Construction · Sydney
A custom CRM built around Ktipio Build’s construction workflow.
Ktipio Build
The context
The system had to match the business.
Ktipio Build was considering a construction platform priced at approximately $25,000 per year, alongside the operational overhead required to run it. The owners needed estimating, communication and business administration to work together in a way that reflected their own process.
Rather than rent another platform and hire someone to operate it, the owners asked for workflows built around how Ktipio already works. That meant starting from the real inbox, the real estimating process and the real accounts, then connecting them so information moved between them without being re-keyed.
The system supports Outlook email previews and the creation of unsent Outlook drafts when those features are enabled. The draft workflow is designed for a person to review the reply before sending.
What Mavat built
- A custom CRM and operations workflow
- Estimating shaped around Ktipio’s work
- Connections with Outlook email and Xero
- Outlook email previews alongside operational records
- An unsent Outlook draft workflow for human review
- Responsive iteration with the owners
- Training and handover so the owners could run the workflows themselves
How the construction CRM connects the work.
Customer and job context
The custom CRM connects customer and operational records to the estimating workflow, giving the owners a shared place to work from.
Estimating around the business
The estimating and operations system was shaped around Ktipio’s existing process rather than the defaults of the proposed construction platform.
Email with human review
Outlook email previews and unsent drafts sit alongside the operational workflow when those features are enabled. A draft is prepared for a person to review; it is not a sent reply.
Accounts and ownership
The project connects with Xero and provides an owned alternative to the proposed annual platform licence, with training and handover for the owners.
The result we can stand behind
The project gave Ktipio an owned alternative to the proposed annual software licence. The defensible commercial result is an approximately $25,000 annual platform cost avoided—not a claim of audited cash savings.
Related expertise
Custom CRM development ↗