Builder CRM: from enquiry to verified contract signed
Centric/Core runs the pre-contract stretch builders actually lose sleep over: staged pipeline, immutable price versions with honest expiry, e-sign-gated handover, variations and clients kept in the loop.
Pre-contract pipeline
From first enquiry to verified contract signed
The months between an enquiry and a signed contract are where building jobs are won, lost and mispriced. Centric/Core runs that whole stretch as a proper pipeline, stage by stage, so every prospect is somewhere deliberate and nothing drifts. The pipeline ends at verified contract signed, not at a handshake.
- A staged pipeline from enquiry to contract
- Every prospect visible, nothing drifting
- Ends at verified contract signed, not a maybe
Prices that hold
Immutable price versions, honest expiry
Every price you issue is an immutable version: once it goes out, it cannot be quietly edited underneath the client. Expiry bands make the validity of each price explicit, so old numbers cannot resurface months later as a commitment. When it is time to hand over, the handover is gated on the e-signature, so work does not start on an unsigned contract.
- Immutable price versions, never edited after issue
- Expiry bands on every price
- Handover gated on e-sign
- Variations tracked properly after signing
Compliance and care
A WA compliance posture and clients kept warm
The pre-contract process is built with Western Australian building requirements in mind, so the paper trail holds up. And because a quiet builder is a worrying builder in a client's eyes, automatic check-ins keep clients informed through the long pre-contract stretch without your team writing another status email.
- Built with WA building compliance in mind
- An audit trail behind every step
- Automatic client check-ins along the way
In the box
Built for builders, backed by the whole platform
Everything below ships as part of the same workspace, reading from the same data.
Variations
Post-contract changes captured as proper variations, so scope and price stay agreed in writing.
Public forms
Enquiry forms on your website that feed the pipeline directly, so no lead lives in an inbox.
Unified inbox
Client email and two-way SMS in one queue with assignment and internal notes, on your own mailboxes.
Workflow studio
Versioned workflows with draft and publish, so your process runs the same way for every client.
Sophia
The built-in AI assistant that answers questions from your own pipeline and client data, with spend guardrails.
Australian and secure
Hosted in Melbourne with active-active high availability, encryption at rest, strict per-tenant isolation and audit trails.
Run pre-contract like the main event it is
Book a demo and we will walk an enquiry through pricing, e-sign and handover, end to end.