The Bridge Group: Doubling sales in 3 years with the help of construction CRM software

Their story: Quality building for quality care facilities

“We want the best outcome for residents, period,” said Lucas McCurdy, founder and owner of The Bridge Group Construction. “When you get in there and you meet the people who live and work in these communities, you fall in love with it.”

For Lucas and his team, this business is about more than doing good construction. It’s about being good stewards of the senior living industry.

Every person in The Bridge Group Construction crew approaches projects with a deep understanding of what older adults need in their living environments. It’s all about skillfully creating spaces with convenience, comfort and safety in mind.

“There is a big gap in commercial general contractors and limited options for those who can complete the complicated construction processes senior living requires,” Lucas said. “That’s my passion – to bridge that gap.”

Their goal: A one-stop construction platform to house all operations

Their solution: A CRM tool that converts leads into actual jobs

Beyond its ease of use and affordability, Buildertrend’s biggest selling point was the fact it’s a selling machine. With a built-in CRM tool, The Bridge Group could track leads and then easily switch them over to active projects all in one place. This eliminated the need for multiple, cobbled-together systems.

Buildertrend made sales seamless.

“It’s not just a CRM that’s bolted onto something else,” Lucas said. “I can track my sales, push them over to jobs, manage the projects, budget it and tie to accounting. It’s the sales tool’s ability to integrate with the things that make my business run day to day. Take away one of those steps and I would need another system.”

The CRM feature further empowers The Bridge Group by giving them the ability to forecast what comes next. Anybody from the team can see the status of any lead, increasing visibility companywide on outlook for the next 30 to 60 days. They can then better plan their projects, from estimates to inspections, and adequately allocate resources and building materials.

Schedules are shared with clients through the Customer Portal – another favorite feature on the all-inclusive construction tech platform.

Before the Customer Portal, Lucas was sending weekly emails to clients and then receiving a flood of questions in his inbox. Today – with daily updates, budget info and scheduling shared right in the portal – questions are cut to almost nothing.

“For us, our clients are different than homeowners. They’re executives, in corporate offices, located across multiple states. They need to be able to track jobs virtually,” Lucas said.

It’s that overcommunication that has been a game changer. The Bridge Group even uses the Customer Portal to further bolster sales and set itself apart from the competition. Their customer experience is expert level, even just a few years into the game.

“Being a young company, Buildertrend has leveled us up,” Lucas said. “When customers see that we have this tech and it’s so organized, it gives them a different perception. We might just be getting started but our operations run like we’re veterans.”

Their success: Doubling sales as a young construction company

After adopting Buildertrend, The Bridge Group saw growth in their second year of business – even after they experienced a few months without billing during COVID-19 lockdowns. They expect that trend to continue into 2021.

With the CRM software helping them keep better track of leads and quickly flip them into ongoing jobs, sales have doubled.

“I don’t know where we would be, especially as a startup company, without Buildertrend,” Lucas said. “It’s the easiest investment we made to look back and say, ‘That was a good decision.’ That’s how valuable I knew it would be.”

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