8 Best Construction CRM Software
- Best for creating and sending quotes and invoices: Jobber
- Best for tracking projects through a pipeline: Pipedrive
- Best CRM tool with construction integrations: Capsule
- Best for design coordination and collaboration: Procore
- Best CRM tool for field and D2D sales management: SalesRabbit
- Best for marketing and ongoing support: HubSpot
- Best for scheduling and tracking calendar tasks: monday CRM
- Best AI-powered CRM software for customization: Salesforce
Construction companies, agencies, and general contractors can all greatly benefit from implementing a customer relationship management tool. The software can act as a hub for all client information as well as facilitate collaboration between architects, site managers, and builders. In addition to basic project management features, the CRM software can also track invoicing, quotes, and payments.
1
monday CRM
Employees per Company Size
Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+)
Any Company Size
Any Company Size
Features
Calendar, Collaboration Tools, Contact Management, and more
2
Pipedrive CRM
Employees per Company Size
Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+)
Any Company Size
Any Company Size
Features
Calendar, Collaboration Tools, Contact Management, and more
3
Zoho CRM
Employees per Company Size
Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+)
Any Company Size
Any Company Size
Features
Calendar, Collaboration Tools, Contact Management, and more
Top construction CRM software comparison
The top general CRM providers typically offer process management, integrations and other general core features. The main features a construction company might look for in any CRM tool include project management and tracking, mobile application or invoice management.
Since a construction business may require more niche features, some of the most popular providers offer specialized versions of their software or help customize their tool to meet the precise needs of the construction industry.
| Software | Star rating | Project management | Native or third-party integrations | Document and design tracking | Mobile app | Invoicing and quote management | Starting price* |
|---|---|---|---|---|---|---|---|
| Jobber | 4.1/5 | Yes | Third-party only | Yes | Yes | Yes | $49 per month for 1 user, $29 for additional users |
| Pipedrive | 4/5 | Yes | Third-party only | Yes | Yes | Limited | $14 per user per month |
| Capsule | 3.9/5 | Yes | Third-party only | Limited | Yes | Limited | $18 per user per month |
| Procore | 4/5 | Yes | Third-party only | Limited | Yes | Yes | Contact for quote |
| SalesRabbit | 3.9/5 | Yes | Both | Limited | Yes | Limited | Free starting price |
| HubSpot | 4/5 | Yes | Both | Yes | Yes | Yes | Free starting price |
| monday CRM | 3.5/5 | Yes | Third-party only | Yes | Yes | Limited | $12 per user per month |
| Salesforce | 4.3/5 | Yes | Both | Yes | Yes | Yes | $25 per user per month |
| *Starting premium price, when billed annually. | |||||||
Jobber: Best for creating and sending quotes and invoices
Jobber is an easy-to-use field service management tool with additional business operations software. Jobber allows users to build quotes in minutes, price jobs with precision, automate quote follow-ups and more. The quote builder tool keeps the customer in mind with professional and concise quotes and invoices. The software also offers consumer financing with a Wisetack integration, allowing clients to pay over time.
Why I chose Jobber
Jobber serves over 50 home service industries by offering a platform where businesses can stay on top of requests from prospects, create quotes, schedule and manage jobs, and even make it easy to accept payment. These job tracking and customer communication tools make it a great option for small to mid-sized businesses looking for an industry-specific solution.
Jobber’s features make it perfect for general contractors but if you’re interested in a more scalable platform to fit your business size, consider looking into SalesRabbit or Salesforce.
Pricing
- Core: $49 per month, billed annually, or $69 per month, billed monthly. This grants access for one user plus 24/7 self-service hub, job management and quoting tools.
- Connect: $129 per month, billed annually, or $169 per month, billed monthly. This supports up to five users, digital payments and automated invoice reminders.
- Grow: $249 per month, billed annually, or $349 per month, billed monthly. This tier supports up to 15 users, two-way message, QuickBooks online, job costing and more.
Features
- Credit card processing: Process payments with convenient payment options, automatic billing and instant payouts from the office or from the field.
- Time tracking: Automatically track visit times to maintain accurate and up-to-date timesheets.
- Lead management: Tag prospects as leads to manage them separately from active clients. This tool also integrates with Mailchimp and QuickBooks Online.
Jobber pros and cons
| Pros | Cons |
|---|---|
| 14-day free trial. | Limited features available in the Core plan. |
| Free product coaching. | Premium add-ons are costly. |
| 20+ built-in reports. | Users report limited advanced and custom analytics. |
Pipedrive: Best for tracking projects through a pipeline
Pipedrive is a scalable CRM tool that offers a mixed bag of features for pipeline management, activity tracking, reporting analytics and more. Businesses can create custom pipelines with a highly user-friendly interface to visualize every part of their sales and building process.
Pipedrive is also a cloud-based CRM solution that enables users to view contact information, project processes and contact suppliers wherever they have internet access. This way, project managers, site managers and contractors all know the status of each ongoing project.
Why I chose Pipedrive
Pipedrive is a popular and innovative sales software that offers niche offerings for certain industries like automotive sales, banking and more. Its general tools can be scaled up or down to fit the size of any business, from startups to enterprises in need of a straightforward tool.
Pipedrive is a great general CRM software with an intuitive interface, if you’re a contractor or independent contributor wanting a similar option with a free tier, check out Capsule.
Head over to our Pipedrive review for more information.
Pricing
- Essential: $14 per user per month, billed annually, or $24 per user, billed monthly. Essential tier offers custom fields, data importing and exporting, product catalogs and more.
- Advanced: $34 per user per month, billed annually, or $44 per user, billed monthly. This tier includes everything in Essential plus important fields, two-way email sync, customizable email templates and more.
- Professional: $49 per user per month, billed annually, or $64 per user, billed monthly. This supports every feature in Advanced, plus contacts timelines, free Smart Docs add-on and more.
- Power: $64 per user per month, billed annually, or $79 per user, billed monthly. Power includes all Professional features plus phone support, 250 insights reports, 500 custom deals and more.
- Enterprise: $99 per user per month, billed annually, or $129 per user, billed monthly. This tier includes all features mentioned above plus security alerts and rules, unlimited open deals, custom fields, insight reports and more.
Features
- Pipelines and deals: Create custom fields with Pipedrive’s drag-and-drop interface, allowing users to visualize sales processes and move projects into the updated status with a click.
- Recurring revenue: Track all potential repeat customers or those who subscribe to an ongoing service your business provides.
- Invoice and billing: Generate, send and track invoices to clients directly from Pipedrive to your invoicing application.
Pipedrive pros and cons
| Pros | Cons |
|---|---|
| 14-day free trial. | Doesn’t offer a free version of the software. |
| 400+ integrations. | Users report limited insights and reporting. |
| Users report simple and quick onboarding. | Premium add-on features can be costly. |
Features
- Task management: Receive task reminder emails at the start of each day, plus automate workflows that initiate next steps once a task is completed.
- Mobile app: Access the same communications and task management tools through Capsule’s mobile app for iOS and Android.
- Custom milestones: Use Capsule’s prebuilt pipeline milestones or customize them to match your business’s exact workflow.
Capsule pros and cons
| Pros | Cons |
|---|---|
| 14-day free trial. | Free tier doesn’t integrate with accounting platforms. |
| Highly ranked internal customer support. | Limited integration with Google Workspace. |
| Offers two-factor authentication for mobile app access. | Features might feel capped for larger enterprises. |
Procore: Best for design coordination and collaboration
Procore is a construction management software that helps owners, general contractors and speciality contractors save time and increase accountability. Procore offers a design coordinator software for construction for businesses to plan efficiently, communicate better and build faster from a single source of truth. Users can prevent rework before construction begins by housing all documents, reports, contact directory, tasks and coordination issues in one hub for all to view.
Why I chose Procore
Procore is a highly rated software that markets as an all-rounded platform suitable for a wide range of construction projects. Its products and over 500 integrations can help businesses across the world track projects with pre-construction tasks, project management and financial management.
Procore implementation into commercial, industrial and residential construction makes it a diverse option. But if you’re looking for a provider with even more scalability, check out Salesforce.
Pricing
Procore doesn’t offer standard tiers of support with upfront pricing. Businesses interested in getting an estimate or quote can request one by submitting their type of company and their average annual construction volume. Every subscription to Procore includes unlimited users, data and support.
Features
- RFI tracker: Submit a request for information (RFI) within Procore and attach images, drawings and details to streamline issues between teams or departments.
- Safety risk insights: Understand, predict and correct issues before they become problems by tracking data and inspection checklists in real time.
- Daily logs: Record project activities with mobile construction daily reports that view weather conditions, archive data and track manpower hours.
Procore pros and cons
| Pros | Cons |
|---|---|
| Offers a hands-on demo of their platform. | No upfront pricing. |
| Produces daily logs and insights. | Users report slow roll out of new features. |
| Manages time tracking and daily work logs. | Limited admin control over user and guest permissions. |
Features
- Weather maps: Generate map overlays in-app so users can quickly pull up storm data. Data can go back two years and users can turn on notifications.
- Calendar integration: Sync all team members calendars to access availability and fill in or adjust appointments, all in seconds.
- Business search: Integrate with Google Places directory that maps out and pins businesses that match your typical clientele or ideal customer profile for reps to target.
SalesRabbit pros and cons
| Pros | Cons |
|---|---|
| Provides a guided demo and video resources for those interested. | No built-in analytics and reporting features. |
| Simplistic dashboard and leaderboard. | Users report that upgrades to the platform are irregular. |
| Users report intuitive and easy note-taking when meeting with clients. | Users report syncs between the mobile app and main dashboard can be delayed. |
HubSpot: Best for marketing and ongoing support
HubSpot’s Marketing Hub along with their Sales Hub can help a construction business target, generate, and funnel leads into their sales funnel. With a handful of tools like email templates and tracking, social media integrations, and payment management, HubSpot users can prioritize and individualize the customer experience from beginning to end.
Why I chose HubSpot
HubSpot is a generalized CRM that can adapt to serve a number of different niche markets and industries. It offers a lot of scalability others on this list just can’t. HubSpot offers powerful AI tools that can help with typical business forecasting, sales playbooks, and document management.
While HubSpot does offer scalability and advanced AI functionality, these features are restricted to the higher-cost paid plans. Those upper tiers probably aren’t as affordable for small to mid-sized construction companies looking for a simple CRM solution. If that’s the case for you, I recommend SalesRabbit, Jobber, or Pipedrive.
Pricing
- Free CRM: Free for up to five users with contact management, quotes, live chat, and more.
- Sales Hub Starter: $15 per seat per month, billed annually, or $20 when billed monthly.
- Sales Hub Professional: $90 per seat per month, billed annually, or $100 when billed monthly and one-time $1,500 onboarding fee.
- Sales Hub Enterprise: $150 per seat per month, with an annual commitment and one-time $3,500 onboarding fee.
Read my HubSpot review to learn more about the software in detail.
Features
- Quote software: Generate and share sales quotes that can collect e-signatures and receive payments.
- Social media AI agent: Adopt an AI-powered expert of your business to boost social strategy.
- Free email template builder: Create and personalize templates for your sales team that can be shared via Outlook, Office 365, or Gmail.
HubSpot pros and cons
| Pros | Cons |
|---|---|
| Provides 24/7 email and chat customer support. | Doesn’t offer a free trial. |
| Offers 1,500+ integrations. | Higher paid tiers can be costly. |
| Has a robust and detailed software demo. | Real users report limited customization functions. |
monday CRM: Best for scheduling and tracking calendar tasks
With high-level dashboards and charts, monday CRM users can monitor project progress at every stage. With visual kanban-style pipelines and customizable calendars, companies can manage their construction projects in a comprehensive way that clearly shows stages and deadlines. Within it, managers, subcontractors, and admins can share files, images, updates, and RFIs, plus collaborate with feedback. Users can also be connected to real-time updates from anywhere with the mobile app, even in offline mode.
Why I chose monday CRM
monday CRM is a very customizable and flexible CRM software that can specifically serve the construction industry. With pre-set templates, users can create anything from high-level dashboards to specific project trackers. monday CRM also has a host of collaboration tools and automations that can do a lot of the heavy lifting behind the scenes, which is nice for users in the construction industry that would rather leave that up to the CRM.
While monday offers some AI and high level revenue tracking, you might prefer a CRM solution with built-in payment and quote software. If that’s the case, check out HubSpot, Jobber, or SalesRabbit.
Pricing
- Free version: Basic CRM offerings only available for students and nonprofit organizations after submitting an application.
- Basic CRM: $12 per user, per month when billed annually, or $15 when billed monthly.
- Standard CRM: $17 per user, per month when billed annually, or $20 when billed monthly.
- Pro CRM: $28 per user, per month when billed annually, or $33 when billed monthly.
- Enterprise CRM: Contact monday.com for a quote.
If you want to know more, head over to my review of monday CRM.
Features
- Financial management: Oversee many project budgets at once that reflect real-time changes.
- Document management: Store images, RFIs, and any other assets in a secure place with controlled access.
- Collaborative scheduling: Collaborate openly and seamlessly with shared updates, comments, and files through a pipeline and schedule.
monday CRM pros and cons
| Pros | Cons |
|---|---|
| 14-day free trial. | Forever free plan is limited to approved users. |
| Offers 400+ integrations. | HIPAA and multi-level permissions are only available in the Enterprise CRM plan. |
| Supports unlimited pipelines, contacts, and boards. | AI features are only available in the higher tiers. |
Salesforce: Best AI-powered CRM software for customization
Salesforce is a cloud-based CRM tool that is entirely customizable. The sales platform and additional marketing, service and commerce products can be powered by artificial intelligence that construction companies can use to communicate internally, with customers and with partners. Salesforce’s AI assistant, Einstein, can generate reports, analytics, proposal drafts and more to be managed and tracked from their singular platform.
Why I chose Salesforce
Salesforce is a top-scoring CRM tool that offers comprehensive suites of tools tailored to a variety of industries. The platform itself is extremely customizable, with a mix of features for building out unique workflows, reports and processes. In addition to these in-tool customizations, Salesforce’s pool of available apps to integrate with is extensive. All of which make it a viable option for any industry of any size with any existing tech stack.
Since Salesforce can be a pricey option, businesses might want a similar general CRM provider at a lower cost. If that’s the case, check out Pipedrive for their affordable tiers and customizable pipelines.
For more information on this provider, read our Salesforce review.
Pricing
- Starter Suite: $25 per user per month, billed annually. This comes with a simplified setup and onboarding; lead, account and opportunity management; email integrations and more.
- Professional: $80 per user per month, billed annually. This tier offers everything in Starter Suite plus forecast management, customized reports and dashboards and quoting tools.
- Enterprise: $165 per user per month, billed annually. This tier offers everything in Professional plus advanced pipeline management, workflow automations and more.
- Unlimited: $330 per user per month, billed annually. This includes everything in Enterprise plus predictive AI, premier success plan, full sandbox and more.
- Einstein 1 Sales: $500 per user per month, billed annually. This new tier includes everything in Unlimited plus Einstein Copilot, performance management and more.
Features
- Asset service management: Monitor service outcomes and create preventive maintenance plans on assets that are deployed on active sites.
- Einstein copilot: Access sales, marketing, service and commerce insights from a conversational AI tool that can give users predictive insights, recommendations and more.
- Contact center: Connect every channel of communication between reps, teams and even customers through the built-in contact center. Reps can resolve calls quickly or direct clients to live chat and messaging.
Salesforce pros and cons
| Pros | Cons |
|---|---|
| 30-day free trial. | Can be costly for small businesses. |
| Can be scaled up to meet the needs of enterprises. | Users report a steep learning curve. |
| 1,500+ applications to integrate. | Users report some platform bugs making the tool slow at times. |
How do I choose the best construction CRM software for my business?
Now that you have this list of the top construction CRM providers, consider requesting demos or signing up for the free trials of those on this list that pique your interest. This way, you can begin communicating directly with the provider and start onboarding the software as quickly as possible. The best way to shortlist these providers is to define the key construction-related features your business needs from a CRM tool and identify which provider matches your criteria.
Here are some sample questions to consider asking when choosing a construction CRM provider:
- Would your business benefit from an open-source CRM instead?
- Is the CRM scalable and detailed enough to fit your small business or enterprise?
- Does the CRM software integrate with tools you already have in your tech stack?
- Does the CRM provider offer features specific to your business needs, such as invoice tracking or document management?
What is a CRM for construction?
CRM for construction is a customer management tool for construction companies, or similar businesses in the industry, to be able to track their ongoing business and client information. Just like any other market, the construction industry has a clientele that should be well nurtured through their sales process. This can be the case for B2B or B2C construction companies. A CRM can help manage all client interactions, track documents, help target new clients, and even directly manage invoicing and payment processing.
Frequently asked questions (FAQs)
What is the best CRM for contractors?
I found the best CRM options for general contractors in the construction industry are Jobber, Procore, Pipedrive, and SalesRabbit. This list is a mix of industry-specific and generalized CRM that can be adapted to fit businesses in construction. The best CRM for you is also dependent on your budget, current business bandwidth, technical expertise, and other needs.
What are the benefits of using a CRM in construction?
A construction company that chooses to use a CRM will gain a ton of benefits. To start, CRM software will drastically improve your data integrity compared to tracking this same information in a basic worksheet. Additionally, there can be insights gained from the analytical reporting capabilities for data-backed decision making. This will all result in quicker deal closing and an increase in customer retention since their experience with your company was so streamlined.
Review methodology
To evaluate each provider and their offerings, I used an in-house rubric with criteria and subcategories, with a special focus on features related to the construction industry. Once I scored each CRM provider with this rubric, an algorithm calculated an overall star rating, which I then used to assign each software an ideal use case.
Below is a breakdown of the scoring criteria I followed:
- Cost: Weighted 25% of the total score.
- Core industry-related features: Weighted 25% of the total score.
- Customizations: Weighted 15% of the total score.
- Integrations: Weighted 15% of the total score.
- Ease of use: Weighted 10% of the total score.
- Customer support: Weighted 10% of the total score.
Source link
/cdn.vox-cdn.com/uploads/chorus_asset/file/23318438/akrales_220309_4977_0305.jpg)