With complex projects, tight timelines, and multiple stakeholders, finding the right tools to streamline operations is vital for many construction companies. This is where adopting Customer Relationship Management (CRM) software can help your sales and on-field team to be more productive in managing their daily tasks.
In this blog, we’ll look at the six best CRMs for construction companies, comparing them based on their features, pros and cons, user reviews, pricings.
Why Choosing the Best CRM for Construction Companies Matter
Construction CRM software helps businesses to be more efficient and make data-driven decisions. Your CRM platform is a data collection repository, helping you to store, analyze, and understand your customer data. The more customer data you collect, the greater your insights will be, and the faster your construction company can grow. Customer data is a game-changer.
Research from the McKinsey Global Institute shows that data-driven organizations are:
- 23x more likely to win new customers
- 6x as likely to retain customers
- 19x more likely to be profitable
- 50% have sales well above their competitors
- 6x more likely to achieve positive returns than competitors
Home starts are declining, and construction companies are struggling to survive; these advantages are essential for home builders, contractors and construction companies if they want to survive.
TL;DR of the Best CRM for Construction Businesses
- Best construction CRM software for sales-focused team: Pipeline CRM
- Best CRM for large construction teams: Procore
- Best CRM for construction specialists: Buildertrend
- Best CRM for solo contractors: Leap
- Best CRM for roofing and gutter contractors: JobNimbus
Pipeline CRM: Best CRM for Sales-Focused Construction Companies
Pipeline CRM is made by salespeople for salespeople—and that includes construction sales.
Construction companies are often under a significant amount of pressure. They’re expected to generate sales in a stagnant market. If they want to survive, they need a steady supply of cash flow.
Pipeline CRM is easy to use and optimized around one thing. Closing sales.
This tool keeps every member of your staff on the same page with centralized communication — track conversation histories, deal progress, and communications. If your organization needs to manage your bids, projects, client details, and client follow-up in a centralized dashboard, then Pipeline CRM is a great fit. That’s why Pipeline CRM is the best construction CRM software for a sales-focused team.
Features
Pipeline CRM has all of the standard CRM features plus…
- Custom deal stages to suit the unique steps in your construction business
- Track and manage your email campaigns automatically via your account
- Pipeline integrates with the tools you’re already using
- Automations to automate next steps, activities, reminders, updates, etc.
- Smart agendas that build themselves as your team works, so everyone knows what needs to be done for each project
- SuperShare to send data to trusted contacts quickly and securely
- Open-source APIs to integrate with anything and everything you’re already using
- Native integration with tools like Zapier to customize integrations without developer or IT assistance
Pros and Cons
- Pipeline CRM is scalable yet very affordable
- Extensive sales management automations
- Integrates with a large list of software (e.g., Microsoft, QuickBooks, Google Apps, Zapier, Paycove, CallRail, etc.)
- Best-in-class customer support
- No on-premise options
- Best for small-to-medium organizations
Reviews
- 4.4/5 star rating on G2 (904 reviews total)
- 4.4/5 star rating on Capterra (616 reviews total)
- 9.8/10 score via TrustRadius
- 4.2/5 star rating via Gartner (41 reviews total)
Pricing
- Start plan: $29 per user per month
- Develop plan: $39 per user per month
- Grow plan: $59 per user per month
Procore: Best Construction CRM for Large Sales Teams with Big Budgets
Procore is an end-to-end construction management tool that also includes CRM software.
Their CRM software handles bid, invoice, and capital project management. It also handles financials, quality assurance, safety, and compliance. While Procore claims it’s designed to scale with its users, its sweet spot seems to be focused on managing large, complex construction projects.
Procore “connects everyone and everything on one platform.”
This means all of your architects, engineers, owners, general contractors, specialty contractors, and materials suppliers can all be managed on their platform. Their platform is comprehensive, but it seems to be oriented around managing projects you already have rather than winning new projects.
Features
- Comprehensive A-to-Z construction management
- Unlimited users
- Unlimited 24/7 support
- Unlimited data
- Free training
- Procore construction network
Pros and Cons
- End-to-end generalist software
- The dominant construction software provider in North America
- Pricing ranges from $4,500 annually to $10,000+ annually
- Procore takes 2% – 5% of construction volume as a fee
“We charge an upfront annual fee by product and based upon your Annual Construction Volume (ACV) – the aggregate dollar value of the construction work across your projects.”
Reviews
- 4.5/5 star rating on G2 (1,722 reviews total)
- 4.5/5 star rating on Capterra (2,599 reviews total)
- 8.8/10 score via TrustRadius (1,196 reviews total)
- 4.5/5 star rating via Software Advice (2,581 reviews total)
Pricing
- Requires a quote
- Subscription ranges from between 2% and 5% of construction volume + tools used
Buildertrend: Best CRM for Construction Pros and Specialists
The next on our list of best CRM for construction companies is Buildertrend. Buildertrend’s suite of tools is designed for remodelers, contractors, and home builders. Their website approaches CRM from a client management standpoint. Buildertrend states that their software “helps you keep clients happy. More than 1 million users across 100 countries have chosen Buildertrend as their preferred platform for real-time collaboration throughout the building process.
Using Buildertrend, construction pros can coordinate with contractors, attract clients and keep them updated via a seamless dashboard.
Features
- Construction project and field management
- Project management
- Financial management
- Sales and marketing
- Integrations with select SaaS tools
- Invoice management
Pros and Cons
- Price points are affordable for solo, small, and medium-sized construction companies
- Special emphasis on project management
- Minimal features for sales and marketing functions (e.g., CRM)
- Technical challenges for their SaaS platform
- Fewer integrations than expected
Reviews
- 4.2/5 star rating on G2 (140 reviews total)
- 4.5/5 star rating on Capterra (1,604 reviews total)
- 6.8/10 score via TrustRadius (26 reviews total)
- 4.5/5 star rating via Software Advice (1,601 reviews total)
Pricing
- $399 per mo. (Essential)
- $699 per mo. (Advanced)
- $999 per mo. (Complete)
Leap: Best Construction CRM for Solo Contractors and Small Teams
Leap describes itself as a “business productivity platform for contractors.” Leap is designed for various contractors, including general contracting, masonry, plumbing, roofing, and 25+ other specialties. Leap originally started off as a platform for roofers. Over time, they added a variety of specialties and services to attract more customers.
While Leap works for larger construction companies, it’s designed for small-to-medium contractors.
Features
- Fully featured field communications
- Insurance estimating
- Sales automation
- Construction project and field management
- Project management
Pros and Cons
- CRM software integrated with field and productivity tools
- Software can be time-consuming or difficult to use
- Software will take as much information (via customized fields) as users can add
- Insurance estimating
- Sales automation but unable to link marketing activity
- Third-party integration
- Higher user learning curve
Reviews
- 3.8/5 star rating on G2 (5 reviews total)
- 4.5/5 star rating on Capterra (1,604 reviews total)
- 6/10 score via TrustRadius (1 reviews total)
- 4.5/5 star rating via Software Advice (1,601 reviews total)
Pricing
- $79 per user/per mo.
- $500 setup fee
JobNimbus: Best Construction CRM for Roofing, Siding, and Gutter Specialists
Here’s how the JobNimbus team describes their company.
“JobNimbus is a Utah-based CRM software company developed in 2013 with the help of leading industry trainers to give contractors a better tool for project management.” Did you catch that? JobNimbus includes CRM software, but the focus, as a whole, is project management.
JobNimbus is an all-in-one tool that’s designed to help contractors manage their projects successfully, producing on-time and in-budget delivery, increasing productivity over time.
Features
- Estimations and bids
- Scheduling
- Automation
- Billing and invoicing
- Project management
Pros and Cons
- JobNimbus has in-house payment processing for contractors
- Integrations and automations need more attention
- Users can’t track daily or monthly scheduling
- End-to-end project management software for contracting specialists (e.g., roofing, siding, etc.)
- Zapier integration and access to 16+ tools
- CRM integration works with the existing tools you already use (e.g., QuickBooks)
- Rapid expansion and growth means more errors and bugs
Reviews
- 4.6/5 star rating on G2 (60 reviews total)
- 4.6/5 star rating on Capterra (452 reviews total)
- 7.9/10 score via TrustRadius (1 reviews total)
- 4.5/5 star rating via Software Advice (452 reviews total)
Pricing
- Call for a quote
Win and Retain New Clients with the best CRM For Construction Companies
If you’re looking for CRM software with strong sales features, look no further than Pipeline CRM. More than 18,000 users have used and loved our simple yet robust sales CRM software. Take Rainier Custom Homes, for instance. Since adopting Pipeline CRM, they have improved time-to-close by more than 50%.
Curious about what Pipeline CRM can do for your construction business? Try Pipeline CRM free for 14 days, and see the impacts!
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