CRM · Meridian Group
Sales CRM for a national contractor
Pipeline, estimating and contract management for a 40-strong sales team.
Client story
Meridian's bids involved eight people and no shared record. We built a CRM around their real bid process — qualification gates, estimating templates, approval chains — and gave the board a forecast that reconciles with finance.
Before
Deals tracked in personal spreadsheets, no forecast the board could trust.
After
Single pipeline with estimating built in and a live weighted forecast.
Key features
- Stage-gated bid pipeline
- Estimating templates and approvals
- Weighted board forecast
- Document version control
- Outlook and Teams integration
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