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Using A CRM System To Automate Your Construction Marketing

Using A CRM System To Automate Your Construction Marketing

Communication in construction companies can become complex, this is due to having to communicate with different stakeholders.

However, a Customer Relationship Management (CRM) system can work to centralise your data to help maximise your potential profit.

Modern CRM systems have become smart and extremely helpful. You’re probably already familiar with the benefits of a CRM system for your building products company – organising your data, improving your sales performance, lead generation and so on. 

Well, thanks to automation – there’s so much more you can do. Read on to find out how…


What’s Automation?

A CRM system would not be complete without automation. However, automation software and CRM are actually two different things.

Marketing Automation Software is particularly used for campaign management and lead generation. So, you can use lead nurturing to re-engage with contacts.

CRM systems refer to contact management with a database that has been migrated onto your system.

A CRM automation refers to the CRM system’s capability to automate repetitive, manual tasks. This allows you to improve and streamline productivity within your construction marketing.

These automation features can automate your sales, marketing, and customer services.

CRM tools are all about making your life easier. Ultimately, saving you and your sales team time.

This can be done by quickly viewing sales pipelines to see deals you’ve won and lost.

Generate automatic email sequences depending on how viewers have interacted with the first email you’ve sent.

Improve your customer services by creating a customer portal and ticketing system which tracks customer support interactions.

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What You Can Automate With A CRM

Here are examples of what you can automate with a modern-day CRM system.

Email Marketing

Automating your email marketing campaign’s can save you a lot of time. Whether it’s an email about your latest products/services or your weekly building product newsletter -it’ll be beneficial to your construction marketing.

These can range from a simple email sequence to a complex campaign with several triggers and layers to target your audience.


Long gone are those lengthy, bulky spreadsheets. With a CRM system in place you can view metrics you’ll need to generate reports. To understand your customers better for future lead generation.

KPI Tracking

Instead of going through complex steps to measure your KPI’s, one of the main features of a modern-day CRM are dashboards. They’ll provide you with a visual summary of key metrics – effortless for you analyse.

It’s simple, all you need to do is filter the data to display the information you want to keep track of. This can range from how many visitors have been on your site from a specific month to the number of leads each channel generates.

Using A CRM System To Automate Your Construction Marketing



HubSpot CRM Automation For Your Building Products Company 

HubSpot is a great tool, in my personal experience, it’s so easy to grasp and very user friendly. You can use the free version and enjoy features of marketing automation.

Automatically have notifications to inform your sales team on leads to generate. With all the information they’ll need to follow-up with these contacts.

Take advantage of email sequences and notifications, live reporting, meeting scheduling and implementing a live chat onto your website.

Scheduling meetings will provide an easy experience for those who want to book some time with you. Whether this will be staff or customers wanting to find out more. Automation features will pull through data from your calendar to show when you’re free.


To have a live chat on your website with HubSpot’s free version is mind-blowing. Sometimes your customers want a different way to contact you, that’s quick and easy.

A live chat uses the information you’ve generated to create automatic responses for your customers – producing positive website experiences for your prospects.



A CRM system can improve efficiency in your building product company with automation. By eliminating repetitive admin tasks, you can utilise the time you’ve saved to further drive growth for your construction company.

Here at Insynth, we’re HubSpot partners and have helped many building product companies successfully integrate HubSpot CRM, bringing them insights into their marketing and sales activities and boosting their growth plans.

If you need to talk about adopting or implementing a CRM system, or you want more information, get in touch with us, we are more than happy to help.

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About Insynth

At Insynth we deliver a predictable flow of leads, customers, and specifications for building product brands through our inbound marketing approach, proven to reach a technically demanding audience.

We use the latest marketing techniques such as construction inbound marketing, to equip building product companies to grow sustainability in this era of digital transformation.

As the only HubSpot certified agency to major in construction marketing. We have a proven formula of bringing a variety of functionalities together including CRM ImplementationWeb DesignSales AutomationSEO, and Email Marketing to achieve your ultimate aim: Growing your business and gaining new specifiers and customers.

Book A Free Consultation Today