Metal building and fabrication business

Estimating and lead flow for a metal building fabricator

A connected journey from web enquiry to estimate, MBS-informed project data, CRM follow-up, and ERP handoff created a stronger foundation for growth.

Web leadsCRMMBSERPDocumentsarchCTOintegration layer
The story

Situation, approach, outcome.

Lead generation and qualificationMBS estimating integrationCRM follow-up automationERP handoff
01

Situation

A metal building fabricator ran web leads, MBS estimating, CRM follow-up and ERP as separate islands. Sales and production saw different numbers.

02

Approach

We connected the journey end to end: lead capture and qualification into estimating, MBS-informed data into CRM and ERP, and quote status visible across teams.

03

Outcome

One flow from enquiry to project, fewer re-typed estimates, and clearer follow-up on open quotes.

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