AI estimating and CRM platform
A single workspace that connects estimating, CRM, and project delivery, with AI scoring bids and pulling action items straight out of preconstruction meetings.
- Type
- Client system, anonymized
- Industry
- Construction — commercial electrical contracting
- Our part
- Design, engineering, AI
- A bid comes in
- AI scores it against the firm’s win history
- The bid is won, with its full context
- Delivery picks up where the estimate left off
The problem
Estimating lived in spreadsheets, the pipeline lived in inboxes, and delivery lived somewhere else entirely. Bids, relationships, and the jobs they turned into were never in the same place, so the team rebuilt context every time a project moved from estimate to award to execution. The signals that predicted which bids were worth chasing were buried in email threads no one had time to read.
What we built
- Win-probability prediction that scores each bid against the firm’s own history of what it actually wins
- AI relationship scoring that surfaces which client and partner accounts deserve attention before a bid goes out
- Automatic action-item extraction that reads preconstruction meeting notes and turns them into tracked tasks
- A unified estimating-to-CRM-to-delivery workspace where a bid carries its full context from first estimate through handoff
How we built it
We owned the whole system end to end: data model, backend, AI integration, and the interface the team works in every day. Rather than bolt a chatbot onto existing tools, we embedded Claude where it creates leverage: scoring, prediction, and extraction running quietly inside the workflow the estimators and project managers already follow. We wired sign-in to the firm’s existing Google and Microsoft accounts so adoption didn’t require a new password or a new habit.
Stack
- Next.js
- NestJS
- PostgreSQL
- Anthropic Claude
- Google OAuth
- Microsoft OAuth
The result
Estimating, sales, and delivery now run on one platform instead of three disconnected systems, with AI doing the reading and scoring that used to depend on whoever happened to remember the details.
- bids tracked from estimate to award
- 150
- bids tracked from estimate to award
- companies in the CRM, with 890+ contacts
- 450+
- companies in the CRM, with 890+ contacts
- meetings captured, with their action items
- 120
- meetings captured, with their action items
Have a system worth building?
Tell us how the work runs today and where the tools get in the way.
or write to hello@rexus.studio
We read every message ourselves and reply within a couple of business days.