Case Study: Tampa-Based Construction Firm streamlines project management, CRM, and client communication with WORKetc

How integrated project management, CRM, and communications tools can cure this construction firm’s problems

This Tampa-based concrete and stucco contractor serves both commercial and residential clients, handling projects from small pool remodels to large hotel restorations. They relied on spreadsheets and niche construction PM tools that managed schedules but fell short on client communication, budgeting, and CRM — they needed an all‑in‑one system to unify projects, clients, and costs.

WORK[etc] provided an integrated solution: a single dashboard with Gantt charts, project trees, automated progress, custom stages with dependencies and triggers, calendar overlays, in‑project email threading and a customer portal, plus flexible budgeting and reporting. The result was tighter build sequencing, clearer client collaboration, real‑time budget visibility, and the ability to manage varied projects more efficiently and transparently.