Sales & proposals
Keep the conversation moving.
Connect lead and proposal workflows, line-item estimates, and project information.

A connected workspace for construction and roofing operations—from customer conversations to the details that keep production moving.
Connect lead and proposal workflows, line-item estimates, and project information.
Organize jobs, crew assignments, material deliveries, and weather-aware planning.
Bring invoicing, project financial worksheets, and operational reporting into the workflow.
Connect training and learning resources with the processes your people use every day.
Present your company’s branded sales materials from the project workspace. Guide the conversation in a scrolling or full-screen view, with presentation controls built into the workflow.

Actual ConstrX screen · Demo client and project details · Click to enlarge
Follow material orders from waiting to order through delivery, review supplier logistics, and coordinate field work from the Production Command Center.

Actual ConstrX screen · Demo customer, rep and project details · Click to enlarge
Teach and train with your own courses, or use our 75 SSBC training modules to get your reps selling in just days.

Actual ConstrX screen · Sample course catalog · Demo learner names and emails · Click to enlarge
Proposal building, project views, production calendars, financial worksheets, and team learning belong in the same operational conversation.
Consider weather information alongside scheduling decisions. Your team stays in control of the plan.
Keep work connected to the right company, market, and team.
Bring operational information into focus for the next decision.