Your Entire Project Pipeline in One Command Center
Methvin CRM is a workspace-centric construction CRM that connects every lead, bid, and awarded job to estimating, scheduling, and delivery — without re-entry or duplication.
Why Construction Teams Choose Methvin CRM
Purpose-built for how projects actually run — not retrofitted from a sales tool.
Project-Centric from Day One
Every CRM record revolves around a project workspace, not an abstract contact or deal. Leads evolve into bids, and bids become live projects — all in one place, with no re-entry required.
Seamless Pre-Con to Delivery
When a project is awarded, it doesn't move to another system. Estimating, scheduling, and delivery are already connected — your CRM data is the single source of truth, all the way to handover.
True Pipeline Visibility
See every active bid, opportunity, and awarded job on a visual Kanban board or timeline. Spot resource gaps and revenue drop-offs before they become problems — not after.
Role-Level Customisation
Estimators, project managers, directors, and finance teams all see the data that matters to them. Configure columns, layouts, and views per role — without duplicating systems or compromising on detail.
Built for Every Stage of the Project Lifecycle
Four core capabilities that replace disconnected point solutions.
Workspace-Centric Pipeline
Every lead, bid, and awarded contract is a project workspace — not a flat record. Drag between stages, archive completed work, and hide inactive projects to keep your pipeline clean.
Learn more →Timeline & Gantt Integration
CRM projects visualise directly in the Gantt scheduler. See your full pipeline laid over time, identify gaps in workload continuity, and sequence incoming projects against active delivery — without switching tools.
Learn more →Live Estimating Sync
Launch takeoff and estimating directly from any workspace card. Bid values, scope details, and project data flow bi-directionally — enter once and it's everywhere, automatically.
Learn more →Configurable Views & Columns
Tailor CRM to match internal workflow: show the columns relevant to each team, reorder fields by priority, and set CRM as the default startup screen so every team member starts the day in context.
Learn more →One System, No Handover Gaps
Methvin CRM eliminates the gap between winning work and delivering it. Here's what that looks like in practice.
- Create project workspaces instantly from a new enquiry — no duplicate data entry.
- Move projects from Lead to Estimating to Awarded with a single drag — all data transitions automatically.
- Visualise your entire pipeline on a timeline to forecast revenue and resource requirements weeks ahead.
- Awarded jobs convert directly to delivery workspaces — Gantt, Agile boards, and accounting linked from day one.
- Archive completed projects to preserve history without polluting your active pipeline view.
Trusted by Construction Teams Across the Industry
Rated 4.6/5 across 35+ verified reviews on G2, Capterra, and Software Advice.
The ability to see every bid in progress and jump straight into takeoff from the same screen has cut our pre-con time by 30%. We never have to ask 'where's that estimate?' anymore.
Methvin's functionality rivals far more expensive systems, but actually fits how construction teams work. The pipeline view finally gives our directors a real picture of what's coming.
The best thing about Methvin is how it brings structure to complex, multi-party projects without slowing teams down. CRM flows straight into delivery — no manual handover needed.
Frequently Asked Questions
Everything you need to know about Methvin CRM before getting started.
Is Methvin CRM a traditional sales CRM?
No. It's a construction-first CRM built around projects and delivery — not contacts and deals. Every record is a project workspace that connects directly to estimating, scheduling, and delivery.
Can I customise it to match our internal workflow?
Yes. Columns, layouts, and views are fully configurable by role and stage. Estimators, project managers, and directors can each see the data that's relevant to them without separate systems.
Does CRM data flow into estimating and project management?
Automatically. Enter project details once in CRM and they sync bi-directionally across estimating, takeoff, Gantt scheduling, and accounting — with no manual re-entry.
How do I access Methvin CRM?
Log in at portal.methvin.org and select CRM from the sidebar. You can also set it as your default startup screen so it's the first thing your team sees each morning.
What happens to awarded projects — do they move to a different system?
They stay connected. Awarded projects convert directly into delivery workspaces, with Gantt, Agile boards, and accounting linked from the same record. There's no separate handover process.
What support is included?
All plans include 24/7 support. Business plan users receive responses within 24 hours, and Enterprise users receive a critical response time under 1 hour. All tiers are backed by AWS-hosted, SSL-encrypted infrastructure.
Turn Your Pipeline into Your Delivery Engine
Join construction teams worldwide who manage every project stage — from first enquiry to final handover — inside Methvin CRM.
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