Sales to Operations Handoff
Close the deal. Start the job
When a deal closes, budgets, scope, and customer details carry straight from CRM into a project or service agreement, so there's no re-entry, no starting from scratch.
Trusted by 1,500+ commercial contractors across North America
Why This Handoff Matters
Everything sales promised, ops gets on day one
Zero re-entry
Budgets, scope, and customer data flow to ops. No re-keying, no lost context.
Complete context
Every file, note, and proposal carries forward, so ops never starts blind.
Faster job kickoff
Closed deals convert to projects or service agreements directly from CRM+. No re-entry, no rework, no delay.
How the Handoff Works
From closed-won to job-started, fast
With other tools, sold jobs get re-entered by hand. Details change, context gets lost, and the job goes wrong before it even starts. CRM+ keeps every detail intact from deal to delivery.
Direct Conversion, Full Context
Mark a deal as won and convert it to a project or service agreement with budgets, contacts, files, and scope carried forward automatically.
Required Field Guards
Set required fields at each sales stage so nothing's missing when the deal moves to operations.
Shared 360° View
Sales and ops share the same customer, property, and asset records. Nothing falls between teams.
One Team, One System
Sales and ops on the same page
"With BuildOps CRM+ we are seamlessly building out pipeline."
Win more work without chasing it.
"Before, everything was on me, sales, ops, you name it. But with BuildOps, I can finally delegate. I still see what's going on, but I don't have to be in the middle of everything."
Run the business without being buried in it.
"All the different metrics we couldn't see before we now see in one place. Sales and ops, same page."
One view of the whole business. No blind spots.
Proven Results
Real-world impact for commercial leaders
"We've seen an increase in day-to-day operations efficiencies that's going to add up to significant savings in time and energy over the course of a year."
"If we didn't have BuildOps and the additional cyber security they give our company, we would be dead in the water."
"The ability to produce reports either on an individual job basis, a quarterly basis, or a project basis is something we'd never seen before in other software that we've used."
"We've cut down in our receivables from about 120 days to 30 days on average."
"Before we knew it, we were seeing quicker turnaround times on job closeout and a huge improvement in the time it took for quotes to be accepted by our customers."
"With BuildOps, we feel like we can go after anything. The sky is the limit as far as the size of the project."
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"BuildOps gave us an all‑in‑one system for both service and projects. Once we saw that, it was a no‑brainer."
"With the integration of BuildOps and Sage Intacct, our accounting system, we've been able to speed up the time it takes for us to bill customers."
"Our consulting division increased 300% because we were able to free up more time from the office to help other customers."
![Service First Logo]](https://cdn.prod.website-files.com/69cad9cd3a5ef3196ea9bb65/69fa0ca0adc28a56d26717c9_Service%201st%20white.webp)
"Sometimes systems promise you the moon, then you use them and see the weaknesses. It's been the exact opposite with BuildOps. Everything we wanted it to do, it could do."
"We used to be two weeks behind on job costing. Now we're up to date daily."
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.
Where Sales Meets the Field
The handoff is just the beginning
Sales data doesn't stop at the handoff. It powers dispatch, scheduling, purchasing, and invoicing across BuildOps. One deal. One entry. Every downstream team connected.
Sales & CRM capabilities at a glance
Common Questions
Sales-to-ops handoff, answered
What happens to my sales data when an opportunity is marked as won?
When you close a deal in CRM+, you can convert it directly into a project, service agreement, or job. Customer details, budgets, contacts, and files carry over automatically. No re-entry required.
Do I need a separate CRM to use this?
No. CRM+ is built into BuildOps. No separate login, no sync issues, no duplicates. Sales and ops work from the same platform and the same records. One system of action.
Can I customize my sales process stages?
Yes. Create custom sales processes with configurable stages and required fields at each milestone. Guard rails keep your data clean so ops gets everything they need when the deal closes.
How does the handoff support OpsAI?
Every handoff captures structured, clean data: customer details, scope, budgets, and files. That structured foundation is what powers OpsAI to surface insights and recommendations across your operations.
What if my team already uses a CRM like Salesforce or HubSpot?
Most contractors re-enter every closed deal into their ops system. CRM+ removes that step. Sales and ops live in one platform, so what's sold flows directly into delivery.
Can CRM+ hand off both service agreements and construction projects?
Yes. From a closed-won opportunity, you can create a service agreement, project, or job, depending on the work type. Budgets, contacts, files, and scope transfer automatically every time.