Customer relationship management (CRM) software for contractors and builders allows them to manage price estimates, job scheduling, project delivery, and outreach in one system. While there are general-use CRM software for construction businesses with relevant tools to oversee their operations, industry-specific platforms are also available to meet these unique needs. Based on our evaluation of dozens of tools, the nine best construction CRM software options include:
- Best overall for job scheduling features: Zoho CRM
- Best marketing tools: HubSpot CRM Suite
- Solid artificial intelligence (AI) tools for prioritizing bids: Freshsales
- Most intuitive project collaboration tool: monday sales CRM
- Top solution for contact relationship linking: Insightly CRM
- Solid pick for home remodelers and roofers: JobNimbus
- Best for proposal generation: Pipedrive
- Best for general contractors: Jobber
- Excellent all-in-one construction CRM: Procore
Best Construction CRM Software Compared
Provider | Free Plan? | Our CRM Rating Out of 5 | Learn More | |
---|---|---|---|---|
$14 per user | ✓ 3 users | 4.38 | ||
$18 for two users | ✓ Unlimited users | 4.68 | ||
$15 per user | ✓ 3 users | 4.67 | ||
✕ | 4.63 | |||
$29 per user | ✓ 2 users | 4.62 | ||
Contact provider for a quote | ✕ | 4.52 | ||
$14.90 per user | ✕ | 4.46 | ||
$49 per user | ✕ | 4.45 | ||
Contact provider for a quote | ✕ | 4.41 |
Zoho CRM: Best for Job Scheduling & Cataloging
Pros
- Free and affordable plans available
- Robust pricebook features that let you add contracting services, assign jobs, and schedule appointments
- Deal management with quote and invoice generation, email and social media marketing, and customer support tools in one
Cons
- Involves a learning curve to use effectively
- Project management requires native integration
- Inventory management for sending quotes, invoices, orders, and storing vendors requires Professional plan
- 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. As deals are closed, you can assign jobs to users, schedule appointments to complete the job, track job progress, then send an invoice in the same system.
- 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 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 Suite 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.
Zoho CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Zoho CRM made it to the top of this list because of its excellent features for contractors who handle more quick-fix jobs, like plumbers, electricians, and landscapers. We mostly like how these services can be stored in the inventory management module to easily quote, assign, and schedule a job in one place. Additionally, the free and low-cost sales features (starting at $14 per user, monthly) can support those looking to generate new business while on a tight budget.
HubSpot CRM Suite: Best CRM for Contractors Deploying Marketing Campaigns
Pros
- Free plan available for sales, marketing, service, and content management hubs
- Simple CRM to use when creating email campaigns, blog content, landing pages, and social posts
- Comes with meeting scheduling to get jobs on the calendar plus quote generation to send estimates and receive signatures
Cons
- Paid plans get expensive
- Limited project management features—designed mostly for task tracking in list views
- Payment processing and e-signatures not available on the Free plan
- You want to build brand presence and awareness for your contracting business: The HubSpot CRM Suite is a bundled product of the Sales, Marketing, Service, and Content Management Hubs. We like all the tools a new contractor could use to enhance their brand presence, as they’re easy to use and come with automation capabilities and templates. You can deploy numerous strategies using email marketing, social media, blog and video hosting, and online ads, all in one platform.
- You need a free and simple contractor CRM: HubSpot CRM Suite is a great option if you’ve never used a CRM system before because of its simplicity. Users rave about its intuitive and modern interface, easy-to-operate tools, and effortless setup process. The provider also offers a robust free plan for contractors on a tight budget to access job and meeting scheduling, deal tracking, document management, and quote generation tools.
- You need robust project management tools: While HubSpot CRM Suite 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.
- Alternatives: Insightly CRM has far more robust project and task management tools, starting with its free plan. Alternatively, you may prefer an industry-specific CRM like JobNimbus, which also has solid project features. Inquire with the provider to get a quote.
- You want less expensive digital signature capabilities: While HubSpot CRM Suite offers e-signature directly on quotes to streamline the deal process, it requires the Professional plan for $1,600 per month.
- Alternative: Jobber is a great trade contractor and homebuilder CRM with e-signature tools starting at $49 per month.
HubSpot CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the CRM Suite plans, though monthly billing is available for a higher cost. The provider also offers Enterprise-level products for bigger teams and separate modules for Sales, Marketing, and Customer Service. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
HubSpot CRM Suite is a great general-use option for handling the sales and marketing aspects of a contracting business. It comes with deal tracking, quote generation, e-signature tools in the paid plans, and even payment processing for when the client project is delivered. Its most notable attributes, however, are the robust marketing capabilities that can convert lesser-known contractors into lead generating machines through email, ads, social media, and content.
Freshsales: Best AI Tools for Prioritizing Bids
Pros
- Intuitive interface makes it easy to set up and use
- All plans include a built-in phone dialer
- Artificial intelligence (AI) tools in paid plans (starting at $15 per user, monthly) is great for prioritizing bids
Cons
- Per-user limit on file storage
- Free plan lacks crucial features like email marketing and storage
- AI-powered deal insights is available only starting with the Pro plan ($39 per user, monthly)
- You want to leverage AI to prioritize bids you submit: Freshsales’ paid plans (starting at $15 per user, monthly) come with a smart assistant tool called Freddy AI for contact scoring. When you upgrade to the Pro plan ($39 per user, monthly), this smart tool provides insights into which bids you submit will most likely be converted into a contract.
- 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: Insightly CRM is our top recommended solution that offers project and task management tools across all plans, including the free tier.
- 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 $69 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.
Freshsales Pricing Plan & Overview*
Freshsales Pricing Add-ons:
- Workflows: $5 for 10 workflows
- Phone Credits: Starts at $5
- CPQ (Configure, Price, Quote): $19 per user, monthly
- Additional Bot Sessions: $75 for 1,000 bot sessions per month
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 21-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Freshsales is a scalable sales CRM that contractors can use to prioritize the bids they submit. Starting with its Pro plan ($39 per user, monthly), you can leverage its smart assistant Freddy AI’s insights to determine the bids that are more likely to convert into a contract. We also like how intuitive its interface is, making it easy to learn and use for beginner to mid-level users. Its built-in phone system presents an added bonus that facilitates direct communication with clients without having to leave the CRM.
monday sales CRM: Best for Project Collaboration
Pros
- Highly intuitive to operate; leverages spreadsheet style format for data entry and low-code design for automations
- Includes great team collaboration tools like a shareable whiteboard, file sharing and editing, and user task assignment with alerts
- Flexible CRM system that lets contractors customize boards to manage many functions like projects, sales, and marketing campaigns
Cons
- No free option and a three-user minimum requirement for all plans
- Lead and deal management features require the Standard CRM plan ($17 per user, monthly)
- Email marketing tools not available until Pro CRM plan ($28 per user, monthly)
- You need a CRM with robust project collaboration tools: monday sales CRM is equipped with a comprehensive set of work collaboration tools. All plans (starting at $12 per user, monthly) include digital whiteboards, collaborative document editing, file sharing, and read-only viewers of workboards. The Standard plan ($17 per user, monthly) includes guest access and Zoom integration for collaboration with clients.
- You want to track project and client data using multiple views: With monday sales CRM, you can view and monitor customer data, project progress, and tasks using different views. These include Kanban, map, timeline, calendar, workload, and chart views.
- You want an industry-specific CRM for scheduling construction jobs: monday sales CRM is a highly versatile platform with work boards that you can use for tracking construction projects, tasks, and resources. However, you’ll have to customize each board to reflect all the details you want to monitor.
- Alternative: Jobber is a CRM made for general contractors that comes with out-of-the-box job scheduling and management tools. With just a few clicks, you can create and assign a job to a teammate based on their location. It also has a client hub where your customers can view assigned employees and review project details.
- You’re looking for a general CRM with built-in appointment scheduling tools: monday sales CRM does not have a built-in meeting scheduler.
- Alternative: HubSpot CRM Suite has a free meeting scheduler that you can use to book client appointments.
monday sales CRM Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
monday sales CRM’s offers a comprehensive set of tools that contractors can use to collaborate with employees and clients, such as digital whiteboards, file sharing, and real-time comments. Users can customize its workboards to create sheets for monitoring resource allocation and tracking the progress of construction projects. Plus, you can store documents like permits, blueprints, and job overviews as file attachments in project workboards.
Insightly CRM: Best for Contact Relationship Linking
Pros
- Offers a free plan for up to two users
- Paid plans (starting at $29 per user, monthly) include contact relationship linking
- Built-in project management tools across all plans
Cons
- Workflow automation is only available starting with the Professional plan ($49 per user, monthly)
- Limited report customizations
- Marketing and customer service modules require a separate software product for an additional cost (starting at $29 per user, monthly)
- You need a contact database with relationship linking capabilities: Insightly CRM’s paid plans (starting at $29 per user, monthly) offer relationship linking—a key feature that’s especially useful for independent contractors. This feature 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 for free. 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.
- Alternative: We consider HubSpot CRM Suite as the best free CRM for construction businesses. It has a robust plan that supports an unlimited number of users 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 delivery. However, it lacks other industry-specific features like construction design management, workforce planning, project financials, and builder’s insurance.
- Alternative: We recommend the custom-priced Procore if you need an end-to-end solution for managing construction projects. It offers an all-in-one solution that includes features for preconstruction management, project execution, workforce management, and even builder’s risk insurance.
Insightly CRM Pricing Plan & Overview*
Insightly CRM Pricing Add-ons:
- Premier Support and Successⓘ: Contact provider for a quote
- Guided Onboardingⓘ: $1,500 one-time fee
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans, except for the Enterprise plan. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
With Insightly CRM’s contact relationship linking capabilities, you get a 360-degree view of a client’s connections and easily view that link with a single click. You can link a contact or opportunity to an organization, event, or another contact. Plus, you can track the frequency of your interactions by linking email communications and proposals to contacts. On top of all these things, this platform has solid project and task management tools that you can access for free.
JobNimbus: Best CRM for Remodelers & Exterior Home Renovators
Pros
- Industry-specific CRM designed to help roofers and remodelers manage jobs and grow their business
- Robust job and project management features customizable for any type of contracting services
- Includes one-click invoicing capabilities with payment processing and ability to sync accounting data with QuickBooks
Cons
- No free plan and lacks transparent pricing
- Limited sales tools to just lead tracking, contact storage, and appointment scheduling; no outreach tools via phone or email
- Doesn’t currently have marketing features; users can get onto a waitlist for when the marketing module is released
- You are a remodeling or roofing business: JobNimbus is a specialty CRM mainly serving roofing, siding, gutter, and home renovation businesses. It has features useful to these operations, like workflow tracking on boards, project management, and invoice generation. Additionally, you can use appointment scheduling, photos, estimates tools, and e-signature features to win the work.
- 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 Suite can offer a wide range of sales, marketing, service, and content management capabilities.
JobNimbus Pricing Plan & Overview*
JobNimbus has no standardized per-month pricing for its CRM plans. Instead, teams must contact the sales team and are quoted based on the number of users, data capacity requirements, and the needed features per one of three product tiers.
*Each plan comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
JobNimbus takes the top pick on our list for best industry-specific CRM for contractors. Narrowed down further, this product is particularly ideal for roofers, home remodelers, and siding businesses thanks to its workflow tracking features and ability to take pictures in the CRM that can be stored in job records. We also like how the job and project management features are highly customizable and detailed—letting you oversee all tasks, subcontractors, and progress status in one place.
Pipedrive: Best for Proposal Generation
Pros
- Robust proposal generation and tracking features, plus tools for obtaining digital signatures
- Great deal management tools with custom pipelines to meet any contractor sales process
- Offers a solid built-in project management module to handle building and contracting work after a deal is closed
Cons
- Doesn’t offer a free-forever plan
- Project management tools come at an added cost of $6.70 per user, monthly (or included in the Power plan at $64.90 per user)
- Mass emailing and meeting scheduling require the Advanced plan ($27.90 per user)
- You need a construction CRM with robust deal and proposal management features: Pipedrive helps homebuilders and contractors optimize their entire sales process through its deal management module, which is available across all plans. Its Professional plan ($49.90 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 project management features: Many small businesses prefer general CRMs as they are usually more cost-effective and easier to operate. Not all general-use CRMs have project management tools, but Pipedrive offers these tools with its Professional plan ($64.90 per user, monthly) or as an add-on to any plan at $6.70 per user, monthly. It includes Kanban views and task tracking to oversee client deliverables in the same system in which you close the deal.
- 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. By default, you cannot access the email tools to send mass or personal messages from the CRM.
- Alternative: HubSpot CRM Suite offers a great free CRM system and is the best CRM for construction 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.
Pipedrive Pricing Plan & Overview*
Pipedrive Pricing Add-ons:
- Projectsⓘ: Starts at $6.70 per user, monthly
- Smart Docsⓘ: Starts at $32.50 per company, monthly
- LeadBoosterⓘ: Starts at $32.50 per company, monthly
- Web Visitorsⓘ: Starts at $41 per company, monthly
- Campaignsⓘ: Starts at $13.33 per company, monthly
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
With Pipedrive’s opportunity management features across all plans, sales teams can track deals, auto-generate contracts, send proposals, and get e-signatures. It also offers project management tools that can support trade contractors during their procurement process and after they’ve won the work. These tools are available as an add-on ($6.70 per user, monthly) or for free when you subscribe to the Power plan ($64.90 per user, monthly).
Jobber: Best CRM for Small Construction Businesses & General Contractors
Pros
- Cost-scalable subscription plans with a low starting price
- Unique client hub feature where you can create a self-service portal for clients to schedule appointments, pay invoices, and approve quotes
- Extensive job management features like expense tracking, job costing, job assignment, and progress tracking
Cons
- Poor product usability ratings
- Lead management and marketing features require the Grow plan ($249 for 15 users)
- Relatively expensive job and appointment scheduling
- You are a general contractor: One of the top industries served by Jobber is primary contractors for construction and renovation projects. This is because of the all-in-one functionality where you can manage contacts and clients, quotes, jobs, and financial aspects like expenses and revenue in one system. It also has robust project management to sort out job details, assign work to contractors, and monitor progress.
- You need finance management tools in your CRM: Something that stood out about Jobber is the financial features. Jobber not only lets you send quotes and receive payments through invoices, but also sync 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 Suite 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.
Jobber Pricing Plan & Overview*
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Jobber separates itself as being a great CRM for general contractors overseeing full construction or remodel projects. It surpasses many CRMs for its robust project management features and unique finance tools like job costing and expense tracking to ensure profitability and maintain up-to-date accounting records. While we wish the platform could better support sales and marketing campaigns, it’s still a powerful platform to manage contracting operations.
Procore: Best All-in-One Construction CRM
Pros
- Provides an all-in-one construction management solution with modules for preconstruction, project execution, and financial management
- Comes with robust reporting and analytics tools
- Uses Work Breakdown Structure (WBS) codes to organize and break complex projects down into smaller components
Cons
- Has integrated modules, but they must be purchased separately
- Doesn’t sync some data—such as timecards, budgets, and purchase orders (POs)—with QuickBooks Online or Desktop
- Can export subcontractor invoices (bills) to QuickBooks but not customer invoices
- You’re looking for an all-inclusive construction CRM: Procore is an all-in-one solution for contractors and construction companies. Its features include tools for managing preconstruction, project execution, workforce, financials, and construction intelligence. It also has a mobile app for managing and tracking projects on the go.
- You want to automatically calculate project estimates: Procore’s 3D take-off technology automatically extracts quantities directly from construction drawings and models. This makes it easy for contractors to estimate the number of materials needed for their construction projects.
- You need more advanced time tracking features like geofencing: Procore’s workforce management features are focused on time and materials. It does not have enhanced features like geofencing for clocking in and out based on employee location.
- Alternative: Jobber’s Grow plan ($249 per month) includes automatic time tracking based on employee location.
- You want bundled construction CRM features with more affordable pricing: The total cost of a Procore subscription could be potentially high, considering that the pricing is customized based on the features you want to include in your solution. According to The Motley Fool, the starting price is $375 per month, which could be a very steep price for small businesses.
- Alternatives: HubSpot CRM Suite offers a simple alternative with tools for job scheduling, deal tracking, and quote generation. Zoho CRM is a similar system that has solid inventory management tools under its Professional plan at $23 per user, monthly.
Procore Pricing Plan & Overview*
Procore has no standardized per-month pricing for its plans. Instead, teams must contact its sales team to obtain a customized quote based on their type of company, business model, average construction volume, and priority feature.
*While we update pricing information regularly, we encourage our readers to check current pricing here.
Our Expert Opinion
Procore boasts an impressive set of all-inclusive features for construction management. These include tools for managing preconstruction estimates, project tasks, workforce productivity, accounting, bids, invoices, payments, construction intelligence, and even builder’s insurance. The main downside here is the potentially high overall cost, since the pricing is customized according to the features you need. Nevertheless, this is nicely balanced out with the unlimited users, data, and support that come with every custom solution.
How We Evaluated the Best CRM for Contractors
To determine the best CRM for builders and contractors, we evaluated the specific features relevant to a business providing construction, maintenance, or remodeling services. For instance, job scheduling lets teams determine agreed times with clients while project management ensures quality delivery of the service. We also looked at other critical product attributes, including affordability, product ease of use, and customer support availability.
The tabs below offer insight into our evaluation process of the best CRMs for construction:
25% of Overall Score
We looked at overall features crucial to any CRM system, regardless of its primary industry use case. For instance, access to a range of third-party integrations allows a contractor to keep their sales, project, and financial data in sync with their other apps like, for example, QuickBooks. We also looked at mobile capabilities to manage the operation while on the go, robust system customization to meet unique business needs, and reporting tools available.
20% of Overall Score
Pricing considered free plan availability and low-cost paid plans that can scale with your business as you grow. We also evaluated the cost of the features specifically valuable for construction and contracting businesses as well as flexible billing options like monthly, annually, or pay-as-you-go.
20% of Overall Score
This criteria looked at niche features specifically useful for contractors. Tools for project management, quote generation, and document storage are essential to delivering quality remodeling or construction services to customers. We also evaluated job scheduling capabilities and whether the provider offered advanced features like job costing, subcontractor management, and field-service dispatch tracking.
20% of Overall Score
Extensive support and service enable a positive user experience while operating these construction CRMs. This looked primarily at hours of availability, such as being open on a 24/7 basis. We also looked at the support channels users could access, like phone, email, live chat, or self-service resources such as a knowledge base.
15% of Overall Score
In addition to firsthand experience with these trade contractor CRMs, we evaluated what actual users say about each product according to online review sites. These helped us better understand how users felt about the features and whether the CRM was worth the cost. It also helped us gauge product usability and how intuitive the interface for each product is.
Frequently Asked Questions (FAQs)
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 in 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.
Bottom Line
Construction CRM software helps contractors grow their business with new customers while managing projects for current clients. These products will emphasize the business’ operations side by offering tools to schedule, track, and dispatch workers for jobs. Depending on your specific trade and feature preferences, various CRMs could be a better fit for your business. Zoho CRM, however, is our top recommendation because of its free and low-cost plans with features for creating quotes and assigning quick-fix construction jobs.