Construction & installation
From first appointment to
paid invoice — without the hassle
Scattered spreadsheets, quotes sent by email and invoices in a separate package? The Agency CRM brings leads, quotes, project planning, field teams and invoicing together in one system that works in the office and on-site.
14 days free · no credit card · live in 5 minutes
68%
Faster quote turnaround
2.3×
More projects managed simultaneously
€18,400
Avg. reduction in outstanding invoices
9h
Saved per project manager per week
Sound familiar?
The pitfalls every construction business owner knows
The sector is demanding: tight margins, many subcontractors, clients who want constant updates, and VAT returns that must be right. Here is where it goes wrong:
Quotes take hours
Manually adding up hours, materials and margins while the client is already calling for a price.
Scheduling breaks down
Who is where tomorrow? Engineers miss updates and the project manager spends time calling around.
Invoices go out late
Projects roll on, but the invoice follows weeks later. Cash flow creaks under the strain.
Communication is fragmented
Client contact via WhatsApp, project updates by email and notes on Post-its. Nothing can be found.
Leads & quotes
Quotes ready in minutes, not hours
Drag enquiries through your sales funnel and instantly generate a professional quote with your rates, material costs and VAT breakdown. The AI writes the cover text — you press send.
- Quote templates with hourly rates, material lists and VAT
- Automatic reminder email if the client does not respond
- E-signature built in — client signs on their phone
- Convert a signed quote directly into a project
Project management & planning
Every project on time, even when fifteen run at once
Start a project the moment a quote is signed. Break it into tasks, assign engineers and subcontractors, set deadlines and monitor progress in real time — including via the mobile app on-site.
- Visual project board: kanban or timeline, your choice
- Add engineers and subcontractors as team members
- Time logging directly on the task — always up to date
- Client receives automatic status updates by email
Invoicing & VAT
Invoices in one click, correct VAT, straight into the books
Once a project is done (or at any milestone), convert it directly into an invoice. VAT rates, job reference numbers and payment terms are always right. Reminders go out automatically.
- Draft an invoice from a project in under 60 seconds
- VAT split (6% / 21%) automatically correct
- Automatic payment reminders after 7, 14 and 30 days
- Export to your accountant or connect Exact/Moneybird
More than just invoicing
Everything your team needs on-site
From revenue forecast to client communication — The Agency CRM covers the entire chain.
Mobile app for engineers
Log hours, tick off tasks and upload photos — even without a stable connection on-site.
AI assistant for quotes
Type the scope of the work and the AI drafts the quote with the right structure, rates and VAT breakdown.
Automatic client updates
Clients get a status email when a phase completes. No more calls asking 'how is it going?'.
Revenue forecast per project
See which projects and quotes will bring in money next month. Act before your cash flow feels the pinch.
Accounting integrations
Exact Online, Moneybird and Twinfield — invoices are pushed over automatically. Zero double entry.
GDPR-proof & secure
Client data encrypted on European servers, with role-based access and audit logs.
Customer stories
What construction & installation companies say
"We used to make quotes in Word and invoices in Excel. Now we have one system: quote signed, project created, invoice sent. Our payment cycle has halved."
"My engineers log their hours on the app, the planning is in The Agency CRM and every morning I can see in five minutes whether everything is on track. A real game-changer."
Frequently asked questions
Yes. You create a rate list once with materials, hourly rates and VAT percentages. When making a new quote, you pick what applies — totals and VAT are calculated automatically.
Less paperwork, more built
Join construction and installation companies that finally manage their quotes, projects and invoices in one place.
Prefer a guided tour? Book a demo