Construction and site management that sales and the site both can trust
Planned against actual progress, reviewed site updates, blockers, a snag register, vendors, material and bills in one system.
The problem with construction and site work
Sales promises a handover date the site has not confirmed. Progress is reported in photos on a chat group, bills arrive late and nobody can compare the plan with what was built.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Engineer posts update
- Manager reviews
- Approved
- Progress updated
To do
In progress
Done
- Issue raised
- Owner and due date set
- Fix recorded
- Closed with proof
- Bill received
- Material verified
- Approved
- Ready for payment
Site progress, plan against actual
Illustrative sample dataSite progress, plan against actual
Sample data only. This shows how the work moves, not real figures.
How teams use it day to day
Daily update
A site engineer posts progress and a manager approves it before it counts.
Snag closure
A snag is raised with a photo, assigned, and closed with evidence before handover.
Bill approval
Accounts approves a vendor bill only after the work order and material checks.
Why Propto CRM for construction and site work?
Your brand on construction and site work
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to construction and site work
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Construction and site work share one record with Workflow Rules & Operational Automation, Customer Experience Management and Tasks & Team Collaboration, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Bring your existing data with you
We help move construction and site work from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Questions we hear
Do all site updates count?
Only approved site updates count toward progress.
Can we track vendors and bills?
Yes. The module includes a vendor directory, verified material stock and bills approved before payment.
Can sales see site progress?
Construction status appears on the booking record and can be sent to the buyer.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
Field Attendance and Payroll for Real Estate Teams
How real estate companies can manage field attendance, leave, corrections and payroll: geo-fencing, sync, policies, payroll runs and the mistakes to avoid.
Planned vs Actual: Tracking Construction Progress
How to track construction progress as planned versus actual: phases, percentages, approved updates and days behind.
A Daily Site Update Process That Works
How to run a daily site update process: who posts, what to include, how to review and what to do when updates are missed.