Construction and remodeling
Construction, remodeling, fit-out or finishing companies need to win quotes, run job sites, coordinate subcontractors and keep an eye on profitability, all at once.
Bitrix24 connects sales and site execution in one tool, available in the office and in the field. MonCRM sets it up with you.
The problem
The quote is signed, but the site manager does not have all the information. A subcontractor is waiting for approval, a site photo stays on someone's phone, a drawing circulates in three different versions.
Every missing piece of information means a delay, and every delay eats into the margin, often before management notices.
Your challenges
01 The problem
Website, ads, referrals, calls: quote requests get lost or entered twice.
With Bitrix24
Every lead in one CRM
Requests flow into the CRM automatically, with no losses or duplicates: better follow-up and more signed quotes.
02 The problem
Sales staff and project managers cannot see where each client and job stands.
With Bitrix24
Every job tracked in real time
The status of each client and job is visible, with its tasks, owners and deadlines.
03 The problem
Information shared over messaging apps, access too broad or forgotten: loss of control over outsourced work.
With Bitrix24
Limited, secure access
Each subcontractor only sees their own tasks, and their access is removed when the project ends.
04 The problem
Drawings, quotes, reports and photos scattered around: errors, outdated versions and time lost searching.
With Bitrix24
Documents linked to every job
Every document is linked to the client and job site, with version history: fewer errors and instant access.
05 The problem
The office learns about problems too late: delays, changes and snags are not reported.
With Bitrix24
The field connected to the office
Up-to-date tasks, photos and documents available on site, and immediate alerts for changes or delays.
06 The problem
Without consolidated data, it is hard to track schedules, team workload and margin per job.
With Bitrix24
Timelines and margins under control
Schedules, team workload and profitability tracked in dashboards, for better financial results.
07 The problem
Once the quote is signed, everything has to be re-entered to start the job.
With Bitrix24
The job created automatically
As soon as a deal is won, Bitrix24 creates the project with its tasks, owners and deadlines.
08 The problem
Conflicting instructions and information that does not flow between teams.
With Bitrix24
An aligned team
Group chats, shared calendars and structured requests keep everyone working from the same information.
What you gain
Without extra tools, Bitrix24 brings everything together, from first client contact to project handover. The result: more control, more reliable timelines and better profitability.
How we work
Your sales process, the stages of a job, how teams and subcontractors are organised, and the documents you produce.
Quote pipeline, a job project template created automatically when a quote is signed, subcontractor permissions, document templates and alerts.
Mobile app set-up for site managers, with photos, tasks and notifications.
Yes. With the mobile app, they check their tasks, add photos and comments, and report a delay or snag directly from the site.
Yes. Subcontractors are invited as external users: they only see the project and tasks that concern them.
Yes. An automation rule creates the project from a template, with its tasks, owners and deadlines, as soon as the deal moves to "won".
Yes. Time spent, amounts sold and recorded costs feed dashboards by job, team and period.
With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.
Show us how a job starts today, and we will show you how Bitrix24 would connect the quote, the team and the site.
