Subcontractor CRM to Win More Bids and Build Stronger GC Relationships
TrebleHook helps subcontractors stay organized and win work by centralizing your bids, GC contacts, customer activity, and revenue forecasts. Built on the trusted Salesforce engine, TrebleHook replaces spreadsheets and scattered bid invites with one clear platform, so you always know where every opportunity stands and can land projects faster.
Trusted by Leading Subcontractors
Why Subcontractors Need a CRM Built for Construction Bids
You don’t sell products. You win projects. Most CRMs were built for product sales, not the messy bidding and preconstruction process subcontractors live in every day. That’s where generic CRMs break down.
Missed Bid Invitations and Deadlines
Scattered bid invites and spreadsheets lead to missed deadlines, incomplete submissions, and lost revenue. Critical opportunities slip through the cracks when your team can’t track every bid in one place.
Not Designed for Project-Based Sales
Generic CRMs track “deals” and “accounts.” Subs manage bids, prequal packages, GC relationships, and files for each opportunity. It’s like forcing blueprint drawings into a filing cabinet. The sales and estimating process needs a system built for how subcontractors actually pursue work.
Disconnected Project & Precon Data
Disconnected systems mean re-entering the same project details across estimating, ERP, and project management tools. This burns hours, creates costly errors, and pulls your team away from the precon work that actually wins projects.
Low Adoption, No Real Value
If a CRM isn’t built for subcontractors, your team won’t use it. Bid data stays scattered, sales stay disorganized, and leadership is flying blind.
Built for How Subcontractors Actually Pursue Work
A no-fluff look at CRM features built for subcontractors to manage bids, relationships, and backlog.
Bid Management Pipeline
Track every bid from invite to award. Stay on top of deadlines, estimator assignments, and sales pipeline visibility, so nothing slips through the cracks.
GC & Client Relationship Tracking
See which GCs you bid most often, track hit rates, and strengthen relationships that drive repeat work.
Estimating & ERP Integrations
Sync bid data with Sage, Foundation, Vista, and more. Eliminate double entry and keep estimates, revenue, and project data aligned.
Salesforce Engine, Built for Subs
Built on Salesforce for enterprise-grade security and subcontractor-specific workflows ready to go on day one.
Dashboards for Backlog & Hit Rates
See your bid pipeline, backlog forecasts, and estimator win rates in real-time to keep your team focused on the right opportunities.
Meet TrebleHook: Subcontractor CRM Built for Construction Teams
Built on Salesforce, TrebleHook is fully tailored for subcontractors to manage bids, clients, and preconstruction with complete visibility across your team.
GC Contacts Linked to Every Pursuit
All GC contacts, prequal docs, emails, meeting notes, and bid history are automatically linked to each bid. Your team always has full context before every estimator handoff or GC negotiation.
ERP & Estimating Integrations for Seamless Data Flow
Award a bid in TrebleHook and push project data into Sage, Foundation, Vista, Viewpoint Spectrum, or your estimating system. Eliminate copy-paste, avoid double entry, and keep your project and accounting teams fully aligned from bid to closeout.
Cloud‑Based Access for Office and Field Teams
Estimators in the field. BD leads at GC meetings. Coordinators back at the office. TrebleHook keeps your whole team synced in real-time so nothing falls through the cracks.
360° CRM Visibility for Your Entire Preconstruction and Sales Team
Dashboards give your sales, estimating, and leadership teams instant visibility into bids, GC relationships, and upcoming work. Instead of chasing spreadsheets and emails, your team sees one view of companies, bids, and contacts. You always know which GCs you’re bidding, which bids are pending, and where to focus pursuit efforts.
TrebleHook takes the heavy lifting out of managing bids and GC relationships. You’ll always know which projects to pursue, which clients need follow-up, and have every detail you need to win work at your fingertips.
Integrations Built for Subcontractors’ Real Workflows
TrebleHook connects your CRM, estimating, ERP, project management, and email systems so your team stops wasting hours on duplicate entry.
Procore
Automatically sync projects with downstream execution tools. Once a GC awards your subcontract, TrebleHook can push awarded project data directly into Procore or your internal systems to kick off mobilization, submittals, and field preparation—keeping your operations team ahead of schedule and eliminating duplicate entry.
OpenAsset
Sync project data, bid files, drawings, and job summaries directly into OpenAsset. Keep historical project information organized for easy reference on future bids, manage bid documentation efficiently, and give your preconstruction team fast access to the files they need without jumping between systems.
Outlook & Gmail
Sync emails, contacts, and calendars automatically. When you communicate with a GC or estimator about an upcoming bid, TrebleHook logs it directly to the project record. No manual entry. No lost bid discussions. Just a fully organized bidding history that your entire preconstruction team can reference instantly.
...and more
As a Salesforce-native platform, TrebleHook offers near-unlimited integration flexibility. ERP, file management, and accounting tools like Viewpoint Spectrum, Egnyte, QuickBooks, CMiC, and more drop straight into your project pipeline without costly custom development.
Bottom line: Less admin. Fewer mistakes. More wins.
Trusted by Subs Like You
“If your firm is still using spreadsheets or stuck in a tool that wasn’t built for AEC, it’s time. TrebleHook makes your job easier, and your data exceedingly more powerful.”
Kelsey Jones
Director of Business Development, Kairos Project Group
Common Questions About TrebleHook CRM for Subcontractors
We already have an estimating system—why do we need TrebleHook?
Estimating software handles takeoffs and cost calculations. TrebleHook manages your full sales pipeline before estimating begins—tracking bid invites, GC relationships, prequalification statuses, and bid history—giving your sales and business development teams the visibility they need to pursue the right opportunities.
Can’t we just customize Salesforce ourselves?
You can, but it’s expensive, time-consuming, and often requires outside consultants or full-time admins to build out functionality that still may not match subcontractor workflows. TrebleHook is purpose‑built on Salesforce for subcontractors, with out-of-the-box pursuit tracking, GC relationship management, and estimating integrations that save you months of development and deliver immediate value.
How long does implementation take?
We handle setup, data import, and integrations for you—from importing your historical bid data to configuring your GC contact lists and integration touchpoints. Our onboarding team works closely with your sales, estimating, and leadership teams to ensure the system fits your workflow.
How do we request a demo or pricing?
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.
