Win the work,track every lead.

A team CRM for pursuits — leads, opportunities, and relationships tracked from first contact to award.

JB
Marketing CRM · Cedar Heights+ New
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Marketing CRM built like an operating system. Purpose-built for general contractors, ErectOS runs marketing crm as live infrastructure capturing the work, flagging what matters, and reporting the truth every single day.

One source of truth

Every marketing crm record lives in one place — versioned, searchable, and tied to the building it belongs to.

Powered by Pulse

ErectOS watches the work and flags what needs attention before it costs you time, money, or a claim.

Wired to the build

Marketing CRM reads from and writes to the modules around it, so nothing has to be entered twice.

Capture it once, in the field.

Marketing CRM captures the record where the work happens — on phone, on site, in seconds — with the context already attached.

1.0 Capture

JB
Marketing CRM · live+ New
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ErectOS Pulse

Pulse flagged a marketing crm that needs a response today.

Routed to the right owner with the deadline already set.

OpenSnooze
1.1
Structured captureTemplates keep every record complete and consistent.
1.2
Mobile-firstBuilt for the people doing the work, not just the office.
1.3
AttachmentsPhotos, markups, and files travel with the record.
1.4
Auto-routingThe right person is notified the moment it lands.

See the status at a glance.

Track every open marketing crm against its deadline, owner, and impact — and report the truth without chasing anyone.

2.0 Control

JB
Marketing CRM · this week+ New
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Variance alert

3 marketing crm items are aging past SLA.

Open24
Overdue3
Avg cycle4.1d
2.1
Live statusOpen, aging, and closed — always current.
2.2
OwnershipEvery item has a name and a date against it.
2.3
Audit trailWho did what, when — captured automatically.
2.4
One-click reportsExport the status for any stakeholder instantly.

Wired to the whole build

Marketing CRM reads from and writes to every module it touches — your data is entered once and trusted everywhere.

Daily LogsField → Marketing CRM

Field activity posts straight into the record — no double entry.

DocumentsMarketing CRM ↔ Docs

Every file and markup is filed against the right record automatically.

NotificationsMarketing CRM → Team

The right people are alerted the moment something needs them.

ReportsMarketing CRM → Reports

Status rolls up into project and portfolio reporting in real time.

Nothing slips through the cracks on marketing crm again.

Field → Marketing CRM

Every record carries its own history — and its own deadline.

Marketing CRM → Audit

The status is computed from the work, not from a status meeting.

Marketing CRM → Reports

Marketing CRM is part of the build.Run it in ErectOS.