Best Construction CRM Software | Top 10 Reviewed and Compared for 2023

Aleksandar Stevanovic Senior Writer

Updated: June 23, 2023 | 5:43 AM

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4. Monday Sales CRM — Popular Sales CRM With Advanced Workflow Automation and Data Visualization

Monday Sales CRM is an ideal solution for businesses with complex sales and project management processes.

The software lets you create custom dashboards, fully visualize your business processes, track project progress, and manage your budget. All key information is displayed through color-coded charts and graphs, so you’ll be able to get a bird’s eye view of your business’s performance in an instant.

Monday Sales CRM also improves team collaboration by allowing you and your executives to leverage data tools to assign and prioritize tasks, share files, contracts, and permits, and see what every member of your team is currently working on. This is indispensable for managing multiple construction sites and scheduling shifts to ensure maximum efficiency and productivity of your field workforce.

Monday also saves you a ton of valuable time through smart automations, letting you create custom boards for every project, change the status of every task with a single click, assign due dates to different projects, and see all task dependencies in the same window. You can even set up custom alerts to get notified whenever there’s a task status change or when one of your team members mentions you in a comment or assigns a task to you.

Another reason to opt for Monday Sales CRM is its incredible integration capability. You can easily integrate it with the tools you’re already using, such as Google Drive, Gmail, Outlook, Slack, Zoom, and Zapier, to have all the data you need in one place.

5. Zendesk Sell — Sales CRM with Powerful APIs and Advanced Email Marketing Automation

Zendesk Sell is a cloud-based CRM that’s designed to help businesses improve productivity, streamline communications, and maintain pipeline visibility.

With Zendesk Sell, you can review all contact details, manage every deal, track each activity on every project you’re currently working on, and see exactly what stage of your marketing funnel every lead is in.

This lets you tailor your offers according to client expectations and communicate with interested parties using one platform rather than relying on lengthy, unorganized email threads.

Additionally, Zendesk Sell lets you integrate your email and import all existing contacts, which makes it infinitely easier to track every conversation. You can take advantage of Zendesk’s pre-vetted email templates to craft professional marketing emails, as well as create automated sequences to instantly follow up with leads.

Apart from emails, Zendesk Sell also records every phone conversation and logs every text message, so you’ll never have to worry about missing a business opportunity due to misplacing a piece of crucial information or misremembering deal details or deadlines.

Zendesk Sell also offers powerful APIs (Application Programming Interfaces), so it’s easy to integrate with your existing software stack. If you need something completely unique that perfectly fits your business needs, you can even build your own app with the Zendesk apps framework. This makes Zendesk Sell the best software for construction companies with international clients and multiple active construction sites.

6. HubSpot — Fully-Featured Sales CRM That Offers an Array of Free Sales and Marketing Tools

HubSpot CRM, better known as Sales Hub, is a powerful construction CRM solution that enables construction professionals to quickly identify new business opportunities, tailor the deals according to each client’s unique wants and needs, and streamline client communication.

Sales Hub is primarily geared towards email automation. The platform allows you to take advantage of tried and tested marketing email templates to craft engaging email sequences that reliably move leads through your funnel.

With advanced email tracking and real-time notifications, you’ll know exactly when a prospect has opened your email and clicked a link inside, so you’ll be able to easily follow up with them, schedule a call or a presentation, and convince them that your construction company is the right choice for their project.

In addition to email automation, Sales Hub provides advanced document management and tracking. This makes it easy to keep tabs on all the contracts and share crucial business documents with your vendors, suppliers, business partners, and clients.

As a result, this greatly increases the speed at which the deals are closed and ensures every member of your team is up-to-speed with every project.

Another incredibly useful feature of Sales Hub is the free Live Chat module, which lets you add a chatbot to your company’s website. The lead generation bot acts as a 24/7 sales agent, collecting prospect information and informing them about the services your company offers.

The best part about HubSpot is the fact that it offers a range of free sales, marketing, CMS, and operations tools. This lets you test out most of the basic features in practice, without having to commit to a monthly or annual subscription.

7. Freshsales — Best CRM for Small and Medium-Sized Construction Companies

Freshsales is an excellent CRM construction software for small and medium-sized companies, due to the fact that it centralizes all contact information in a unified, intuitive dashboard. This makes it easy to review all contact information in seconds, see the projects with the highest profitability potential, and close deals with confidence.

When it comes to closing lucrative deals, you shouldn’t wait for clients to come to you. Freshsales gives you all the information you need to proactively reach out to prospects, such as their name, email, phone number, social accounts, job title, and previous interaction with your business.

You’ll also be able to review all their activities, see which stage of your sales funnel every contact is in, and schedule online or in-person meetings with the most promising prospects with a single click.

Another strong suit of Freshsales are the real-time, AI-powered insights it provides. The reports are based on historical data and previous prospect behavior across every touchpoint with your business, so you’ll be able to make informed decisions, craft customized deals for each potential client, and help overcome their buying objections with ease.

Freshsales integrates with a variety of popular CMS, project management, and communication apps, such as Shopify, Trello, and Slack, so it’s easy to integrate into your existing software stack. You’ll have access to all the crucial information you need to make smart business decisions and close deals right at your fingertips.

8. Maximizer CRM — Fully Customizable, Cloud-Based CRM With Advanced Task and Quotation Management

Maximizer CRM is a fully customizable CRM solution that gives you a clear, 360-degree overview of your business, streamlines contact and partner relationship management, and helps improve team productivity.

The unique thing about Maximizer CRM, compared to other customer relationship management software, is that it provides Action Plan Templates that let you standardize your processes and ensure every team member follows industry best practices.

This greatly facilitates project management, ensures every executive and field worker is on the same page, and allows you to handle multiple projects simultaneously with maximum efficiency.

Additionally, you can fully customize your sales pipeline, add and edit stages according to the complexity of different construction projects, manage and track the performance of your business partners, vendors, and suppliers, and track every goal through key performance indicators (KPIs).

Maximizer CRM also helps you keep tabs on your team in real time through smart alerts and notifications, so you’ll always know what everyone’s working on and how all the different projects are coming along, without having to physically visit every single construction site.

When it comes to productivity and efficiency, Maximizer CRM offers proven email and document templates that greatly facilitate communication and collaboration, as well as a variety of tools that streamline task and quote management.

The tool also automates lead management and email marketing, so you don’t have to spend valuable time explaining the same thing over and over to every single prospect interested in your company’s services.

9. Less Annoying CRM — Simple, Affordable CRM Construction Software With a Shared Team Calendar

Less Annoying CRM provides construction companies with a simple, clean, easy-to-use customer relationship management solution that centralizes all contact information and gives you comprehensive information on every lead in your sales pipeline.

The main advantage of Less Annoying CRM comes from its simplicity and minimalist design, which make it less daunting for people with absolutely no previous experience with CRM software.

When you click on a specific lead from your dashboard, you’ll be able to easily review all of their information, including their name, email, phone, company, title, and all the notes and documents attached by your sales agents.

This makes it easy to tell exactly what stage of your funnel every lead is in, and gives you all the info you need to jump in, schedule a call with a prospect, and continue the conversation right where the previous team member left off.

In addition to streamlined lead management, Less Annoying CRM makes it easy to keep tabs on all your workers through a shared calendar. You’ll be able to see all events, meetings, and scheduled client calls in one tab, as well as assign tasks and manage worker shifts with a few simple clicks.

Everything’s color-coded, so you’ll be able to see the availability of all the different people in your construction company at a glance.

Another reason we love Less Annoying CRM is its straightforward pricing. There’s only one subscription plan, and it’s priced at $15/user per month, regardless of the number of users. Every user will also have access to all the features, so you don’t have to worry about any limitations, paid add-ons, or hidden fees.

10. Oracle NetSuite — Popular Construction CRM solution With Advanced Sales Process Automation and Real-Time Alerts

Oracle NetSuite allows you to easily manage communication with all prospects, business partners, vendors, and suppliers from a single platform.

In addition to unifying business communications, NetSuite CRM automates your sales processes and marketing campaigns, saving you valuable time and helping you personalize marketing messages and deliver outstanding customer experiences.

The tool centralizes all the information you need to move prospects through your sales funnel and close deals on new construction projects. This includes everything from comprehensive lead information to real-time opportunities, inventory and purchase orders, and every prospect interaction with your business.

NetSuite’s marketing automation functionality allows you to leverage that information to craft engaging marketing campaigns that reliably convert leads into clients. You can track and measure every lead’s activity and interaction with your marketing materials, so you’ll know exactly when they click a link in your email and are ready to employ your construction company’s services, so you can jump in and close the deal.

Oracle NetSuite is also renowned for its reporting and analytics capabilities. The customizable reports and easy-to-understand charts and graphs give you all the data you need to accurately discern the profitability of each project and make smart decisions to increase your company’s revenue.

CRM Construction Software | Top 10 Compared

The Key Benefits of CRMs for Construction Professionals | Why You Need One

There are many benefits of CRM software for construction companies and individual construction professionals.

The primary benefit is being able to move away from paper and Excel spreadsheets to a centralized platform that contains all the information on your customers, prospects, business partners, and vendors.

As a result, you’ll save a ton of valuable time, will have a clear overview of all the ongoing projects and their profitability, and will be able to make smarter, data-backed business decisions.

CRM also helps improve team collaboration and facilitates shift management, ensuring everyone knows exactly what stage each project is in and what needs to be done next. In an industry where meeting agreed-upon deadlines is crucial, a CRM is an indispensable tool.

Here’s a quick rundown of the main benefits of a CRM in construction:

• Centralized database of all key business and customer information
• Streamlined communication and collaboration
• Advanced automation that eliminates the need for manual input
• Simplified file sharing and task & project management
• Ease of access (cloud-based CRM and dedicated mobile CRM apps)
• Improved response rate and more satisfied customers
• In-depth reporting and analytics with actionable insights

How We Chose the Best CRMs for Construction Businesses

There are dozens of excellent CRM software for construction businesses and specialty contractors, so it can be difficult to compare them all. When reviewing the best construction CRM software, we considered the following criteria:

• The software’s complexity (ease of use vs. the level of technical knowledge required)
• The CRM’s functionality
• Automation
• Sales pipeline customization
• Data organization
• Integration capabilities
• Value for money

While you can’t go wrong with any of the ten CRM solutions we reviewed in this article, we urge you to try out a few options in practice before making a final decision. Most CRMs offer either a free trial or a free demo, so you can test them out and see first-hand whether they’re a good fit for your organization before committing to a monthly or annual subscription.

Construction CRMs FAQs

Want to know more? Here are some of the most common construction CRM questions answered: