Case Study: Bay Area Underpinning achieves 15–20% sales increase with Pipeline CRM

4 ways this construction contractor used Pipeline CRM to increase sales 20%

Bay Area Underpinning is a 10-year foundation-repair contractor in the San Francisco Bay Area facing fierce competition where jobs hinge on timely, clear communication during the bidding process. Relying on spreadsheets and home-built systems left the team scattered, made estimates and client histories hard to access, and risked leads slipping through the cracks.

By adopting Pipeline CRM they centralized contacts, documents and interactions with an at-a-glance dashboard, customizable fields and role-based workflows (Office Manager scheduling, Estimators updating jobs, Sales Managers tracking goals). Integrations with QuickBooks, Office/Outlook and alerts when prospects view estimates streamlined follow-up and accountability, producing a 15–20% increase in sales, better forecasting, faster response times and stronger client trust.

Bay Area Underpinning