Masterclass PRE RECORDED VIDEO

Learn the 3 CRM Data Models for Construction Growth

A Free masterclass with a real construction case study showing how HubSpot can connect leads, jobs, and revenue. 

jose-betancur
josh-domagala

Agenda:

The CRM reality in construction
Why generic CRM structures break as construction companies grow.
The 3 CRM data models explained
An overview of the three data models used by construction companies, and when each one makes sense.
Construction case study
How a real construction company structured their CRM data
CRM structure in practice
How these data models are implemented in HubSpot, including objects, pipelines, integrations, and reporting logic.
Key takeaways and next steps

Register to watch this masterclass
3 CRM data models for construction

The Challenge in Construction CRMs

Most construction companies struggle with CRM adoption not because of the tools, but because the data model does not match how construction works. 

Common challenges include: 

  • Leads coming from multiple aggregators with no clear attribution 

  • Appointments disconnected from jobs and quotes 

  • Revenue that cannot be traced back to marketing or sales efforts 

  • Job field management tools operating in silos 

Without the right CRM data model, these problems compound as the company grows. While the concepts are CRM agnostic, we will show how these data models are implemented in HubSpot for construction companies that are using or evaluating the platform. This includes objects, pipelines, integrations, and reporting logic. 


 

In this masterclass you'll learn:

BDRs stuck in repetitive work
When to use each data model and why
No follow-up, no conversion
The three CRM data models used by scalable construction companies
Inconsistent customer experience

How HubSpot supports these data models for construction teams

How HubSpot supports these data models for construction teams
How CRM structure impacts sales, operations, and revenue visibility

What You Will Walk Away With 

By the end of this masterclass, you will have a clear understanding of:

  • Which CRM integrations actually matter for construction companies, and how to evaluate them
  • How to structure lead sources so they support visibility, reporting, and growth
  • What it takes to measure attributed revenue in a complex construction environment
  • How appointment scheduling fits into a scalable CRM data model
  • How quoting connects to CRM data, jobs, and revenue
  • How job field management tools integrate into your CRM ecosystem without creating silos
CRM data models for contstruction companies

About our hosts: 

Jose Betancur

Jose Betancur

US Regional President

With years of experience leading revenue operations and data integrations, Jose is an expert in managing the complexities of CRM data. He’ll walk you through the essential data models used in the construction industry with HubSpot

Josh Domagala

Josh Domagala

Sales Director NAM

With over 7 years of experience in sales and consulting, Josh is passionate about helping clients solve real challenges. His value-driven approach is based on fit, experience, and commitment to achieving impactful business results.