Every construction company owner knows how challenging it is to attract and retain customers. Since you don’t have a tangible product to convince customers, your company’s reputation is everything.
So, how do you build a positive name and credibility in the construction industry? By offering quality service and building trustworthy customer relationships. Achieving these is much easier if you use a custom sales CRM for construction, like Pipeline CRM.
As one of the best CRMs for construction companies, Pipeline CRM has proven to improve the sales performance of three construction businesses. Who are they and how exactly does Pipeline CRM’s sales solution grow their businesses exponentially? Read on to find out.
1. Reno Renovations
Founded in 2011, Reno Renovations specializes in preservation, restoration, and general construction. In just 13 years, it has already established itself as a trusted construction company in Chicago.
Challenges They Faced
As their operations scaled, Reno Renovations had to handle large amounts of sales data, multiple project timelines, and complex construction projects. Tackling these challenges requires efficient communication between all the stakeholders to ensure no important data slips through the cracks.
Reno Renovations first went the traditional way. They tried to maintain one massive Excel spreadsheet for their sales pipeline, organized by Open, Pending Payment, and Paid deals. However, as the business grew, the system kept getting increasingly chaotic.
Office Manager Jillian Shuttleworth recalled, “It was really crazy. Sometimes we’d accidentally delete things or put them in the wrong field. We couldn’t run reports.”
They desperately needed a scalable construction lead management solution to organize project data and offer ample collaboration tools.
Features They Used
Reno Renovations loves Pipeline CRM’s customization: data fields, deal stages, and even dashboard colors can all be tailored to their business. Shuttleworth finds the single data source in the lead management system invaluable, allowing her to provide on-site crews with instant information.
“When our guys in the field call me, I can give them answers instantly. What’s the access code for this lockbox? What’s the number for that plumber we worked with last year? When is the carpet going to be delivered? There it is!”
Furthermore, Pipeline CRM goes beyond deal management for Reno Renovations. It empowers them to stay on top of their entire business. Every morning, as Shuttleworth describes, she starts her day by reviewing the Pipeline CRM dashboard, gaining a clear view of where each deal stands. The sales team management feature allows her to create custom to-do lists and follow up with team members to ensure timely completion of tasks.
This comprehensive system doesn’t stop there. Pipeline CRM’s robust sales pipeline tracker lets them visualize every deal, organize timelines, and track the progress of each bid. This empowers Reno Renovations to handle day-to-day operations efficiently while maintaining strong, long-term client relationships.
The Results
Reno Renovations trusted Pipeline’s custom CRM solution, and it paid off. Made by salespeople for salespeople, Pipeline CRM drove 10% growth for the construction company each year for the last two years.
Shuttleworth also mentioned how they effectively improved client relationships, particularly thanks to our sales pipeline tracker, “Pipeline CRM has made my life so much easier. Clients feel like we’re really on top of things, and we feel confident that we’re on top of all our deals.”
2. Bay Area Underpinning
Bay Area Underpinning is a construction company that provides foundational settlement and repair solutions to North Carolina homeowners. For the last 19 years, the organization has delivered excellent building repair services and gained their community’s trust.
Challenges They Faced
Bay Area Underpinning needed something more than a client database, They wanted a solution that helped them maintain seamless exchange of information between the crew and the client. For that, they had to find a CRM that integrates with Excel and other Microsoft Office tools and offers quick access to the relevant client data.
Features They Used
In their quest for the perfect custom sales CRM for construction, the company stumbled upon Pipeline CRM and gave it a go.
One of the features Bay Area Underpinning loves most is our sales pipeline management. It acts as a centralized repository for all past client interactions, notes, and documents related to each construction project. With everything readily accessible from any device, the team has all the necessary information at their fingertips. This empowers them to effortlessly guide on-site crews and ensure services perfectly align with each customer’s specific expectations.
Pipeline CRM also boosts team collaboration with smart task management. The office manager can schedule Estimator appointments and share key customer notes. This seamless flow lets Estimators adjust schedules, create references, and update customer details. Easy-to-view reports further empower Bay Area Underpinning to generate forecasts and manage pipelines efficiently.
Additionally, Pipeline CRM also fosters healthy competition with sales goal leaderboards, motivating individual sales rep performance. Automated email follow-ups ensure timely communication and eliminate guesswork about estimate delivery. This frees Bay Area Underpinning to focus on its expertise: exceptional construction services.
The Results
Thanks to our custom sales CRM for construction, Bay Area Underpinning saw a sales growth of 15 to 20%. Pipeline has also helped them strengthen their team, demonstrate top-notch work quality, and build meaningful client relationships.
3. A David Creation
Three generations of painting contractors run deep in David Chism’s family. This rich legacy fuels his marketing and consultancy firm, “A David Creation,” which specializes in helping painting contractors thrive.
Challenges They Faced
David’s mission was clear: streamline both in-office and on-site services for his construction clients, minimizing manual data entry and simplifying their lives. He knew one thing for sure – contractors craved a custom CRM built for construction. It had to be simple, easy to learn, and cater to the specific needs of painting contractors.
Features They Used
Keeping all his requirements in view, Pipeline CRM was David’s “first choice from the start.” He explained how painting contractors need only the simple and necessary features and Pipeline CRM offered them exactly that with affordable plans.
A David Creation uses the lead management feature to create custom deal stages and follow the lead from start to finish. The company also improved productivity with Pipeline’s automated email campaigns CRM and project management tools.
Additionally, David especially appreciates the ease of report generation on Pipeline CRM. Compared to the “super challenging” process he experienced with Salesforce, creating reports on our platform is a breeze. “I use Pipeline CRM a lot for my customers. I get in there as much as they do to run reports myself. It takes no time at all!”
The Results
Integrating Pipeline’s custom CRM solution in its operations lets A David Creation expand its clientele and build positive customer relationships. Since 2009, Chism built a diverse client base that includes small companies with $500,000 in annual revenue as well as big names generating $20 million in revenue. In fact, 75% of David’s clients now use Pipeline CRM for their own operations.
An Overview of Pipeline’s Custom CRM for Construction
The three construction company success stories above prove what makes Pipeline CRM the best CRM for construction companies. Here are details of our uniquely designed CRM features for construction businesses.
Pipeline CRM Features
- A CRM that integrates with Excel, phone dialers, and popular productivity tools
- Sales performance tracking with multiple sales pipeline capabilities
- Automated sales task allocation and real-time status update
- Automated email drip campaigns
- Task prioritization and next-step suggestions
- Unlimited storage to save notes and documents
- Smart mobile CRM app with geolocation and talk-to-text recording features
Pipeline CRM Pricing
- Start plan: $25 per user per month
- Develop plan: $33 per user per month
- Grow plan: $49 per user per month
Pipeline CRM Ratings
- 4.4/5 star rating on G2 (928 reviews)
- 4.4/5 star rating on Capterra (623 reviews)
- 8.6/10 score on TrustRadius (18 reviews and ratings)
- 4.2 star rating on Gartner (40 ratings)
Unleash Your Full Potential With Pipeline’s Custom Sales CRM for Construction
Follow the lead of these three construction companies and opt for Pipeline CRM’s construction lead management solution to:
- Automate sales workflow
- Stay on top of every client deal and customize workflow as required
- Track individual performance and ensure everyone is on the same page
- Improve customer relationships and grow revenue
From Excel spreadsheet integration to custom deal stages, Pipeline CRM is everything a construction company needs to become a trusted name in the industry.
Become the best in the construction business with Pipeline CRM. Sign up for free today!
