Manage your bid pipeline, track job progress, automate follow-ups, and invoice clients from one platform built for construction.
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
Real workflows for Construction, built into Laureo.
Track every bid from initial inquiry to proposal submitted to won/lost. See total bid value and probability at a glance.
Move active jobs through stages (mobilization, foundation, framing, finish, punch list). Track timeline and budget on each record.
Workflows send follow-up emails after bid submission, remind you to check in on pending decisions, and flag stale opportunities.
Generate invoices for milestone payments as jobs progress. Track payment status and outstanding balances.
Maintain a database of subcontractors, suppliers, and vendors with tags for trade type and past performance.
Weighted pipeline shows expected revenue from pending bids. Dashboards show won revenue by month, quarter, and year.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
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.
Move active jobs through construction phases on a separate pipeline. Custom fields capture job value, timeline, milestones, and change orders.
Workflows send follow-up emails after bid submission and flag bids with no client response. Reminders ensure every bid gets a timely check-in.
Generate invoices for milestone payments directly from job records. Track payment status, outstanding amounts, and retainage.
Store client, subcontractor, supplier, and architect contacts in one searchable database. Tag by trade, project history, and reliability.
See won revenue by month, weighted pipeline for pending bids, and backlog for active jobs. Forecast workload and cash flow.
From setup to results in 5 straightforward steps.
Upload client, subcontractor, and vendor contacts. Import active bids with values and stages so your pipeline is current from day one.
Create separate pipelines for bid tracking and job management. Custom stages match your workflows for both pre-award and post-award phases.
Build workflows that send follow-up emails after submission and flag stale bids. Timely follow-up improves your win rate.
Generate progress invoices from job records at each milestone. Track payments and outstanding balances alongside job progress.
Use pipeline dashboards to forecast revenue from pending bids and active jobs. Plan staffing and equipment based on real data.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Sales Pipeline Agent - Highlighted for Construction
The Sales Pipeline 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.
Connect the tools you already use. No code required.
Gmail sync logs client and subcontractor emails. Calendar shows site visits and bid meetings.
Outlook sync and OneDrive for document sharing with clients.
Accept online payments for deposits and progress invoices.
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 is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
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