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Tech Consulting
Build smarter technology strategies for construction
AI Business Automation
Automate repetitive work with AI-powered workflows
Business Process Automation
Streamline workflows and reduce manual processes
AI Integration
Connect AI capabilities to your existing systems
Document Automation
Automate document creation, processing, and approvals
Cost Management Software
Track project costs and control budgets in real time
Client Portal
Keep clients connected with projects and updates
Scheduling
Simplify project planning, scheduling, and coordination
Punch List & Handover
Manage defects, tasks, and project handover efficiently
Software Integrations
Connect your construction tools into one workflow

Custom CRM for a Construction Company

A custom CRM and centralized management platform for a design and construction firm that unifies client, financial, sales, and project data across the whole project lifecycle, with customizable KPIs and real-time dashboards.

Services
Discovery phase servicesUI/UX Design ServicesWeb App Development ServicesDedicated Development Team
Client
Custom CRM for a Construction Company
Location
Ukraine
Industry
IT Services for Construction Industry
Results
30%
higher sales lead conversion
25%
shorter project turnaround time
20%
higher company-wide operational efficiency
Current thumbnail
Team
React DeveloperPython Backend EngineerCloud Data EngineerAWS Cloud EngineerQA Automation EngineerTech Lead / Software Architect
Technologies
ReactJS
ReactJS
Amazon Web Services
Amazon Web Services
PostgreSQL
PostgreSQL

Client Management Suite

A centralized space for client interaction and project oversight, from the design studio to the construction site. For a firm new to sales tooling, it shows what is crm in construction in the simplest terms: one client database with real-time visibility across every account.
  • Centralized client database
  • Real-time updates on client activity
  • Transparent project oversight for every engagement
  • Extensive client management from one interface
Client Management Suite

Invoicing and Financial Management

A customized invoicing system for punctual billing and payment tracking. Built into the construction crm software, integrated expense checks and estimates keep every project budget accurate, from design work through to the build.
  • Customized invoicing for on-time billing
  • Payment tracking across all active projects
  • Integrated expense checks per project
  • Detailed estimates for accurate budgeting
Invoicing and Financial Management

Dashboards and Reporting

A dynamic dashboard showing progress across the full lifecycle, from architectural design to construction. Reporting turns the construction crm into a single source of truth, with custom analytics on project dynamics and financial health.
  • Granular insight into design and build progress
  • Custom reports on project dynamics
  • Analytics on project financial health
  • Metrics visibility for owners and employees
Dashboards and Reporting

Performance and Resource Analytics

Advanced metrics track designer and architect efficiency alongside project milestones. Like a crm for contractors running several jobs at once, it turns resource-utilization data into smarter workforce allocation across studio and site teams.
  • Designer efficiency metrics per project
  • Milestone tracking across active work
  • Resource utilization measurement
  • Data-driven workforce allocation
Performance and Resource Analytics

Lead and Sales Management

A lead management system for end-to-end lead tracking and full client visibility. Acting as construction sales management software, it pairs a dedicated sales unit with built-in contract management tools that carry a project from first enquiry through design and into the build.
  • End-to-end lead tracking
  • Full client visibility for the sales team
  • Built-in contract management tools
  • Faster sales cycle execution
Lead and Sales Management

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How We Ran This

Building a centralized platform from scratch for a non-technical client meant we owned every architecture decision while keeping the product simple to operate.

Discovery & Scoping

We opened with a discovery phase to map departments, workflows, and the KPIs each team relied on, across both the design studio and the construction side. This defined the platform's scope, the customizable metric layer, and where crm in construction would add the most value across the business.

Execution & Tracking

A dedicated team built the whole platform on ReactJS, AWS, and PostgreSQL across the client, financial, sales, and analytics modules, adding data scrapers and pipelines to automate the manual processes the company depended on.

Quality & Delivery

We delivered a full platform across sales, marketing, design, and project management, with a scalable architecture the company can extend with new services and metrics as it grows. Early results: 30% higher sales lead conversion, 25% shorter project turnaround, and 20% higher operational efficiency.

Challenges & Solutions of Building the CRM

During this project, we've faced many complex challenges. We believe that each challenge has a solution. See for yourself!
Challenge #1
Limited in-house technical expertise.
Solution #1

An intuitive interface and simplified workflows that require no technical background to operate.
Challenge #2
Overloaded manual task processing.
Solution #2

Data scrapers and automated pipelines that remove repetitive manual work.
Challenge #3
Low visibility into operations.
Solution #3

Dashboards and infographics inside the construction crm that surface live operational status across departments.

Clients say

Incora has been fantastic to work with. I find them very professional, ethical, and, responsible. I’ve worked with many developers, but Team Incora has been outstanding. This team understands what you need and what you want, and delivers on both fronts very effectively. Highly recommend working with them if you get a chance…

Dhaval Bhatt

Dhaval Bhatt

Co-founder of Squibler

Incora has been great at understanding our company and the work we want to do. They took the time to understand who we were and didn’t rush or make suggestions that didn’t make sense. They keep delivering what they promise and are very helpful and easy to work with — there haven't been any complications. I don't think there's anything they can improve on — they’re getting better and better over time. Just tell them what you want, and they'll try to work around your expectations.

Fred Macedo

Fred Macedo

Head of Engineering, Arizto

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Anastasiia Pryshliak
Anastasiia Pryshliak
Senior Partnerships Manager

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