Lead and referral CRM
Configuration, integration and implementation are adapted to the company’s real workflow.
Construction CRM
From first lead to delivered project with traceability.
Goatify helps construction companies, contractors, framing teams and service businesses organize leads, estimates, proposals, contracts, tasks, documents, progress and follow-up.
Leads and estimatesLinked projectsDocuments
Construction CRMGoatify connects CRM, AI, websites, apps, portals and automation into a business-ready experience.
Visual ecosystem
See how the pieces connect.
The same platform logic can connect visual presentation, CRM data, AI automation and operational workflows.
Capabilities
What this solution can include.
Construction CRM and contractor software for leads, estimates, proposals, contracts, tasks, documents, project progress and follow-up by Goatify.
Pipeline by project or service type
Configuration, integration and implementation are adapted to the company’s real workflow.
Estimates, proposals and contracts
Configuration, integration and implementation are adapted to the company’s real workflow.
Project tasks and responsible owners
Configuration, integration and implementation are adapted to the company’s real workflow.
Galleries, websites and lead capture
Configuration, integration and implementation are adapted to the company’s real workflow.
Follow-up, calls and automation
Configuration, integration and implementation are adapted to the company’s real workflow.
In depth
Sales and project delivery should not live apart
The prospect information, scope and estimate should stay connected to execution so teams avoid confusion.
Linked opportunityScope documentsOwnersChange tracking
In depth
A digital presence builds trust
Portfolio, services, locations and testimonials help prospects understand capability before talking to sales.
Visual casesClear servicesProject formAutomatic follow-up
Implementation process
Map sales and project flow → Measure conversion and delivery
A clear implementation path reduces risk, aligns teams and keeps the project focused on real business outcomes.
Map sales and project flow
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Define stages and documents
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Connect CRM and projects
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Measure conversion and delivery
Each phase is reviewed with clear responsibilities and practical acceptance criteria.
Best fit for
Built for real business contexts.
ContractorsConstruction firmsFraming teamsRemodelingLandscapingArchitecture studios
Related Goatify solutions
Connect this page with the rest of Goatify.
Frequently asked questions
Answers before implementation.
Can it manage different project types?
Yes. Pipelines, templates and fields can be configured by service or project type.
Does it include estimates?
It can include estimates, proposals and documents depending on scope.
Can it store photos and files?
Yes. Projects can include evidence, documents and comments.
Is it useful for field teams?
It can be designed responsive or as a PWA for mobile access.
Can it capture leads from the website?
Yes. Forms and campaigns can create opportunities in the CRM.
Explore the Goatify ecosystem
CRM, AI agents, websites, apps, portals, productivity and digital growth in one connected company.
Build the right solution for your company.
Book a working session to define modules, channels, integrations and priorities.