CRM for General Contractors: Win More Work, Manage Pursuits, and Grow Revenue
TrebleHook is the CRM for General Contractors that brings your pursuits, subs, clients, and financials into one platform, built on Salesforce. Eliminate spreadsheets and disconnected job files. Get full visibility to land the next project faster.
Trusted by ENR Top 400 Contractors
Why General Contractors Need a CRM Built for Construction Pursuits
You build commercial spaces, healthcare facilities, and complex projects. You shouldn’t have to build your own CRM process from scratch. Most generic CRMs were built for product sales, not for how GCs win work. Here’s where they fall short:
Missed Proposals and Lost Opportunities
Opportunities slip through the cracks when communication lives in emails and spreadsheets. Ever miss a bid deadline because a file wasn’t updated or buried in someone’s inbox? That’s real revenue lost.
Not Designed for Project-Based Sales
Most CRMs track “deals” and “accounts.” But GCs manage pursuits, projects, and teams of subs. It’s a square peg in a round hole. Their system doesn’t fit your process, and your team feels it.
Manual Data Entry Across Systems
How many times do you enter the same project info into your CRM, Procore, and ERP? It’s repetitive, error-prone, and drains time your team doesn’t have.
Low Adoption. Shelfware Happens.
If it’s not simple, your team won’t use it. Business developers, marketers, and execs avoid clunky CRMs that weren’t built for construction pursuits. That’s how expensive software becomes shelfware.
Sound familiar? These roadblocks cost you bids, margin, and growth. There’s a better way.
Key CRM Features Purpose-Built for General Contractors
A no-fluff look at the CRM features built for how general contractors pursue and win work.
Project‑Focused Sales Pipeline
Track every pursuit as a project, not a generic sales deal. Key pursuit stages, team members, and client contacts stay crystal clear from first bid to closeout.
ERP and Project Management Integration
Connect TrebleHook with Procore, Autodesk Build, Vista, Sage, and more. Push awarded projects directly into your PM and ERP systems while syncing financial data and eliminating duplicate entry.
Central Database for Every Pursuit
Owners, architects, consultants, and subcontractors are linked to every pursuit in one centralized CRM. Always know who’s involved, who you’ve worked with before, and who to call when the next pursuit opens.
Salesforce Engine, Construction Brain
Powered by Salesforce for enterprise security, mobile access, and future-proof reliability. TrebleHook adds the pursuit workflows, GC-specific screens, and job-winning functionality that Salesforce alone can’t provide.
Real‑Time Customizable Dashboards
Pipeline health, hit rates, backlog forecasts, and client tracking all live in one place. Make better go/no-go decisions with confidence, not gut feel.
Meet TrebleHook: CRM for General Contractors with Construction DNA
TrebleHook is built on Salesforce (the world’s #1 CRM platform) but fully tailored for construction. You get enterprise-grade reliability and security, plus pursuit-specific workflows built for GCs right out of the box. No custom development. No costly workarounds. No generic SaaS headaches.
Opportunities = Projects
Every pursuit is tracked like a project, not just a deal. TrebleHook maps pursuit stages like Lead → Opportunity → Proposal → Award/Contract → Submit for Startup → Won/Lost, and links the owners, architects, subs, and consultants involved at every stage.
With clear pursuit stages, your team sees exactly where every project stands — and nothing slips through the cracks.
Integration with Your Favorite Tools
TrebleHook connects directly with the systems your GC team already uses. Push awarded projects into Procore. Sync financials with Sage and Vista. Link client data with Outlook and OpenAsset. And because it’s Salesforce-native, you eliminate duplicate entry while keeping everyone on the same page.
Built for Construction Teams
TrebleHook isn’t built for SaaS companies. It’s built for GCs. Your business developers see familiar fields like Project Name and Bid Date, not confusing CRM jargon. And because it’s cloud-based, your office, field, and executive teams can all access live pursuit data anywhere.
The result: higher adoption, better data, and smarter go/no-go decisions.
All Your Contacts & Customer Communications in One Place
Track every conversation across email, calls, and meetings. TrebleHook logs client activity automatically, so your team always knows the latest status before any call or meeting. Plus, you can instantly see which architects, owners, subs, or consultants are tied to each project.
No more hunting through inboxes. Just a full 360° view of your entire pursuit network.
In short, TrebleHook takes the heavy lifting out of managing your project pursuits. You’ll know which projects to chase, which clients need follow-up, and have every detail you need to win work right at your fingertips.
Seamless Integrations Built for Construction (No More Data Silos)
Your software should work together, not fight you. TrebleHook’s integrations connect your ERP, project management, accounting, and email systems so your team stops wasting time on duplicate entry and manual work.
Procore
Automatically sync pursuits with project execution. Once a deal is marked Awarded in TrebleHook, it pushes directly into Procore to launch project setup. Your operations team gets a head start, and you skip the spreadsheet copy-paste circus.
OpenAsset
Sync project data, images, and summaries directly into OpenAsset. Build proposals faster, keep marketing assets organized, and access everything your team needs inside TrebleHook without switching tools.
Outlook & Gmail
Sync emails, contacts, and calendars automatically. When you email a client or sub about a pursuit, TrebleHook logs it to the project’s timeline. No manual updates. No lost conversations. Just a fully organized pursuit history that your whole team can see.
...and more
As a Salesforce-native platform, TrebleHook offers nearly unlimited integration flexibility. ERP, file management, and accounting tools like Egnyte, QuickBooks, CMiC, and more all fit into your pursuit pipeline without expensive custom development.
Bottom line: TrebleHook connects your pursuit, project management, accounting, and CRM tools into one system. Less grunt work. Fewer mistakes. More time focused on winning projects, not updating systems.
Trusted by General Contractors Like You
"I would recommend TrebleHook to anyone who thrives on clean data and needs a simple way to stay on top of their team’s project pursuit efforts. TrebleHook’s automation makes managing pursuits far easier. Use your imagination to think about how CRM can make your life easier, and work with TrebleHook to make it happen. Don’t just settle for what you know how to do today. Dream about what CRM can help you unlock."
Chris Imbeau
Marketing Director, RAFN
Common Questions About TrebleHook CRM for General Contractors
We already use Procore – why do we need TrebleHook as well?
Procore is built for managing active projects. TrebleHook is built for managing your project pursuits before the job is won. We handle your sales pipeline, pursuits, client relationships, and hit rates — and when a pursuit is awarded, we push it directly into Procore for project execution.
Can’t I just use Salesforce out-of-the-box?
Salesforce is a powerful engine, but out of the box, it isn’t designed for project-based sales or construction pursuits. TrebleHook is purpose-built on top of Salesforce specifically for general contractors. You get all the security and flexibility of Salesforce, with pursuit workflows and features tailored for how GCs win work.
Is TrebleHook hard to implement?
Not at all. Our team handles setup, data import, and integrations. Since TrebleHook is designed specifically for GCs, your team can be fully trained and running within weeks, not months. And because it’s intuitive, adoption is fast and frustration is low.
How do we request a demo or pricing info?
Click “Request a Demo” and our team will connect with you to review your needs, walk through the platform, and provide pricing options based on your business size and workflows.
