CRM for construction & remodeling

Quoting and running jobs, finally simple.

Build quotes in minutes from your price catalog, control phased invoicing and follow the job schedule. From first contact to handover, all in one place.

Built for construction & remodeling VAT and cents, spot on Self-hosted and private
obracrm.com
ObraCRM DEMO Tuesday, 14 July
Received
184 260 €
Paid to date · incl. VAT
Active projects
11
Jobs in progress
Avg. progress
43%
Recently viewed projects
General painting & flooring · Alvalade, Lisbon
Beatriz Fonseca
T3ACTIVE
Kitchen & bathroom remodel · Amadora
Carlos Nogueira
T2ACTIVE
Flat renovation · Campo de Ourique
Aurora Real Estate, Ltd
T4ACTIVE
House remodel · Cascais
Ana & Rui Martins
V4ACTIVE

Built for construction and remodeling companies that want to stop losing money between the quote and the job.

Construction & remodeling Cent-accurate math Private data Hands-on support
The problem

The quote lives in Excel. The money lives in someone's head.

Every job passes through dozens of hands and files. When the numbers don't add up, the margin quietly disappears. ObraCRM brings it all into one line.

Quotes that take daysCopying rows between sheets, updating prices by hand, VAT applied by guesswork.
Nobody knows what's still owedInvoiced and pending stages scattered across emails and memory.
The schedule disconnected from everythingYou win the job and the scramble to sequence the works begins.
What it does for you

Everything a job needs, from first contact to handover.

01 Quoting

Complete quotes in minutes, not days.

A step-by-step wizard builds the quote from work packages like bathroom, kitchen, painting or demolition, already linked to your price catalog. Pick the area, tick the works and the rest is done.

  • Ready-made packages that scale with the area (m²/lm).
  • Apply margin and VAT to every line in bulk.
  • Adjust quantities and prices in the editor, always in cents, no comma slips.
New quote · Works
Basics 2Works 3Review
Approx. area of works 90 m²+
Works to include (3/12)
Site setup & prep
Setup, protections and final cleanup.
3 line items
Demolition
Chasing and debris removal.
5 line items
Plumbing
Water and drainage.
5 line items
Electrical
Panel, outlets, wiring and certification.
6 line items
Bathroom
Fixtures, tiling and taps.
8 line items
Kitchen
Units, worktop and appliances.
7 line items
02 Catalog

Templates that respect and feed your catalog.

The renovation template automatically creates the missing items in the catalog, with reference prices. Everything stays linked: real, traceable prices, not loose estimates no one can justify.

  • Start from a full template, work packages, blank, or by copying.
  • Price by source: supplier (subcontractor) or in-house crew.
  • Every line stores a cost snapshot, for reproducible quotes and PDFs.
New quote · Start from
New build full template
Template chapters and lines, with area and phases.
Renovation packages
Works linked to the catalog.
Blank
Start from scratch, chapter by chapter.
Copy from…
Duplicate a quote or template (incl. overheads).
Missing items added to the catalog
Two-side plaster · Interior painting · Vinyl flooring, with reference prices.
03 Invoicing

Phased invoicing, with cash under control.

A staged payment plan shows, at any moment, what is invoiced, paid and still to collect. Extra works are invoiced separately, without touching the awarded quote.

  • Clear totals: received, invoiced-unpaid and to invoice.
  • Each stage with %, amount, due date and status.
  • Mark invoiced and paid in one click. Retention included.
Flat renovation · Lisbon · Invoicing
Received
10 700,00 €
Invoiced, unpaid
32 100,00 €
To invoice
171 200,00 €
Stage%AmountStatus
Works startMobilization and earthworks 15%32 100,00 € INVOICED
Structure and roof 25%53 500,00 € PENDING
Interior rough works 20%42 800,00 € PENDING
Final balanceRetention 5%10 700,00 € PENDING
04 Schedule

Win the job and the schedule builds itself.

Quote approved? ObraCRM generates a Gantt with the real sequence of the job, from foundations to services, from finishes to painting, telling apart what's done, in progress and planned. Drag to reschedule and the phases adjust on their own.

  • One block per party (in-house crew or subcontractor).
  • A "today" marker and a monthly or weekly view.
  • Export and share the schedule with whoever needs it.
Flat renovation · Lisbon · Schedule
Task JunJulAugSepOctNov
Demolition
12/06 → 18/06 · Team A
Done
Masonry
19/06 → 13/07 · Team A
Done
Electrical
14/07 → 28/07 · Team A
In progress
Plumbing
29/07 → 12/08 · Team A
Planned
Finishes
13/08 → 20/09 · Team B
Planned
05 Privacy

Runs on your infrastructure. Your data stays with you.

ObraCRM can be self-hosted on the builder's own infrastructure, on a server with Tailscale. Without relying on third-party clouds, your clients' and jobs' data never leaves home. Real privacy, not a promise.

  • Private, encrypted access, only for who you authorize.
  • Roles and permissions: admin, manager, sales, estimator, viewer.
  • Also available as managed cloud, if you'd rather not run infrastructure.
Your server
Database and files, on your premises.
Tailscale · encrypted private network
Secure link, nothing exposed to the public internet.
Your team
Role-based access, from anywhere.
06 Documents

Quote as a PDF, ready to send and sign.

With one click, the quote comes out as a PDF with your logo, the conditions, the validity and the company's protective terms. Professional and always reproducible, independent of the catalog.

  • Your logo and identity in the header.
  • Protective terms included and editable, or the default set.
  • Conditions, validity and totals with VAT in the same document.
Your company QUOTEQ-2026-002
Flat renovation · Lisbon · Valid 30 days
DescriptionAmount
Demolition & prep18 400,00 €
Plumbing & electrical26 900,00 €
Finishes & painting31 250,00 €
Net63 750,00 €
VAT 23%14 662,50 €
Total78 412,50 €
General terms

Awarding the work implies full acceptance of the terms of this proposal. Failure to meet the payment plan entitles the company to suspend the works.

Materials applied remain the company's property until full payment. Statutory warranties apply.

How it works

One flow, from lead to the last invoice.

ObraCRM follows the real flow of a job. Each phase feeds the next, without rewriting anything.

01

Lead

Record the client in the sales phase and follow the contact until you get a green light.

02

Quote

Build the quote by sections and lines, with margin and VAT, and send it for approval.

03

Award

On award, the contract and the job schedule are created automatically.

04

Job & invoicing

Follow the schedule and invoice in stages, with extra works kept apart.

Don't take our word for it. See the demo.

A real install, with real projects, quotes and invoicing. Request access and we'll show you what makes sense for your jobs.

Pricing

Priced for jobs done right, not for cut features.

Simple, transparent pricing. Start on Essential and move up when you need more jobs and support.

Essential
To start organizing jobs and quotes today.
€35/mo

  • Up to 2 active jobs and 3 clients
  • Quoting, invoicing and schedule
  • Up to 10 quotes per month
  • Email support
Request a quote
Most popular
Professional
The platform shaped to your company, with support.
from€90/mo
+ €390 setup, one-time payment · Excel migration, catalog and brand customization

  • Everything in Essential, with unlimited jobs
  • Customization included: catalog and templates to your measure
  • Guided onboarding and Excel migration
  • Priority support
Request a quote
Self-hosted / Custom
Runs on your infrastructure, with extensive customization.
On request

  • Self-hosted install on a server with Tailscale
  • Data 100% on your infrastructure
  • Extensive customization and integrations
  • Service level agreement (SLA)
Talk to us

Prices exclude VAT. No hidden small print — we talk and tailor to your case.

Beyond the CRM

Design & print for your construction company.

Your company's image wins jobs too. From the site notice board to the van, we handle design and print, with clear prices.

Site notice board

The mandatory board designed with your brand, printed on canvas or PVC, ready to install. We handle the permit details for you.

from €40

Facade banner

Hemmed banners with eyelets for hoardings and scaffolds. Every job site is a billboard: use it while it lasts.

from €120

Van lettering

Cut vinyl with your brand on the sides and rear, application included. Your advertising on the road every day.

from €240

Logo & identity

A professional logo, business cards and email signature. The foundation of the company's image, ready to use everywhere.

from €390
Frequently asked

What people usually ask us.

Does my data really stay with me?
Yes. In self-hosted mode, ObraCRM runs on your company's infrastructure (for example, a server with Tailscale). The database and files stay on your premises, without passing through third-party clouds. If you'd rather not run infrastructure, there's also a managed cloud option.
Is it ready for invoicing and VAT in Portugal?
All math is done in cents (never floats), with VAT applied at the quote level and staged payment plans. The numbers always add up. Tax issuing integrates with your flow, and we discuss your specific case in the proposal.
Can I bring my catalog and quotes from Excel?
Yes. On the Professional plan, onboarding includes migrating your price catalog and configuring the quote templates to your company's measure. That customization work is what makes ObraCRM fit the way you work.
What does "customization included" mean?
We don't sell software in bulk. The Professional plan's monthly fee includes adaptation work to your operation: work packages, items, templates and tweaks to your flow. It grows with you, instead of forcing you to change the way you work.
Does it work for new builds and remodeling?
Both. There are new-build templates (full chapters and lines) and renovation ones (work packages like kitchen, bathroom, painting). The same quoting, scheduling and invoicing engine serves both types of job.
How do I start?
Request demo access to see the product for real, with real job data. From there we talk about your operation, your volume of jobs and the customization you need, and propose a plan to your measure.
Let's talk

Request a quote or join the list.

Tell us how you work today. We'll prepare a demo and a proposal tailored to your company, no strings attached.

  • Reply within 1 business day.
  • A demo with your own job cases.
  • A clear proposal, with the customization scope.

We reply within 1 business day. No spam, promise.

Got it! We'll be in touch shortly.