One record from enquiry to handover
Measurements, decisions, quotation revisions and client commitments remain attached when the work becomes a live project.
Construction CRM for the UK
A construction CRM that follows the job beyond the sale
Buildflow is designed around the way a UK residential contractor works. The same record that begins as an enquiry carries the site visit, quotation, programme, site evidence, variations, payments, client decisions and handover.
Why the usual setup breaks down
Generic CRMs stop when a deal is won. Construction work becomes harder at that point: the agreed scope has to become a programme, payment schedule, document set and live record of what happened on site. Splitting that information across inboxes, spreadsheets and messaging threads makes it difficult to protect margin or give a client a reliable answer.
What changes with one connected job record
Commercial control before work happens
Quotation costs, margins and written variation approvals are visible before an instruction reaches site.
A client view without internal pricing
Clients see progress, decisions, documents and payments while internal costs and margins remain protected by role.
AI with evidence and approval
AI can extract and organise information from connected sources, but important changes retain their source and require a person to approve them.
The working flow
- 1Capture an enquiry from email, web or phone and give it an owner and next action.
- 2Book the site visit and keep measurements, photographs and notes with the lead.
- 3Build or import the quotation, expose the cost breakdown and issue revisions from one place.
- 4Turn accepted work into a project with a readiness check, programme and payment schedule.
- 5Record diaries, snags, deliveries, client decisions and variations against the live job.
- 6Close the project with sign-off, certificates, warranties and a complete handover trail.
Best suited to
- Residential builders running several enquiries and live jobs at the same time
- Extension, refurbishment, loft-conversion and new-build contractors
- Teams that want sales, project delivery and client communication in one system
- UK firms that need VAT, pounds sterling and construction-specific commercial records
Frequently asked questions
What is a construction CRM?
A construction CRM manages customer relationships and the work that follows: enquiries, surveys, estimates, quotations, projects, site records, variations, payments and handover. It differs from a generic sales CRM because the accepted quotation remains connected to project delivery.
Is Buildflow intended for UK builders?
Yes. Buildflow is designed for UK residential contractors and uses UK construction language, pounds sterling, VAT-aware commercial workflows and residential project stages.
Does AI change project or financial records automatically?
Important changes should remain approval-led. Buildflow is being designed so AI identifies the source, extracts the proposed information and shows the change for a permitted user to approve before it affects the project.