client work is under NDA, we publish outcomes without names on this page. On a call we walk through relevant projects in detail, show working software, including our own construction-first CRM, Arches CRM, and can arrange references where clients agree.
Do you integrate with Procore?
Yes. Procore has an open API, so we can sync projects, contacts, budgets, change orders and documents between Procore and your CRM. We scope exactly which records move in which direction during the workflow map.
Should we use Arches CRM or build a custom CRM?
If your bid-to-project process is close to how most contractors work, starting on Arches CRM is faster and lower risk because the foundation is already built and running in production. If your process is unusual or is your competitive edge, a custom build makes sense. We'll recommend one honestly in the free review.
We already use Salesforce, HubSpot or Dynamics. Do we have to switch?
No. Most of our CRM work improves and connects systems companies already own. Switching only makes sense when the current platform can't support your process at a reasonable cost.
How much does a construction CRM cost?
It depends on scope: how many workflows, users, integrations and how much data migration is involved. After the free review and scoping we give you an estimated cost and timeline before any work begins.
How long does it take?
Configuring Arches CRM or fixing an existing CRM is usually a matter of weeks. A custom construction CRM with several integrations typically takes a few months, delivered in working increments so your team uses it early.
Who owns the data and the code?
Your data is always yours. On custom builds you own the source code. On Arches CRM, Hexagon maintains the platform and your data belongs to you.
Find out where your bids and jobs are slipping, in 30 minutes
Meet directly with our team. Walk us through how work flows from lead to final invoice, and leave with a clear recommendation, whether or not you work with us.
Book a Free 30-Minute Review
Pick a time below. You'll talk with our team, not a sales script, and leave with a clear recommendation on what to build, fix or connect.
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