Features

One platform.
Every workflow.

Everything your construction or services team needs to win more and deliver better — without switching tools.

Pipeline

Win more work

A visual pipeline from first enquiry to signed contract. Drag deals between stages, track values, and never lose track of where a lead stands.

Prospect
Riverside Group
TechBuild Co
Summit Dev
Proposal
Marina Contractors
Westgate Ind.
Won
Coastal Eng.
AI Insights

Instant business intelligence

Risk analysis, client health scores, and executive summaries — generated on demand, not at the end of the quarter.

Quotes

Quote professionally

Build itemised quotes, send them directly to clients, and track when they're opened — all without leaving the CRM.

SENT
Excavation$12,000
Steel frame$48,000
Roofing$18,500
Electrical$9,200
Total$87,700
AI Import

Already on Excel?

Drop in any spreadsheet. AI maps your columns automatically — no templates, no reformatting, no starting from scratch.

Contact NameLead Name
CompanyOrganisation
Budget $Value (USD)
TelPhone?
Confirm & import 4 leads →
Projects

Deliver & track

Track every project phase in real time. Know what's on schedule, what's slipping, and where costs stand — at a glance.

Site survey
100%
Foundation
78%
Structure
45%
Fit-out
12%
Integrations

Connects to your entire stack

QuickBooks, Google, Microsoft, and leading AI providers — wired in out of the box, no setup headaches.

QuickBooks
Google
Microsoft
Claude
OpenAI
Gemini
Platform

Every step of the deal, handled.

From first enquiry to project handover — one platform covers the entire workflow. No switching tools, no lost context.

01 · Pipeline

Win more work.

Track every lead through a fully customisable pipeline — from first enquiry to signed contract. Never lose track of where a deal stands.

  • Drag-and-drop kanban with custom stages and probabilities
  • Full stage history, activity log, and win-rate tracking
  • BDM assignment, team visibility, and audit trail
R
Pipeline · 18 active leads · $4.2M total
New
Riverside Tower
$1.1M3d
Harbor View Residences
$380K1d
Proposal
Meridian Group HQ
$450K12d
Westgate Dev Phase 2
$190K5d
Negotiation
Summit Industrial Park
$280K8d
Won
Coastal Engineering
$620K
02 · Quoting

Quote professionally.

Build itemised quotes from your service catalogue in minutes. Generate branded PDFs, email them to clients, and convert accepted quotes directly to projects.

  • Line-item builder backed by your own service catalogue
  • Branded PDF generation and direct email delivery
  • One-click conversion — quote to active project
R
Relon · Q-2026-042
Prepared for
Riverside Holdings Ltd
ACCEPTED ✓
DescriptionQtyUnit PriceTotal
Site Excavation & Prep1$12,000$12,000
Steel Frame Structure1$48,000$48,000
Roofing & Cladding1$18,500$18,500
Electrical & M&E1$9,200$9,200
Subtotal: $87,700VAT 15%: $13,155
TOTAL
$100,855
Download PDF
Convert to Project →
03 · Projects

Deliver and track.

Convert won leads to projects in one click. Track costs against budget, monitor progress phase by phase, and keep your team aligned from kickoff to handover.

  • Budget vs actual cost tracking with live variance
  • Phase milestones, completion percentages, and status flags
  • Team assignment, activity feed, and file attachments
Active Project
Airport Road Complex
67% complete · Due Apr 30
ON TRACK
Budget$187,600 of $280,000
Site survey
Done
Foundation
In progress
Structure
In progress
Fit-out
Upcoming
KA
AS
JM
3 team members assigned
04 · AI

Know before you bid.

Get AI-generated risk analysis on every lead, health reports on clients, and executive briefs — powered by Claude, GPT-5, or your own API key.

  • Lead risk scoring — flag weak deals before you invest time
  • Client health reports and upsell opportunity detection
  • Executive briefing in 5 seconds, not 5 hours
AI Risk Analysis · Riverside Tower
Powered by Claude Sonnet 4.6
Complete
78
/ 100
LOW RISK — Proceed
Key findings
Client payment history: Excellent
Budget pre-approved by board
Timeline: Aggressive — flag at kickoff
Market conditions: Favourable
Generate Executive Brief
05 · Import

Already on Excel?

Upload your spreadsheet — leads, clients, or projects — and Relon's AI automatically maps your columns to the right fields, even if your headers don't match. No reformatting, no data entry, no starting from scratch.

  • AI column mapping — matches your headers automatically, any format
  • Confidence scores flag uncertain fields before anything is imported
  • Review, confirm, and your data is live in minutes
R
AI Import · leads_q1.xlsx
4 columns mapped
Contact NameCompanyDeal SizePhone
James AsanteMeridian Group$420,000+233 24 555 0182
Sarah OseiWestgate Ind.$185,000+234 802 341 7761
Tom BradleySummit Dev.$610,000+1 312 555 9040
Priya NairHarbor Holdings$290,000+44 20 7946 0012
AI MAPPED ↓
Contact NameLead Name
99%
CompanyOrganisation
98%
Deal SizeValue (USD)
96%
PhonePhone Number
91%
Confirm & import 4 leads →
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