Product
Win more bids. Build stronger relationships.
Every lead, tender, and customer relationship in one MEP-specific pipeline — so no opportunity slips through.
Pipeline by Stage
Priority Tenders
- 94% win
Riverside Hospital HVAC
$2.1M · Due Sep 14
- 78% win
Metro Tower Electrical
$1.6M · Due Sep 21
- 65% win
Harbor Plaza Plumbing
$1.1M · Due Sep 28
The status quo
Without Orgin3
- Lead data scattered across emails, calls, and spreadsheets
- Missed tender deadlines costing real revenue
- No visibility into pipeline value or conversion rates
- Inconsistent follow-up with prospects and existing clients
The Orgin3 outcome
With Orgin3
- Centralized CRM with MEP-specific deal stages
- Automated tender tracking with deadline alerts
- Pipeline analytics with conversion and win-rate insights
- 360-degree customer history and communication log
How it works
A connected flow, end to end
How crm & tender management comes together across the platform — no rekeying, no lost handoffs between teams.
Capture
Log every lead from your website, calls, exhibitions, or referrals into a single pipeline.
Qualify
Score and qualify opportunities against your criteria so estimators focus on the right bids.
Tender
Track the full bid cycle — from invitation to submission — with deadlines that never slip.
Win & retain
Hand winning projects to delivery with history intact, and stay in front of clients for the next bid.
Capabilities
Everything CRM & Tender Management teams need
Lead Management
Capture and qualify leads from any source
Tender Dashboard
Track every bid with status, value, and deadline
Document Management
Store and organize tender documents securely
Email Integration
Sync emails and track every conversation
Pipeline Analytics
Visual pipeline with win-rate and revenue metrics
Customer Portal
Self-service portal for clients and submittals
In depth
Built around the way CRM & Tender Management teams work
A pipeline built for tendering, not generic sales
Generic CRMs force MEP deals into arbitrary sales stages. Orgin3 models the stages contractors actually live through — inquiry, prequalification, tender, bid submitted, award, and lost — so your pipeline reflects reality and your forecast is trustworthy.
- MEP-specific deal stages from first inquiry to award
- Drag-and-drop pipeline views by stage, value, and probability
- Weighted forecasts from your own historical win rates
- Lost-bid capture so you learn why and improve the next one
Tender management that never misses a deadline
Tender deadlines are non-negotiable in construction. Orgin3 centralizes every submission deadline, requirement, and document set so pre-contracts teams stay ahead of the close date.
- Automated deadline alerts with owner and department escalation
- Checklists per tender — prequalification, clarifications, addenda, submission
- All tender documents versioned and searchable in one folder
- Submission tracking with evidence of what was sent and when
Every conversation, on the record
Follow-up falls through the cracks when notes live in inboxes and personal spreadsheets. Orgin3 keeps the full communication history attached to each company and contact.
- Emails, calls, meetings, and tasks logged against the opportunity
- Searchable history from first touch to signed contract
- Reminder-based follow-up sequences for stalled opportunities
- Account-level view so every relationship has a single owner
Who it's for
Made for every role in the business
Pre-Contracts Manager
Owns the pipeline, priorities, and every tender deadline from one dashboard.
Estimating Team
Receives qualified, complete handoffs — specs, documents, and deadlines included.
Directors
Sees pipeline value, win rate, and bid mix by trade, client, and region.
Client Success
Keeps post-award relationships visible and follows through on every opportunity.
Connects to your stack
Works alongside the tools you already use
Import and sync data from the systems your team works in every day — with an open API and webhooks for anything custom.
The Platform
One platform, fully connected
Frequently asked questions
Everything you need to know about Orgin3 ERP for MEP contractors.
Yes. Orgin3 provides data import tools for Excel and CSV, and the migration team can help map your existing lead and tender data into the right pipeline stages.
Get Started
See what Orgin3 can do for your business
Book a personalized walkthrough with an MEP industry specialist. We'll map your current workflows to the platform in a single session.
Cloud or on-premise deployment · Dedicated implementation · Security aligned to SOC 2 & ISO 27001