8 Best Construction CRM Software for Contractors in 2024

• You need free sales tracking tools: Zoho CRM’s free-forever plan allows for up to three users and comes with all of the sales basics. You can track deals on a pipeline, store contacts, manage files, and monitor lead activity. Additionally, it has built-in account management software, which is great for contractors who work on a retainer, as seen with condo associations, apartment buildings, and property management firms.
• You want to manage contracting services with your CRM: One of Zoho CRM’s most useful features is its inventory management module. This comes with tools for creating and tracking quotes and storing services with pricing in a digital catalog. Reps can focus more on nurturing clients to close more deals. As deals are closed, you can assign tasks to users, schedule appointments for completion, track job progress, and send invoices.

• You need a simpler CRM system: One common issue with Zoho CRM that could deter contractors new to using a CRM is its ease of use. Many subscribers find the interface tough to navigate because of its many features and say it has a steep learning curve.
  • Alternative: HubSpot CRM is a great, simple, general-use CRM system, while JobNimbus is a solid industry-specific CRM that performs well in product usability.
• You want built-in project management: While Zoho CRM technically offers project management capabilities, they’re only available if you subscribe to its native Zoho Projects tool. This tool offers a free plan for three users and paid plans that start at $4 per user, monthly, but you’ll have to integrate it with your CRM.
  • Alternative: Insightly CRM is a great alternative with free built-in project management features. These capabilities include customized pipelines and custom fields and page layouts, making it easier for users to understand and navigate project details.

• You want a CRM with reliable payment processing tools: Create and share recurring or one-time payment links with HubSpot CRM. With your Stripe account or HubSpot payments, customers can easily pay using debit or credit cards, electronic payments, money transfers, and other methods. Also, custom billing lets you automate manual tasks like collections, customer implementation, renewal management, and more.
• You need a free or affordably priced contractor CRM: HubSpot CRM is a construction CRM system that offers a robust free plan to access job and meeting scheduling, deal tracking, document management, and quote generation tools. Its basic paid plan already includes simple marketing automation and personalization tokens for smooth lead engagement and marketing campaign deployment.

• You need robust project management tools: While HubSpot markets itself as having project management capabilities, they are limited to just tracking tasks and subtasks in a list view. These are not ideal for complex construction, maintenance, or renovation projects that demand detailed viewing options and collaboration tools.
  • Alternative: Insightly CRM has built-in project management and delivery capabilities across all paid plans starting at $29 per user, monthly. Alternatively, you may prefer an industry-specific CRM like Jobber or JobNimbus, which also has solid project management features.
• You want less expensive digital signature capabilities: While HubSpot offers electronic signatures directly on quotes to streamline the deal process, it requires the Professional Customer Platform plan for $1,080 for five users monthly.
  • Alternative: Jobber is a great trade contractor and home builder CRM with e-signature tools starting at $49 per month.

• You want to leverage AI to prioritize bids you submit: When you upgrade to the Pro plan ($39 per user, monthly), you can leverage its smart assistant, Freddy AI for bid management and contact scoring. It provides insights into which bids you submit will most likely be converted into a contract. Moreover, Freshsales is our best simple CRM because of its intuitive interface and easy setup.
• You need in-app calling features to communicate with clients: All of Freshsales’ plans include a robust built-in phone system with call transfer, recording, and logging features. This tool enables your team to engage with your clients easily and directly from the CRM system.

• You require built-in project management tools: While Freshsales has excellent lead and deal management capabilities, it has no built-in project management tools.
  • Alternative: JobNimbus is our top recommended industry-specific solution that offers project and task management tools. Users can monitor repeatable workflows on project boards. Its project budgeting capabilities enable contractors to track expenses and obtain job order measurements with its integrations.
• You’re looking for a more affordable CRM with forecasting insights: Freshsales’ Freddy AI tool makes suggestions on deals that are most likely to be closed based on trends and historical data. However, this capability requires the Enterprise plan, which costs $59 per user, monthly.
  • Alternative: Zoho CRM is a more cost-friendly option that offers AI-powered forecasting tools with its Enterprise plan at $40 per user, monthly.

• You need a construction CRM with robust proposal management features: Optimize your entire sales process through its deal management module, available across all plans. Its Professional plan at $49 per user, monthly, includes a Smart Docs tool that lets you auto-generate, send, track, and get signatures on proposals from one module. You can also add this tool to lower-level plans for $32.50 per company, monthly.
• You prefer a general CRM with deal and project management features: Pipedrive offers deal management and project management tools—an add-on feature that comes free starting with the Power plan at $64 per user, monthly. Additionally, its deal rotting feature notifies you when a deal stays idle. On the other hand, kanban views and task tracking let you oversee client deliverables in the same system.

• You need free email marketing features: One downside of Pipedrive is that it has no free-forever plan, which isn’t ideal for contractors on a super-tight budget. The Advanced plan includes email templates, email tracking, and group emailing capabilities for email campaign management and team collaboration.
  • Alternative: HubSpot CRM offers a great free CRM system and is the best CRM for contractors in terms of email capabilities—letting you send, automate, and track email marketing campaigns at no cost.
• You prefer an industry-specific CRM: Pipedrive is a general CRM that users must customize to tailor for their specific business. However, because the construction and contractor business is heavy on the operations side, many companies may prefer an industry-specific platform built to meet unique marketing, project, and finance management needs.
  • Alternatives: Depending on your vertical within contracting, there are several CRMs that can meet your industry-specific needs. JobNimbus, for example, is the best CRM for small construction businesses doing exterior home remodeling. Jobber, on the other hand, is a solid option for trade specialists like electricians or plumbers.

• You need a contact database with relationship-linking capabilities: Insightly CRM’s paid plans start at $29 per user, monthly. This CRM for contractors offers relationship linking—a key feature that’s especially useful for independent contractors. This helps your team keep track of your clients’ relationships so that they can easily remember important details like job titles and employers.
• You’re seeking a CRM with built-in project management and delivery tools: With Insightly CRM, you can access project collaboration and task management tools like customized pipelines, custom fields, and milestones. You can also convert won contracts into projects without losing any data.

• You need multiple access to your CRM at no cost: Insightly CRM’s free plan can only support two users. Small businesses with more than two members should consider other free options with higher user allocations.
  • Alternatives: We consider HubSpot CRM the best free CRM for construction businesses. It has a robust plan that supports five users for the free plan and an intuitive lead management system with meeting scheduling and quote generation capabilities.
• You require an all-in-one construction management system: You can use Insightly CRM to manage your construction projects and deliveries. However, it lacks other industry-specific features like construction design management, workforce planning, project financials, and builder’s insurance.
  • Alternative: We recommend Jobber if you need an end-to-end solution for managing construction projects. It offers an all-in-one solution that includes features for job quoting and project management. This software also has job costing and expense tracking features for budgeting and profit forecasting.

• You are a remodeling or roofing business needing a mobile CRM: JobNimbus’ mobile app helps contractors manage construction projects while out in the field. With its scheduling feature, roofers and remodelers can see what tasks they have for the day and schedule appointments in the CRM roofing app for proper preparation. Users can also sign documents on the app and use the camera to take photos and annotate them.
• You need broad project management: Project management in JobNimbus is top-notch. Teams can track repeatable workflows on project boards, mention team members to facilitate collaboration, and incorporate custom task types unique to different contracting jobs. There are also project budgeting features to track expenses and integrations to get order measurements for jobs.

• You need a free contracting CRM: While JobNimbus doesn’t offer transparent pricing, we know that the provider does not offer any free-forever plan to its users.
  • Alternative: Zoho CRM offers a free option with lead tracking, file management, and built-in account management tools.
• You want more robust sales and marketing tools: JobNimbus focuses more on the operations side of a contracting business. Its sales tools are limited to contact storage, lead tracking, quote proposals, signature tools, and appointment scheduling. Additionally, the marketing module is not yet available for users to manage ads, their websites, and search engine optimization (SEO).
  • Alternative: HubSpot CRM can offer a wide range of sales, marketing, service, and content management capabilities. Users can use the customizable templates, lead generation and scoring, email automation, and deal management tools for sales and marketing.

• You are a general contractor needing robust job quoting tools: Jobber’s key job quoting features include customizable templates, automated calendar reminders, and signature approvals. This software automates your quote follow-ups, sorts out job details, assigns work to contractors, and monitors progress for seamless project management.
• You need finance management tools in your CRM: Something that stood out about Jobber was its financial features. Jobber not only lets you send quotes and receive payments through invoices but also syncs that data directly with QuickBooks. Also, teams can do job costing to see the real-time profitability of each job based on all the costs involved.

• You need better and more cost-friendly marketing tools: Jobber is not a great CRM option for mass marketing your business. First off, the marketing features aren’t available until the Grow plan for $249 monthly. Next, it’s entirely powered by Mailchimp integration and only lets you do email and postcard campaigns.
  • Alternative: HubSpot CRM includes built-in mass email marketing with automated campaigns, blog hosting, web forms, and website landing pages, all for free.
• You need lower-cost appointment scheduling: Scheduling jobs gets expensive with Jobber—starting at $49 per month for users to schedule and $129 per month for clients to make the appointment.
  • Alternative: Zoho CRM lets clients and users book appointments on the Standard plan for $14 per user monthly.

• You prefer a sales-focused industry-specific CRM: AccuLynx is equipped with AI-powered lead intelligence features, enabling roofing contractors to accurately predict how likely leads will convert. These include lead scoring and sales activity tracking, in addition to quote generation and appointment scheduling for closing more deals.
• You are a roofing business: In terms of operations management and service delivery, AccuLynx is designed for roofing contractors. It has unique tools like aerial measurements and the ability to order materials from suppliers directly in the CRM system. Teams can also store a materials library, manage labor resources, and process roofing work orders from the platform.

• You need free CRM software: AccuLynx does not post its pricing as it requires each business to be quoted separately. This provider also doesn’t offer users a free-forever plan.
  • Alternative: Zoho CRM is a great option with free, scalable, and transparent CRM subscription plans.
• You want mass communication tools: One downside of AccuLynx is that you can’t send bulk email or text messages to clients or leads. All messaging requires one-to-one communication or automated workflows, which can be used to send reminders or updates.
  • Alternative: HubSpot CRM is our favorite pick for overall marketing capabilities, which include mass email for leads and customers.

A CRM in construction refers to either a general-use or industry-specific CRM that can help manage and grow a contracting business. Like a typical CRM, it’ll have tools for storing contacts, interacting with customers, creating proposals, and monitoring lead or deal progress. Additionally, construction CRMs give teams features for job scheduling, project management, and invoicing with payment processing after the deal is closed.

Using a CRM meant for construction companies helps keep you better organized and centralized. Ideally, the more functions you can manage on one platform, the easier it is to find information, assign work, and collaborate with team members. Therefore, having sales, marketing, field service, finance, and work management features in one system ensures better work centralization.

A roofing CRM is a type of business management system specifically designed to manage the workflows of the roofing industry. This tool helps contractors track their sales pipelines, customer data, billing information, material orders, production, and reporting. One example of a roofing CRM is JobNimbus, which mainly serves roofing and home renovation businesses.