BuildOps for Sales
Turn your pipeline into a power tool
Stop tracking deals on spreadsheets and sticky notes. BuildOps gives sales leaders one system to manage every opportunity, quote faster, and hand off to ops, so nothing falls through.
People over paperwork
You can't close what you can't see
Know the job before you quote it
Your reps get full customer history, property details, and past service records before they pick up the phone. No more guessing.
No quote left behind
Keep your pipeline visible so nothing goes cold. BuildOps puts every opportunity, stage, and next step in one view, so your team can follow up while the need is fresh.
One board, every deal
Every opportunity, every stage, every next step, all in one view. No chasing reps for updates. No surprises in the pipeline review.
Built for commercial complexity
Commercial contractors sell across properties with dozens of assets, customers with multiple locations, and agreements that span service lines. CRM+ was designed for that complexity, not stretched from residential software or a generic CRM.
Sales closes it, ops runs it
When the deal closes, every detail — margin, scope, contacts — flows straight to ops. No re-entry. No "who sold this?" conversations.
OpsAI turns field data into pipeline
AI-powered Recommendations identifies pull-through revenue your techs already found in the field — like aging equipment or recurring repairs — so your sales team sees them before the customer calls someone else.
ALL IN ONE PLACE
One system. The whole job
Projects, in real time
From contract to closeout, the BuildOps gives you the financial and field visibility that multi-phase commercial construction demands.
Service that scales
Every service job on track from first dispatch to final invoice. Match the right tech to the right call, track SLAs, manage assets, and close out work orders without the fire drill.
Field to invoice
Labor hours, materials, and POs flow from the field to the books as work completes. Invoices go out the day the job closes, not three weeks later. Stop chasing paper and let the money follow the work.
Quote to close
Quote faster. Follow up before the customer calls someone else. Close the work and hand it to ops with full context so nothing gets dropped.
AI that's built in, not bolted on
OpsAI is built into your workflows. It summarizes field activity — from service visits to daily reports — so your team gets the story without reading every entry. Less time on admin, more time on the work.
Sales Performance
Close faster. Grow revenue
Faster quote-to-close
Same-day quotes. Full customer context. Clean handoff to ops. When speed is the differentiator, BuildOps gives your team the edge.
Cleaner sales-to-ops flow
Capture information once and share it across teams to eliminate handoff gaps and protect margins.
Full-funnel visibility
Track every deal from first call to closed-won. Know what's stalled, what's hot, and where to focus, without waiting for pipeline reviews.
Pull-through intelligence
Every service visit and asset record becomes a lead. BuildOps turns field data into pipeline, so revenue grows without cold prospecting alone.
"I can't out-size the larger shops. But I can out-inform them with clearer quotes, better communication, and answers before they even ask the question. That's how we become the partner they rely on when it's time to make the call."
What makes BuildOps different
Built from the ground up for contractors who run projects, service, and everything in between. Not adapted. Made for the work.
Commercial work isn't an add‑on
Most platforms started in residential and stretched to fit. BuildOps starts with the complexity of commercial work.
Run the work in one connected system
Field, office, finance, and sales — all in one place. No duct-taped tools, no double entry, no dropped balls.
OpsAI is built in, not bolted on
OpsAI is already in your workflows. It recaps the day, calls out risks, and gives every role a clear next step.
CONNECTED ACROSS YOUR BUSINESS
Every team on one system
Service Operations
Service techs see the full asset history and parts they'll need. Crews show up informed, so work gets completed right the first time.
Field Technicians
Full job history, asset data, and parts info on mobile, so techs fix it right the first time.
Construction Operations
Track costs, schedules, subs, and field progress across every phase of a commercial build.
Finance
Field data flows to your books as work is logged. Invoices, pay apps, job costing, and payroll-ready exports with no re-keying.
Owners
Revenue, margins, and crew performance across service and projects in one view.
Common Questions
Your questions on Sales
& CRM, answered
How does BuildOps CRM+ differ from generic CRM platforms like Salesforce or HubSpot?
CRM+ is built into BuildOps. Your sales team shares the same customer, property, and asset data as ops — no integrations, no duplicate records. It's a CRM made for how contractors actually sell.
What is the typical implementation timeline?
Because CRM+ is built into BuildOps, your existing customer data is already there. We layer in your sales process, train your reps, and get you quoting fast.
Is the platform's AI (OpsAI) ready for use now?
Yes. OpsAI is live today, and surfaces AI-powered Recommendations for your sales team — like flagging aging equipment or recurring service patterns that signal new opportunities. Because CRM+ shares structured data with the rest of BuildOps, your team benefits from unified, clean data across the platform. That structured foundation is the best practice required to build a scalable base for OpsAI-driven intelligence over time.
How do you get salespeople to actually use a CRM consistently?
We built CRM+ to feel natural inside BuildOps. Reps don't need a separate login or extra data entry. Customer data, property details, and asset history are already there — so adoption sticks.
How does BuildOps handle the sales-to-ops handoff?
When a rep closes a deal, every detail — margin, scope, contacts, timeline — flows directly into BuildOps. Ops hits the ground running without asking "who sold this?" or re-entering data.
Can BuildOps support both service-focused sales and project-based sales?
Yes. CRM+ supports multiple sales processes — each with its own stages, required fields, and workflows. Today, closed-won opportunities convert directly into service agreements, quoted jobs, or projects inside BuildOps. For service work and special projects like tenant improvements or retrofits, CRM+ handles the full pipeline-to-handoff workflow. For larger new construction bids with dedicated estimating needs, CRM+ manages the pipeline while estimation is handled through your preconstruction tools.
