12 Best Construction CRM Software to Maximize Efficiency in 2024

Construction CRM enables construction companies to proactively manage customer relationships, track project details, and streamline operations. It uses automation, data analytics, and AI to enhance client management and boost operational efficiency.

Unlike generic CRM systems, which cater to various industries, a CRM for the construction industry is tailored specifically for the unique challenges faced by construction professionals in a project lifecycle:

• Alignment with the client requirements, feedback, and issues in real-time as the project progresses is critical. Construction projects tend to have ‘permanent outcomes’ that are not easy or impossible to alter midway.
• Maintaining client and partner relationships is paramount as many construction projects require financing, contacts with authorities, or stable stakeholder vision.
• Mobility and communication significantly impact how well construction companies can control and manage their workforce as per the project’s requirements.

To help solve these critical construction challenges, at Geekflare, we have tested the best construction CRM software to streamline customer relationship management.

• Pipedrive – Best for Visual Sales Pipeline Management
• Salesforce Customer 360 – Best for Large Builders
• Procore – Best for Comprehensive Construction Management
• Salesmate – Best for Sales Automation in Construction
• Buildertrend – Best for Home Builders and Remodelers
• JobNimbus – Best for Roofing and Exterior Contractors
• Followup CRM – Best for Lead Tracking and Follow-Up
• AccuLynx – Best for Roofing Business Management
• Houzz Pro – Best for Residential Contractors and Designers.
• Jobber – Best for Field Service Management
• Unanet – Best for Project-Based ERP and CRM
• FieldPulse – Best for Small to Medium-Sized Contractors
• Show moreShow less

Pipedrive

Pipedrive provides an AI-powered CRM that construction professionals can customize to automate customer management operations. From monitoring project progress to attracting leads and engaging with multiple stakeholders, Pipedrive streamlines operations using its powerful visual dashboard and workflow automation features.

Its dedicated sales pipeline automation, mobile app, and customizable features make it a suitable CRM for construction. You can further modify or enhance its features using 500+ integrations from their Pipedrive marketplace.

Pipedrive Features

• Cloud storage: Saves, organizes, and makes it easy to access project or customer data in real-time at one accessible location.
• Sales pipeline automation: Visualize your sales processes to get visibility. Allows real-time tracking of sales activities and metrics.
• Automation: Design automated drip campaigns, lead assignments, chatbots to capture leads, and more such automation for repetitive tasks.
• Dashboard: Track construction project progress and use in-app messaging features to communicate and control the workforce in real-time.
• Mobile app: Makes customer data accessible to relevant and authorized construction professionals. You can take notes, communicate, access documents, review tasks, and more – all on the go.

Pipedrive Pricing

Pipedrive Plans	Monthly Price (per seat)	Offerings
Essential	$14	Allows 3000 deals, 15 reports, and 1 visual dashboard with basic lead management features. No AI access.
Advanced	$34	Allows 10,000 deals, 30 reports, 30 active automation, and 1 visual dashboard. No AI access.
Professional	$49	Allows 100,000 deals, 150 reports, 60 active automation, and unlimited visual dashboards with AI access.

Try Pipedrive

Salesforce Customer 360

Salesforce Customer 360 is the best CRM for construction to unify large amounts of data and use it to gather real-time insights for your business. It leverages AI to help construction contractors in real estate, engineering, residential, or commercial services achieve targeted customer satisfaction using a single platform.

Its main use case is to obtain a 360-degree view of client communications and interactions across the construction project lifecycle. With Salesforce’s brand, allied products, and powerful integrations, they provide a complete package to streamline CRM and customer success.

Salesforce Customer 360 Features

• Project oversight: Capture and integrate data across the project’s touchpoints and unify them in a single platform to monitor in real-time.
• Document management: Generate and track contracts, proposals, invoices, and other customer or project documents.
• 360-degree customer profile: Provides a complete view of customer interactions and history.
• Supplier and construction contractor management: Helps effectively find and manage relationships with suppliers and subcontractors.
• Customer journeys: Design automated customer journeys using AI chatbots, drip email sequences, mobile apps, and more.

Salesforce Customer 360 Pricing

Contact the sales team for pricing information.

Try Salesforce Customer 360

Procore

Procore is a dedicated construction management software whose product stack includes CRM software solutions. It handles complete project management across bidding, estimations, BIM, risks, customer relationships, quality, finances, field workers, and data in a single platform.

This ranges from pre-construction to project handover from owners to subcontractors. The software can be equipped with 500+ integrations and community support.

Procore Features

• Bid packages: Track, manage, and centralize documentation for the complete bidding process.
• Mobile access: Users can manage projects and communicate on the go with customers, stakeholders, and field service workers.
• Cost estimates: Use historical data and tender details to determine accurate estimates. Integrates and syncs data with the financial management system for further execution.
• Analytics: Use data analytics to gather business intelligence from your project, customer, and workforce interactions.
• Manage invoices: Streamline data management, bill calculations, and stakeholder communication to send accurate bills. Includes invoice tracking, payments, and billing support features.

Procore Pricing

You can request a demo with their sales team to learn more about Procure’s pricing plans.

Try Procore

Salesmate

Salesmate’s AI-powered CRM provides enough customization for construction companies to streamline their tender, lead, and workforce management. CRM’s features focus on streamlining communication and bringing visibility to on-ground operations using AI and automation.

Construction companies can leverage advanced sales automation features like conversational CRM, perform sales forecasts, and track sales representatives’ activities in real-time. It also helps unify conversations across communication channels like inboxes, text messages, calls, and more.

Salesmate Features

• Track sales activities: Align focus by monitoring all sales and project management activities, ensuring that no task is overlooked.
• Built-in calling: Make calls directly from the CRM with local, mobile, and toll-free numbers available for over 80 countries.
• Manage sales pipeline: Provides a clear view of the construction sales pipeline. You can track track leads and bidding. It can identify high-potential construction projects based on performance.
• Contact management: Centralize all stakeholder information, allowing easy access to contacts such as clients, suppliers, and subcontractors.
• Mobile app: Manage deals and access customer information as needed. It also provides a unified inbox to centralize communication and share real-time updates.

Salesmate Pricing

Salesmate CRM offers a 15-day free trial without requiring credit card information. Annual billing can save you 20%.

Salesmate Plan	Monthly Pricing (per user)	Offerings
Basic	$23	Standard dashboard, contact management, workflow automation, and sales pipeline management.
Pro	$39	Team inbox, custom roles, and custom dashboard.
Business	$63	Team management, advanced workflow automation, and custom module.
Enterprise	Contact sales	Priority support, advanced permissions, unlimited dashboards, and a dedicated account manager.

Try Salesmate

Buildertrend

Buildertrend is a dedicated construction management software that includes CRM for construction solutions. Construction professionals benefit from having CRM capabilities available across every stage of the construction project.

It effectively centralizes customer data to capture information about their expectations. It integrates this data with project management flows to increase sales and maintain strong connections with clients throughout every project stage. It includes dedicated features for ‘material management’, which helps track inventory in real-time and maintain vendor relationships.

Buildertrend Features

• Customer portal: Centralize client communication by updating about the project on the customer portal. This includes online payment options and eSignatures to avoid back-and-forth when clearing invoices or approving proposals.
• Messaging: Communicate with customers, vendors, and workers in real-time via emails, message threads, or notifications, with file attachment capability.
• Documentation: Create, update, and make client or project documents, reports, or resources accessible in real-time to keep everyone on the same page.
• CRM hub: A centralized platform to create, capture, or track leads efficiently. Includes email marketing to engage leads in the sales cycles toward conversion.
• Proposals: Reduce time to create contracts, get approvals, and close with eSignatures by automating the complete contract management process.

Buildertrend Pricing

Buildertrend Plan	Monthly Pricing	Offerings
Essential	$199	Schedule, To-Do’s, Customer Portal, Proposals
Advanced	$499	Advanced Estimating, Change Orders, Takeoff, Financial Management
Complete	$799	Selections, Warranties, Reports, Request for information

Try Buildertrend

JobNimbus

JobNimbus is designed especially for the roofing, gutter, and siding industries. Over 6,000+ businesses use it to streamline their field service operations, including lead management, sales, project management, and billing.

This CRM for contractors is highly customizable and provides a mobile app for on-the-go operations. Their CRM product suite includes allied features like payment, supply integration, and texting services for all-around customer management.

JobNimbus Features

• Automated communication: Design and automate sending texts, calls, and emails to improve response time.
• Billing boards: Integrates data across your projects in a dashboard to track projects and proceed with billing workflows. Includes payment and automated invoicing features.
• Payment calculator: Reduce time spent to provide estimates and quotes to customers.
• Custom sales workflows: Implement sales automation to remove repetitive sales tasks and focus on conversions.
• Website: Launch a professional website, optimize it for SEO, and run Google Ads for more lead capture.

JobNimbus Pricing

JobNimbus provides a 14-day free trial for their paid plans without requiring credit card information. For pricing, contact its sales team.

Try JobNimbus

Followup CRM

Followup CRM helps construction companies become proactive in customer management by focusing on features that automate client communications. Construction professionals can also track leads and generate reports to optimize sales pipelines.

You can directly integrate with other platforms, like Outlook, Sage, Viewpoint, etc, to sync and share data for enhanced capabilities. They also have partnered with associations like National Women in Roofing, NRCA, SafetyHQ, and more to improve software and align with industry expectations.

Followup CRM Features

• Lead tracking: Centralize lead management by capturing leads across sales channels and actively track interactions.
• Bid scheduling: Use a calendar interface to track bid dates, manage documents, and ensure your company converts more projects.
• Custom proposals: Increase the pace of creating on-brand and custom proposals for better customer conversion.
• Team collaboration: Facilitate communication among team members and set goals to ensure everyone is aligned.
• Integration: Connect, sync, and share data with other tools, such as Foundation, Viewpoint, Sage, etc., for seamless data flow.

Followup CRM Pricing

Followup CRM Plan	Annual Price	Offerings
Basic	$4500	Access for up to 5 users with training resources.
Team	Contact sales	Construction CRM, email integration, and standard reporting features.
Professional	Contact sales	Workflow automation, Zapier integration, and bulk emails.
Enterprise	Contact sales	API and ERP integrations, advanced permissions.

Try Followup CRM

AccuLynx

AccuLynx provides a dedicated CRM for the construction industry, specifically for roofing businesses. It helps users save 9 hours per week on manual tasks related to client communication, project management, invoices, etc.

It helps by unifying your project data for better visibility and decision-making for roofing contractors. Coupled with integrations and niche features like aerial measurements, AccuLynx provides an effective product for roofing businesses to improve revenues.

AccuLynx Features

• Customer portal: Streamline client communication using a centralized portal for DIY troubleshooting, access to project information, and contact with customer service.
• Automated messaging: Use SMS and email tools to keep customers, suppliers, and field workers on the same page with instant notifications about project details.
• Supplier integration: Connects with top suppliers for real-time product availability and pricing information.
• Contact management: Organize and save contacts with historical interactions across sales channels.
• Mobile app: Allow field service workers to update work status and share documents with customers for regular updates.

AccuLynx Pricing

You can request a demo and information on pricing plans by contacting the AccuLynx sales team.

Try AccuLynx

Houzz Pro

Houzz Pro offers the best CRM for contractors in the residential home builders niche. Their centralized platform improves your response time with clients in the office and on the go.

Its features focus on client retention by streamlining client management across capturing leads to project execution and completion. This includes key features like video meetings, automated follow-ups, and a built-in Gmail extension. These enable construction professionals to improve customer satisfaction by being proactive with their interactions.

Houzz Pro Features

• Custom website: With the inclusion of hosting, a custom domain, SEO tools, and a mobile-optimized site, you can set up your roofing business website to capture leads 24/7.
• Lead generation: Set up video consultations and directory listings, capture reviews, or run ads to capture new leads.
• Cloud-based file sharing: Unlimited file uploads allow for easy collaboration and access to up-to-date documents without unnecessary back-and-forth.
• Active community and support: Houzz provides the largest community of 65 million home designers and owners and multi-channel support via phone, email, chats, a DIY help centre, experts, and more.
• Client Portal: Showcase project details and progress with customers in real-time, communicate with clients, and save historical interactions.

Houzz Pro Pricing

Houzz Pro offers a 30-day free trial for any of their paid plans. You can opt for a free basic plan to create a directory listing with a basic profile and lead inbox features.

Houzz Pro	Monthly Price	Offerings
Essential	$129	Mood boards, client dashboard, CRM, and proposal creation features with phone support.
Pro	$199	Subcontractor management, daily logs, and premium support.
Custom	Contact sales	Advanced reporting, bid management, and marketing solutions.

Try Houzz Pro

Jobber

Jobber provides a complete field service management solution that construction professionals can customize for their use cases. This includes dedicated customer relationship management tools to handle clients at every stage of the project lifecycle.

During the lead stage, you can create detailed customer profiles using communication history, job history, and other factors. It also provides a mobile app for accessing essential job information on the go, staying organized, and responding to client needs.

Jobber Features

• Lead management: Capture every customer detail and organize your efforts to manage leads and follow-ups.
• Customer portal: Clients can access project details, approve quotes, and make payments through a dedicated online portal.
• Automatic updates: Notify customers about work in progress professional email and text-templated messages. Includes visit reminders, routing, invoice follow-ups, and more.
• Online booking portal: Create services that customers can book, capture job details, and align preferences. Use this data to streamline field service scheduling and dispatching.
• Marketing tools: Capture customer reviews, run an automated referral program, and set up email campaigns to capture and nurture more leads.

Jobber Pricing

Jobber Plan	Monthly Price	Offerings
Core	$24	Online booking, quotation, and invoicing features.
Connect	$72	Automated reminders, invoice follow-ups, QuickBooks integration
Grow	$120	Automate quotation follow-ups, send 2-way SMS, and design custom quotes.

Try Jobber

Unanet

Unanet provides a dedicated CRM for the construction industry. It is designed to help the industry apply for and win bids using data-driven strategies. The CRM is also designed for the government and architecture, engineering, and construction (AEC) companies.

It streamlines custom proposal generation, centralizes the sales pipeline, and handles customer communication in a single platform. The company’s product suite also includes a dedicated CRM for government contracting work.

Unanet Features

• Discover leads: Integrates with marketing intelligence platforms and identifies the right opportunities for your construction business. It can also perform competition and vendor analysis.
• Data management: Manages contacts of customers, vendors, workers, and other stakeholders to assign tasks, track interactions, and analyze behaviour.
• Sales pipeline management: Streamlines and centralizes sales workflows by creating custom dashboards to track funnel progress and take action.
• Automatic proposal generation: Facilitates the creation, collaboration, and publishing of business-winning proposals with easy access to relevant data.
• AI automation: Performs predictive analytics for scanning opportunities, summarizes data, and provides recommendations for better business decision-making.

Unanet Pricing

Contact Unanet’s sales team for a demo and custom pricing plan.

Try Unanet

FieldPulse

FieldPulse is a construction management software that leverages CRM and client communication features for effective project execution.

It provides a centralized ‘communication hub for construction professionals to initiate, track, and manage client communications from emails, messages, texts, and phone calls. It also centralizes end-to-end service delivery and customer interaction using both booking and customer portals.

FieldPulse Features

• Customer profiles: Implement personalized customer service delivery by capturing every customer and job detail to align expectations. This includes storing job information, payment history, job history, contact details, chats, and other custom fields.
• Automate follow-ups: Implement feedback loops, upsell maintenance services, and capture customer reviews to improve service, revenues, and branding.
• Unified communication hub: Centralize message threads, emails, and phone calls to track customer interaction. Includes real-time notifications to improve response time when customers message your teams.
• Customer portal: Proactively share real-time job progress and assign workers’ precise locations using GPS. The portal allows access to documents like invoices, contracts, and support history to maintain transparency.
• Booking portal: Make it easy for your customers to book services on your website by automating the booking and estimates workflow. Includes real-time updates on the portal for availability, price, confirmation emails, reminders, and more.

FieldPulse Pricing

Contact FieldPulse’s sales team for a demo and to request pricing.

Try FieldPulse

Comparison Summary for the Best Construction CRM Software

Here’s a quick summary feature comparison of the best construction CRM software.

Construction CRM Software	Project Management	Client Communication and Collaboration	Specialty and Integrations
Pipedrive	No dedicated features, however, can integrate with project management software to share or sync CRM data.	Email marketing stack with segmentation feature leads inbox for pre-sales communication, live chat, and Pipedrive’s messaging inbox to consolidate conversations across sales channels.	Focus on sales pipeline management that construction companies can customize for their requirements. Pipedrive Marketplace enables third-party integrations and API access to build custom apps.
Salesforce Customer 360	Project oversight, document management, contractor relationship management	AI chatbots or agent builder, Slack, customized marketing experiences, Agentforce SDR, and Agentforce Sales Coach to help close deals, Sales Cloud, and more.	Exhaustive AI-powered sales and customer success tools. Matured integration ecosystem by Salesforce with API access.
Procore	Focus on construction management features like data logging to track project progress, time tracking, and document management for drawings, contracts, photos, etc.	Preconstruction management is done by streamlining tenders, creating a contact directory, and preparing estimates.	Focus on construction management with CRM features to support project completion. Includes API access, app marketplace, and partner ecosystem.
Salesmate	Goal management, custom reports, dashboards, track activity on-ground.	Built-in calling, text messaging, conversational CRM, team inbox.	You can customize the CRM for pre-construction activities and manage on-ground project execution using its communications tools. Provides limited third-party integrations and API access.
Buildertrend	Exhaustive construction management solutions like automated scheduling and dispatching, task management, estimation, inventory management, and more.	Project-management integrated CRM features like Customer portal, chats, time-tracking, daily logs, and more.	Ideal for construction businesses looking to handle end-to-end construction projects with integrated CRM solutions. It provides limited integration options like Xero, Salesforce, HubSpot, etc.
JobNimbus	Job management features to handle workforce, work orders, inventory, and more.	Website, sales automation, email marketing, texting, and task management.	Ideal CRM for contractors in the roofing industry. Includes API access and limited integrations across major roofing software like Roofle, EagleView, ABC Supply, and more.
Followup CRM	No dedicated features, however, you can integrate with construction project management software like Sage, FCS Roofing, Stack Construction, and more.	Bid logging, sales pipeline management, lead tracking	Ideal for construction companies who want to improve lead tracking and automate follow-ups for better conversions. Includes limited 15+ integrations with emailing tools, Zapier, construction management software, and more.
AccuLynx	Features focus on field service management for scheduling, dispatching, document management, mobile crew app, and more.	Customer portal, task assignment, texting, smart documents for collaboration.	Ideal for roofing businesses to streamline CRM, field services, and financing in a single platform. This Includes integrations with other roofing apps, Gmail, Zapier, Quickbooks, and basic API access.
Houzz Pro	Integrates with design software for 3D floor plans, estimation, budgeting, project scheduling, and more.	Centralizes tracking of emails, messages, and texts with customers, lead questionnaires, email marketing, and dedicated project collaboration tools like subcontractor management.	Houzz Pro balances project management with CRM features effectively to provide a balanced CRM for the construction industry across architects or home builders. Limited integration options, provides CRM for Gmail extension.
Jobber	Basic project management features like scheduling, dispatching, create quotations.	Booking portal, customer profiling, automated follow-ups, and text messaging.	Suitable for capturing leads and engaging them for conversion. Provides enough features for project execution and workforce tracking. Good integration options with API access.
Unanet	Focus on proposal management features like knowledge management, templates, and contracts.	Calling and logs, enriching customer data from LinkedIn or social media, subcontractor management.	Unanet is suitable for construction companies with a focus on government contracts and ERP requirements. Includes 40+ integrations across major and niche construction management software with basic API access.
FieldPulse	Features focus on field service management via booking portal, scheduling and dispatching automation, inventory management, and more.	Customer portal, automated follow-ups, real-time notifications, instant messaging.	Strong focus on field service management with GPS-enabled features. Includes industry partnerships, and API access, however, provides limited integrations.

Key Benefits of Using Construction CRM

The crux of adopting Construction CRM software lies in how it helps construction professionals integrate and analyze data across all stages of customer interaction. These insights help them optimize their operational workflows to maximize customer satisfaction, translating as below key benefits:

1. Improve depth of collaboration: Construction sales software with features or integrations for client communication, task management, and notifications aligns teams about progress with the customer in real-time.
2. Increase productivity: Using workflow automation, construction teams can focus on execution and closing by automating manual or repetitive tasks like follow-ups and reminders.
3. Centralized data management: Bring customer data across your sales channels in a single platform. The software organizes it to gain visibility and draw insights on closing deals.
4. Reduce response time: Features like mobile apps and customer portals help capture job progress data from workers. The software automatically updates customers without going back and forth with workers and reduces support tickets related to ‘job status’. CRM tools like chatbots or email marketing further help stay available 24/7 for customers.
5. Increase conversions: Construction CRM with lead management features improves visibility into your sales efforts. It helps identify customer behaviour patterns to strategize for increasing conversions. This includes faster estimate preparations, lead tracking, identifying upselling opportunities, or streamlining sales support.

How Does Construction CRM Differ From Traditional CRM?

Construction CRM is a niche-down version of traditional CRM software with dedicated features to streamline customer management in the construction industry.

Here are 3 focus areas for construction CRMs that make it a ‘niche traditional CRM’:

• Deeper integrations with construction project management features to streamline client communication across the project lifecycle.
• Integration with specialized tools like BIM software, drawing tools, subcontractor management, etc – which may require specialized workflow automation tools.
• Dedicated features for contract management, enforcement, and handling disputes.

The above three focus areas result in the below key differences:

Parameter	Construction CRM	Traditional CRM
Purpose	Streamline sales, client communication, and customer support for the construction industry.	General-purpose customer management with customizable features tailored to a company’s workflows.
Project management	Includes dedicated construction project management features like project tracking, scheduling, project costs, etc.	Limited or no dedicated project management tools
Client communication	Streamlines communication in a construction project lifecycle, and captured data is well-integrated into the project management system.	General communication tools
Mobile app	Features focus on improving on-site communication and sharing updates from workers, which gets further reported to customers.	Maintains everyone involved on the same page and makes information accessible.
User interface design	Design focuses on end users like field workers, management, stakeholders, and customers in the construction industry.	Modern CRMs focus on customer experience design.

Final Words

Construction CRM helps you avoid the cost of delivering the wrong or poor service to your client by keeping a close pulse on their expectations. In the construction industry, the costs are often high and permanent – hence, both the company and the customer cannot afford wrong specifications or poor work.

Thus, the role of construction CRM is beyond mere customer sales or support. It is a key competitive advantage that makes sure your service quality is true and beyond what the customer pays for.