One CRM for tenders, projects and logistics across Central Africa's infrastructure.
Strata Industries runs construction, engineering and logistics projects across the Republic of Congo. We built a HubSpot CRM that tracks every tender from first site visit to mobilisation — with quotes, documents and subcontractors in one place.
The challenge
Strata Industries delivers residential, commercial, industrial and infrastructure projects across Central Africa — long sales cycles, public and private tenders, and heavy documentation for every bid.
Opportunities lived in personal inboxes and WhatsApp threads. Bid deadlines were tracked on a whiteboard, cost estimates in local spreadsheets, and site visits rarely produced a written record.
Logistics and engineering had no shared view of the commercial pipeline, so equipment and crews were planned only once a contract was already signed — often too late.
Our approach
- 01Discovery across the full lifecycle — tender intake, site survey, estimation, bid submission, award, mobilisation and project close-out.
- 02A HubSpot CRM with three dedicated pipelines: Tenders & Bids, Delivery Projects, and Logistics & Equipment requests, each with its own stages and required fields.
- 03Custom properties for project type, contract value, client type (public / private / EPC), country, permits and HSE requirements — so every deal is reportable without opening a document.
- 04Quote and bid templates in HubSpot, with the estimation file, drawings and permits attached to the deal record instead of a shared drive.
- 05Automations: deadline reminders before every tender submission, automatic handover of won deals to a delivery project record, and subcontractor follow-up tasks.
- 06Dashboards by country, project type and stage, plus a weekly bid-review report for leadership.
What we shipped
- Three pipelines covering tenders, delivery and logistics requests.
- Every bid document attached to the deal — auditable from first contact to hand-over.
- Automatic deadline reminders: no tender submitted late.
- Site-visit reports captured on mobile and synced to the company record.
Results in detail
Bids are now built from a structured checklist with reusable pricing blocks, so submissions are complete and consistent.
Estimation data and templates live in HubSpot, so a quote is generated in hours instead of days of email exchange.
Every tender has an owner, a deadline property and automated reminders at T-14, T-7 and T-2 days.
Engineering and logistics see the pipeline weeks earlier, so crews and equipment are planned before mobilisation.
A repeatable four-phase model — designed to ship value in weeks, not quarters.
01 DiscoverAudit of data, tools and revenue motion. We map the current state in 1–2 weeks.
02 ArchitectData model, automations and reporting blueprint — reviewed with your team before we build.
03 BuildImplementation in HubSpot and connected systems, with weekly demos and zero black boxes.
04 ScaleEnablement, dashboards and an ongoing optimisation loop tied to your KPIs.
If any of these sound familiar, we should talk.
You bid on public or private tenders and deadlines are tracked outside a system. Site visits, estimates and permits live in personal files instead of the client record. Operations only find out about a project once the contract is already signed. You work across several countries and need one pipeline view per region and project type.
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