Key takeaways
- The pipeline construction and contracting companies actually run: Opportunity, Site visit, Estimate submitted, Negotiation, Awarded.
- Where the revenue leaks: Tenders submitted and forgotten.
- Tallium AI CRM is a flat $99 USD per month for the whole workspace with unlimited users included.
- Every deal carries a next step with an owner and a date, which is the habit that fixes the leak above.
- Enquiries arriving over Facebook, Viber and email, which is how most construction and contracting companies in the Philippines get found, are captured as leads with the source recorded.
The pipeline construction and contracting companies actually run
Most CRMs ship with a generic lead-to-won funnel. For construction and contracting companies the stages that carry information are 1. Opportunity, 2. Site visit, 3. Estimate submitted, 4. Negotiation, 5. Awarded. Rename the default stages to these once and the board immediately tells you something useful, because a deal sitting too long in "Estimate submitted" is a different problem from one sitting in "Site visit".
Where the deals actually leak
Tenders submitted and forgotten. Construction cycles are long enough that a bid can sit for two months, and nobody chases what nobody is tracking. Ageing on the board is what surfaces it: the deals you need to see are the quiet ones, and quiet deals are invisible in an inbox and in a spreadsheet.
Long cycles that do not go quiet
A bid can sit for weeks between stages. Dated follow-up tasks are what keep a slow deal alive rather than dormant, and ageing on the board makes the quiet ones visible.
Estimates and revisions on the record
Which version of the estimate was submitted, to whom and when, plus the variations discussed since. When the award call comes months later, the history is there.
How this works for businesses in the Philippines
What works in the Philippines is not always what the software assumes. Philippine SMEs sell heavily through Facebook and Messenger, and BPO-style teams run shifts, so a CRM has to make handovers between agents obvious rather than assuming one owner per deal. Tallium AI CRM is set up for that: enquiries arriving over Facebook, Viber and email are captured as leads with the source recorded, deal values are entered in the numbers your team quotes in PHP, and the whole team, from a two-person SME to a forty-person operation across Manila, Cebu and Davao, works from the same records at one flat price. Common verticals here, including BPO and outsourcing, real estate and retail distribution, all run on the same default pipeline with the stage names changed once.
Everyone in the business, on one system
A contracting company rarely has a clean split between sales and everyone else. The person who answers the phone, the person who prices the job and the person who chases payment all hold part of the relationship. Because every user is included at one flat price, all of them can be on the record instead of only the closers, which is what makes the history true rather than partial.
Tallium AI CRM vs outsourcing to a sales or lead-gen agency
An agency can be the right call when you need pipeline faster than you can hire. The catch is what you own at the end of the contract. If the agency runs the CRM, the outreach and the follow-up, then the relationships, the data and the process are theirs. Running it in-house on your own system costs less per month and leaves you with an asset.
| Tallium AI CRM | outsourcing to a sales agency | |
|---|---|---|
| Monthly cost | One flat software subscription | A retainer, typically many multiples of it |
| Who owns the contact data | You. It lives in your workspace | Often the agency's system |
| Who owns the relationship | Your team | The agency's team |
| Visibility of the pipeline | Live, at any moment | A monthly report |
| What you keep if it ends | Everything. Contacts, history and process | A summary, and a restart |
| Speed to start | Same day | Onboarding period, then ramp |
| Best fit | Teams that want to own their pipeline | Short-term capacity you cannot hire for |
Why teams choose Tallium AI CRM
Fast on a phone, because that is where sales happens
The pipeline, contact search and task list are usable one-handed between meetings. A CRM that only works properly at a desk gets updated at the end of the week, which means it is wrong for most of it.
Flat $99 a month for the whole workspace
One price covers the business, not one seat. There is no per-user rate to multiply, no tier to be upgraded into and no contact-count step. Budgeting for a CRM stops being a forecast of how many people you might hire.
Unlimited users, so the record is actually complete
Sales, support, finance, operations and the owner all get logins with permissions deciding what each can see. Per-seat CRMs quietly push teams to leave people off the system, and the customer history is incomplete exactly where it matters most.
Working on day one, not after a project
A sensible default pipeline, clean contact and company records and lead capture forms ship with the account. Rename the stages to match how you sell, import your contacts, and the CRM is live the same afternoon.
One account with Tallium Accounting and Marketing
The pipeline, the books and the campaigns share one login and one set of customer records. There is no integration to maintain between the quote you sent and the invoice you raised, because they are in the same system.
Built for WhatsApp-led selling
Enquiries that arrive by WhatsApp are captured as leads with a source tag and an owner, and the contact record carries the click-to-chat link. The conversation stays where your customers are. The commitments live where your team can see them.
Getting started, step by step
- Rename the default pipeline stages to Opportunity, Site visit, Estimate submitted, Negotiation, Awarded.
- Import contacts and companies from a CSV export of your spreadsheet, mailbox or previous CRM. Map the columns once and merge duplicates as you go.
- Rename the default pipeline stages so the board matches how you actually sell, then move your open deals onto it with values and expected close dates.
- Publish a lead capture form and put it on your website, so new enquiries create contacts automatically with the source recorded.
- Set the follow-up rule the team will keep: every open deal carries a next step with a date and an owner. This is the habit that decides whether the CRM works.
Frequently asked questions
Is a CRM useful for a contracting business with long sales cycles?
It is arguably more useful, because long cycles are exactly where memory fails. The value is not speed, it is that a bid submitted in March still has an owner and a next action in June, and that the estimate history is on the record when the award decision is finally made.
Can we track tenders and bids as deals?
Yes. Each tender is a deal with a value, submission date and expected award date, moving through site visit, estimate and negotiation stages. A dedicated tenders pipeline keeps bid work separate from repeat client work.
How much does Tallium AI CRM cost in the Philippines?
Tallium AI CRM is a flat $99 USD per month for the whole workspace, billed in USD, which teams in the Philippines usually compare against per-seat tools quoted in PHP equivalents. Unlimited users are included, so the price does not change when you hire. There are no per-seat fees, no feature tiers and no contact-count steps.
Does Tallium AI CRM charge per user?
No. Every plan includes unlimited users. That is the structural difference from most CRMs, and it changes behaviour as much as cost: when a login is free, support and finance go on the system too, and the customer record stops having holes in it.
Is Tallium AI CRM suitable for a small business in the Philippines?
Yes. It is built for teams of two to fifty who need a pipeline that stays current, contact records the whole team can see, and follow-ups that happen on a date rather than from memory. In the Philippines, where much of the selling happens over Facebook, Viber and email, the important part is that enquiries from those channels are captured as leads rather than lost in a phone.
How long does setup take?
Most teams are working in the CRM the same day. The account ships with a default pipeline, contact and company records and lead capture, so setup is importing your contacts and renaming stages rather than a configuration project. There is no implementation fee and no consultant required.
Can I import my existing contacts?
Yes. Export to CSV from a spreadsheet, mailbox, phone or your current CRM and import it, mapping columns to contact and company fields. Deals import with stage, value and owner, so an existing pipeline arrives intact rather than being rebuilt by hand.
Related guides
- HubSpot alternative in the Philippines
- CRM software in the Philippines
- Salesforce alternative in the Philippines
- Lead management software in the Philippines
- Pipedrive alternative in the Philippines
- Sales CRM for construction and contracting companies in Malaysia
- Sales CRM for construction and contracting companies in Indonesia
- Sales CRM for construction and contracting companies in Kenya
- Sales CRM for real estate agencies in the Philippines
- Sales CRM for insurance brokers in the Philippines
Browse every guide on the Tallium AI CRM solutions index, or see the full feature list and flat pricing.
Run your sales on Tallium AI CRM
Capture every lead, keep contacts clean and move deals through a pipeline you can see. Flat $99/mo for the whole workspace, unlimited users included.