best CRM for Construction

Best CRM Software For Construction Companies

best CRM for Construction

Efficiency, organization, and effective communication are crucial for success in the fast-paced world of construction. With complex projects, tight timelines, and multiple stakeholders, finding the right tools to streamline operations is vital. Enter Customer Relationship Management (CRM) software. In this blog post, we explore the best CRM software for construction companies.


Why choosing the best CRM matters for a construction company


Construction CRM software helps businesses to be more efficient and make data-driven decisions. Your CRM platform is a data collection repository. If you’re using it well, you’re using your CRM system to store, analyze, and understand your customer data. The more customer data you collect, the greater your insights will be.


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


Data-driven companies win more customers, retain more customers, and bring in more revenue. 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. 


But what CRM software is best for construction companies? Our post will help you find the best CRM software for construction businesses so that you can make an informed decision. We cover what each construction CRM is best at, the prices and pros and cons. 


TLDR; Top Construction CRM Tools

  • Best construction CRM software for team with a strong sales-focus: Pipeline CRM
  • Best CRM for large construction teams: Procore
  • Best for construction specialists: Buildertrend
  • Best for solo contractors: Leap
  • Best for roofing and gutter contractors: JobNimbus


Pipeline CRM: Best CRM for Sales-Focused Construction Companies


Pipeline best CRM for construction


Pipeline is made by salespeople for salespeople—and that includes construction sales. Pipeline CRM is the best construction CRM software

Construction companies are under a significant amount of pressure right now. 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. 


Pipeline CRM Features


Pipeline 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


Pipeline CRM 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


Pipeline CRM Reviews





  • Start plan: $29 per user per month
  • Develop plan: $39 per user per month
  • Grow plan: $59 per user per month


Procore: CRM for Large Construction Sales Teams with Big Budgets


Procore CRM for Construction

Procore is an end-to-end construction management tool that also includes CRM software.

Their 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.


Procore Features


  • Comprehensive A-to-Z construction management
  • Unlimited users 
  • Unlimited 24/7 support 
  • Unlimited data
  • Free training
  • Procore construction network


Procore 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.”


Procore Reviews





  • Requires a quote
  • Subscription ranges from between 2% and 5% of construction volume + tools used


Buildertrend: CRM for Construction Pros and Specialists


Buildertend CRM for Construction


Buildertrend’s suite of tools are 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. 


Buildertrend Features


  • Construction project and field management
  • Project management
  • Financial management
  • Sales and marketing 
  • Integrations with select SaaS tools
  • Invoice management


Buildertrend 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


Buildertrend Reviews





  • $399 per mo. (Essential)
  • $699 per mo. (Advanced)
  • $999 per mo. (Complete)


Leap: CRM for Solo Contractors and Small Teams


Leap CRM for Construcion


Leap describes itself as a “business productivity platform for contractors.”  Leap is designed for a large variety of 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. 


Leap Features


  • Fully featured field communications
  • Insurance estimating
  • Sales automation
  • Construction project and field management
  • Project management


Leap 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


Leap Reviews





  • $79 per user/per mo.
  • $500 setup fee


JobNimbus: CRM for Roofing, Siding, and Gutter Specialists


JobNimbus CRM for Construction


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 you manage your projects successfully, producing on-time and in-budget delivery, increasing productivity over time.


JobNimbus Features


  • Estimations and bids
  • Scheduling 
  • Automation
  • Billing and invoicing
  • Project management


JobNimbus 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 


JobNimbus Reviews





  • Call for a quote


Win and Retain New Clients with the best CRM Software For Construction Companies, Contractors and Builders


Construction sales teams—and generally, old economy sectors—need a single source of truth to manage their sales pipeline and communication. 


In the market for a CRM software for construction companies?

Try Pipeline CRM free for 14 days, and see how we can help your team.



Recommended Reading:

Table of Contents

Share this article

Related Articles