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Platform / Five modules

Everything the build needs, drawn on one sheet

Sales, Construction, Estimation, Workflow and Maintenance work as one connected system. Below is exactly what lives inside each module.

Sales Construction Estimation Workflow Maintenance
MODULE M-01 / SALES

Turn inquiries into signed contracts

A bid pipeline that understands construction. Track every opportunity, qualify the right ones, and convert a winning quote straight into a live project.

  • Lead & inquiry inbox with source tracking
  • Visual bid pipeline organized by stage
  • Company & contact records with full site history
  • Proposal and quote builder with templates
  • One-click quote-to-job conversion
  • Follow-up tasks, reminders and email logging
  • Win/loss reporting and revenue forecasting
Sales · Bid pipelineLIVE
Riverside Tower
Bidding · due in 4 days
$6.4M
Lakeside Villas
Qualified · proposal sent
$1.8M
Depot Retrofit
Bidding · estimating
$910k
Harbor Logistics
Won · converting to job
$3.2M
MODULE M-02 / CONSTRUCTION

Deliver from groundbreaking to handover

Run the whole job in one place. Schedule crews, track progress from the field, control documents and keep every change accounted for.

  • Project dashboards with live health and budget
  • Gantt scheduling with crew & resource assignment
  • Daily site logs with weather, manpower and notes
  • Photo and progress capture from any device
  • Versioned drawing and document register
  • RFIs, submittals and transmittals
  • Change orders, punch lists and handover sign-off
Construction · ScheduleWEEK 14
Foundation
100%
Structure
72%
Envelope
48%
MEP
30%
Fit-out
12%
Daily log · 14 crew on site
Clear · 2 deliveries received
Today
MODULE M-03 / ESTIMATION

Accurate bids, in a fraction of the time

Stop rebuilding every estimate from scratch. Price work from a living cost library, control your margin, and export a polished proposal in minutes.

  • Reusable cost item library by trade
  • Assemblies and estimate templates
  • Live labor, material and equipment rates
  • Quantity takeoff entry and unit pricing
  • Markup, margin and contingency control
  • Side-by-side bid and supplier comparison
  • One-click export to proposal and contract
Estimation · Cost breakdownDRAFT
Concrete & formwork
1,240 m³
$386k
Structural steel
182 t
$1.04M
MEP services
Assembly
$1.62M
Labor
14,300 hrs
$1.27M
Total bid · with 18.2% margin$6.41M
Contingency 4% included
MODULE M-04 / WORKFLOW

Automate the busywork between the trades

Build your process once and let DynamicCRM run it. Approvals route to the right person, stage gates hold work until it’s ready, and nothing waits on someone’s memory.

  • Custom approval chains by value or type
  • Stage gates that block until criteria are met
  • Task automation, assignment and routing
  • Triggered notifications and reminders
  • Role-based permissions and access rules
  • Templated checklists per project type
  • SLA tracking and a complete audit trail
Workflow · Change order approvalRUNNING
Submitted · Site Engineer
CO-12 · $42,000
Done
Reviewed · Project Manager
Scope verified
Done
Awaiting · Commercial Lead
Cost approval
Now
Gate · Client sign-off
Locked until approved
Hold
MODULE M-05 / MAINTENANCE

Keep clients long after handover

Handover isn’t the end of the relationship — it’s the start of recurring revenue. Manage warranty, work orders and preventive service from one client portal.

  • Work order management and dispatch
  • Warranty and defect tracking
  • Preventive maintenance schedules
  • Asset and equipment registry
  • Client service request portal
  • Technician scheduling and routing
  • Service history and recurring contracts
Maintenance · Work ordersOPEN · 3
WO-3391 · HVAC service
Riverside Tower · Tue 9:00
Scheduled
WO-3388 · Plumbing leak
Warranty · priority high
Dispatched
WO-3385 · Lighting fault
Preventive · quarterly
Open
WO-3380 · Roof inspection
Closed · report sent
Done
Across every module

The platform underneath

Whichever modules you run, you get the same dependable foundation built for construction teams.

Custom dashboards

Build reports for pipeline, project health, margin and service — and share them with the right roles.

Mobile & field apps

A fully responsive experience for site and office, with offline capture that syncs when you reconnect.

Open API & integrations

Connect accounting, calendars and the tools you already use through our REST API and webhooks.

Roles & permissions

Granular, role-based access keeps commercial, field and client data visible only to the right people.

Document storage

Centralized, versioned storage for drawings, contracts and submittals attached to the right job.

Client portal

Give clients a single, branded view from first quote through delivery to every maintenance callout.

Email & calendar sync

Two-way sync keeps conversations and site visits logged against the contact and project automatically.

Export & backups

Your data is yours. Export anytime and rest easy with automated, encrypted daily backups.

Good to know

Feature questions

Yes — that’s the whole point. A contact created in Sales is the same record in Construction and Maintenance. A won estimate becomes a project budget. Nothing is re-keyed between modules.

Pipelines, stages, custom fields, checklists and approval chains are all configurable to match how your business actually runs — no developer required.

DynamicCRM ships with a REST API and webhooks so you can connect accounting, payroll, BI tools and anything else in your stack. Our team can help scope a custom integration.

Data is encrypted in transit and at rest, protected by role-based access and audit logging, and backed up daily. See our Privacy Policy for full detail.

See it on your projects

Take DynamicCRM for a test drive

Bring a current bid or project and we’ll show you how it flows through Sales, Estimation, Construction, Workflow and Maintenance.

Book a demo Talk to sales