Pre-site Workflow software
for builders

Evolve’s Pre-Site Workflow module turns what’s usually the messiest part of a build into a
well-oiled machine. No more chasing tasks, missed emails, or spreadsheets pretending
 to be systems.

You’ll have full visibility over every pre-construction stage, from deposit to ACC, so
your team stays aligned, accountable, and ahead of schedule.

How it works

No more sticky notes, inbox chaos, or dropped leads. Our CRM gives your team a clear, simple way to manage sales from first enquiry to signed contract.

• Create unlimited workflows—from sales to site start
• Auto-assign tasks by role, team, or region
• Lock in program templates across all jobs
• Track delays and approvals in real time, with a full audit trail
• Sync with Outlook to centralise all correspondence

From internal scheduling to supplier updates and client notifications—Evolve handles the heavy lifting, so your team can focus on building, not babysitting process.

And with our dynamic logic-based workflows, your pre-site journey adapts in real time
based on project needs. Need custom forms, audits, or EOT tracking? It’s all built-in
and fully configurable.