How Advanced Ti Improved Their Pre-Construction Sales Process
Advanced Ti centralized its pre-construction process in Followup CRM, improving organization, visibility, and follow-up.
Advanced Ti is a heating, ventilating, and air conditioning (HVAC) company based in Walnut Creek, California.
Industry
Heating, Ventilating, and Air Conditioning
Company Size
5-10 Employees
Location
Walnut Creek, CA
Followup CRM Since
2026
The Challenge
Before implementing Followup CRM, Advanced Ti was managing the pre-contract side of its business across several different systems.
Project files and information were spread between SharePoint and a local server, while HubSpot handled CRM activity. The company also relied on Sage 100 Contractor for proposals and other parts of its workflow.
While each system served a purpose, the team lacked one centralized place to manage everything that happens between receiving an opportunity and signing the contract.
The team was looking for a better way to:
Manage bids and opportunities from proposal through contract.
Keep project files and sales information organized.
Follow up consistently so opportunities didn't get overlooked.
See where every opportunity stood.
Keep notes and communication history connected to projects and contacts.
Bring more of the pre-construction process into a single system.
Continue working with Sage 100 Contractor without creating another disconnected workflow.
Although Advanced Ti was already using HubSpot, it wasn't well suited to the way the team managed construction bids.
“It just doesn't work well. Just something maybe a little bit more built towards construction.” -Max Bossert, President of Advanced Ti
File management was another major consideration. Rather than continuing to move between multiple systems, the team wanted a solution capable of bringing more of the process together.
“File management is a huge one. Something that can combine all of that stuff into one.” -Max Bossert, President of Advanced Ti
The Solution
Advanced Ti chose Followup CRM to create a more centralized, construction-specific system for managing the pre-contract sales process.
Instead of relying on a general-purpose CRM alongside separate tools for project information and follow-up, the team could use Followup CRM to gain a clearer view of its opportunities and keep the information surrounding each project organized.
With Followup CRM, the team can:
Track bids and opportunities through the pre-contract process.
Maintain notes and project information in one centralized location.
Keep a history of conversations with contacts.
Improve follow-up procedures across active opportunities.
Gain a clearer overall view of where projects stand.
Improve communication and organization across the sales process.
Reduce the likelihood of opportunities or important details slipping through the cracks.
For Advanced Ti, choosing Followup CRM ultimately came down to gaining greater visibility and control.
“To get more of an overall view of things, a little bit more control and communications, and an idea of where things are at so stuff doesn't slip through the cracks.”
Max Bossert
President, Advanced Ti
The Results
Since implementing Followup CRM in 2026, Advanced Ti has created a more structured and organized approach to managing opportunities before the contract is signed.
The team has seen:
Better follow-up procedures.
Greater organization across projects and opportunities.
Improved visibility into where things stand.
A centralized history of project notes and customer interactions.
Easier access to previous conversations when reconnecting with contacts.
More control over the pre-contract sales process.
Followup CRM, the answer was immediate:
“Yes, definitely. Definitely.”
Better Follow-Up and Fewer Opportunities Slipping Through the Cracks
One of Advanced Ti's main goals was to create a more reliable process for following up on opportunities.
Previously, information was distributed across different platforms, making it harder to maintain a complete picture of what needed attention and when.
Followup CRM gives the team a more structured process for staying on top of opportunities and keeping important activity visible.
The result has been straightforward but meaningful: better follow-up procedures and a more organized approach to moving opportunities toward a signed contract.
Rather than relying on information scattered across multiple systems, the team has a clearer view of what is happening throughout the pre-construction sales process.
“We wanted more control and a better idea of where things are at, so stuff doesn’t slip through the cracks.”
Max Bossert
President, Advanced Ti
Keeping Project and Contact History in One Place
One of the most valuable parts of Followup CRM for Advanced Ti is having easy access to the history surrounding a project or customer.
Instead of trying to remember a previous conversation or searching through disconnected systems for context, the team can record notes directly alongside projects and contacts.
That makes it easier to pick up a conversation with the context needed to move it forward.
“Just keeping notes on projects and contacts. Reaching out to a contact and being able to see what my past conversations with them were about.”
For a team managing multiple bids, contacts, and conversations at once, that history creates continuity and helps ensure important information doesn't disappear between interactions.
A CRM Built Around Construction
Advanced Ti had already experienced the limitations of trying to manage construction opportunities inside a general-purpose CRM.
The company didn't simply need another place to store customer information. It needed a system designed around bids, projects, follow-up, proposals, and the way contractors actually move opportunities toward signed work.
Followup CRM provided a construction-specific alternative that could bring more of those processes together while fitting alongside Advanced Ti's existing Sage 100 Contractor workflow.
By creating one clearer view of projects, contacts, notes, and follow-up activity, Advanced Ti has gained the organization and control it was looking for—and a better way to keep opportunities from slipping through the cracks.
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