Case Study · Construction CRM · SMB Builders
A CRM built for builders — not bent to fit one
Small and medium builders shouldn't run their business from a patchwork of Excel sheets and missed WhatsApp messages. We built a fully custom CRM and operations system on Microsoft Power Platform — covering the entire builder workflow from first lead to final payment.
8
Integrated modules on one platform
40%
Faster lead follow-ups
Zero
Spreadsheets in the sales process
One
Source of truth across the business
What they were dealing with
Running a builder business from Excel and WhatsApp
Manual lead tracking in Excel — leads dropped, follow-ups forgotten, no pipeline visibility
Delayed customer follow-ups costing real business to competitors who called back faster
No centralized project visibility — site progress lived in the site manager's head
Scattered customer communication across calls, WhatsApp, and email with no record
Site visit coordination done by phone — no scheduling, no confirmation, no tracking
Payment and quotation follow-ups missed because there was no system to remind anyone
The platform in action
Every lead source feeds one connected pipeline — from first enquiry to deal closed
Lead Sources
Walk-in
Website
Referral
Step 01
Lead & CRM
Sales Pipeline
Step 02
Site & Project
Operations
Step 03
Quotes & Pay
Commercial
Step 04
Vendors & Ops
Back Office
Outcome
Deal Closed
Faster. Tracked.
40%
Faster follow-up
Zero
Manual work
Built on
What changed for the business
Business results
40% faster lead follow-ups — automated reminders mean no lead waits more than a set window
Complete pipeline visibility — management sees every live lead, its stage, and next action in one dashboard
Site visit scheduling fully digital — zero phone coordination, automated confirmations and reminders
Project progress centralized — site managers log updates in the app; office sees it in real time
Quotation-to-payment tracked end-to-end — no more missed payments or chased receivables
Vendor approvals automated — multi-step workflows replace manual email and paper chains
Customer communication logged — every call, visit, and message is on the customer record
One platform for the whole business — sales, projects, finance, and vendors connected in Dataverse
From spreadsheets to a real business platform
Every part of the builder workflow, connected
8
Modules unified
40%
Faster follow-ups
Zero
Spreadsheets