Sales Management for Construction
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Jelpify’s sales management software for construction helps contractors manage the entire sales process from initial inquiry to signed contract. Businesses can centralize leads, create accurate proposals using templates and real supplier pricing, track offers through the sales pipeline, calculate project costs and margins, and sign contracts digitally. This reduces manual work, improves pricing accuracy, and helps construction teams respond faster and convert more opportunities into projects.
How It Works
See the Proposed Work
With Jelpify, you can easily get an overview of the proposed work for each project. All customer requests are collected in one place, allowing you to quickly see what the client needs and tailor your offer accordingly. This reduces the risk of missing important details and makes it easier to respond quickly to inquiries.
Make Your Proposal
After reviewing the proposed work, you can quickly and professionally make your own proposal. With Jelpify, you can use templates and predefined calculation methods to create offers in minutes. This makes it easier to send an offer that is accurate, competitive, and tailored to the client’s needs.
Sign a Contract with the Client
Once the client accepts the offer, you can proceed to sign the contract. You can schedule an online meeting with the client and use BankID to sign the contract. No paperwork. No delays.
Why Contractors Need Jelpify’s Sales Management Tools
Jelpify’s sales management tools help contractors gain more control, efficiency, and speed in the sales process, which is crucial for winning more projects in a competitive industry.
Never Miss a Lead Again
All customer inquiries are gathered in one place. You no longer have to worry about a customer reaching out via email, message, or social media and it getting lost. All communication is collected in a shared inbox, making it easy to follow up on leads quickly.
Quote with Confidence and Speed
Give your sales team the ability to create professional, profitable offers in minutes – whether in the office or on-site – by using pre-built templates and the company’s exact material prices.
Take Full Control Over Your Sales Process
With a clear overview of the sales process, you can track the status of each offer and follow up on any required actions. This gives you total control over the sales process, from the first contact to the final signing.
Get More Offers
By using Jelpify, you can handle multiple offers at the same time. This helps you increase the number of projects you can work on without losing track.
Manage Your Sales Pipeline
The sales module provides you with an overview of your entire sales pipeline, allowing you to track all the activities happening in the sales process. With Jelpify, you can quickly see the status of all your offers and adjust the workflow to ensure no opportunities are overlooked.
From the dashboard, you can instantly see the status of all your offers, categorized into four main stages:
- Offer Draft
- Offer Pending
- Offer Accepted
- Offer Rejected
Creating the Perfect Offer: Three Methods for Every Situation
Jelpify offers three calculation methods for creating offers that fit any situation, whether you are in the office or on the construction site.
Instant Calculation
This method is quick and simple, allowing you to create a basic offer in minutes without needing to specify detailed product descriptions. This is perfect for small and simple projects.
Question-Based Calculation
A guided, step-by-step process that builds an offer by asking a series of questions. For example, the system may ask: “Do you want a door? Yes/No,” followed by “Red or white?”, guiding the user to a specific product and price without having to search through a database.
Detailed Calculation
For larger projects that require accurate pricing and specifications, detailed calculation allows you to create a professional and detailed offer based on actual products and quantities.
One Unified Inbox for All Your Potential Clients
Jelpify gives you a centralized inbox to manage all customer inquiries, whether they come via the platform, email, or social media.
Platform Leads
Customer inquiries originating from the platform’s own system are gathered in the inbox for quick processing (referred to as “Jelpify Leads”).
Personal Leads
You can manually add leads from external sources like social media, referrals, or personal contacts.
Direct Integrations
The platform directly integrates with the external tools your business already uses.
Key integrations include:
- Gmail
Manage Your Project Budget
The budgeting module gives you full visibility into project costs, pricing, and margins before construction begins. With Jelpify, you can build standardized estimates, monitor profitability, and identify financial risks early — all within one system.
From the dashboard, you can quickly control the key elements of every project budget:
- Pricing and cost structure
- Margins and profitability
- Time and resource estimates
- Low-margin alerts
- Budget deviations
Work Smarter with Calculation Templates
Using predefined “prefix templates” for calculations and offer text improves efficiency and consistency across your sales team. These templates simplify complex quoting and make it a fast and repeatable process. Salespeople can select pre-made templates – for example, a complete bathroom renovation – and save time by only entering specific data (e.g., square meters or quantities). This system ensures that each offer maintains professionalism and margin protection.
Salespeople can work in three ways:
- Use a template as it is for standard jobs
- Modify a template to fit specific project needs
- Create a custom offer from scratch
This template-based approach ensures accuracy and standardization, improving both speed and consistency in generating professional offers.
Cost Calculation Tools
Cost calculation tools give construction companies a platform that integrates a comprehensive product library sourced from large suppliers. This library, enriched with images, documents, and descriptions, serves as the foundation for generating accurate offers. The system ensures that each company’s specific prices and discounts are maintained by matching uploaded price lists with relevant items in the product library.
How Product Pricing Works
Product pricing is determined by the unique agreements each construction company has with its suppliers. Companies upload their price lists, typically in Excel format, which contains the products they use and the prices they pay. The system automatically matches these products with the corresponding items in the platform’s product library, ensuring that each offer is based on the company’s actual costs, protects profit margins, and eliminates the risk of outdated or incorrect pricing.
Frequently
Asked
Questions
Homeowners post tenders describing the work they need done, and you receive matching requests based on your trade and service area. You can review the details, submit a competitive offer, and get in touch directly with the homeowner — no cold leads, just real projects that fit what you do.
Jelpify runs on a subscription model with pricing based on your company size and the tools you need. There's no cost to browse available tenders — you only commit once you decide to submit an offer on a project.
Once a job is agreed and signed digitally, you can send invoices and track payments directly through the platform. This keeps your project economy organized in one place, without chasing paperwork or manual reconciliation.
Every professional signs in using trusted identification methods such as BankID, and is connected to an officially registered company. This keeps the platform accountable and gives homeowners confidence in who they're hiring.
Yes. Your dashboard lets you track schedules, assign subcontractors, manage documentation, and monitor several active projects at once, so nothing falls through the cracks as your workload grows.