Your Construction Software Should Talk to Each Other
Most contractors run their business on disconnected systems. Your ERP doesn’t talk to your CRM. Your CRM doesn’t talk to your BI tools. We fix that.
You’ve got job data in your ERP, customer data in your CRM, documents in SharePoint, estimates in one system, and actual costs in another. Every time someone needs a complete picture of a project, they’re pulling data from five different places and stitching it together in a spreadsheet.
It doesn’t have to work this way.
ERP
Job costing, accounting, payroll
CRM
Leads, bids, customer data
Documents
Contracts, plans, submittals
Reporting
Dashboards, analytics
The Problem With Disconnected Systems
Construction companies typically run on a mix of specialized software. You’ve got your ERP for job costing and accounting, a CRM for tracking leads and customers, estimating software, safety systems, document management, and BI tools for reporting. Each one is good at what it does.
The problem is they don’t talk to each other.
Double Data Entry
Win a job in the CRM, then manually create it again in the ERP. Update a contact in one system, forget to update it in the others.
Stale Reports
By the time you pull data from multiple systems and build a report, the numbers are already outdated. Real-time visibility doesn’t exist.
Data Entry Errors
Every time someone manually moves data between systems, there’s a chance for mistakes. Wrong job numbers, missing details, transposed digits.
No Single Source of Truth
Which system has the correct information? The CRM says one thing, the ERP says another. Nobody knows what’s accurate.
Systems We Integrate
We build custom integrations between your construction software and the tools you use to run your business:
Construction ERPs
Plexxis, Sage, Viewpoint, Procore, Foundation, CMiC, Jonas, and more
CRMs
Dynamics 365, Salesforce, HubSpot, Pipedrive, Zoho
BI & Analytics
Power BI, Tableau, Qlik, Domo, Looker
Document Management
SharePoint, Dropbox, Box, Google Drive, Procore Docs
Estimating
WinBid, Accubid, ConEst, PlanSwift, Bluebeam
Safety & Compliance
SafetyCulture, Safety Reports, Procore Safety, SiteDocs
What Integration Actually Looks Like
When your systems are connected, data flows automatically. No manual entry, no copy-paste, no spreadsheets to reconcile.
Plus any other automation you can think of.
National Drywall Contractor Integration
We integrated Plexxis ERP and WinBid into the workflow of a national drywall contractor, creating a seamless operation from bid to closeout.
Project Kickoff
- When a job is marked “won” in Dynamics 365, a new job is automatically created in Plexxis ERP
- A project folder is generated in SharePoint with pre-built templates and SOPs based on job type
- Notifications go out to all relevant parties with pre-construction kick-off details
Ongoing Management
- Job performance, financials, safety metrics, and workforce data flow continuously into Power BI dashboards
- Real-time visibility into project health without manual reporting
- Proactive decision-making based on current data, not last month’s numbers
The Result
Eliminated hours of weekly data entry. Reduced errors from manual processes. Gave leadership real-time visibility into every active project across the country.
More Integration Examples
- Bid to Job Creation – Win an estimate in WinBid or Accubid, automatically create the job in your ERP with all the details carried over
- CRM to Document Management – Close a deal in Salesforce, automatically generate project folders in SharePoint or Dropbox with the right template structure
- Timekeeping to Payroll – Field hours from your timekeeping system flow directly into payroll without manual entry
- Safety to Dashboards – Incident reports and safety observations automatically populate leadership dashboards
- Subcontractor Onboarding – New sub in your system triggers insurance verification workflows and document requests
- Change Order Tracking – Change orders in the field sync to the ERP and update project financials in real-time
Why This Matters
- Save time – Stop entering the same data into multiple systems
- Reduce errors – Automated data transfer means fewer mistakes
- Real-time visibility – Dashboards that update automatically, not weekly
- Better decisions – Act on current information, not stale reports
- Scale without chaos – Grow your business without drowning in manual processes
ConstruSense: Built to Bring It All Together
We didn’t just build integrations for clients. We built ConstruSense as a front-end that connects all your construction data sources in one place.
- Pull safety, workforce, and compliance data from multiple systems
- Dashboards that combine ERP financials, CRM pipeline, and field data
- Document management that ties back to your jobs
- Works standalone or as the hub for all your integrations
Ready to Integrate?
Tell us what systems you’re running and we’ll show you what’s possible. We integrate with over 500 applications.