10 Construction CRM Software to Improve Communication and Collaboration

Using a dedicated construction CRM tool, you can manage all aspects of your business from a single application.

The world has seen rapid growth in the CRM software industry in the last decade. No matter how difficult it is to imagine, there are CRM applications for the construction industry. 

Here’s the summary of the construction CRM software.

These tools are packed with powerful features to make the work easy for construction companies. Let’s deep dive into them in more details.

Procore

Procore is one of the best construction CRM software with a range of features, especially for construction companies. On it, companies can manage multiple projects at a time. Moreover, you can access this cloud-based platform from anywhere on the go.

This CRM is not only flexible and easy to use; it offers you features such as granting permission to different teams and external stakeholders to access data. No matter the size of your company, you can opt for this tool without any worries.  

With real-time data generated on this application, you can make challenging decisions and be prepared for the risks. It also offers insights into your project finance for cost management. 

Try Procore

Salesmate

Salesmate is another construction CRM tool packed with useful features. It not only helps you win more new projects but also allows you to secure a long-term relationship with your existing clients. 

This CRM centrally stores the contacts, including partners, customers, stakeholders, vendors, suppliers, and subcontractors. With its 360-degree view of the customer, you can ensure better customer satisfaction. It also lets you track all the on-site activities of your team. 

Thanks to its integration feature that supports other business tools, this application is an excellent choice for construction companies that use various business apps. Its highlighted features include a meeting scheduler, sale forecasting, and customer journey automation.

Try Salesmate

Buildertrend

When it comes to construction management software, Buildertrend is one of the top names. By connecting all the teams involved, this CRM improves project efficiency and contributes to increasing your business profits.

You can use it for pre-sales processes, financial estimation, project management, and customer management. This tool alone can perform financial tasks such as budgeting, creating purchase orders, generating invoices, bidding for projects, and making online payments.

Furthermore, you can integrate Buildertrend with QuickBooks, Dropbox, Facebook, Outlook, iCal, Google Calendar, Pinterest, MS Excel, Cadsoft, Xero, Twitter, etc. 

Try Buildertrend

JobNimbus

General contractors and people involved in side trades like door and window installation can use JobNimbus. This specialized CRM has features to cater to different aspects of a contracting business, such as lead management, proposal submission, and invoicing.

Besides, you can use this tool to calculate labor and material expenses, collaborate with clients, and organize project tasks and subtasks. Its photo archive can store the images in the CRM that you can use in proposals or other stages.

This cloud-based platform makes payment collection quicker while managing the sales leads effectively. JobNimbus also performs professional estimates for bidding and insurance.

Try JobNimbus

JOBPROGRESS 

JOBPROGRESS is a CRM you can use at every stage of your construction: from managing sales and finances to tracking customer projects. Using this tool, companies can send proposals and estimates while receiving e-signatures and customer payments.

Its robust mobile app is ideal for contractors who want to access this tool from their tablets or smartphones. You can integrate it with Google maps to find the site and track workers at your project location.

JOBPROGRESS is also helpful in estimating project costs for insurance underwriting. This one business application is enough for all tasks involved in your project — landscaping, roofing, flooring, HVAC, plumbing, and many more. 

Try JOBPROGRESS

Followup CRM

Your construction team does not have to be tech-savvy to use a CRM. You can always go for Followup CRM as this tool was developed keeping non-tech people in mind. People of any age group can run this tool with complete efficiency. 

Contrary to the generic CRMs that need you to enter data manually into various sections, this tool eliminates all the repetitive and time-consuming tasks. By staying focused on success and letting you measure vital activities, the platform contributes to the productivity of your entire team.

Followup CRM automatically captures leads from your Outlook email and shows the sales process with colorful visualization. Besides automating the follow-ups, it supports integration with Outlook, Gmail, Zapier, Stack, CompanyCam, and other applications.

Try Followup CRM

AccuLynx

Are you into the roofing business and looking for a comprehensive CRM for your organization? If yes, go for AccuLynx. This roofing CRM allows you to manage every aspect of your roofing business and take it to the next level by streamlining the process.

The tool lets you track the sales process at every step — from initial lead to contract signing. Whether it is project management, labor, material ordering, or mortgage tracking, AccuLynx helps you always stay on schedule. 

Its features like sales performance reporting, a commission module, expense tracking, and QuickBooks integration also come in handy.

Want to try multi-purpose CRM? You may try one of these.

 

Try AccuLynx

houzz PRO

houzz PRO construction CRM offers an integrated solution for your business that can help you attract and communicate with clients, easily manage leads to compete effectively in the industry, and access lead information from any source under one roof. 

houzz PRO CRM for construction is trusted by over 3 million contractors and design professionals.

It is designed to help modernize your complete client process. It enables you to view and send estimates and proposals, quickly reply without creating messages from scratch, track approvals at every stage, use powerful nudges or reminders for increased efficiency, integrate with calendar applications, and schedule video meetings or calls with clients – all in one place.

This cloud-based platform helps keep everyone up-to-date on a project quickly and efficiently—save time by automating and organizing data all at once and building relationships faster than ever.

With houzz PRO’s intuitive platform – from prospecting to project completion – managing jobs has never been easier. You can try this software free of cost for 30 days.

Try houzz PRO

Jobber

Jobber is a complete construction management software offering a range of features to help business owners simplify their daily operations. With Jobber’s estimating and scheduling tool, crews can be easily dispatched with just two clicks, while time and materials on the job are accurately tracked for more accurate estimates and easier payroll.

One of the important activities it executes is to ensure that job details flow automatically from the initial request to the invoice, and your team can access them remotely through a mobile app.

Plus, it integrates with QuickBooks, Mailchimp, Zapier, and Google services to ensure customer info stays up-to-date and allows automated text or email updates. Hence, customers stay informed throughout work hours.

It allows various online payment integration platforms like Apple Pay, Google Pay, and Credit cards for easy customer invoicing and payment.

It provides 24/7 online support through a portal via texts and emails where customers can ask for projects, sign quotes off on, and pay easily.

Whether you’re running a small operation out of your house or managing hundreds in an office setting – Jobber has got what you need. Jobber construction CRM is available for 14 days for trial.

Try Jobber

Pipedrive

Pipedrive is a very popular construction CRM software with a customer base of over 100,000 companies in 179 countries.

Pipedrive CRM is the perfect solution for construction companies looking to reorganize their operations. It helps businesses manage contacts, create custom processes and pipelines, automate admin work, and plan projects with subcontractors while staying connected on the go.

Pipeline management has never been easier as you can keep track of client activity in real-time from your mobile device.

It’s one of the unique features is sales forecasting. It helps you to easily produce accurate sales forecasts and stay on top of your entire sales pipeline. It even tracks past performance for better future decision-making. It reduces customer churn by capturing up-to-date views of every deal with multiple metrics that fuel predictions based on recurring revenue.

Pipedrive CRM can be tested for 14 days free of cost.

Try Pipedrive

Next, we will explore what CRM software is all about in details.

What Is a CRM Software?

CRM is the acronym for Customer Relationship Management. CRM software lets you cater to all the needs of your clients and potential customers in one place. Moreover, this application improves team efficiency and business profitability.

Speaking of construction CRM, it is a tool to nurture relationships between construction companies and their customers. Since the present scenario has become highly competitive for construction companies, roping in new customers is difficult. Nevertheless, these applications allow you to win new contracts and complete them on time while staying profitable.

How Does a Construction CRM Software Work?

The functionality of construction CRM software depends on its features. The most common attribute of all such tools is that they centralize all available data on the customers. As you can see from the details of their requirement and customer journey, personalizing the sales experience for prospective clients becomes effortless.

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As all the necessary data is available in one place, all teams can work efficiently by understanding the needs of their clients. From marketing to analytics, a construction CRM offers data to all of them. It also provides necessary support to the companies so they can retail clients by streamlining all the areas of client engagement.

Additionally, construction CRM is the digital infrastructure for document storage, customer interaction, and project optimization. Besides optimizing the workflow, these applications offer analytics data and insights into customer behavior to make well-informed decisions.

Must-Have Features of Construction CRM Software

Not every construction CRM is capable of meeting your company’s needs. Therefore, choosing the right one is key to success. Here are some features every company must prioritize while picking an application.

Pipeline Management

If your construction CRM offers visibility to the sales funnel and pipeline, you can easily track leads in the sales cycle. The visual overview is also crucial to finding the most potential construction projects where you can focus. It also helps to optimize sales activities by enabling troubleshooting.

Activity Management

If you own a construction company, the CRM you choose should be able to track the sales activities of each deal. Managing tasks like email replies and phone call attendance should be possible from the CRM so you can increase your chance of signing new clients.

Contact Management

The prime objective of a CRM solution is to manage the contacts. So, the software you choose should have an easy-to-navigate database to show you all the data, including contact details, company information, and activities. Tools that fetch data from other social platforms will be an added advantage.

Usability

This is another key point you need to keep in mind. The tool should be easy to use, so you can train your team to use it in no time. Also, selecting an application with smooth navigation and formatting will help manage the sales pipeline. 

Data Analytics

Data is the most important element for any business. In the construction business, data adds more value as it can empower business development through informed decision-making. You will not need additional data analytics software if your CRM already has it.

Communication Capabilities

A construction project mainly involves on-site work, while a team will always be in the office. Hence, the communication between all members of this hybrid team should be smooth and instant. Instead of depending on a different communication tool, integrating this feature into the CRM will make everyone’s life easier.

Forecasting

A good CRM should be able to analyze the available data to forecast what you can expect from a deal and the efforts it will take. This feature will help the sales and business management team.

How do you choose the best construction CRM software?

As the market is flooded with numerous construction CRM software, it becomes a bit hazy to pick the right one for your business. To land on a specific one for your business, you need to have a clear understanding of your requirements that will help you to shortlist the right one. 

Below are some of the specific features worth considering for construction CRM software:

• Centralized project management: Project management includes supervising all the ongoing tasks to create a user-friendly dashboard, track various project progress, collaborate across teams, Manage the tracking and automating of tasks, etc.
• Contact management: Able to manage contacts through various sources for your staff and customers
• Automation: Automation of most of the admin activities is key in the software as it reduces the repetitive tasks so that the business teams can focus on their core activities
• Forecasting: It helps make sense of the sales data and pipeline and helps you make data-driven decisions, reduce the churn of customers, and capture up-to-date views of every deal while predicting what the cash flow from recurring revenue will look like.
• Integration: CRM should allow easy integration of various well-known tools to expand the capabilities to enhance customer service and ease the management of employees. Also, ensure the CRM integrates with your existing tools and processes to ease business operations without any hurdles.
• Pricing: Compare and review its pricing plans and maintenance cost, calculate the total cost of ownership (TCO), and select a reliable vendor providing good after-sales support.

So, experience the best construction CRM software to its fullest potential by using its trial period prior to finalization.

The perfect construction CRM software fits your budget, fulfills your business goals, and satisfies all your needs. Overall, the software should enhance the company’s productivity and improve customer relationships.

FAQs

Conclusion

A robust and feature-rich construction CRM solution helps companies manage their projects even under challenging circumstances. It is also helpful for construction companies to maintain a strong relationship with vendors and clients while still making profits.

Hence, always assess your requirements and pinpoint your needs so you can choose the most suitable construction CRM for your organization. This guide will help you find the right CRM software for your business growth.