Built for Construction Project Managers

The CRM construction PMs run bids and change orders in.

Construction Project Managers at general contractors, specialty subs, and design-build firms carry a number against bid wins, change-order revenue, and owner relationships that span multi-year projects. The CRM has to hold the bid package, the GMP estimate, the AIA contract, the submittal log, and the owner handoff on one record without a Procore screen share and a Dropbox link.

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Why buyers are here

Construction Project Managers: the daily pains.

The construction PM job runs on a different clock than any white-collar sales role. A commercial build has an RFP that lands with 60 pages of drawings, a bid walk two weeks later, a GMP estimate four weeks after that, a trade partner buyout cycle another month after that, a signed AIA contract if the owner picks the firm, and then an 18 to 36 month build cycle with change orders flowing on top the whole way. The PM at a 20 to 500 person contractor almost always double-hats as the owner relationship owner after award, so the handoff is to themselves. The common stack is Procore for project execution, Sage or Viewpoint for job cost, a Smartsheet or Excel bid tracker, Bluebeam for takeoff, DocuSign for AIA execution, and a shared email inbox for owner correspondence. The sections below show how Strkr collapses the pre-construction and owner-relationship layer into one workspace with the Products module holding scope line items natively, DocuSign and PandaDoc as native AIA and subcontract integrations, Procore and Sage as data connectors, and the Projects module picking up delivery coordination at Award.

Bid pipeline lives in Smartsheet

My bid tracker is a spreadsheet nobody else can see.

Every PM has a bid tracker in Smartsheet or Excel with job name, owner, architect, bid date, GMP target, win probability, and a column for the follow-up date that nobody remembers to update. The tracker never ties to the contact record for the owner rep, the architect, or the trade partner. Strkr pipelines carry every bid as an opportunity on the owner account with scope line items on the Products module, bid-walk notes on the record, and win-probability math the PM can audit a quarter later.

GMP estimate rebuild

My GMP math gets rebuilt three times per bid.

A GMP estimate goes through the chief estimator, the PM, and the ops principal before it ships to the owner, and each pass rebuilds the roll-up from scratch because the previous version lives in a different file. Strkr holds every scope line item on the Products module attached to the bid with trade partner cost, markup, contingency, and GC fee visible to every reviewer so the GMP ships the same number everyone signed off on.

Change orders bleed revenue

Change orders chase me for 90 days post-signoff.

A change order gets verbal approval from the owner rep on a Thursday jobsite walk, the field crew executes it the following Monday, and the paperwork catches up six to twelve weeks later when the project accountant chases the backup. Half the time the PM eats the delta because the CO never got a formal number. Strkr lets the PM log a CO on the project record the moment it is verbal-approved, attach the field photo, route the pricing worksheet to the owner for signature via DocuSign, and track the aging from verbal to signed on a dashboard.

Owner relationship context splinters

Three past projects with this owner and I know none of the context.

A repeat owner awards a new build and the PM running the new project has no record of the issues on the last two jobs because the previous PM left, the context lived in a Procore project that is now archived, and the shared email inbox was deleted. Strkr renders the owner account record with every past project, every past change order dispute, every past punch-list fight, and every past retainage negotiation visible to the new PM on day one.

Procore is for execution, not sales

Procore was built for the field, not for me chasing bids.

Procore shines on RFIs, submittals, drawings, daily logs, and punch lists once the job is awarded. Procore does not hold the bid pipeline, the owner relationship history across unawarded jobs, the pre-award proposal library, or the win-rate math by owner, architect, or project type. Strkr sits upstream of Procore with the pre-award pipeline, scope line items on the Products module, and a connector that promotes an awarded bid into Procore as a new project without the PM retyping the scope.

Salesforce is overkill for a 50 person contractor

Salesforce is a sledgehammer on a contractor pipeline.

A 20 to 500 person contractor does not have a Salesforce admin on staff. The PM waits two weeks for a custom field for GC fee, three weeks for a flow that routes change orders over 10 percent, and four weeks for a saved view that filters bids by owner type. Strkr custom fields, Layouts, Flows, and saved views are self-serve for the PM, the chief estimator, and the ops principal inside the permission matrix. The pipeline change ships the hour the chief estimator asks for it with an audit trail.

How Strkr fits the construction PM day

The primitives construction PMs actually run bids on.

Strkr for construction Project Managers ships the same CRM every other role at the contractor runs, with role-aware views shaped around pre-construction, bid, award, and change-order motion. The primitives below line up with the PM weekly motion on a 60 to 180 day bid cycle and the 18 to 36 month build that follows: owner relationship intake, bid-walk notes, GMP estimate roll-up, trade partner buyout, AIA contract execution, and the change-order flow that runs the whole life of the job.

Bid pipeline board

Every active bid on one board.

Column-per-stage board grouped by project type, owner type, bid value, bid date, or chief estimator. Drag a bid between stages (Lead, Bid Invite, Walk Scheduled, Estimate In Progress, Bid Submitted, Award, Pass) and the flow runs entry criteria for the required scope coverage, GMP roll-up, and estimator sign-off. The PM builds the view that matches today, not the Smartsheet the ops principal set up two fiscal years ago.

Opportunity record

One record holds the whole bid and the whole project.

The opportunity record pulls in owner rep contacts, architect contacts, bid-walk photos, scope line items, trade partner quotes, GMP roll-ups, AIA contract markups, and signed artifacts. A role-aware sidebar renders bidding fields for the PM, estimator fields for the chief estimator, and legal fields for the ops principal on the same record without a tab switch into Procore.

Products module

Scope line items on the bid, native.

The native Products module holds every scope line item (sitework, foundations, structural steel, drywall, MEP packages, finishes) on the bid record with trade partner quote, markup, contingency, GC fee, and sell price. The PM builds the GMP on the opportunity, the chief estimator reviews the math, the ops principal confirms margin, and the signed GMP contract carries the exact line items into the Projects module at Award.

AIA contracts and subcontracts

DocuSign and PandaDoc on every bid and every buyout.

Draft the AIA A102 or A133 from the Products scope line items, route through DocuSign or PandaDoc, and the signed PDF returns to the opportunity with the stage auto-bumping to Award. Subcontractor agreements run the same path from the trade partner contact record. The firm keeps the signature tool it already pays for and the PM stops copy-pasting signed artifacts into a Dropbox folder.

Call capture

Owner calls, bid walks, and buyout meetings on the record.

Click-to-join every owner, architect, and trade partner meeting on the opportunity, auto-record where consent is captured, and Strkr AI drafts the summary with scope answers, owner objections, and next steps extracted. The PM edits the draft in 90 seconds and the record is live. The follow-up email template pre-fills with the next step the call captured.

Email and calendar

Thread sync and auto-logging on every owner account.

Native Gmail and Microsoft 365 sync. Every email, meeting, and calendar event lands on the owner account and opportunity timeline with role-aware visibility. Meeting booking links ship native with team round-robin so the firm never pings an architect with a booking link that lives outside the record.

Mobile for the jobsite

Offline edit from the trailer and the walk.

Strkr mobile is first-class with offline queue, voice-note capture, and opportunity edit for the PM walking a site with no reception. Log a bid-walk note, snap a photo of a condition, dictate a scope assumption, and the record syncs the moment the phone sees LTE again. The PM never retypes a jobsite note from a notebook into a desktop at 7pm.

Pre-construction and GMP workflow built for contractors

The bid conversation lives on the opportunity, not in a Smartsheet.

The bid conversation is the deal for a construction PM. A PM moves a bid from Invite to Submitted with a scope-by-scope GMP that the chief estimator can defend, the ops principal can margin, the owner rep can approve, and the architect can map against the drawings. Strkr holds every piece of that conversation on the opportunity with the Products module as the backbone, DocuSign and PandaDoc as the signature integrations for AIA execution, and Strkr AI as the drafting assistant for the first-pass qualifications and scope narrative.

Scope line items

Trade divisions on one GMP opportunity.

The Products module carries scope line items organized by CSI MasterFormat division (01 General, 03 Concrete, 05 Steel, 09 Finishes, 23 HVAC, 26 Electrical) with trade partner quote, markup, contingency, and GC fee per line. Flip a line from self-perform to subcontracted and the GMP re-math is instant.

Estimate rounds versioned

Every GMP round is on the opportunity, not in email.

Draft GMP v1 at 60 percent drawings, update to v2 at 90 percent drawings, add a VE pass in v3 to hit the owner budget target. Each version lives on the opportunity with timestamp, author, and the owner comment that triggered the change. The chief estimator reviews the version the owner is actually seeing, not the version from the pre-walk roll-up.

Trade partner buyout tracking

Sub quotes land on the scope line, not in a shared inbox.

Each scope line pulls trade partner quotes from the subcontractor account record. The PM compares three quotes per division on one view, flags scope gaps, and awards the buyout with one click that fires a subcontract draft to DocuSign. The chief estimator never gets a buyout surprise two weeks after award.

Strkr AI qualifications draft

A first draft of the scope narrative off the bid-walk notes.

Strkr AI reads the bid-walk summary, the owner RFP, and the historical qualifications on similar projects, and drafts a first-pass scope narrative with inclusions, exclusions, allowances, and clarifications. The PM edits the draft in 15 minutes and the proposal ships the same day instead of the normal 2 day turnaround.

Bid proposal to AIA to signature

DocuSign and PandaDoc on the opportunity.

The PM drafts the bid proposal and the AIA A102 or A133 contract from the Products line items, routes to the owner rep for signature through DocuSign or PandaDoc, and the signed PDF returns to the opportunity. Subcontractor agreements follow the same path with the trade partner markup rounds captured on the opportunity timeline.

Historical cost library

The firm cost history is one source of truth.

The Products module holds the firm historical unit cost library (concrete per cubic yard, steel per ton, drywall per square foot, GC fee percent by project type) as a template library the PM pulls from on every bid. A new PM builds a GMP on day one with the same math the senior PM uses on a repeat owner.

Approval thresholds

GMPs past a threshold route to the ops principal.

A GMP past a size threshold, a bid with contingency under 3 percent, a trade partner buyout outside the approved vendor list, or a scope touching a non-standard project type fires a Strkr Flow that routes the opportunity for ops principal or owner sign-off. The leadership never finds a non-standard commitment in a signed AIA after the fact.

Audit trail on every scope move

Who changed what, and when.

Every scope line added, every trade partner quote swap, and every markup flip lives on the audit log with timestamp, author, and reason code where required. The PM answers the owner question about GMP version 2 versus version 3 from the record, not from a Bluebeam markup compare at 11pm the night before the bid interview.

Flows for the construction PM motion

Automations across bid, award, change-order, and closeout.

The best construction PMs automate the administrative drag between stages and spend their hours on the three owner conversations and the two field decisions where PM judgment matters most. Strkr Flows cover the automations every construction PM team should run as native triggers with no webhook plumbing. The pattern below compounds into a cleaner bid pipeline, a faster GMP turnaround, a change-order aging dashboard the ops principal actually trusts, and a closeout hand-off that does not drop the context the PM spent 24 months building.

Stage entry criteria

A bid cannot move without the required artifact.

A bid moving from Invite to Walk Scheduled needs an owner contact, an architect contact, and a bid-walk date. Walk to Estimate needs scope line items on the Products module. Estimate to Submitted needs a GMP roll-up, a chief estimator sign-off, and a submitted bid number. Strkr enforces entry criteria at the stage transition with inline prompts for the missing field.

Scope staleness nudge

Stale GMP rounds surface before the bid review.

Daily flow checks the Products line items on every open bid. If no new version has landed in 7 days on an active Estimate stage bid, the record surfaces on the PM triage view. The PM nudges the trade partner for a quote or confirms the bid is dead instead of letting it rot through two pipeline reviews.

Approval auto-route

Non-standard GMPs route before the owner sees it.

A GMP past the size threshold, a contingency below 3 percent, a trade partner buyout outside the approved vendor list, or a project type outside the firm standard offering fires a flow that routes the opportunity to the ops principal for sign-off before the PM sends the bid. The PM never guesses who to ping on a stretch bid.

Bid submitted

Submitted fires the AIA draft and schedules follow-up.

Move the bid to Submitted and the flow drafts the AIA A102 or A133 from the Products line items (held pending award), routes to the PM for review, and schedules a 7 day follow-up task on the opportunity for owner decision. The PM never forgets to chase the award call.

Owner markup return

Owner redline returns and the PM sees the diff.

The owner Legal reviewer returns a redlined AIA. The flow stores the artifact, pings the ops principal for sign-off, and surfaces the diff on the opportunity timeline. The AIA review cycle shrinks from a two week email ping-pong to a 48 hour turnaround.

Award signature

Signed AIA bumps the stage and fires buyout.

DocuSign or PandaDoc returns the signed AIA. The flow stores the artifact, flips the stage to Award, pings the ops principal for the project accountant setup, and pings the PM for subcontractor buyout kickoff. The PM moves on to the next bid without a status email thread.

Change-order aging

Verbal COs that stay unsigned past 14 days escalate.

A change order logged as verbal-approved on the project record that has not reached signed state in 14 days fires a Strkr Flow that pings the PM, cc the ops principal, and surfaces the aging CO on the Monday project review dashboard. Change-order bleed drops from 90 day open balances to under 21 days firm-wide.

Award hand-off

Project spins up in Projects with bid context carried over.

At Award, a flow creates a project in Strkr Projects, maps the Products line items to the project template, auto-generates buyout tasks, creates the submittal log skeleton, assigns the PM as project owner, pushes the project into Procore via the connector, and surfaces the project on the owner account record. The hand-off is a status change, not a 30 minute Procore project setup from scratch.

Head-to-head

Strkr for construction PMs vs the Smartsheet + Procore + spreadsheet stack.

A typical construction PM stack runs Smartsheet or Excel for the bid tracker, Procore for post-award execution, Sage or Viewpoint for job cost, Bluebeam for takeoff, DocuSign for AIA execution, and a shared email inbox for owner correspondence. Strkr collapses the pre-construction and owner-relationship layer into one workspace with the Products module holding scope line items natively, DocuSign and PandaDoc as native integrations, Procore and Sage as data connectors, and the Projects module picking up delivery coordination at Award.

What matters Strkr Smartsheet + Procore + spreadsheets
Number of tools construction PM opens daily 1 (Strkr) upstream of Procore for execution 5 to 7 (bid tracker, estimate sheet, Procore, Sage, DocuSign, Dropbox, email)
Bid pipeline and win-rate math Native pipeline board with win rate by owner, architect, project type Smartsheet tracker, no win-rate math, no owner history linkage
GMP scope line items on the opportunity Native Products module with CSI divisions, trade partner quotes, GC fee Excel estimate sheet, rebuilt from scratch per bid, no CRM record
AIA contract execution DocuSign and PandaDoc native with signed AIA on the opportunity DocuSign bolted on, signed PDF lives in Dropbox and the project folder
Change-order aging and bleed control Verbal CO logged on day one, flow escalates at 14 days unsigned CO paperwork chases the field 60 to 90 days after execution
Owner relationship history across jobs One account record with every past project, dispute, retainage event Archived Procore project, deleted shared inbox, context resets per PM
Trade partner buyout tracking Sub quotes on the scope line, three-way compare, one-click award to DocuSign Email thread per trade, buyout surprises two weeks after award
Post-award hand-off into Procore and Sage Native flow creates project, maps scope to Procore, pushes job to Sage PM retypes scope into Procore, project accountant rebuilds job in Sage
PM double-hat as owner relationship owner One account record with role-aware views for bidding and delivery mode Smartsheet for pipeline, Procore for build, email inbox for owner, no linkage
Admin changes to pipeline Self-serve for PM and chief estimator inside the permission matrix Smartsheet owner updates columns, Salesforce admin queue, 2 week freeze

See the CRM construction PMs actually run bids and change orders in.

Start a 14 day trial with the full construction PM stack enabled: bid pipeline board for commercial, residential, and civil projects, Products module for CSI scope line items, DocuSign and PandaDoc for AIA and subcontract signature, Strkr AI for first-pass qualifications and bid summaries, Flows for Invite through Award and change-order aging, native Procore and Sage connectors, and the post-award hand-off into Projects. The pricing page lays out the per-seat line in full, and the sales-forecast feature page shows the forecast surface for mixed GMP and change-order revenue if that is the piece to pressure-test first.

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Common questions

Construction Project Managers buyer FAQ.

Does Strkr replace Procore?

No. Strkr sits upstream of Procore and handles the pre-construction, bid, and owner-relationship layer that Procore was not built for. Procore remains the field execution system of record for RFIs, submittals, drawings, daily logs, and punch lists once the job is awarded. The Strkr Procore connector promotes an awarded bid into Procore as a new project without the PM retyping the scope, maps Products line items to Procore budget codes, and keeps the owner account and change-order financial state in sync. Firms running both get a clean pipeline-to-field hand-off that neither tool delivers alone.

How does the Products module handle a GMP contract with trade partner buyout?

The Products module carries scope line items on the opportunity organized by CSI MasterFormat division with trade partner quote, markup, contingency, and GC fee per line. Each scope line pulls three or more trade partner quotes from the subcontractor account record so the PM can compare on one view. At Award, the firm fires subcontractor agreements through DocuSign or PandaDoc from the Products line items, the signed subs return to the opportunity, and the awarded scope maps into Procore via the connector. The chief estimator reviews the GMP math before submission, the ops principal confirms margin, and the signed AIA carries the exact line items into the Projects module so the delivery team is building against the scope the owner actually bought.

Can Strkr track change-order aging from verbal approval through signed?

Yes. The PM logs a change order on the project record the moment it is verbal-approved on the jobsite, attaches the field photo and the owner conversation note, and the record enters a Strkr Flow that tracks aging from verbal to pricing-sent to owner-signed. A CO that has not reached signed state in 14 days fires an escalation that pings the PM, cc the ops principal, and surfaces the aging CO on the Monday project review dashboard. Firms running this pattern typically drop change-order bleed from 60 to 90 day open balances down to under 21 days firm-wide, which is real revenue the ops principal reads on the P and L the next month.

How does the post-award hand-off work when the PM is also the owner relationship owner?

At Award, a Strkr flow creates a project in Strkr Projects, maps the Products scope line items to the project template, auto-generates subcontractor buyout tasks, creates the submittal log skeleton, pushes the project into Procore via the connector, pushes the job cost code to Sage or Viewpoint, and assigns the PM as the project owner. When the PM double-hats as the owner relationship owner across the 18 to 36 month build, the same person owns both the bid record and the delivery record with role-aware views. The context from 90 days of pre-construction and the next 24 months of change orders, RFIs, and submittals compounds on the owner account instead of resetting at the signature.

Why not just use Salesforce or HubSpot for a contractor bid pipeline?

HubSpot was built around the marketing hub and does not hold scope line items, GMP math, trade partner buyouts, or AIA execution natively. Salesforce is the opposite problem for a 20 to 500 person contractor with no admin on staff, where every pipeline change for GC fee, contingency, or project-type routing waits two weeks on a release queue. Strkr is construction-shaped with the Products module built for CSI division scope line items, Flows self-serve for the PM and chief estimator, native DocuSign and PandaDoc for AIA and subcontract execution, and connectors for Procore and Sage that other CRMs make you build on Zapier or hand-code. The firm ships the pipeline change the hour the chief estimator asks for it instead of the quarter the admin queue clears.

Does Strkr integrate with Procore, Sage, Viewpoint, and Bluebeam?

Yes. Procore ships as a native connector that promotes awarded bids into Procore projects, maps Products line items to Procore budget codes, and keeps the owner account and change-order financial state in sync. Sage 300 CRE and Viewpoint Spectrum ship as job-cost connectors that push cost codes at Award and pull actuals back onto the project record for change-order margin math. Bluebeam markup files attach natively to the opportunity timeline as artifacts tied to the scope line they annotate. The firm keeps the field execution and job-cost tools it already pays for and gets the pre-construction CRM record of truth it was missing.

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