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Construction and contracting

Track every tender, BOQ and variation on one record

Contractors and suppliers to construction sell through long cycles with owners, consultants and main contractors all involved. IbixOS links them to the project, keeps BOQ quotes and revisions in order, and shows credit exposure before you commit.

Day one dashboard

Ready at go live
  • Tenders by stage and value

  • Quote revisions per project

  • Win rate by consultant

  • Credit exposure by contractor

  • Site visits booked this week

The problem

What gets in the way today

  • Enquiries everywhere

    Tender and BOQ requests arrive by email, WhatsApp and phone, and nobody has the full picture.

  • Many parties per deal

    Owner, consultant and contractor each influence the award, and the relationships live in people's heads.

  • Credit risk found late

    Retention, payment terms and exposure are tracked by finance, outside the sales process.

How IbixOS solves it

Workflows that are ready at go live

  1. 1

    Project records with every party

    Link the owner, consultant and main contractor to each tender, with stage, value and next step.

    Customer 360

  2. 2

    BOQ and material quotes with approvals

    Line-item quotes with revisions, approval rules for margin and payment terms, and PO capture on award.

    Quotes and orders

  3. 3

    Site visits booked for you

    The AI agent books site visits and meetings straight into the rep's Outlook calendar.

    AI agentsInbox and WhatsApp

  4. 4

    Credit checks before release

    A credit score from payment history flags risky contractors before new orders go out.

    Credit and receivables

Modules used

The parts of IbixOS this runs on

  • Customer 360 with group hierarchy

    Every call, message, quote and invoice on one timeline. Parent and child companies roll up so you see the whole group.

  • Quotes, approvals and orders

    Build quotes from live price lists, route discounts and terms for approval, and track every revision until the PO arrives.

  • AI voice and chat agents

    Agents that answer calls and chats around the clock in English and Arabic, using your live catalog and prices.

  • Inbox, Teams chat and WhatsApp

    Email, WhatsApp and internal Teams chat land on the right customer record, so nobody sells from a private inbox.

  • Credit and receivables

    Payment terms, credit limits and a credit score from real payment history, visible to sales before they quote.

See all eight modules

Book a demo

See IbixOS run on your own catalog

Tell us a little about your team. A product specialist will reply within one working day to set up a 45-minute session.

  • A live walkthrough with your own products and a sample customer journey
  • A four-week rollout plan for your team and systems
  • Pricing: a monthly fee per user plus AI usage, sent as a written proposal

Or email crm@ibixos.com

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