LVSA Construction CRM
A custom-built CRM for a Swiss construction leader — unifying quotations, site coordination, client relationships and executive reporting into a single, tailored platform.
Industry
Construction
Location
Switzerland
Scope
Custom CRM
Duration
~4 months
Users
Sales, PMs, Ops
Status
In production
The client
LVSA
LVSA is a Swiss construction company handling residential, commercial and public-works projects. Their team juggles hundreds of quotations, ongoing sites, subcontractors and clients every quarter.
Before working with Nelo Solutions, their process lived across spreadsheets, email threads and generic tools that were never designed for the construction workflow. Information was scattered, quotations took too long to prepare, and leadership had no real-time visibility on the pipeline or on active sites.
The challenge
Fragmented tools, slow quotations, no visibility
Scattered data
Client information, projects and quotations spread across Excel files, emails and shared drives.
Slow quotation cycle
Days lost re-entering the same data into templates that didn't fit construction realities.
No real-time pipeline
Leadership couldn't see which quotations were live, at what stage or with which margin.
Poor site coordination
Project managers had no single place to track sites, subcontractors, milestones and documents.
Our approach
Audit, listen, build around them
Business audit on site
Days spent with sales, project managers and leadership — mapping how a quotation is really built, how a site is really run, and where every hour was actually being lost.
Workflow design
We designed the CRM around LVSA's real vocabulary: chantiers, lots, sous-traitants, avenants — not generic 'deals' and 'contacts'.
Iterative delivery
Weekly demos with the LVSA team. Every screen tested with the people who would use it daily, before the next sprint started.
Training and hand-off
On-site training for sales and PMs, printed quick-start guides, and a direct WhatsApp line to our team for the first weeks.
The solution
One CRM designed for the construction workflow — from first contact to final invoice
Client 360°
Every client, contact, project and interaction unified in one profile — nothing lost in inboxes anymore.
Quotation engine
Structured library of items, rates and templates specific to construction lots. Quotations built in minutes, not days.
Site coordination
Each chantier has its team, subcontractors, milestones, documents and status — visible to sales, PMs and leadership.
Executive pipeline
Live pipeline by status, margin, region and salesperson. Leadership finally sees the business in real time.
Roles & permissions
Fine-grained access: sales see clients, PMs see sites, leadership sees everything. Secure by design.
Built for their team
French UI, construction vocabulary, mobile-friendly for on-site use. Adoption from day one.
Outcomes
A single source of truth — and hours reclaimed every week
Quotation time
Reduced by ~60%
Client & site data
100% centralized
Pipeline visibility
Real-time
Team adoption
From week 1
- One platform for sales, project managers and leadership — no more scattered files.
- Standardized quotations that reflect LVSA's real pricing and margin rules.
- Site coordination that stopped depending on the memory of a single project manager.
- Leadership dashboards that finally match the reality on the ground.
Need a CRM built around your business, not the other way around?
We audit your operations, listen to your teams, and design a platform that actually fits how you work.