8 Best Construction CRM Software and How to Choose One?

Best Construction CRM Software

Attracting and keeping new business has become increasingly difficult for many construction firms. COVID-19 has had a wide range of effects on the construction process, from the availability of supplies to subcontractor delays, resulting in numerous projects being halted or even terminated.

Construction companies are under mounting economic pressure, so they must experiment with innovative methods to stay profitable. While the sector isn’t typically associated with cutting-edge technology, that’s no longer the case. Construction firms are adopting novel approaches and technologies in order to be more effective and expand their business, including construction management software.

The construction industry is gradually adopting CRM software to manage business operations more effectively. CRM software for construction offers a range of benefits, from project management and document management to customer relationship management.

A recent study suggests that the global construction CRM software market is expected to grow at a compound annual growth rate of 13.8% from 2018 to 2025.

In this post, we’ll go through everything a construction CRM software can do, how it may help you automate your construction business, and sales process and operations, and how to pick the best one for your needs.

Key benefits of using CRM for construction companies

1. Helps manage projects more efficiently

A construction CRM software can help you track every aspect of your project, from start to finish. This includes budgeting, scheduling, and resource allocation. You can also use it to create and manage project proposals, contracts, and invoices.

2. Improves customer relationships

CRM software helps you manage your interactions with customers and clients. You can use it to store customer contact information, track customer interactions, and resolve customer complaints.

3. Makes business operations more efficient

Construction management software can automate various business processes, such as sales process, lead generation, sales forecasting, sales follow-ups, and marketing campaigns. This frees up your staff to focus on more important tasks.

4. Provides insights into business performance

CRM software generates reports that give construction professionals insight into your business performance. This can help them identify areas that need improvement and make better decisions about where to allocate resources.

5. Automate repetitive tasks

Construction CRM software can automate repetitive and time-consuming tasks, such as sending reminders for follow-ups, updating customer records, and generating reports.

6. Performance monitoring

CRM software for construction provides you with the tools you need to track your team’s performance and identify areas of improvement.

7. Improved collaboration

CRM software helps improve communication and collaboration between different teams within your organization. This can help you resolve problems more quickly and efficiently.

8. Improved intelligence

CRM software provides you with the insights you need to make better decisions about your business. It can help you track trends, understand customer behavior, and identify new opportunities.

9. Better relationships and sales

CRM software can help you build better relationships with your customers and clients. It can also help you increase sales and improve your bottom line by automating your entire sales playbook and also helps you automate your email campaigns to generate more leads.

How to choose the best Construction CRM software for your business

When choosing CRM software for your construction company, it is important to consider your specific needs and requirements. There are a number of different features that you should look for, such as project management, document management, customer relationship management, and sales force automation.

You should also consider the price of the software and the level of support that is offered. It is important to choose software that is affordable and easy to use. You should also make sure that the software you choose offers a free trial so that you can try it out before you buy it.

Once you have considered these factors, you will be able to choose the best CRM software for your construction company.

So, are you in the market looking for CRM software for your construction business? If so, you’re in luck! We’ve put together a list of the 8 best CRMs for construction businesses, as well as tips on how to choose the right one for your company. Keep reading to learn more.

8 Best Construction CRMs

1. Salesmate

Salesmate is another great CRM software for construction companies. It offers many of the same features as Insightly, including sales pipeline management, 360-degree customer view, and insightful reports. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple business applications.

Key features:

  • Customer journey automation
  • Live chat
  • Customer relationship management
  • Integration with other business software
  • Meeting scheduler
  • Sales Pipeline and forecasting

Pricing:

  • From $15/user/month for the Starter plan
  • From $30/user/month for the Growth plan
  • From $50/user/month for the Boost plan

As per Gartner’s study in 2020, Salesmate is the best CRM for small and medium construction businesses.

Benefits:

  • Efficiently manage construction projects with Salesmate CRM
  • Improve customer satisfaction with a 360-degree view of the customer
  • Get insightful reports to make better business decisions
  • Integrate Salesmate CRM with other business software for a seamless workflow

Drawbacks:

  • Some users find the user interface confusing and difficult to navigate

2. Insightly

Insightly is one of the best CRM software for construction companies of all sizes. It offers a range of features, including project management, document management, and customer relationship management. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple business applications.

Key features:

  • Project management
  • Document management
  • Customer relationship management
  • Integration with other business software

Pricing:

  • Free for up to 2 users
  • From $29/user/month for the Professional plan
  • From $49/user/

Benefits:

  • Insightly offers a free plan for up to 2 users, making it a great choice for small construction companies.
  • It integrates with a range of other business software.
  • The project management and document management features are particularly useful for construction companies.

Drawbacks:

  • Some users find the user interface to be a bit outdated.

3. Zoho CRM

Zoho CRM is another great option for construction companies. It offers many of the same features as Insightly and Salesmate, including project management, document management, and customer relationship management. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple businesses

Key features:

  • Lead management
  • Contact management
  • Deals and sales pipeline
  • Opportunity tracking
  • Leads nurturing
  • Lead scoring

Pricing:

  • Free for up to 3 users
  • From $12/user/month for the Standard plan
  • From $20/user/month for the Professional plan
  • From $35/user/month for the Enterprise plan

Benefits:

  • Zoho CRM offers a free plan for up to 3 users, making it a great choice for small construction companies.
  • It integrates with a range of other business software.
  • The lead management and contact management features are particularly useful for construction companies.

Drawbacks:

  • Some users find the user interface to be dated and difficult to navigate.

4. Copper CRM

Copper CRM is another great option for construction companies. It offers many of the same features as Insightly and Salesmate, including project management, document management, and customer relationship management. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple businesses

Key features:

  • Lead management
  • Opportunity management
  • Pipeline management
  • Sales automation
  • Reporting and analytics

Pricing:

  • Free for up to 3 users
  • From $12/user/month for the Standard plan
  • From $20/user/month for the Professional plan
  • From $35/user/month for the Enterprise plan

Benefits:

  • Copper CRM offers a free plan for up to 3 users, making it a great choice for small construction companies.
  • It integrates with a range of other business software.
  • The lead management and opportunity management features are particularly useful for construction companies.

Drawbacks:

  • Some users find the user interface to be difficult to navigate.

5. Agile CRM

Agile CRM is another great option for construction companies. It offers many of the same features as Insightly and Salesmate, including project management, document management, and customer relationship management. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple businesses

Key features:

  • Kanban boards
  • Agile methodology
  • Scrum framework
  • User story mapping
  • Product backlog management
  • Sprint planning

Pricing:

  • Free for up to 10 users
  • From $8.99/user/month for the Standard plan
  • From $24.99/user/month for the Professional plan
  • From $49.99/user/month for the Enterprise plan

Benefits:

  • Increased transparency and collaboration
  • Improved communication
  • Enhanced customer satisfaction
  • Reduced risks
  • Shorter development cycle time

Drawbacks:

  • Requires training and understanding of agile methodology
  • Not suitable for all types of projects

6. HubSpot CRM

HubSpot CRM is another great option for construction companies. It offers many of the same features as Insightly and Salesmate, including project management, document management, and customer relationship management. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple businesses.

Key features:

  • Lead capture forms
  • Contact management
  • Sales pipeline
  • Reporting and analytics
  • Meeting scheduling
  • HubSpot integration

Pricing:

  • Free for up to 1,000,000 contacts
  • From $50/user/month for the Starter plan
  • From $400/user/month for the Professional plan
  • From $1,200/user/month for the Enterprise plan

Benefits:

• Robust CRM features for managing projects, contacts, and operations

• Highly customizable to match your internal workflows

• Excellent reporting capabilities for understanding your data

• Wide range of integrations available to connect with other tools you use

• HubSpot CRM integrates fully with vendor’s inbound marketing automation tools

Drawbacks:

  • Some features are only available in the paid plans
  • The free plan has a limit of 1,000,000 contacts

7. Procore CRM

Procore CRM is another great option for construction companies. It offers many of the same features as Insightly and Salesmate, including project management, document management, and customer relationship management. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple businesses

Key features:

  • Best free CRM for small construction businesses
  • Offers a wide range of features including project management, document management, task management, etc.
  • Easy to use and customize
  • Integrates with a range of other business software

Pricing:

  • Free for up to 3 users
  • From $25/user/month for the Professional plan
  • From $100/user/month for the Enterprise plan

Benefits:

  • Keep construction projects organized and on track
  • Streamline communication between stakeholders
  • Automate important tasks to save time
  • Store documents securely and access them from any device

Drawbacks:

  • Small firms may be deterred by the high installation start-up fee.
  • The whole platform isn’t that well suited for subcontractors.

8. Buildertrend

Buildertrend is a great choice for construction companies that want to manage their projects, customers, and documents in one place. It offers many features including project management, document management, task management, and more. It also integrates with a range of other business software, making it a great choice for construction companies that use multiple businesses.

Key features:

  • Offers a wide range of features including project management, document management, task management, etc.
  • Easy to use and customize
  • Integrates with a range of other business software

Pricing:

  • From $99/month for the Starter plan
  • From $149/month for the Professional plan
  • From $249/month for the Enterprise plan

Benefits:

  • Helps construction companies manage their projects, documents, and customers
  • Easy to use and customize
  • Integrates with a range of other business software

Drawbacks:

  • Some features are only available in the paid plans

9. Deskera CRM

Deskera CRM for construction companies lets you manage sales and support processes without hassle.
Keep track of your leads gathered from marketing campaigns, then give customers the support they need after converting with the help desk feature.

You can also customize and configure your own sales pipeline to ensure all your deals are effectively moving towards closure.When it comes to email marketing campaigns, Deskera has you covered.

You can import email lists or create a new one using existing contacts in the CRM, and then make attractive emails from one of Deskera’s templates to send out ASAP.

Schedule campaign launches and track your stats with detailed analytics, including open rates and click-through parameters.

Conclusion

There are many CRMs on the market that construction companies can use to manage their projects, documents, and customers. The right CRM for your company will depend on your specific needs and budget. However, all of the CRMs listed above offer great features and benefits that can help construction companies improve their operations. Choose wisely!

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