Best Construction CRM Software | Top 10 Reviewed and Compared for 2024

Aleksandar Stevanovic Senior Writer

Updated: April 22, 2024 | 6:58 AM

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The best construction CRM software helps you get out of paperwork, increase productivity, improve customer relationships, and secure better deals. We reviewed and compared the leading construction CRMs, looking at their features, ease of use, and pricing plans, and have put together a list of the top 10 CRM solutions, so you can make an informed decision.

Read on to discover how the top construction CRM providers like Salesforce, Pipedrive, and Zoho CRM can help you streamline your workflows, automate your sales process, and secure better, more lucrative construction deals.

The Best Construction CRM Software in 2024 | Top 10 Shortlist

When it comes to construction CRM software, there are many excellent solutions to choose from. Still, you shouldn’t opt for the first CRM you come across. It’s vital to ensure that it provides the functionality you need and that it integrates with the tools you’re already using.

Here’s our top 10 shortlist, so you can see how different CRM solutions compare head-to-head:

1. Salesforce — The Best Construction CRM Software in 2024 | Take Advantage of its 30-Day Free Trial Today
2. Pipedrive — Award-Winning CRM with an AI-Powered Lead Generation Chatbot | Start Your 14-Day Free Trial Today
3. Zoho CRM — Customizable CRM Solution With Advanced Salesforce Automation | Try It Free for 15 Days
4. Monday Sales CRM — Popular Sales CRM With Advanced Workflow Automation and Data Visualization
5. Zendesk Sell — Sales CRM with Powerful APIs and Advanced Email Marketing Automation
6. HubSpot — Full-Feature Sales CRM That Offers an Array of Free Sales and Marketing Tools
7. Freshsales — Best CRM for Small and Medium-Sized Construction Companies
8. Maximizer CRM — Fully Customizable, Cloud-Based CRM With Advanced Task and Quotation Management
9. Less Annoying CRM — Simple, Affordable CRM Construction Software With a Shared Team Calendar
10. Oracle NetSuite — Popular Construction CRM solution With Advanced Sales Process Automation and Real-Time Alerts

Best Software for Construction | Top 10 CRM Tools Reviewed

Researching and testing all the different CRM options at your disposal would take weeks, if not months, especially if you want to try out a few different ones and see how they work in practice. To save you valuable time, we’ve put together in-depth reviews of the top 10 solutions, so you can choose the one that’s best for your business today.

1. Salesforce — The Best Construction CRM Software in 2024

Salesforce is the most robust, feature-rich CRM software on the market. The company offers a full suite of products to help construction businesses handle sales, marketing, and customer relationship management. It’s also fully customizable, so you can easily adjust it to your business’s specific needs.

If you want to digitize your business and move away from Excel spreadsheets and paper records, Salesforce is a no-brainer. It lets you centralize all the data you have on customers, prospects, leads, vendors, suppliers, and business partners and eliminates the need for manual data entry.

This not only saves you a ton of valuable time but also minimizes the chance of human error and gives you full control over your business’s cash flow.

The software also helps you accelerate productivity, from the bid phase all the way to project completion, by moving crucial information away from email silos and letting you optimize the project budget and schedule for maximum efficiency.

With Salesforce, you can also generate real-time reports, extract key data you need to make smart business decisions, create accurate forecasts, and assess the profitability of each project.

Given that Salesforce is a cloud-based CRM, you can access it from your office or from your phone while you’re on the go, so you’ll always have all the data you need at your fingertips.

Pros

• Fully customizable according to the specific needs of your business
• Offers a range of products to automate and streamline sales, marketing, and project management
• Provides actionable insights through AI-powered analytics
• Gives you full control over your cash flow and allows you to create accurate forecasts
• Lets you monitor the profitability of each project with ease
• Streamlines team communication and work scheduling

Cons 

• Steep learning curve if you have no previous experience with CRM software
• Complex pricing structure with a dozen different products

Pricing	Key Features	Free Trial
From $25/user per month for the Sales Cloud	Account and Contact Management Opportunity and Lead Management Pipeline and Forecast Management Workflow Automation Marketing Automation Self-Service Platform	N/A

Try Salesforce Now

 

2. Pipedrive — Award-Winning CRM with an AI-Powered Lead Generation Chatbot

Pipedrive is an award-winning CRM solution that lets you visualize your entire sales process and customize every stage, from the bid phase to material purchase and project execution.

With Pipedrive, you’ll be able to add all the different construction projects you’re working on into the CRM, see their value and expected delivery date, and organize and track them according to your pipeline stages.

Each stage is fully customizable, and everything is color-coded, so you’ll always know exactly what your employees are working on and will be able to see the status of all the different projects at a glance.

Additionally, Pipedrive offers a myriad of automation tools to help streamline your business operations and automate dull, time-consuming administrative tasks to save your executives and accountants a ton of valuable time.

What’s unique about Pipedrive is the fact that it offers an AI-powered chatbot that can generate new leads for your business 24/7. The lead gen bot is easy to integrate into your website, and you can fully customize the questions and responses to ensure it captures the contact information of your prospects, so you can follow up with them with ease and land new deals.

Pipedrive also tracks every interaction with leads, prospects, clients, and business partners, and allows you to access all the key information from the dashboard, so you can easily review the details of every deal, see the agreed-upon deadlines, and monitor the progress of each project.

Lastly, the CRM provides valuable insights through its reporting and analytics functionality, helping you track all important KPIs and letting you generate visual reports. You can even create custom dashboards for each project to see the overall profitability of each one and keep an eye on key pipeline metrics.

h4>Pros

• Allows you to visualize your sales pipeline
• Lets you customize each stage of your business process
• Provides complete visibility into every interaction with prospects, clients, and business partners
• Features an AI-powered lead generation bot with fully customizable scripts
• Provides valuable insights into the profitability of your projects through customizable dashboards and reports

Cons 

• Limited number of reports on all plans

Pricing	Key Features	Free Trial
From $9.90/month	Pipeline Visualization Process Automation AI-powered Lead Generation Chatbot Email and Communication Tracking Project and Task Management Analytics and Reporting	14 days

Try Pipedrive Now

 

3. Zoho CRM — Customizable CRM Solution With Advanced Salesforce Automation

Zoho CRM offers powerful salesforce automation, letting you streamline and optimize everything from lead generation and deal management to your unique business processes.

In addition to letting you convert website visitors into leads, Zoho CRM automatically scores each lead, letting you focus on the ones that are the most likely to convert. It also lets you track leads as they move through your funnel, so you can easily review all contact information and follow up with a personalized email to discuss the details of a new construction project.

Zoho CRM also unifies all business communication, allowing you to see all emails, review all call logs, and read all social messages on a single platform. Since all the key prospect information is collated in an easy-to-use dashboard, you’ll be able to continue the conversation anytime and review the data to alter your approach and land a deal faster.

With Zoho, you can also greatly facilitate team communication and collaboration to ensure everyone’s on the same page and every project is on schedule. You can create groups, tag specific people in your company, share updates, and leave notes and instructions for specific tasks.

Another incredibly useful functionality Zoho provides is in-depth analytics, which lets you generate real-time reports, provides you with valuable insights, and lets you see the profitability of each project.

You can even create customized dashboards, analyze trends, monitor your business’s key performance indicators (KPIs), and see exactly where you stand on your targets.

Pros

• Fully customizable, easy-to-use CRM solutions for
• Intuitive drag-and-drop sales process builder
• Advanced sales force automation with lead gen and contact management
• Customer journey orchestration
• In-depth reporting and analytics with trend analysis and project profitability
• Omnichannel communication with clients/customers, vendors, and business partners

Cons 

Primarily a sales CRM, so some key project management tools are missing

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: