Free CRM audit · Construction
A free CRM audit for construction companies that sell project by project
We work with general contractors, material suppliers, and specification-driven subcontractors: curtain wall, glass facade, roofing, hydro-isolation, and structural firms. Companies whose sales record is a site, not a customer account.
We know the industry
You won't have to explain how construction sells
You already know where a standard CRM breaks for a company like yours. So do we.
The same site quoted by three contractors a year apart, with two reps pricing it ten percent apart and nobody catching it. A deal specified into a design long before it has a price or a close date. A project that runs idea, design, tender, build, maintenance, and never fits an awareness-to-purchase funnel. A tool that is right at eight people and wrong at forty.
Duplicate quotes
Two reps, one site, two prices
No price or date yet
Specified now, priced later
Project lifecycle
Not an awareness funnel
Right tool for your size
Right at eight, wrong at forty
We have seen these across enough construction companies that they are where the audit starts, already understood before your call. So the call goes into the specifics of how your company sells, and none of it into teaching us the industry.
Start here
Before you look at a single CRM, do this first
Every one of those patterns comes from the same root. A tool got chosen before anyone mapped how the company actually sells a project.
So we start the other way round. We sit with you, look at how your company really sells, from the moment a product is specified or an enquiry lands, through the tender, to the won job, and we write it down. Then, and only then, does a CRM recommendation make sense.
That is the audit, and it is the first step of working with us. It is free, and it is yours to keep whether you go any further or not.
First
Map how you actually sell
then, and only then
Then
One CRM recommendation that fits
The deliverable
Here is exactly what you get
A full written report built around your company, not a generic summary.
1
A map of how your business actually sells
Most useful partEvery stage your team really works, from specification or first enquiry through to the won tender, drawn the way your company operates, not a template.
2
One CRM recommendation, specific to you
Matched to your size and your selling model, trading or specification, one team or several. A named platform, with the reason it fits.
3
What to fix before you implement anything
Most vendors skip thisThe project-versus-account structure, the duplicate-quote exposure, the stages that need to exist before any tool goes in. In priority order.
4
An itemised estimate of what implementation would cost
Usable with us or with any other partner. No invoice attached, no pressure to proceed.
5
An honest referral if we are not the right fit
If construction work like yours is better served by someone else, we say so and point you to them.
Yours to keep
No cost
No obligation
How it works
Three steps to your free audit
The first step of working together is the audit, and it is free. Here is how you get to it.
1
Tell us about your company
about a minuteA couple of questions on your size, what you build, and where the process hurts. This decides fit before anyone's time goes in.
2
A fit call
30–45 minutesNo slides, no pitch. A conversation to check this is right for you. If it is not, we tell you on the call.
3
We run the audit and send your report
about a weekA working session to map how you sell, then the written report built around your business.
The honest answer
Why is this free? What is the catch?
There is no catch. A few of the companies that go through the audit decide to have us implement it. That is where we make our money. The audit is how we show you what we know about construction before you commit to anything.
Instead of telling you we understand how you sell, we show you. You walk away with a real report that took real work to produce. If you decide not to work with us after, that is completely fine. You keep everything. No invoice, no chasing, no pressure.
The only thing we ask is that you show up ready to talk openly about how your company actually sells.
Fit
Who this is for
A good fit if you
Run a construction company with a real sales or specification process
Have two or more people winning or delivering the work
Are choosing your first CRM, or living with one that will not hold projects properly
Do more than roughly €1M / $1M a year
Are open to an honest conversation about how you actually sell
Never touched a CRM? Good. Figuring that out is our job, not yours.
Not a fit if you
Are a one-person operation with no plan to add people
Want a tool switched on with no change to how you work
Have already signed with a platform and only need hands to configure it
A message from Jeff
Dear visitor,
Most of the construction companies I work with come to me after buying a CRM that tracks customers, when the whole business runs on projects. The tool never fit, so the team quietly went back to spreadsheets.
I have been on the other side of a broken system. Before Muncly, I watched a family business fail, which teaches you fast what it costs when nobody can see what is really happening. So I do this work the way an operator would, tied to margin and to how your team actually sells a site.
I work directly with owners, with no account managers in between. And I do not resell any one platform. When I point you at Pipedrive, Attio, or Salesforce, it is the one that fits your size and how you sell. My fee does not change based on which one you choose.
The honest first step is a free audit. I map how your company really sells, then write you a plain report on what to fix and which CRM fits. It costs nothing, and it is yours to keep whether we work together afterward or not.
Jeff Tilley
Founder of Muncly
This is not my actual photo, I played with ChatGPT to put me in front of a construction site. But isn't it cool how far this AI technology has come?
FAQ
Frequently asked questions
No catch. You pay nothing and you owe nothing. A few companies that go through the audit decide to have us implement, and that is where we earn. If you walk away after, you keep the full report. No invoice, no chasing.
A short conversation about how your company sells and where it hurts. No slides, no pitch. Its only job is to check this is right for you before anyone commits time to the audit. If it is not a fit, we say so.
If you have two or fewer people doing sales and customer-facing work, probably not yet, a structured spreadsheet will hold. Between two and around twenty-five, a CRM earns the setup time. Past twenty-five, a CRM is one part of a bigger system that also needs estimating and operations tooling. We will tell you honestly which of these you are in.
Often a rescue costs less than a rebuild. The audit covers this directly: what is salvageable, what is actually broken, and what a fix would take, before you commit to either path.
Those three cover most construction companies at most sizes, which is why they come up most. If your situation calls for something else, we will say so, even if it means recommending a platform we do not get paid to implement.
A single-team rollout on a pipeline-first platform runs four to six weeks. A specification-driven setup with migration and integrations runs eight to sixteen weeks depending on how much data has to move. You get a fixed estimate in the audit, not a guess up front.
Get a straight answer on your construction CRM
Your first step is a free audit. It begins with one short call to see if we're a good fit. If we are, you get a full written CRM audit built around how your company sells, in about a week. No cost, no obligation.
Start with a free audit →No CRM to sell you. Just the one that fits construction like yours.