About Marshal Renee
Marshal Renee is a rapidly growing construction company based in Texas, with operations spanning multiple cities including Austin, Dallas, and additional surrounding regions.
Founded more than 20 years ago, the company has expanded into eight divisions providing residential and commercial services in pavers, turf, walls, and other exterior construction solutions.
The organization handles significant project volume — especially on the commercial side — where they receive 70–100 ITBs (Invitations to Bid) every day. Their work involves consistent collaboration with general contractors, home builders, and pool builders, while also managing a high number of residential homeowner projects.
The team includes over 30 field crews, multiple estimators, administrative staff, and project managers working across three regional offices.
The Challenge
As Marshal Renee expanded, their systems couldn’t keep up with the pace and complexity of their work.
Disconnected workflows:
Residential leads were tracked in a CRM, while commercial opportunities lived in a separate monday.com account managed by another company. The systems didn’t speak to each other, and nothing worked together.
Process confusion:
Once a job was awarded, every team followed different internal processes. There was no shared view of what was happening across operations, leading to duplicated work and unclear handoffs.
Manual scheduling for 30+ crews:
Excel-based schedules made it nearly impossible to see crew availability or plan upcoming jobs across multiple regions.
Double data entry:
Information had to be entered in multiple places, slowing down the team and creating information inconsistencies.
No visibility into marketing performance:
With significant investment in channels like TV, Facebook, and website leads, leadership had no way to measure where valuable opportunities were coming from.
Unclear data boundaries:
The team wasn’t sure what belonged in monday.com versus SharePoint, especially with commercial projects involving large files, plans, and estimates.
The Solution
Simpleday built a connected system inside monday CRM that brought the entire workflow, from the first lead to final job delivery, into one place.
A unified sales process
Leads, deals, and jobs now flow through a single structured pipeline. Information moves automatically, so teams no longer have to enter the same data twice. Each stage displays only the fields the team needs, keeping everything clean and easy to use.
Centralized client records
Contacts and companies are automatically created and connected as leads come in, giving the team one reliable database that grows with every new opportunity.
Clear job tracking
Once a deal is won, a job is created with all relevant details already in place. Teams can see job status, key information, and responsibilities in one view that’s simple for crews, PMs, and admin teams to follow.
Crew scheduling that works
Crew assignments, workloads, and timelines now live inside monday.com. Leadership can see which crews are available, which jobs they’re on, and what’s coming next without relying on Excel.
Defined boundaries between monday.com and SharePoint
Operational details stay in monday.com. Heavy documents, photos, and large files stay in SharePoint. Each job includes a single link to the appropriate folder, allowing the monday boards to remain relevant and efficient without losing context.
Dashboards for better decisions
Leadership now has clear visibility into:
- Pipeline trends
- Lead source performance
- Lost reasons
- Job progress by region
- Crew capacity
The Impact
- A unified workflow that connects residential and commercial processes
- Cut sales admin process time in half by eliminating double entry between leads, deals, jobs, contacts, and accounts
- Clear visibility after a job is awarded, reducing confusion across teams
- Real-time scheduling for crews across multiple cities
- Accurate insight into lead sources and marketing ROI
- A scalable system ready for future integrations like e-signatures and proposal generation
