To thrive in the construction field, you need the right customer relationship management (CRM) platform.
Without the right tools, your business can easily collapse as you fumble leads and mismanage resources.
I’m AJ—here to lend a hand. Over the last decade, I’ve built my business to a successful multiple seven-figure exit.
I’ve learned what works (and doesn’t), and now I’m here to spread the wealth.
So, let’s look at my list of the best construction CRM platforms—carefully curated and thoroughly tested (over six months).
Stick around to the end, where I offer some crucial tips to help you pick one!
After years of SBB testing, here is our list of the best construction CRMs:
Best Construction CRM For Integrations: HubSpotBest Construction CRM For Expense Tracking: JobberBest Construction CRM For Scheduling: HouseCall ProBest Construction CRM For Automation: Monday.comBest Construction CRM For Mobile: FieldPulseBest Construction CRM For Lead Management: Zoho CRMBest Construction CRM For Beginners: Less Annoying CRM
My team and I tested each platform for the following metrics:
Hands-On Experience
Third-Party Reviews
Feature Assessment
Ease of Use
Customer Support
Scalability
How We Objectively Test Each Platform:
AJ’s got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he’s been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ’s your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We’re looking for flexability for small businesses.
We all know support is mega important when you’re choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can’t afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We’re talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you’re in the business of picking a CRM, integrations are like the secret sauce that takes your burger from ‘meh’ to ‘mind-blowing’. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you’re reviewing a Customer Relationship Management (CRM) system, it’s essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we’re reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today’s digital age. It’s essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
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HubSpot offers an entire suite of tools designed to help construction companies scale.
Some of the best features include:
Robust native integrationsClient managementWorkflow automationReporting & analyticsMobile app
HubSpot is an absolute juggernaut of a CRM, providing some of the best value for money in the business.
HubSpot offers some of the most impressive integrations of any CRM out there.
In fact, the CRM software provides over 300 native integrations with its HubSpot App Marketplace (shown below).
HubSpot makes it easy to search for exactly what you need (in seconds).
Some great integrations for construction companies include the following:
QuickBooksGmailSlackMailchimp ZapierCalendly
Plus, HubSpot’s Zapier integration provides over 5,000 additional third-party apps, ensuring you can connect your favorite platforms to HubSpot.
Here’s how it can directly benefit your construction business:
Streamlined workflow with all your tools in one placeAutomated data transfer between platforms Improved communication and collaboration with team members and clients
The need to know: HubSpot is the king of integrations, providing a seamless experience for connecting all your favorite platforms in one place.
If you’re not using automation to scale your business, you’re leaving money on the table.
Thankfully, HubSpot offers some of the best automation creation around.
The CRM software’s helpful pre-made templates (shown below) allow beginners and experts to hit the ground running with powerful automation.
With HubSpot, you can easily automate the following tasks:
Updating contact fieldsAssigning leads & deals to usersScheduling & sending campaignsSyncing data between platforms Nurturing & capturing leads
Automating these tasks saves you valuable time and lets you focus on the big picture for your construction business.
Here’s a sneak peek at the automation creation process (to give you some context).
HubSpot has a slight learning curve compared to a few automation platforms (such as Monday.com), but it’s easily mitigated by fantastic 24/7 customer support via live chat.
Anytime my team and I had an issue (during our sixth-month testing period), we were able to get assistance right away.
The takeaway: HubSpot offers powerful, beginner-friendly automation that can help scale your construction company to new heights!
HubSpot’s client management is second to none.
It’s easy to use, powerful, and fully customizable—you can’t beat that!
With HubSpot, creating a contact is as simple as clicking “create contact” and filling out a few fields.
With each card, you can easily view and edit the following info:
NameContact ownerJob titleEmail & phone numberLifecycle stageLead statusAttachmentsNotes & tagsCustom fields
There’s a ton of information available at a glance, making HubSpot perfect for construction companies that need to keep track of a lot of details for each client.
Once everything is added and customized to your liking, you can view your contacts from HubSpot’s client dashboard.
Here’s how it looks (with some sample contact data added).
I’ve recommended HubSpot to several clients at my agency and watched as their customer management did a full 180.
Our two cents: Manage your contacts like a boss with HubSpot.
It’s perfect for scaling without letting client information slip through the cracks.
HubSpot CRM offers a free plan in addition to three paid plans:
Free Plan – Free ForeverStarter CRM Suite – $30/MonthProfessional CRM Suite – $1,335/MonthEnterprise CRM Suite – $5,000/Month
Check out our in depth HubSpot pricing guide!
Robust free plan
Great client management
Stellar customer support (with live chat)
Amazing integration potential
Powerful automation creation
Intuitive user interface
Pricing for advanced plans is expensive
CMS Hub lacks the same customization as a dedicated CMS platform
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Jobber is a fantastic option for construction companies of all sizes.
Here are some noteworthy features:
Expense tracking Job managementClient managementProject managementScheduling calendar Invoicing & payments
Jobber is highly scalable, making it suitable for small businesses looking to grow in a meaningful way.
Plus, it’s easy to use, making it a no-brainer for construction contractors without a ton of tech expertise.
If you’re serious about scaling your business, you’ll need an effective way to track your business expenses.
The construction industry can be especially tricky, as you’re dealing with multiple projects, materials, and labor costs that can change on a daily basis.
Jobber is designed to make expense tracking a breeze.
You can easily track expenses by the following:
Client Employee Materials Job type Project
This makes it easier to analyze your expenses (and decide where to cut costs).
Here’s how the expenses dashboard looks (to give you a better idea).
Adding new expenses is simple (and you can even attach receipts for easy record-keeping).
With Jobber’s expense tracking, you can expect the following benefits for your construction business:
Accurate tracking of expenses for each projectEasy categorization and organization of expensesClear overview of project costsEfficient record-keeping for tax purposes
Plus, Jobber integrates with accounting software like QuickBooks for seamless bookkeeping.
The bottom line: Jobber’s expense tracking feature can save you time and money, making it a top choice for small construction businesses.
Client retention is critical for any construction business. Happy customers mean repeat business (and positive word-of-mouth referrals).
Jobber helps you manage your clients with features in one convenient location.
You can also create custom fields to track specific client information (such as their preferred contact method or special requests).
With Jobber’s client management tool, you can easily accomplish the following:
Keep detailed client profiles & project historyTrack communications with clients Create custom fields to track specific information about your clients
Adding custom fields (shown below) is a seamless process that allows you to tailor your CRM to your business needs.
Once you have all your fields customized and data input, you can get a bird’s eye view of all your customer relationships with the client dashboard (pictured below).
Overall, this feature helps you stay organized and provide top-notch customer service (without breaking a sweat).
Jobber’s scheduling calendar allows you to easily manage your team’s schedules and assign jobs.
You can view the schedule by day, week, or month (depending on your preference).
Here are some other noteworthy features of Jobber’s scheduling calendar:
Create recurring jobsAssign specific employees to specific jobsAdd notes and attachments for jobs
Here’s how this feature looks in action.
While Jobber offers a great scheduling feature, it’s worth noting that it doesn’t offer color-coded labels for different employees or jobs, which can make it a bit more challenging to view the schedule at a glance.
The nuts and bolts: If Jobber offered color-coded labels, it would be a perfect ten.
However, even without this feature, Jobber is still an excellent option for scheduling and managing jobs.
Jobber offers three pricing plans.
They include the following:
Core – $69/MonthConnect – $169/MonthGrow – $349/Month
Excellent expense tracking feature
User-friendly interface
Great project management tools
Customizable client management
Seamless integration with accounting software
No free plan
Lacks color-coded labels for scheduling calendar
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Housecall Pro deserves its spot on this list for a number of reasons.
Some of our favorites for construction companies include the following:
Scheduling calendarPayment management & invoicingClient & job managementClient portalReporting & analyticsMobile app
Housecall Pro offers a sleek user interface with some of the best scheduling capabilities in the game!
It’s perfect for construction companies of all sizes looking to ramp up their efforts across the board.
When it comes to scheduling, Housecall Pro delivers in a big way.
The CRM software provides a fantastic calendar with color-coded labels for different employees and jobs (pictured below).
This makes it easy to view your entire schedule at a glance and quickly make changes as needed.
With Housecall Pro’s scheduling calendar, expect the following benefits for construction companies:
Efficient scheduling and coordination of appointmentsImproved team communication & productivityEasy rescheduling & job management
What really sets Housecall Pro’s calendar and scheduling capabilities apart from other platforms is how easy it is to use.
You can easily schedule appointments by simply clicking the calendar itself.
From there, you can see all the details related to each appointment.
Trust me when I say—it’s a dream come true for busy construction contractors.
Managing your payments directly from your CRM is a game-changer.
If you’re still using paper invoices and payments, this feature can significantly reduce your workload and help you scale.
Housecall Pro makes it easy to create and send professional-looking digital invoices.
Plus, you can track payment status and send automated reminders for any outstanding balances.
With Housecall Pro’s payment management features, you can expect the following benefits:
Streamlined invoicing processEfficient trackingAutomated reminders for unpaid invoicesFaster collection of payments Improved client satisfaction
To implement this feature with Housecall Pro, simply sync your account with Plaid (shown below).
Next, select your banking institution from their impressive list (pictured below).
Once you’ve connected your bank account, you can easily track and manage all payments from within Housecall Pro.
Plus, with the client portal, you can give clients the option to pay directly through the platform.
The breakdown: Housecall Pro’s payment management feature is a game-changer for construction companies looking to streamline their invoicing process and improve cash flow.
Customers are the lifeblood of any construction business.
Luckily, managing clients is a breeze with Housecall Pro.
Adding a new customer is as easy as clicking “create customer” and filling out a few fields.
Within each contact card, you can easily access the following info:
Contact detailsJob historyPayment statusNotesCustom fields
From there, all of your customers are clearly visible from the convenient dashboard (pictured below).
While Housecall Pro might not have the most complex client management in the business, it’s more than sufficient for most construction businesses’ needs.
Plus, with the mobile app, you can access all this information on the go.
The brass tacks: Housecall Pro’s client management feature is user-friendly and provides all the necessary tools to keep track of your customers efficiently.
Housecall Pro offers three pricing plans.
They are the following:
Basic – $65/MonthEssentials – $169/MonthMax – Custom Pricing
Great client management
Some of the best scheduling in the game
Powerful payment management
Advanced reporting & analytics
No free plan
Learn More Today!
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Monday.com is an all-in-one CRM solution designed to help you manage your business as you scale.
Here are some standout features:
Lead managementWorkflow automationClient managementProject managementReporting & analytics
Monday.com offers scalable pricing plans that won’t break the bank.
Plus, it’s easy to use, packs an impressive punch when it comes to features and is 100% free forever.
It’s pretty tough to beat (all things considered)!
Monday.com offers easily some of the best automation creation in the biz.
The CRM powerhouse makes it easy to create custom workflows that keep your team running like a well-oiled machine.
You can choose from several pre-set automation templates (shown below) to get started.
Here are just a few examples of what Monday.com’s workflow automation can do:
Automatically assign tasks to team members based on job type or prioritySend automated emails to clients at specific stages of a projectCreate custom notifications for important tasks or deadlines Update project status based on specific triggers
Monday.com provides a unique user interface that’s incredibly easy to use (no coding knowledge necessary).
Here’s how it looks (to give you a better idea).
Simply create a “When/Then” statement and click each word to assign actions (within seconds).
We’ve tested a lot of CRM automation over the years, and Monday.com is possibly the easiest to use—which is saying something.
Once your automation is fully customized, you can view everything in one convenient hub (pictured below).
Here, you can easily turn each automation off and on and view all active automations within a specific board.
This avoids the confusion of not knowing which automations are currently running (and what they’re doing).
Our take: Monday.com offers some of the best automation features we’ve seen in a CRM—hands down.
If you’re looking to automate your processes and increase efficiency, this is definitely the way to go.
Effective lead management can help take your business to the next level with increased revenue and customer satisfaction.
Monday.com offers some impressive lead management tools (courtesy of Monday Sales CRM), making it easy to stay on top of your sales game.
Here are a few standout features:
Lead tracking & nurturingCustomizable lead formsAutomated lead assignmentReal-time updates on lead progress Lead scoring Multiple pipelines & stages
Check out a lead dashboard with Monday.com.
As you can see, everything is color-coded and organized in a way that’s easy to understand.
Plus, with customizable lead forms, you can collect all the necessary information from potential clients in one organized place.
Managing leads has never been easier (and more efficient) with Monday.com.
Empower your sales teams to close deals faster and more effectively by utilizing Monday.com’s lead management features.
With Monday.com, you can easily track and analyze your sales data to gain valuable insights into your business.
The CRM offers a variety of reporting and analytic tools, including customizable dashboards, charts, and graphs.
Here’s a quick look at some reporting features:
Customizable dashboards for visualizing KPIs and other important dataAdvanced filtering and grouping options for more specific data analysisChart types, including line graphs, pie charts, and scatter plots Integration with third-party analytics tools like Google Analytics
Monday.com’s reporting capabilities allow you to make informed decisions about your business based on concrete data.
No more guesswork or relying on gut instinct—let the numbers speak for themselves.
Here’s a look at one of the many reporting templates available on Monday.com.
You can customize each report to show exactly what you want, such as sales by team member, lead sources, or project status.
The nitty gritty: Monday.com’s reporting and analytics features make it easy to track, analyze, and improve your business processes.
With a variety of options and customizations, you can get the data you need to make informed decisions and drive your business forward.
Monday.com offers four paid plans in addition to a free plan.
These include the following:
Free – Free ForeverBasic – $10/MonthStandard – $12/Month Pro – $20/Month Enterprise – Custom Pricing
Take a look at our extensive Monday.com pricing guide!
Fantastic user-interface
Great lead management
Powerful automation creation
Outstanding customer support (with 24/7 live chat)
The free plan is limited
Learn More Today!
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FieldPulse is a CRM built specifically for field service businesses (such as construction).
Here are some features that make FieldPulse perfect for your construction business:
Mobile appClient & project management toolsScheduling & dispatchJob managementInvoicing & payment management
FieldPulse is incredibly easy to use, powerful, and relatively affordable, making it a solid choice for any construction business.
In today’s fast-paced construction industry, having a mobile app for your CRM is a must.
FieldPulse offers an excellent mobile app that works seamlessly with the desktop version.
Here are some of the top benefits of using FieldPulse’s mobile app for your construction business:
Increased efficiency with managing tasks & appointments on the goConvenient access to client information & communication Ability to create estimates, invoices, & collect payments from anywhere
FieldPulse’s mobile app lets you work offline, so you never have to worry about losing important information while on a job site.
When you’re back within service, simply sync your data, and you’re good to go!
Here’s a look at FieldPulse via mobile.
What really sets FieldPulse apart from the competition in terms of mobile apps is how similar it feels to the desktop version.
It’s incredibly user-friendly, making it easy for team members of any technical level to use.
The need to know: FieldPulse offers a powerful and intuitive mobile app to help streamline your construction business while on the go.
If you can’t manage customer relationships, you can’t manage your business.
Luckily, FieldPulse offers robust client management features (on both desktop and mobile).
With FieldPulse, you can easily accomplish the following:
Easily view & edit client informationSee all past jobs & invoices View and pay for new or upcoming servicesCreate estimates and schedule appointments quickly
FieldPulse’s client dashboard (shown below) offers a quick glance at all of your clients, making it easy to stay organized and on top of customer relationships.
Our two cents: When it comes to managing clients on the go, FieldPulse has your back.
Managing your jobs can be a juggling act as your business grows.
That’s where FieldPulse comes in to save the day.
FieldPulse offers powerful job management features that make it easy to stay on top of all your construction projects.
With FieldPulse, you can do the following:
Schedule & assign jobs for different team membersTrack job progress & status Create & send quotes to clients Monitor project costs, time, and materials
Adding a new job is as simple as clicking “create job” and filling out a few fields (shown below).
Within each card, you can easily view and edit the following info:
NameJob titleLocationAssociated contactDate & timeNotes & tagsAttachmentsDescription
FieldPulse keeps all your jobs organized in one place, making it easy to access important information about each project.
All in all, if you’re looking to ramp up your job management, FieldPulse has got you covered.
FieldPulse offers a one-size-fits-all pricing plan at $99/month and allows additional users for $60/user.
Impressive customer support (with live chat)
Stellar client & job management
Fantastic mobile app
Intuitive user interface
No free plan (or trial)
Only one pricing plan
Learn More Today!
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Less Annoying CRM is an incredibly simple and streamlined platform that’s perfect for beginners.
Here are some standout features of the platform:
Scheduling & calendar viewClient managementTask trackingSales pipeline managementReporting & analytics
Less Annoying CRM provides one pricing plan that includes everything the platform has to offer right out of the gate.
It’s perfect for beginners who want a no-fuss CRM solution without breaking the bank.
One of Less Annoying CRM’s standout features is its simple scheduling calendar.
It allows you to easily schedule appointments, tasks, and follow-ups with clients and team members.
You can also view your entire team’s schedule in one place (shown below) to ensure efficient coordination.
Plus, the platform sends reminders for upcoming appointments, keeping everyone on track.
With Less Annoying CRM’s scheduling calendar, you can expect the following benefits for your construction business:
Efficient scheduling and coordination of appointmentsImproved team communication and productivityAutomated reminders to stay on top of tasks and appointments
The verdict: Less Annoying CRM provides a no-nonsense scheduling tool that can save you time and hassle.
Less Annoying CRM offers basic client management features to help you keep track of your client’s information and communication.
You can easily view a client’s contact information all in one place.
Here’s how a contact card looks (to help paint a picture).
Within each contact card, you can view the following:
NameCompany nameEmail & phoneAddressBirthdayWebsiteBackground infoNotes & tags
It also has handy filter and search options (pictured below) to find specific clients quickly.
Overall, Less Annoying CRM offers a straightforward client management system that does the job well.
Task tracking is an essential feature for any construction CRM.
After all, if you can’t manage your daily tasks, things can quickly pile up and get out of hand.
With Less Annoying CRM, you can easily create tasks and assign them to team members.
Tasks can be color-coded based on urgency, making it easy to prioritize your workload.
You can also view all your tasks in a convenient calendar or list format.
Less Annoying CRM allows you to easily do the following:
Quickly create tasks and assign them to team members.Color-code tasks for easy prioritization.View all tasks in a convenient calendar or list format.
Creating tasks is as easy as one click (and filling out a few fields).
Within each card, you can easily add and edit the following info:
Task nameDue dateAssociated contactsDescription
There isn’t a ton of available customization for tasks, but it provides the basics you need to stay organized.
These features make it easy to stay on top of your daily tasks and ensure nothing falls through the cracks.
Less Annoying CRM keeps it simple by offering only one pricing plan for $15/month.
The plan includes everything the CRM solution has to offer, meaning no additional charges down the line.
User-friendly interface
All features are included with one pricing plan
Excellent task tracking & client management
Great scheduling capabilities
Affordable pricing
No mobile app
No free plan
Learn More Today!
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Zoho CRM is a powerful feature-rich platform with a ton of utility for construction companies.
Here are some of our favorite features:
Workflow automationLead managementProject managementClient managementReporting & analytics
Zoho CRM is extremely affordable, chock-full of features, and offers a free plan for up to three users.
It’s tailor-made for construction companies looking to streamline their processes and boost productivity.
Powerful automation can be a game-changer for scaling construction companies.
If you’re looking to make tedious tasks a thing of the past, Zoho CRM has you covered.
With Zoho CRM, you can automate the following (without any coding knowledge):
Lead nurturingAssigning leads to sales repsEmail marketing campaignsFollow-up tasks and reminders
Here’s how the automation builder looks (to help paint a picture).
The nitty gritty: Zoho CRM’s automation features can save you time, effort, and headaches, making it a top choice for construction businesses looking to streamline their processes.
Making data-driven decisions can help identify areas for improvement and set goals for growth.
With Zoho CRM’s reporting and analytics features, you can gain valuable insights into your business performance.
Here are some of the custom reports you can generate with Zoho CRM:
Sales pipelineLead conversion ratesTeam performanceForecasting & sales trendsCustomer behavior
You can easily customize each report with the convenient drag-and-drop interface.
Here’s how it looks (with some sample data added).
The lowdown: With Zoho CRM, you can turn raw data into actionable insights to drive your business forward.
With intuitive visualizations and custom reporting options, you can always stay on top of your business performance.
Zoho CRM leads the pack regarding lead management.
Here are some standout features:
Lead tracking & nurturingAutomated lead assignmentMultiple pipelines & stagesLead scoringCustomizable forms to capture the necessary information
Zoho CRM’s lead management capabilities make it easy to convert potential clients into paying customers without the hassle of manual tracking and data entry.
With customizable forms shown below), you can gather all the necessary lead information in one organized place for easy follow-up.
Once you have all your leads organized, you can easily track their progress and assign them to sales reps for follow-up from the lead dashboard.
Here’s how it looks (with some sample leads added).
As you can see, everything is clearly laid out for easy organization and tracking.
The bottom line: Zoho CRM is the go-to option for construction businesses aiming to streamline their processes and boost conversion rates with its exceptional lead management tools.
Zoho offers a free plan in addition to four affordable paid plans.
They are the following:
Free Version – Free for up to three usersZoho Standard – $20/MonthZoho Professional – $35/MonthZoho Enterprise – $50/MonthZoho Ultimate – $65/Month
Extremely affordable, scalable pricing
Stellar lead management
Awesome customer support (with live chat)
Robust automation capabilities
The free plan is only available to 3 users
There’s a slight learning curve to the automation creation
A construction CRM is essentially a platform designed to help manage all your construction processes.
These include the following:
Client relationshipsScheduling & dispatchDay-to-day business operationsInvoicing & payments
There are numerous benefits to having construction CRM software.
Some of these include:
Increased salesBetter productivityIncreased customer satisfactionImproved communication & collaboration
Let’s look at an overview of each.
With a construction CRM, you can effectively manage leads and sales opportunities, ultimately increasing conversions.
Features like automation, lead scoring, and customized forms can help streamline the sales process and close deals faster.
Plus, with reporting and analytics capabilities, you can identify areas for improvement and make data-driven decisions that lead to higher sales.
With a construction CRM, you can automate tedious tasks and free up time for your team to focus on more important tasks.
This increases productivity and efficiency, allowing you to complete more work in less time.
By using a construction CRM, you can better manage client relationships and provide exceptional customer service.
Here are some ways a CRM can help with this:
Keep track of client communication and historyStay on top of construction projectsProvide real-time updates to clients through the construction management software
With improved communication, organization, and transparency, your clients will be satisfied with your services.
CRM construction software provides a centralized hub for all team members to access and update project information.
This eliminates the need for back-and-forth communication through emails or phone calls, saving time and minimizing miscommunications.
Plus, with real-time updates and notifications, everyone is on the same page and can collaborate seamlessly to complete projects efficiently.
The short answer is yes.
In today’s fast-paced and competitive business landscape, it’s essential to have a construction CRM to stay organized, efficient, and competitive.
Without a centralized platform for managing client relationships, your business can easily fall behind, resulting in lost leads and potential revenue.
After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you.
Let’s take a look at the top features of a powerful construction CRM.
Automation is a game-changer when it comes to streamlining business processes.
A construction CRM with workflow automation capabilities can save you time and effort by automating repetitive tasks such as:
Lead assignmentFollow-up emailsInvoicing & payment remindersProject status updates
With automation, you can focus on more critical tasks while your CRM handles the rest.
Lead management is a crucial aspect of any business, and construction is no exception.
Having a construction CRM with lead management capabilities allows you to track and nurture leads effectively, leading to higher conversion rates.
The ability to assign leads, track their progress, and gather all necessary information in one place makes the process more organized and efficient.
Managing schedules and dispatch can be challenging for any construction business.
A CRM with scheduling and dispatch features simplifies this process by allowing you to do the following in real time:
Schedule appointments and tasks for team membersTrack progress and completion of tasksAssign new tasks or reassign existing ones
This eliminates the need for manual scheduling, reducing the risk of mistakes and delays.
A mobile app is a must-have for any construction CRM.
With the ability to access project information and communication tools on the move, your team can stay connected and efficient from anywhere.
Plus, with features like GPS tracking and electronic signatures, you can streamline processes even further.
Project management capabilities are essential for a construction CRM.
This feature allows you to track project progress, manage timelines and budgets, and assign tasks to team members.
With a centralized platform for project management, everyone involved can stay updated in real time.
Client management is crucial for the success of any business.
Construction CRM software with client management features enables you to do the following:
Keep track of client communication and historyStore important documents & contractsProvide real-time project updates to clients
With all customer data in one place, you can provide better customer service and build strong relationships with your clients.
Reporting and analytics capabilities are essential for making data-driven decisions.
Construction CRM software with robust reporting and analytics features allows you to do the following:
Track sales performanceAnalyze project progress and efficiencyIdentify areas for improvement
With these insights, you can make informed decisions that lead to higher sales and improved processes.
Here are some important steps to choosing a CRM of your own:
Write out your CRM goalsChoose a CRMTest the CRM with your teamFinalize & implement your CRM
Let’s walk you through it.
Before looking at customer relationship management software, it’s essential to determine your specific goals and needs.
This will help narrow your search and ensure that your chosen CRM software aligns with your business objectives.
Here are some questions to ask yourself when defining your CRM goals:
What problems do you want the CRM to solve?What features are essential for your construction business?How much can you budget for a CRM? Will you need integrations with other software/tools?
Once you clearly understand your CRM goals, it’s time to start researching options.
Once you’ve narrowed your CRM goals, it’s time to look at options.
Here are some key factors to consider when choosing a CRM for construction:
Ease of use and user interface (UI)Price and value for moneyCustomization optionsIntegration availability with other tools/softwareCustomer support and resources available
I’ve used and tested each platform on this list and can safely say they’re all solid options for your construction company.
Your team is going to be the ones using the CRM day-to-day, so their input is essential in determining if it meets your business needs.
If your team doesn’t like it, it won’t be effective, and you’ll waste time and money.
With your team’s feedback, you can make an informed decision on whether or not the CRM is right for your business.
Once you’ve chosen a CRM and tested it with your team, it’s time to finalize and implement it into your business processes.
Here are some tips for a smooth implementation:
Provide training and resources for your team to learn the CRMTransfer all relevant data from your previous system to the new CRMSet up any necessary integrations with other tools/softwareMonitor progress and make adjustments as needed
A good CRM for construction can vary in price. Typically, you’re looking at around $15-$100.
Some platforms on this list are 100% free, while others can get into the thousands (looking at you, HubSpot).
They can also vary in terms of the following:
Number of usersStorage spaceNumber of contacts Level of customization
There you have it, folks! Our list of the best CRMs for construction.
You can now decide for yourself, armed with the proper knowledge.
Be sure to check out any free trial or demo offered by the CRM to try it out today; no risk—all reward!
The post Best Construction CRM 2023: Field Tested for Small Business appeared first on Small Business Bonfire.
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