Track bids, jobs, and client relationships from one place
Manage your bid pipeline, track job progress, automate follow-ups, and invoice clients from one platform built for construction.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Bids tracked in spreadsheets with no visibility into which are active and which went cold
Follow-up on pending bids depends on memory, and opportunities are lost to faster competitors
Client and subcontractor contacts scattered across phone contacts, email, and paper files
Invoicing is done manually in a separate tool, disconnected from job records
What you can do with Laureo
Real workflows for Construction, built into Laureo.
Bid pipeline management
Track every bid from initial inquiry to proposal submitted to won/lost. See total bid value and probability at a glance.
Job progress tracking
Move active jobs through stages (mobilization, foundation, framing, finish, punch list). Track timeline and budget on each record.
Follow-up automation
Workflows send follow-up emails after bid submission, remind you to check in on pending decisions, and flag stale opportunities.
Progress invoicing
Generate invoices for milestone payments as jobs progress. Track payment status and outstanding balances.
Subcontractor and vendor contacts
Maintain a database of subcontractors, suppliers, and vendors with tags for trade type and past performance.
Revenue forecasting
Weighted pipeline shows expected revenue from pending bids. Dashboards show won revenue by month, quarter, and year.
A pipeline that speaks Construction
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- job
- Contact
- client
- Pipeline
- bid pipeline
- Invoice
- progress invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Bid pipeline boards
Track every bid on a visual Kanban board from inquiry to won/lost. Custom stages match your process: lead, estimating, bid submitted, negotiation, awarded, declined.
Job tracking pipeline
Move active jobs through construction phases on a separate pipeline. Custom fields capture job value, timeline, milestones, and change orders.
Automated bid follow-up
Workflows send follow-up emails after bid submission and flag bids with no client response. Reminders ensure every bid gets a timely check-in.
Progress invoicing
Generate invoices for milestone payments directly from job records. Track payment status, outstanding amounts, and retainage.
Contact database
Store client, subcontractor, supplier, and architect contacts in one searchable database. Tag by trade, project history, and reliability.
Revenue dashboards
See won revenue by month, weighted pipeline for pending bids, and backlog for active jobs. Forecast workload and cash flow.
How it works
From setup to results in 5 straightforward steps.
Import your contacts and bids
Upload client, subcontractor, and vendor contacts. Import active bids with values and stages so your pipeline is current from day one.
Set up bid and job pipelines
Create separate pipelines for bid tracking and job management. Custom stages match your workflows for both pre-award and post-award phases.
Automate bid follow-ups
Build workflows that send follow-up emails after submission and flag stale bids. Timely follow-up improves your win rate.
Invoice as jobs progress
Generate progress invoices from job records at each milestone. Track payments and outstanding balances alongside job progress.
Forecast revenue and workload
Use pipeline dashboards to forecast revenue from pending bids and active jobs. Plan staffing and equipment based on real data.
AI agents that work for you
Five built-in agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Deal Follow-Up - Highlighted for Construction
AI tracks your bids so none fall through the cracks
The Deal Follow-Up agent flags bids with no activity in 7+ days, identifies past-due follow-ups, and creates tasks to chase outstanding proposals. Your win rate improves because every bid gets the attention it deserves.
Integrations that matter for Construction
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs client and subcontractor emails. Calendar shows site visits and bid meetings.
Microsoft 365
Outlook sync and OneDrive for document sharing with clients.
Stripe
Accept online payments for deposits and progress invoices.
Construction vs Monday.com
The problem
Monday.com is a project management tool, not a CRM. It tracks tasks well but lacks email sync, contact management, invoicing, and sales automation.
The Laureo advantage
Laureo is a full CRM with contact management, email sync, pipeline boards, invoicing, and automation. Use it for bid tracking and client relationships, not just task lists.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted end to end
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who accessed or changed a record, and when.
Dive deeper into Laureo
CRM for Construction FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Construction.
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