A CRM that starts where your work starts: the bid.
Generic CRMs were built for software sales teams, then skinned for contractors. Pursuit was built around the estimate. Customers, bid dates, vendor quotes, and the plans behind them live in one place, and you can ask the project a question and get an answer from its own documents.
Customer
Hargrove Builders, Inc.
Built for the people who price the work.
- 01
Customers tied to bids
Every customer record shows the bids, quotes, and jobs behind the relationship. Not a contact list; a history of the work.
- 02
Conversations on the record
Email threads, RFQs, and replies attach to the project they belong to. When someone is out sick on bid day, the record is still there.
- 03
Ask the project anything
Plans, specs, and addenda become something you can question in plain English. The answer comes from the documents, with the source shown.
- 04
Hit rate by customer
Win/loss is recorded with dates and reasons. See which customers you win with and which bids burn estimating hours for nothing.
Who it's for, and who it isn't.
Pursuit fits if
- You bid work and want every bid, quote, and customer on one board
- Your estimate and your customer history should live on one platform
- You want AI that reads your project documents, not a chatbot bolted on
Look elsewhere if
- You need field service dispatch, scheduling crews, or invoicing
- You want a general-purpose sales CRM with custom pipelines for anything
The estimate and the customer, together.
Pursuit shares a platform with BidScreen Cloud, our browser-based takeoff. Measure the job, send the RFQs, track the bid, and record the outcome without re-keying anything between tools. Vertigraph has built takeoff software for estimators since 1991; Pursuit is the same focus applied to everything around the estimate.
Run one real bid through it.
Pursuit is in beta. Setup takes minutes, the price is on the pricing page, and nobody makes you book a call first.