Industry
A building project goes through a dozen phases. Your CRM knows three.
For construction companies, property developers and trade businesses with project business and 5 to 250 employees: every project as one workflow from plot to handover, with tasks, documents and people responsible. Plus AI employees that keep track of the overall picture.
Servers in Germany · AI advises, a human decides · Transparency under the EU AI Act
Starting situation
What shapes daily work in project business
Dozens of projects at the same time, each in a different phase. Anyone who wants to know where a project stands calls the site manager.
Documents such as plans, permits, quotes and acceptance reports sit in emails, on the server, in the car. Searching costs hours every day.
Procurement depends on plan approval, execution depends on procurement. When one step slips, nobody notices in time.
The CRM was built for sales. A building project is not a sales case.
Management knows every project and is the bottleneck for every decision.
AI and CRM in construction: what we develop for this industry
The project as one case. For us, AI in construction starts with the workflow: all phases of a project, from the plot through planning, permit, procurement and execution to handover acceptance and handover, are stages of a single case in the CRM. Each phase has its own subtasks, required documents and people responsible. Overdue steps become visible before they break the construction schedule. → CRM & ERP with AI
Three AI employees, three perspectives. Management: an overview of all projects and upcoming decisions. Assistance: documents, appointments, follow-up on open items. Site management: its own project and the next steps, also from a mobile phone on site. → AI employees
Order in tasks, folders, documents. A structure that is the same for every project. Whoever knows one project knows them all.
Stable system operation. A CRM that hangs in day-to-day business does not get used. We set up servers, storage and background processes so that the system holds up, and we monitor it. → AI integration & process automation
What matters most in construction
Sequence instead of sales funnel: a building project is a sequence with dependencies. We model it that way, not as a sales pipeline with renamed stages.
Mobile first: site management works on site. Every view has to work on a mobile phone.
Nothing in the live system without your yes: we change nothing in the structure of a running system without your explicit approval, and only after a rehearsal on a test copy. → Our principles
What already runs in project business, without customer names
The project as one continuous case with a dozen phases, with detailed processes of their own for key phases, in a CRM that was never meant for this.
Three AI employees, for management, assistance and site management, with separate memory and their own permissions.
Server stabilisation, a test system as a copy of the live system, and monitoring: we operate what we develop.
Stable operation, monitoring and the connection of your other systems: → How we connect and operate systems
Server operation in Germany or on your server. Critical data runs offline and locally; we connect external language models only for non-critical data and only as processors under Art. 28 GDPR. Role permissions by task, AI identifies itself as AI. Contract awards and approvals are decided by humans. When we process personal data on your behalf, we conclude a data processing agreement (DPA) with you under Art. 28 GDPR. → AI transparency
Frequently asked questions: construction and trades
Why doesn't a sales CRM fit building projects, and what do you do differently?
A sales CRM knows lead, quote and closing. A building project has a dozen phases with dependencies, required documents and people responsible. We map this sequence so that an overdue step becomes visible before the next one is waiting for it.
Does it work on site from a mobile phone?
Yes, site management works with its AI employee on the phone: the site manager sees their project, the next steps and open items and dictates notes instead of entering them at the PC in the evening.
Do you change anything in our running system without our yes?
No, we change nothing in your running system without your yes. Every structural change is first rehearsed on a test copy and only implemented in the live system after your approval.
What exactly does site management's AI employee do?
It knows the project, its phase and the required documents; it reminds about overdue steps, files notes and answers questions about the status. Contract awards and approvals are decided by site management.
Name a project that is currently stuck
In the first call we go through its phases and show what the workflow would look like in the system and what your management would no longer have to keep track of itself.
Reply within one working day.