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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.

Construction professional with a rotary hammer drill
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 part

Every 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 this

The 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 minute

A 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 minutes

No 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 week

A working session to map how you sell, then the written report built around your business.

Case Studies

Our work, proven results

View all case studies →
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
Jeff Tilley reviewing plans on a construction site
Jeff, on site

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?

What clients say

In their own words.

“

We worked with Jeff to organize our sales process for a small sales and service team. He set up pipeline tracking, reports, and dashboards that give me a clear view of tasks, key accounts, and opportunities. The biggest change is visibility. I know what the team is working on remotely, and I have more control and predictability in managing opportunities and forecasting. I recommend working with Jeff and will turn to him again for the next step.

Aleksey Lyutikov
Aleksey Lyutikov CEO · Meccanica Middle East
LinkedIn Case study
“

This is the second time I have worked with Jeff, now I know him for already 6 years. 6 years ago we built a very successful project for a local driving school, now we have created another sales system based on rules and tools. I should say that Jeff is an exceptional professional, a bit opinionated which creates a lot of debates, and sometimes we even argue, but all arguments are purely professional which I love and I definitely could recommend him as a great CRM professional.

Maksims Sroslovs
Maksims Sroslovs Marketing Director · Frame House Pre-fab Homes
LinkedIn Case study
“

Jeff helped us implement Salesforce to collect and manage leads coming from the stands in Japan. He built a simple process for tracking leads and worked closely with developers of other stand components to ensure the whole project was integrated and ran smoothly. We have worked with Jeff for a long time, and this is already our second project together. He is my go-to person for CRM implementations, and I would definitely recommend Jeff and his team.

Andris Zigurs
Andris Zigurs Business Development Executive · Vervo
LinkedIn Case study
“

Concrete working deliverables on time of what we needed. Extremely knowledgeable about the Salesforce platform. Incredibly smart team that understood our business and objectives right away. Highly recommended!

Julian Ciccale
Julian Ciccale Co-founder · Nextlane
LinkedIn
“

Thank you to Jeff, Vishal, and their team for the support. They prepared the assets in record time, quickly adapted to our feedback, and handled every question with care. We definitely recommend working with them and look forward to the next set of assets together.

Tushar Hora
Tushar Hora Global Technology Partnerships · Salesforce
LinkedIn
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.