Recent Statista reports show the global construction market was valued at $6.4 trillion in 2020 and is projected to grow to $14.4 trillion in 2030. So, if you have a construction company and you’re looking for an opportunity to scale sales and operations, this is it.
Running a construction business isn’t a walk in the park. Let alone scaling it. Fortunately, using the best CRM for construction already cuts down manual tasks and streamlines sales-related tasks—but without proper integrations, you’re still wasting time on productivity. Going back and forth between your tools is time-consuming.
To build a seamless workflow, you need a CRM with the right integrations—and that’s what you get with Pipeline. In this article, we will break down Pipeline’s CRM integrations for construction companies and how they can help you tackle certain tasks.
Importance of a Custom CRM with Multiple Integrations
While the industry is the same, every construction company has unique business challenges (or needs), and a generic CRM isn’t enough to accommodate them all.
Here are some notable ones:
- Project Delays: McKinsey found that 77% of construction businesses are at least 40% late delivering projects. Besides uncontrollable elements like weather, repetitive tasks and lack of organization waste time and result in stagnant productivity.
- Inadequate Communication: Maintaining seamless communication between on-site and internal teams becomes a hassle for many construction companies. It can cause problems like unrealistic expectations, tasks getting overlooked, and issues going unnoticed.
- Cost Overruns: 98% of construction projects face cost overruns of over 30%. This is mostly caused by poor planning and inaccurate forecasting and budgeting. A general CRM won’t fit in your existing system seamlessly to counter all these challenges with accuracy. But a construction sales CRM with an open-source API can. Need to send a quick email to a client about project changes? A custom CRM for construction companies will let you access your emails on the platform itself. Have to check the project budget before approving specific materials? You can access Quickbooks on the CRM without wasting time signing in.
In short, integrations can save you time and keep every necessary tool on one centralized platform. That’s why you need dependable construction CRM software like Pipeline that integrates with every popular productivity and business tool for greater convenience. This way, everything will get sent to Pipeline CRM’s dashboard directly.
Pipeline Integrations for Construction Companies
Elementor
Every construction business owner knows how difficult it is to generate and manage quality leads consistently. That’s why modern construction companies rely on website forms where potential leads can submit queries.
Elementor is a drag-and-drop editor for WordPress and other CMSs where you can create beautiful forms and embed them on your site. When integrated with Pipeline CRM, Elementor Forms sends all the captured leads directly to your dashboard, capturing and automating lead collection and management. It ensures that lead information is kept and noticed.
Moreover, with Zapier as a bridge between Elementor and Pipeline integrations, you send project confirmations to leads, set up notifications, or trigger actions based on the lead’s query.
QuickBooks
Sales forecasting and budgeting are prominent challenges for a construction company. With Pipeline CRM’s QuickBooks integration, you can overcome them easily.
The goal here is not to do better accounting—Quickbooks does that just fine on its own. However, integrating your CRM with this popular finance management software will let you make more sales and grow your revenue. Usually, whenever a construction company closes a deal, the accountants are the last ones to get access. This can hamper invoicing and information exchange between them and the sales team.
The Quickbooks integration will update your account team early whenever you win a deal. This helps them generate accurate invoices right at the beginning of the project, resulting in seamless and quick payments. Moreover, the integration imports customer details, products, invoices, and payment information directly to your sales CRM.
The team can use these QuickBooks data in your Pipeline CRM for tasks like follow-ups, reminders, customer service, and business process automation.
Outlook
Microsoft Outlook is a popular productivity tool for contact management, project calendars, and emails. So, if you also use it to keep track of your upcoming projects and communicate with clients, Pipeline’s Outlook integration can simplify your efforts.
It syncs your Microsoft Outlook email messages, contacts, and calendar events on your construction CRM software. This add-on keeps your customer relationship and email efforts aligned without any extra effort. Moreover, this particular integration lets you centralize contacts, emails, and event calendars and track all communication in one place.
Pipeline also lets you choose contact categories on Outlook that you want to sync with the CRM. This includes existing clients, prospects, and other stakeholders in the construction deals. The Quickbooks integration also prevents information overlap between departments as prospects move through the sales funnel.
Google Apps
From Sheets to Chat, many businesses depend on Google apps to manage their business. If your construction company is one of them, Pipeline will fit perfectly in with your current workflow. Pipeline CRM for construction companies offers seamless Google app integrations, eliminating the need to duplicate data entry between platforms.
With this CRM integration, you can access all customer data in one place. It removes confusing data silos, ensures every stakeholder’s access to the latest customer information, and improves team collaboration. For example, if you schedule a newly closed construction deal on Google Calendar, this Pipeline integration will sync that information directly on the dashboard and update all team members.
Mailchimp
Frustrated with switching between your construction sales tools and Mailchimp to check your email marketing performance? Pipeline’s Mailchimp integration can save you the trouble. It ensures all your efforts are aligned—whether it’s in sales, marketing, or customer relationship management.
Now you can keep track of your segmented email lists and campaign analytics directly from one cohesive dashboard. This CRM for construction companies also stores all data and marketing communications in your account history. Your team can access them anytime, learn from past campaigns, and improve email campaigns. It will also give you an idea of the optimum follow-up time and run a targeted email marketing initiative with Mailchimp.
CRM for Construction Companies: A Pipeline CRM Case Study
In Seattle, Rainier Custom Homes’ unprecedented reputation is the fruit of two generations of incredible customer service. To grow this success further, the current CEO, Steve Hettema, opted for BuilderTrend, a CRM for construction companies.
However, it wasn’t a good fit. The software lacked contact relations management, which could have been detrimental to Rainier Custom Homes’ hard-earned customer loyalty. As Hettema used Pipeline for a previous company he ran, he decided to give our construction CRM software a shot.
Today, the company relies on multiple Pipeline features to handle three phases of the sales process: Discovery, Preconstruction, and Build.
This is how our CRM and integrations have helped them:
- Pipeline’s automation features notify teams about important tasks and let them contact the client at the right time.
- Whenever the sales team closes a new lead, the system sets off tasks automatically, from scheduling appointments to sending contracts.
- It cued up pre-written emails about project surveys, conference call scheduling, and on-site visits. The right emails get delivered at the right time to the right person.
- Pipeline eliminated repetitive tasks and helped the construction company set a consistent customer experience.
The result?
After implementing Pipeline’s construction CRM software, Rainier Custom Homes reduced the length of their sales cycle from 130 days on average to 62 days. As the CRM was quite easy to adopt, the team got fluent with our CRM pretty quickly.
Conclusion
Considering the current market trends, running a construction business can be very rewarding. All you need are practical construction sales tools to help you manage data effectively. For example, you need a custom CRM and necessary integrations.
Fortunately, Pipeline packs them all in one simple platform.
Besides open-source APIs, our CRM for construction companies offers lead management, task automation, and email drip campaigns. You also get accurate analytics and reporting features to keep performance on track. Try it out!
Choose your Pipeline package today and get a free 14-day trial.
