Stop losing quotes. Every lead, bid and follow-up in one place.
FlowYand is a Vancouver HubSpot partner that sets up and runs CRM systems for BC contractors, from 10-person trades to 200-person general contractors. We track every quote from first call to signed contract, send follow-ups automatically, and hand won jobs to your project team without lost details.
What we fix for contractors
Five problems we hear from BC contractors, and what changes once HubSpot is set up around how you actually sell.
Quotes with no follow-up
Sent it, then forgot it
Every quote gets a follow-up task and a ready email template on a set schedule, so estimators chase it on day 3 and day 7 without having to remember.
Leads in different places
Web, phone and referrals, all separate
Website forms, calls and referrals land in one pipeline and go straight to the right person.
No view of open bids
Which jobs are we actually winning?
A simple dashboard shows open quotes, win rate and revenue by month, plus why jobs were lost.
Details lost after the win
The site team starts from scratch
Won jobs hand off to Asana or monday.com with scope, specs and contacts attached.
Owners chasing for updates
Where is that quote at?
Status is visible to everyone, so the owner stops asking and the team stops reporting by email.
What you get
A working system, set up for you, in plain English. If your estimators can use email, they can use this.
A pipeline that matches how you bid
Every lead, quote and job in HubSpot, with follow-ups and reminders that run on their own.
- Bid & quote pipeline
- Automatic follow-ups
- Web form & call capture
- Win-rate dashboard
Won jobs go straight to the site team
Scope, specs and contacts move to your project tool the moment a job is won.
- HubSpot ⇄ Asana
- HubSpot ⇄ monday.com
- Email & calendar sync
Training and 90 days of support
One plain-English training session, a short user guide, and help whenever something needs changing.
- Team training
- User guide
- 90-day support
How it works
Most contractor setups take 4–6 weeks from kickoff to training. Your team keeps working normally while we build.
1. Free 20-minute review
We look at how quotes and leads move today
A short list of the gaps costing you jobs, and a fixed price.
2. Setup
About 3–4 weeks
Pipeline, follow-ups, forms and dashboard, built and tested with your real quotes.
3. Training
One session
Your team learns it in plain English, with a short guide to keep.
4. Support
90 days, then as needed
We keep it running and improve it as you grow.
Recent work
Client names withheld. 128 rollouts since 2021.
IT services company
From scattered quotes to one pipeline
Two HubSpot pipelines, one for quoted projects and one for recurring contracts. A rate-card dropdown prices each quote automatically, 6 automations remind owners to follow up and flag stalled deals, and renewal tasks fire 90 and 30 days before a contract ends. Plus a sales dashboard and a 3-page user guide.
Commercial cleaning & landscaping
Service contractors in BC and Alberta
Sales pipelines in HubSpot automated end to end, from first inquiry and bid through signed contract and renewal. Follow-ups, reminders and stage changes run on their own, so nothing depends on someone remembering to chase a quote.
Questions contractors ask
Straight answers on what it does, what it costs and how long it takes.
What does a CRM do for a contractor?
The short answer
A CRM keeps every lead, quote and customer in one place. For contractors it tracks each bid from first call to signed contract, reminds estimators to follow up, and shows which jobs are open, won or lost.
How much does a HubSpot setup cost for a small contractor in BC?
Pricing
Most setups for 10–50 person contractors cost CAD 2,500 to 5,000, plus HubSpot’s own subscription. We scope it in a free 20-minute review, so you know the price before anything starts.
How long does a CRM setup take?
Timeline
Most contractor setups take 4–6 weeks: about a week to map how you sell, three to four weeks to build and test, and a training session at the end.
Do we need to be good with technology?
No
No. We set it up, train your team in plain English, and support it for 90 days. If your estimators can use email, they can use HubSpot. AI features that draft follow-ups and summaries are switched on for you.
Can it connect to the tools we already use?
Usually yes
HubSpot connects to Gmail and Outlook, website forms, phone systems and accounting tools. Won jobs can flow into Asana or monday.com for your project team. We check your tools in the free review.
Are you an official HubSpot partner?
Yes
Yes. FlowYand is a certified HubSpot Solutions Partner and an Asana and monday.com partner, based in Vancouver, BC.
Stop losing quotes.Start winning the jobs you already bid on.
In 20 minutes we’ll look at how your quotes and leads move today and show you where jobs are slipping away. Free, no obligation.