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ProjectMark

Construction-specific CRM for pursuit pipeline, proposals, and business development

Web and mobile CRM built for general contractors, specialty contractors, and architecture/engineering firms to track pursuit opportunities, manage contacts and relationships, and assemble RFP/proposal responses in one construction-specific system, with a "Bolt" AI assistant that accepts natural-language input to create and update opportunity records.

Pricing
contact the vendor
Alternatives
Asana, BQE CORE, Deltek Vantagepoint
Who it's for
Construction, Architecture, Engineering
$3M Seed round announced Oct 17, 2023, led by TenOneTen Ventures, joined by Far Out Ventures, Trimble Ventures, and Agya Ventures, with existing investor Heartland Ventures also participating (confirmed by both ProjectMark's and TenOneTen's own announcements — TenOneTen's post title labels it "ProjectMark ... Seed"). Third-party aggregator Tracxn separately reports $7.55M in total funding across 3 rounds from 7 investors, including a $2.55M round on May 19, 2025 with Trimble and Great Wave Ventures among investors — this later round is not corroborated by a ProjectMark or investor press release found in this research, so treat it as unverified. raisedGrowth Stage
Founded 2019 · Exact customer count not publicly disclosed. Public case studies and homepage logos name at least 13 client firms (KCI Construction, Henley Construction, Trident Construction, Dempsey Construction, UJAMAA Construction, Cooper Jensen, Kier Construction, Arrowstreet, Bartlett Cocke General Contractors, Branco Enterprises, Turelk, WSJ Enterprises, Rylko Builders, Summit Design + Build, Fenagh Engineering), spanning general contractors, specialty contractors, and A&E firms. ProjectMark holds a 4.9/5 rating on G2 but from a small base of 10 reviews. Vendor claims SOC 2 Type II certification and cites a BuiltWorlds Top 50 Project Software (2025) recognition; some data aggregators list the company at 2-10 employees, which would be small for a firm operating since 2019 — this headcount figure is unverified and may be stale.
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WHY IT EXISTS

Why This Tool Exists

The Problem

General contractors, specialty contractors, and A&E firms track pursuit opportunities, contacts, deadlines, and RFP responses across spreadsheets, email, and generic CRMs not built for the construction pursuit-to-proposal workflow, making pipeline visibility slow and proposal production labor-intensive.

The Solution

ProjectMark centralizes the opportunity pipeline, contact relationships, tasks, and a reusable content library (resumes, project sheets, past proposals) in one construction-specific CRM. Its "Bolt" AI assistant takes natural-language input to create and update opportunity records — handling fields like value, sector, due date, sustainability rating, and square footage, and auto-calculating derived values such as cost per square foot — while the Proposal Builder assembles RFP responses from stored company assets and project history. Data syncs with Procore, BuildingConnected, Viewpoint Vista, Outlook, Gmail, and Adobe InDesign.

USAGE

How You Use It

Delivery Method
SaaSMobile App (iOS/Android)Outlook Plugin
Integrations
ProcoreBuildingConnectedViewpoint VistaAdobe InDesignGmailOutlook
Disciplines
Construction, Architecture
Workflows
Coordination & Delivery, Practice & Business Development
Project Phases
Proposal/Business Development, Bidding/Procurement
Project Types
Commercial, Institutional, Industrial, Residential
TRANSPARENCY

Data Transparency

Exactly what this tool uses and how

Input
What it needs
Required:Opportunity/pipeline data (project name, value, sector, dates), Contact and company records, Proposal/RFP content and past project data
Optional:Natural-language commands to the Bolt AI assistant, Imported data from existing CRM/spreadsheets, Procore/BuildingConnected/Vista project and contact data via integration sync
Formats:CSV (data import), PDF (proposal/RFP documents), DOCX (proposal templates, via Adobe InDesign integration)
Output
What you get
Format:Pipeline dashboards, proposal/RFP documents, and pre-configured or custom reports
Fields:Opportunity/pipeline status and value, Contact and relationship history, Proposal drafts assembled from company assets and project history, Analytics/forecasting reports, Task and deadline tracking
Algorithm
How it works
Model:"Bolt" AI assistant — proprietary natural-language data-entry assistant; underlying foundation model not publicly disclosed. ProjectMark's privacy policy lists OpenAI as a third-party service used by the platform, suggesting an OpenAI model powers at least some AI features, but this is not confirmed as specifically powering Bolt.
Accuracy:Not publicly specified — no independent benchmark or accuracy figure published for the Bolt assistant
Privacy
How your data is protected
Retention:Not publicly specified — the privacy policy does not state a specific data retention period
Training:Privacy policy states data may be used for "data analysis and research, including profiling and the use of machine learning and other techniques over your data." The policy separately lists OpenAI as a third-party service, implying customer data may pass through OpenAI for AI features; whether that data is used to train third-party models is not addressed
Compliance:Marketing pages (homepage, blog) claim SOC 2 Type II certification, but the certification is not referenced anywhere in the privacy policy itself and no public report or named auditor was found — treat as an unverified vendor claim, No GDPR, HIPAA, or ISO 27001 certification found
API
Integration
Endpoint:Public API available upon request — no self-serve public API documentation found; contact vendor for access
Method:Not publicly documented
USE CASES

Use Cases

  • ·Tracking bid/pursuit pipeline and deadlines for general contracting, specialty contracting, or A&E business development teams
  • ·Using the Bolt AI assistant to add and update opportunity records via natural-language input instead of manual form entry
  • ·Assembling RFP responses and marketing collateral (resumes, project sheets) from a centralized library of company assets and past project history
  • ·Syncing project, contact, and opportunity data with Procore, BuildingConnected, Viewpoint Vista, Outlook, and Gmail to avoid duplicate data entry
  • ·Reporting on pipeline performance and win rates via pre-configured and custom analytics dashboards
PRICING

Pricing

Free
No free tier found; pricing is gated behind a "Request Pricing" form requiring name and email
Pro
Starter plan (up to 6 users) and Scale plan (up to 10 users) — exact dollar pricing not publicly listed. All plans include sales pipeline, contact/task management, analytics/forecasting, mobile apps, Outlook plugin, and DataHub file storage; higher tiers add more onboarding hours, team training, and ongoing quarterly business reviews
Enterprise
Enterprise plan (more than 10 users) — custom pricing, contact vendor
Sources & Research NotesResearch date: 2026-07-17
Data Sources (12)
Fields Checked (18)
name, website, domain, problem, solution, deliveryMethod, integrations, disciplines, projectPhases, yearFounded-2019, headquarters-san-francisco, funding-3m-seed-oct-2023-tenoneten, investors-including-trimble-ventures, bolt-ai-assistant-description, pricing-tier-names-and-inclusions, g2-rating-4.9-of-10-reviews, case-study-customer-names, useCases
Not Found (9)
algorithm-foundation-model-for-Bolt, ai-accuracy-benchmark, exact-dollar-pricing, public-API-documentation, data-retention-period, soc-2-report-or-auditor-confirmation-outside-marketing-claims, exact-current-customer-count, total-employee-count, may-2025-funding-round-corroboration
About this research: This record summarizes the cited sources and fields checked. A research date does not establish hands-on testing. Consult the original sources for current details and limitations.
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