Your CRM and Lead Tracking Agent Follows Up While You Build
The AgentWorks CRM and Lead Tracking Agent takes lead tracking and follow-up off your owner, estimators and business development people. It logs every conversation with owners, GCs and architects in one CRM, sends the follow-up after each bid and each meeting on time, and ranks leads by how similar work has gone for you before, so your people stay on the jobs and with clients while the pipeline keeps moving.
What it takes off your plate
In most construction companies, leads live in spreadsheets and inboxes. The owner keeps the relationships with the developers in his head. The estimator has the GC contacts in her email. The BD person has a spreadsheet only she understands. Nobody has one view of which bids are out, who was called last and what the client said.
Follow-ups depend on who has a slow afternoon. A bid goes out and nobody calls to ask how it landed. A GC mentions a project coming next spring and nobody writes it down. Then the BD person leaves, and years of relationship history leave with her: which project manager at which GC likes a call instead of an email, which owner always rebids, who gave you the last job. The company starts those relationships over from scratch, and the work that should have come back goes to a competitor who kept in touch.
What the CRM and Lead Tracking Agent does, step by step
The CRM and Lead Tracking Agent starts with the follow-ups that win the next job.
- Follows up after every bid. When a bid goes out, the agent schedules the follow-up and sends the estimator or BD person a reminder to call, or sends a short email on their behalf asking about the award timeline.
- Reminds your people who to call. Each week, the owner and BD team get a short list of contacts due a touch: a client with a project starting design, a GC who asked about your availability, a past client worth checking in with.
- Captures what people hear. After a call or a jobsite meeting, a BD person can text or dictate a note. The agent adds it to the contact and the project.
- Logs every contact. Behind the messages, the agent records emails, calls and meetings with owners, GCs, architects and subs against the right contact and project.
- Tracks every lead. Each lead gets a stage: heard about it, invited to bid, bid submitted, awarded or lost, with the reason when you learn it.
- Scores leads. The agent ranks leads by your past win history with that client, project type and relationship strength, so the team knows which bids deserve the most attention.
- Keeps history with the company. When someone leaves, their contacts, notes and open follow-ups stay on the record and get reassigned.
Which projects to chase, how to price them and how to handle a relationship stay with your owner and BD team. The agent tracks and reminds; people decide.
Where the work is recorded
An agent that cannot record its results is a chatbot. The CRM and Lead Tracking Agent writes its work where your team already looks.
In the CRM, each client and contact has the full history: every bid, every call, every note, every award or loss. The next morning the BD lead opens the pipeline and sees which bids are waiting on an answer, which follow-ups are due and which leads rank highest. A new hire picks up a relationship exactly where the last person left off.
In your estimating and project tools, awarded work carries its relationship history into the job. When a lead turns into a bid, the estimate starts with the work the Quantity Takeoff Agent does to get your estimator back on bid strategy, and once the job is running, the client's change history is kept by the Change Order Agent that prices the change and chases the signature.
What your people do instead
Your owner spends time with the clients who matter most: lunch with a developer, a walk of a finished project with a GC. Your estimators build bids instead of maintaining spreadsheets. Your project managers keep the current client happy, which is the best business development there is.
Client service and client satisfaction are the human job. The AgentWorks CRM and Lead Tracking Agent keeps the follow-ups, the notes and the relationship history moving around them, so the work keeps coming back.
Find out where to start
Lead tracking is one workflow; your company may have a louder one, like daily reports or takeoffs. The free Industry Assessment for construction shows which workflow an agent should take first, and the construction industry page walks through the agents built for contractors.
See where the CRM and Lead Tracking Agent would start in your construction business.
I'm Jackie, the Construction ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
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