Live client build · Construction
Clear Creek Developments
Design-build, general contracting and construction management across Oklahoma since 2013.
Marketing website
Quote-request and bid-invitation forms
Replaced
- Wix
- Squarespace
- Jotform
Lead CRM
Capture, status pipeline (new > contacted > quoted > won/lost), notes, instant email alert to the office, one-click convert of a won lead into a project
Replaced
- HubSpot CRM
- Pipedrive
- Buildertrend lead management
Bid invitation intake and tracking
GCs/owners invite the company to bid; status tracked through to award
Replaced
- BuildingConnected Bid Board
- ConstructConnect
Company directory of clients
Subcontractors, vendors and design team, with COI expiry dates (GL/WC) and W-9 on-file tracking and expiration alerts
Replaced
- Procore Directory
- myCOI
- TrustLayer
Construction project management
Schedule and timeline, budget by CSI cost code, subcontracts/POs with retainage and lien-waiver status, change orders, RFIs, submittals, daily logs, punch list, documents, inspections, with contract/committed/actual rollups per project
Replaced
- Procore
- Buildertrend
- JobTread
Sales reporting dashboard
Lead and bid trend over time, pipeline funnel, project-type mix, by date range
Replaced
- HubSpot reports
- Databox













