22 Best Construction CRM Software Reviewed In 2024
10 Best Construction CRM Software Shortlist
Here's my pick of the 10 best software from the 22 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Construction CRM software helps you manage client interactions and project details in one place. It improves communication, tracks project progress, and enhances client satisfaction. This software solves issues like disorganized client data, poor communication, and project delays.
Choosing the right construction CRM software is tough with so many options out there. You need to manage client relationships and streamline your construction projects, but finding the best tool is a challenge. I've got you! With years of experience using various CRM, sales, and business intelligence software, here are my top picks to help you narrow down your options.
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Best Construction CRM Software Summary
This comparison chart summarizes pricing details for my top construction CRM software selections to help you find the best software for your budget and business needs.
| Tools | Price | |
|---|---|---|
| JobNimbus | From $25/user/month (billed annually) | Website |
| Solid Performers CRM | From $15/user/month (billed annually) | Website |
| Copper CRM | From $23/user/month (billed annually) | Website |
| Insightly | From $29/user/month (billed annually) | Website |
| Buildertrend | From $99/month (billed annually) | Website |
| JobProgress | From $65/user/month (min. 5 seats) | Website |
| Accelo | From $20/user/month | Website |
| SuiteDash | From $19/user/month (billed annually) | Website |
| Unanet | Pricing upon request | Website |
| Jobber | From $19/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Construction CRM Software
As you work through your own unique software selection process, keep the following points in mind:
- Integration Capabilities: Construction projects often involve multiple software systems for project management, accounting, and communication. A CRM that integrates seamlessly with these existing systems can reduce the need for manual data entry. For example, integrating your CRM with project management software can ensure that client communications are aligned with project timelines and milestones.
- Mobile Accessibility: Construction professionals are frequently on-site and need access to CRM data on the go. A CRM with robust mobile capabilities allows team members to update project statuses, access client information, and communicate with stakeholders from anywhere. This is particularly useful for site managers who need to make quick decisions based on real-time data.
- Customization Options: Every construction business has unique processes and workflows. A CRM that offers customization options can be tailored to fit specific business needs, such as custom fields for tracking project-specific information or automated workflows for client follow-ups. This ensures that the CRM supports your business processes rather than forcing you to adapt to a rigid system.
- Reporting and Analytics: Understanding project performance and client interactions is crucial for making informed business decisions. A CRM with advanced reporting and analytics capabilities can provide insights into sales trends, project profitability, and client satisfaction. For instance, detailed reports can help identify which types of projects are most profitable or which clients require more attention.
- User-Friendly Interface: A CRM is only effective if your team uses it consistently. A user-friendly interface with intuitive navigation and easy-to-understand features can encourage adoption and reduce the learning curve. This is especially important in the construction industry, where team members may not have extensive experience with complex software systems. A simple, straightforward CRM can help ensure that all team members, from sales to project managers, can use the system effectively.
Best Construction CRM Software Reviews
This in-depth analysis provides overviews of each construction CRM software, detailing their pros and cons. Here are the features and best use cases for each tool.
JobNimbus is a top-rated construction CRM software designed specifically for contractors, with a focus on the roofing industry. It offers a range of features including marketing, sales, production, billing, and communication, as well as specific tools for roofing, gutters, and siding.
Why I picked JobNimbus: I chose JobNimbus for this list because it stands out as a specialized tool for roofing contractors, offering tailored features that cater specifically to their needs. Its focus on the roofing industry makes it the best choice for contractors in this field, providing tools and integrations that streamline their unique workflows.
Standout Features & Integrations
Features include such as one-click estimates, professional proposals, direct material ordering, integrated text messaging, and payment collection via text.
Integrations include SumoQuote, QuickBooks, Beacon, CompanyCam, EagleView, Google Calendar, Wisetack, and more.
Pros and cons
Pros:
- Customizable workflows
- Mobile app available
- Tailored for roofing
Cons:
- Heavy reliance on tech tools
- Limited to specific contractor types
Solid Performers CRM is a cloud-based CRM software designed to organize sales processes and manage leads efficiently. It excels in automating sales tasks and managing leads to enhance productivity and conversion rates.
Why I picked Solid Performers CRM: I chose Solid Performers CRM for its sales automation and lead management capabilities. It stands out due to its useful automation features that reduce manual repetitive work, making it ideal for businesses looking to optimize their sales processes. The tool's ability to manage leads effectively ensures that no potential customer is overlooked, which is crucial for maintaining a healthy sales pipeline.
Standout Features & Integrations
Features include automated lead addition, allocation, welcome messages, reminder alerts, follow-ups, proposal automation, client management, and ticket management.
Integrations include Facebook & Instagram, Google Lead ad form, web lead forms, chatbots, IndiaMart, JustDial, 99acres, MagicBricks, and more.
Pros and cons
Pros:
- Customizable dashboards
- Lead management tools
- Advanced sales automation
Cons:
- Higher cost for additional integrations
- Limited third-party integrations
Copper CRM is a software solution designed to help businesses organize contacts, automate tasks, and track deals. It is best for Google Workspace integration because it centralizes emails, meetings, and files with customer information.
Why I picked Copper CRM: I chose Copper CRM for its native integration with Google Workspace, which is a standout feature for those already familiar with using the Google ecosystem. This integration also makes it the best choice for businesses heavily reliant on Google Workspace for their operations.
Standout Features & Integrations
Features include such as automated task creation, custom reporting, and email marketing tools.
Integrations include Google Workspace, Slack, Zendesk, HubSpot, QuickBooks, Docusign, Mailchimp, RingCentral, Xero, and Trello.
Pros and cons
Pros:
- Automated tasks
- Custom reporting
- Google Workspace integration
Cons:
- Higher cost for smaller teams
- Limited non-Google integrations available
Insightly is a modern, scalable CRM platform designed to help businesses manage customer relationships effectively. It is particularly well-suited for B2B customer relationship management due to its comprehensive features tailored for business-to-business interactions.
Why I picked Insightly: I chose Insightly for this list because it stands out in the B2B CRM space with its extensive set of features that cater specifically to the needs of B2B companies. Insightly's ability to line up sales processes, improve profitability, and foster long-term customer relationships makes it the best choice for B2B customer relationship management.
Standout Features & Integrations
Features include pipeline management, lead tracking, opportunity management, and workflow automation. It also provides tools for email marketing, project management, and customer support.
Integrations include QuickBooks Online, Xero, Sage, Workday, ADP Workforce Now, BambooHR, ZoomInfo, Gong, Docusign, and WordPress.
Pros and cons
Pros:
- Scalable for growing businesses
- Many integration options
- Extensive B2B features
Cons:
- Complex setup for small teams
- Higher starting price
Buildertrend is a construction project management software designed to streamline project planning, execution, and communication. It is best for construction project management due to its comprehensive suite of tools that cover every aspect of a construction project, from scheduling to financial management.
Why I picked Buildertrend: I chose Buildertrend for this list because it offers an all-encompassing solution tailored specifically for the construction industry. Its extensive feature set and user-friendly interface make it stand out from other construction management tools. I believe Buildertrend is best for construction project management because it integrates project management, sales, and financial tools into one platform, ensuring that all aspects of a construction project are managed efficiently.
Standout Features & Integrations
Features include project scheduling, lead management, and financial tracking. It also offers a customer portal for real-time updates and communication tools to keep all stakeholders informed.
Integrations include QuickBooks, Xero, Gusto, WePay, Google Calendar, Outlook, Dropbox, PlanGrid, Procore, and Zapier.
Pros and cons
Pros:
- Real-time updates
- User-friendly interface
- Project management, sales, and financial tools in one platform
Cons:
- Limited to construction industry
- Requires annual billing
- Higher starting price
JobProgress is a business management software designed specifically for home improvement contractors. It offers a wide suite of tools to manage jobs, workflows, and customer relationships efficiently.
Why I picked JobProgress: I chose JobProgress for its specialized focus on home improvement contractor management. Unlike other general CRM tools, JobProgress stands out by offering features tailored to the unique needs of home improvement contractors, such as job and workflow management, estimating, and remote business control. This specialization makes it the best choice for contractors looking to streamline their operations and improve productivity.
Standout Features & Integrations
Features include a fully customized job and workflow manager, a paperless mobile app, and tools for quick estimating, quoting, scheduling, remote business control, safe cloud storage, employee and subcontractor management.
Integrations include QuickBooks, EagleView, Google, WordPress, ZenDesk, and various social media platforms.
Pros and cons
Pros:
- Mobile app support
- Customized job and workflow manager
- Tailored for contractors
Cons:
- Requires setup fee
- Limited to home improvement
Accelo is a project management software designed for professional services businesses. It excels in managing client projects and repeated work, making it ideal for professional services project management.
Why I picked Accelo: I chose Accelo for its project management capabilities tailored specifically for professional services. Unlike other tools, Accelo integrates project management with sales, billing, and analytics, providing a unified platform that enhances business growth. Its ability to manage both projects and repeated work sets it apart, making it the best choice for professional services project management.
Standout Features & Integrations
Features include adaptive project management, real-time project visibility, profitability dashboards, automated project time logging, project milestones, tasks, project schedule flexibility, custom sales statuses and workflows.
Integrations include tools like Google Workspace, QuickBooks, Xero, Slack, Microsoft Office 365, Salesforce, HubSpot, Mailchimp, Zapier, and Stripe.
Pros and cons
Pros:
- Automated time logging
- Real-time project visibility
- End-to-end project management
Cons:
- Requires annual billing
- Higher starting price
SuiteDash is an all-in-one business management software designed to streamline and automate various business processes. It is best for all-in-one business management because it consolidates essential business tools into a single, integrated platform, eliminating the need for multiple separate software solutions.
Why I picked SuiteDash: I chose SuiteDash for the list because it stands out as a full end-to-end solution that integrates a wide range of business management tools into one platform. This makes it different from other business management tools that often require multiple integrations and separate subscriptions. I believe SuiteDash is best for all-in-one business management because it offers features like CRM, project management, billing, and secure client portals, all within a single platform, making it highly efficient and cost-effective.
Standout Features & Integrations
Features include CRM, project management, billing, secure client portals, learning management systems (LMS), scheduling, file exchange, e-signature, marketing, and support tickets.
Integrations include such as Google Calendar, QuickBooks, Stripe, PayPal, Zapier, Mailchimp, Slack, Zoom, Dropbox, and Microsoft Outlook.
Pros and cons
Pros:
- Secure client portals
- White label customization
- All-in-one business management platform
Cons:
- Slight learning curve
- Limited third-party integrations
Unanet provides integrated ERP and CRM solutions tailored for the construction industry. It excels in combining enterprise resource planning with customer relationship management to streamline construction operations.
Why I picked Unanet: I chose Unanet for its unique ability to integrate ERP and CRM functionalities specifically for construction firms. This dual capability sets it apart from other construction-focused CRMs. I believe Unanet is best for ERP and CRM in construction because it offers comprehensive tools that address both project management and client relationship needs, making it a versatile solution for construction companies.
Standout Features & Integrations
Features include real-time analytics, automated proposal generation, and strategic decision-making tools.
Integrations include Microsoft Office, QuickBooks, Procore, Sage, Viewpoint, Bluebeam, Docusign, Salesforce, Oracle, and SAP.
Pros and cons
Pros:
- Tailored for construction industry needs
- Real-time project and financial insights
- Centralized data for better decision-making
Cons:
- Steep learning curve initially
- Limited third-party software integrations
Jobber is a CRM tool designed support operations for field service businesses. It excels in automating client communication, ensuring customers are always informed.
Jobber is best for automated client communication in field services because it offers a suite of tools that send automatic updates, reminders, and follow-ups via text and email, reducing manual effort and improving client satisfaction.
Why I picked Jobber: I chose Jobber for its client communication features, which stand out in the field service industry. Jobber's ability to automate various client interactions, from booking confirmations to follow-up reminders, makes it an invaluable tool for maintaining customer relationships. Its focus on automated client communication ensures that businesses can keep their clients informed without constant manual intervention.
Standout Features & Integrations
Features include automated text and email updates, a client hub for self-service, and professional templates for communication.
Integrations include QuickBooks Online, Zapier, Mailchimp, CompanyCam, Stripe, Square, Google Calendar, Outlook Calendar, Gmail, and Slack.
Pros and cons
Pros:
- Professional communication templates
- Mobile app availability
- Automated client updates
Cons:
- No offline mode for app use
- Limited to field services
Other Construction CRM Software
Below is a list of additional construction CRM software that I shortlisted, but did not make it to the top list. Definitely worth checking them out.
- HubSpot CRM
Best for inbound marketing integration
- Zoho CRM
Best for AI-driven sales automation
- Smartsheet
Best for project tracking and collaboration
- Knowify
Best for contractor-specific features
- MRPeasy
Best for manufacturing resource planning
- Freshsales
Best for AI-based lead scoring
- Salesforce Financial Services Cloud
Best for extensive customization options
- Thryv
Best for small business management
- Capsule
Best for simple and intuitive interface
- monday CRM
Best for customizable workflows
- Oracle NetSuite
Best for comprehensive business management
- Pipedrive
Best for visual sales pipeline management
Related Software Reviews
If you still haven't found what you're looking for here, check out these tools closely related to construction CRM software that we've tested and evaluated.
- CRM Software
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- Lead Management Software
- Contract Management Software
- Revenue Management System
- CPQ Software
Construction CRM Software Selection Criteria
Selecting a construction CRM software involves assessing the platform's functionality and its ability to meet the specific needs essential for managing client relationships effectively. By thoroughly evaluating these criteria, I aim to identify software that not only fulfills basic requirements but also provides added value through innovative features, ease of use, and robust support. Each criterion's score is tallied to determine a final star rating for each software tool, ensuring a comprehensive and balanced evaluation.
Core Construction CRM Software Functionality: 25% of total weighting score
- Tracking project progress, deadlines, and milestones.
- Maintaining detailed client records and communication history.
- Coordinating tasks, meetings, and deadlines with a drag-and-drop calendar.
- Customizable reporting and analytics.
- Storing and sharing project-related documents securely.
Additional Standout Features: 25% of total weighting score
- Ability to integrate with other software.
- Offering robust mobile applications for on-site access to CRM functionalities.
- Allowing users to tailor the software to their specific workflows and processes.
- Utilizing AI for predictive analytics and automating routine tasks.
- Features like real-time chat, file sharing, and collaborative document editing.
Usability: 10% of total weighting score
- User-friendly design that minimizes the learning curve.
- Easy-to-navigate menus and dashboards.
- Fast load times and responsive design.
- Allowing users to personalize their workspace.
Onboarding: 10% of total weighting score
- Availability of training videos, templates, and interactive product tours.
- Assistance with data migration and initial setup.
- Comprehensive documentation and user manuals.
- Regularly scheduled sessions to help users get started.
Customer Support: 10% of total weighting score
- 24/7 support through various channels like phone, email, and chat.
- Quick response times and efficient issue resolution.
- Extensive online resources and FAQs.
- Dedicated account managers or support representatives.
Value For Money: 10% of total weighting score
- Competitive pricing with clear, transparent costs.
- Evaluating the number of features offered relative to the price.
- Availability of free trials or demo versions.
- Flexible pricing plans that grow with the business.
Customer Reviews: 10% of total weighting score
- High overall satisfaction ratings from current users.
- Positive feedback on key features and functionalities.
- Positive experiences with customer support.
- Users report a good return on investment and value for money.
By focusing on these criteria, you can ensure that the selected construction CRM software not only meets the essential needs of your business but also provides additional value through unique features, ease of use, and strong support.
Trends For Construction CRM Software
The construction industry is evolving, and so is its CRM software. Here are some key trends to watch in the coming future.
- AI-Driven Predictive Analytics: AI-driven predictive analytics are becoming integral. They help forecast project timelines and costs with greater accuracy. This reduces unexpected delays and budget overruns.
- Mobile-First Solutions: Mobile-first solutions are gaining traction. They allow on-site teams to access and update project data in real-time. This improves communication and decision-making.
- Integration with BIM: Integration with Building Information Modeling (BIM) is on the rise. It enables better project visualization and coordination. This leads to more efficient project management.
- Enhanced Data Security: Enhanced data security measures are being prioritized. Protecting sensitive project information is crucial. This trend addresses growing cybersecurity concerns.
- Customizable Dashboards: Customizable dashboards are becoming more popular. They offer tailored views of project metrics and KPIs. This helps teams focus on what matters most.
Construction CRM software is evolving in notable ways. AI-driven predictive analytics improve accuracy in forecasting project timelines and costs, reducing delays and budget overruns. Mobile-first solutions enable on-site teams to update project data in real-time, enhancing communication. Integration with BIM offers better project visualization, leading to more efficient management. Enhanced data security protects sensitive information, addressing cybersecurity concerns. Customizable dashboards provide tailored views of key metrics, helping teams focus on what matters most. Keep an eye on these trends to stay ahead in the competitive construction industry.
What Is Construction CRM Software?
Construction CRM software is a tool designed to help construction companies manage their customer relationships, sales processes, and project communications. It is commonly used by construction managers, sales teams, and project coordinators to track leads, manage client interactions, and streamline communication across projects.
The primary components of construction CRM software include lead management, contact management, project tracking, and communication tools. These features allow users to maintain detailed records of client interactions, monitor project progress, and ensure effective communication among team members and clients.
Features Of Construction CRM Software
In this section, I will introduce the essential features that make Construction CRM Software a valuable tool for managing projects and client relationships. These features are designed to enhance efficiency, improve communication, and ensure successful project outcomes.
- Project Management: Tracks project progress and tasks efficiently.
- Lead Tracking: Monitors potential clients from initial contact to conversion.
- Customer Communication: Centralizes communication with clients for better engagement.
- Reporting and Analytics: Provides insights through detailed reports and data analysis.
- Document Management: Stores and organizes important documents securely.
- Scheduling: Manages appointments and deadlines to keep projects on track.
- Task Automation: Automates repetitive tasks to save time and reduce errors.
- Integration Capabilities: Connects with other tools like accounting and email marketing software.
- Mobile Access: Allows access to CRM features on mobile devices for on-the-go management.
- Customization: Offers tailored solutions to fit specific business needs.
These features collectively help construction companies streamline their operations, improve client satisfaction, and achieve their business goals more effectively.
Benefits Of Construction CRM Software
In the construction industry, managing customer relationships and project details can be complex and time-consuming. Construction CRM (Customer Relationship Management) software is designed to streamline these processes, providing numerous benefits to both users and organizations. Below are five main benefits of using construction CRM software.
- Improved Customer Relations and Satisfaction: CRM software centralizes all customer information, making it easily accessible to anyone in the company. This ensures that customer interactions are consistent and personalized, leading to higher customer satisfaction and retention.
- Enhanced Project Management: With features like real-time tracking, task management, and scheduling, CRM software helps construction companies manage projects more efficiently. This leads to better resource allocation, timely project completion, and improved financial control.
- Streamlined Communication and Collaboration: CRM systems centralize communication channels, making it easier for project teams and clients to collaborate. This reduces the likelihood of miscommunication and errors, thereby increasing overall project efficiency.
- Data and Analytics for Informed Decisions: CRM software provides powerful reporting and analytics tools that offer insights into customer behavior, project performance, and business health. This data helps companies make informed decisions, optimize processes, and identify areas for improvement.
- Automated Marketing and Sales Processes: CRM systems automate repetitive tasks such as follow-ups, reminders, and marketing campaigns. This not only saves time but also ensures that no important tasks are overlooked, leading to higher sales conversion rates and better customer engagement.
Construction CRM software offers a comprehensive solution for managing customer relationships, projects, and business operations. By centralizing information and automating tasks, it helps construction companies improve efficiency, make informed decisions, and enhance customer satisfaction. Adopting a CRM system can be a game-changer for construction businesses looking to stay competitive and grow.
Costs And Pricing Of Construction CRM Software
Choosing the right Construction CRM (Customer Relationship Management) software can significantly enhance your business operations by streamlining project management, improving client communication, and boosting lead tracking. This guide provides an overview of various pricing plans and features of popular construction CRM software to help you make an informed decision.
Below is a detailed table summarizing the different plans, their average prices, and common features included in each plan for various construction CRM software.
Plan Comparison Table for Construction CRM Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic contact management, lead tracking, document storage, limited users, basic reporting, email templates |
| Starter Plan | $14 - $29 /user/month | Enhanced contact management, multiple sales pipelines, email and social media integration, basic automation, custom data fields, meeting scheduler |
| Professional Plan | $29 - $49/ user/month | Advanced automation, project management tools, custom reports and dashboards, workflow automation, inventory management, customer support module |
| Enterprise Plan | $49 - $99/ user/month | AI-powered tools, advanced project management, unlimited custom fields, advanced reporting, sales forecasting, dedicated account manager, enhanced security features |
When selecting a construction CRM software, consider the specific needs of your business, such as the number of users, required features, and budget. Free plans are suitable for small teams with basic needs, while professional and enterprise plans offer advanced features for larger teams and more complex project management requirements.
Construction CRM Software FAQs
Here are some commonly asked questions about construction CRM software.
Why do construction companies need CRM software?
Construction companies need CRM software to efficiently manage client interactions, improve project management, and boost sales. It centralizes data, automates tasks, and provides valuable insights for better decision-making.
How does Construction CRM software improve project management?
It improves project management by providing real-time updates, task assignments, and progress tracking. This ensures better coordination, timely completion, and higher quality of work.
Can Construction CRM software integrate with other tools?
Yes, many CRM solutions offer integration with other tools like accounting software, project management platforms, and email marketing services. Integration enhances functionality and streamlines operations.
Is Construction CRM software easy to use?
Ease of use depends on the specific software. Many are designed with intuitive interfaces and offer training resources to help users quickly adapt and maximize benefits.
Can Construction CRM software help with lead generation?
Yes, it can help with lead generation by tracking potential clients, automating follow-ups, and analyzing data to identify promising leads. This leads to more effective sales strategies and increased conversions.
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