The 11 Best Construction CRM Software in 2024

AI Functions – Salesforce’s Einstein AI acts as an intelligent virtual assistant, providing detailed insights into project performance and customer interactions. It helps prioritize tasks and clients based on potential impact, streamlining decision-making processes.

Reporting Tools & Dashboard – Users can generate detailed revenue reports, track closed deals, and create custom dashboards for cross-department collaboration with Salesforce.

Seamless Integrations – Salesforce offers robust integration capabilities with over 3,000 third-party applications. This includes popular tools like Mailchimp for email marketing, QuickBooks for accounting, and DocuSign for e-signatures. These integrations ensure that all your business processes are connected and streamlined, enhancing productivity and data consistency.

We’ve highlighted three of Salesforce’s top three plans to suit various business needs and budgets:

• Starter Suite Plan – Basic CRM functionalities including simplified setup & onboarding, lead, account, contact & opportunity management, email integration & automated activity capture
• Professional Plan – Everything in Starter Suite, plus forecast management, customizable reports & dashboards, and quoting & contracting
• Enterprise Plan – Everything in Professional, plus advanced pipeline management & deal insights, territory management & planning, and workflow & approvals automation

Salesforce is ideal for large enterprises and growing businesses needing a scalable, feature-rich CRM solution. Its extensive capabilities are well-suited for complex project management and large teams. However, small businesses or those on a tight budget might find Salesforce’s higher costs prohibitive and may prefer more affordable options like monday CRM or Pipedrive.

Sales Force Automation – NetSuite provides integrated sales processes from opportunity, upsell, and quote management to sales forecasting, order management, fulfillment, and commissions. This ensures sales teams have visibility into every aspect of the customer relationship, including support cases and back-office information, such as contracts and inventory.

Marketing Automation – NetSuite simplifies lead qualification and conversion by targeting, building, executing, and measuring marketing campaigns. It tracks prospect activity, identifies when a lead meets predefined buyer-readiness conditions, and passes the lead to sales.

Customer Service Management – You can automate case management processes, allowing customers to submit cases online, review status, and reply with follow-up communications. An online knowledge base helps customers find answers, enhancing service efficiency.

Oracle NetSuite offers customizable pricing based on the specific needs of construction firms. Here is an outline of potential costs:

These costs reflect the extensive capabilities of Oracle NetSuite, making it best suited for larger construction companies with the budget to support these investments.

Oracle NetSuite is ideal for large construction companies needing a comprehensive financial management solution. Its ability to integrate various business functions into one platform makes it suitable for firms with complex financial operations and significant scale.

However, it may not be the best choice for smaller construction companies due to its high cost and complexity. Alternatives like Freshsales or Less Annoying CRM are cost-effective options for smaller firms.

Customizable Sales Pipelines – Users can create and customize multiple sales pipelines, which is particularly useful for construction firms managing different projects simultaneously. The drag-and-drop interface makes it easy to move deals through stages, ensuring clear visibility of project progress.

AI Sales Assistant – Pipedrive’s AI Sales Assistant provides personalized insights and recommendations to help close more deals. It analyzes your interactions and suggests the best metrics to track, helping construction teams prioritize high-impact activities and improve overall efficiency.

Lead Management – With this tool, construction companies can track and manage leads effectively. Users can create color-coded labels for different types of leads, set up automated follow-ups, and receive notifications for deals that need attention.

Pipedrive’s Essential, Professional, and Enterprise plans offer a broad range of features that cater to the needs of small, growing, and large construction companies, respectively:

• Essential Plan – Lead, calendar and pipeline management, activity, deal and contact reports, and personalized onboarding
• Professional Plan – Everything in Advanced, plus AI-powered sales assistant and emailing tools, contract and proposal management with e-signatures, and streamlined lead routing and team management
• Enterprise Plan – Everything in Power, plus enhanced security preferences, complete access to all features, and unlimited reports and customizations

Pipedrive is best suited for small to medium-sized construction companies that need an easy-to-use, affordable CRM solution. Its intuitive interface and robust feature set make it ideal for teams that may not have extensive CRM experience.

However, larger firms with more complex needs might find Salesforce or Oracle NetSuite more suitable due to their advanced functionalities and integration capabilities.

Sales Force Automation – Zoho CRM automates routine sales tasks, allowing construction teams to focus on closing deals. It handles email, phone, and social media communications to customer portal interactions, ensuring streamlined and efficient operations.

Process Management – Construction firms can design and visualize end-to-end customer journeys with simple drag-and-drop functionality. This feature allows for personalized customer experiences and real-time tracking of customer journeys through the sales pipeline.

Autoresponders – With Zoho’s autoresponder feature, construction companies can send automated emails based on customer interactions. This helps maintain consistent communication and nurture leads without manual intervention.

Zoho CRM offers a free plan and four core pricing plans, accommodating different business needs and budgets:

• Free Plan – Limited to 3 users, standard reporting, and 1GB storage
• Standard Plan – Everything in Free, plus basic modules, sales forecasting, custom dashboards and reports
• Professional Plan – Everything in Standard, plus advanced automation, inventory management, webhooks, unlimited custom reports
• Enterprise Plan – Everything in Professional, plus AI tools, advanced workflow capabilities, multiple lead-scoring rules, priority support
• Ultimate Plan – Everything in Ultimate, plus higher limits for email campaigns, advanced AI features, extensive blueprints for automation

Zoho CRM is best suited for small to medium-sized construction companies that require a customizable and scalable CRM solution. Its extensive feature set makes it ideal for businesses looking to automate and streamline their processes.

However, the learning curve may be steep for users without technical expertise, and those requiring extensive third-party integrations might find other platforms like Salesforce more fitting.

Customizable Dashboards – monday CRM offers highly customizable dashboards that allow construction teams to visualize project progress, track timelines, and manage tasks. These dashboards provide a centralized view of all project activities, making it easy to monitor and adjust workflows as needed.

Automation Capabilities – Construction firms can automate repetitive tasks such as project updates, notifications, and task assignments. This reduces manual work and ensures that all team members are on the same page, improving overall efficiency and productivity.

Templates – There are over 200 templates tailored for various use cases, including construction project management, recruitment tracking, and sprints. These templates are fully customizable, allowing teams to adapt them to their specific needs and streamline their workflow processes.

Monday Sales CRM offers a free plan and four pricing plans to accommodate different business needs and budgets:

• Free Plan – 3 boards, 2 users, unlimited docs
• Basic Plan – Everything in Free, plus unlimited free viewers, 5GB storage, priority support
• Standard Plan – Everything in Standard, plus automations, integrations, Gantt charts, guest access
• Pro Plan – Everything in Pro, plus advanced automations and integrations, time tracking, and dashboard customization
• Enterprise Plan – Everything in Pro, plus multi-level permissions, enterprise-grade security, and advanced reporting

monday CRM is best suited for construction companies of all sizes that require a collaborative tool to manage complex workflows and enhance team productivity. Its user-friendly interface and extensive automation features make it ideal for teams that need to coordinate tasks across multiple projects.

However, smaller companies with simpler needs will find Less Annoying CRM more suitable.

Lead Management – HubSpot Sales Hub automatically moves leads through your sales pipeline as your team engages with them. This feature ensures that sales reps can focus on closing deals while managers track progress in real-time.

Email Templates and Tracking – There’s a wide array of pre-designed email templates that can be customized for different prospects. Its email tracking tool notifies you when emails are opened or links are clicked, providing valuable insights into your outreach efforts.

Sales Analytics and Reporting – You’ll get customizable reports with detailed sales analytics. This feature allows for real-time updates on team performance, pipeline status, and conversions, helping you make data-driven decisions.

HubSpot Sales Hub provides a variety of pricing plans to fit different business needs:

*Cost shown does not include the required, one-time Professional Onboarding for a fee of $1,500.

**Cost shown does not include the required, one-time Enterprise Onboarding for a fee of $3,500.

• Free Plan – Custom user permissions, 1 deal pipeline, 5 email templates, 3 reporting dashboards
• Sales Hub Starter Plan – Everything in Free, plus multiple currencies, e-signature, HubSpot-provided phone numbers, simple automation, goals, and conversation routing
• Sales Hub Professional Plan – Everything in Sales Hub Starter, plus coaching playlists, sequences, playbooks, call transcription and coaching, ABM tools and automation, a prospecting workspace, and forecasting
• Enterprise Plan – Everything in Sales Hub Professional, plus predictive lead scoring, advanced permissions, conversation intelligence, recurring revenue tracking, lead form routing, custom objects

HubSpot Sales Hub is best suited for small to medium-sized construction companies that need a powerful CRM integrated with marketing tools. Its feature-rich free plan is excellent for startups and smaller businesses, while its advanced plans provide comprehensive tools for larger teams.

However, its higher-tier plans might be too expensive for smaller companies with limited budgets, making alternatives like Zoho CRM more suitable for those scenarios.

Activity Timeline – Maximizer CRM offers a detailed activity timeline that logs calls, emails, appointments, and notes, providing a comprehensive view of customer interactions and helping ensure that no touchpoint is missed.

Tasks & Notifications – The platform allows users to manage tasks efficiently, schedule reminders, and set notifications to stay on top of deals, ensuring timely follow-ups and enhanced productivity.

AI-Powered Playbook – Maximizer empowers sales professionals with AI-driven insights at every stage of the sales cycle, providing personalized recommendations and strategies to close deals more effectively.

Maximizer CRM offers two main pricing plans:

*Billed annually with a 3-user minimum

**Billed annually with a 5-user minimum

• Base Edition Plan – Advanced contact management, lead & opportunity handling, task management, Microsoft Outlook integration, 100% in-house support
• Sales Leader Edition Plan – Everything in Base Edition, plus sales intelligence reports, advanced sales pipeline management, activity tracking, revenue & activity targets

Maximizer CRM is best suited for construction businesses that prioritize customer support and service. It’s ideal for sales leaders who need detailed insights into their agents’ performance and tools for coaching and customer retention.

However, smaller construction companies with limited budgets might find other CRMs with free plans, like Freshsales, more suitable.

Contact and Companies Management – LACRM offers a streamlined way to manage contacts and companies, ensuring all client information is easily accessible and organized. Adding and updating contact details is straightforward, making it the best CRM for small construction teams managing numerous clients and subcontractors.

Customizable Pipelines – The CRM allows users to create and customize pipelines to track the progress of various projects. Whether it’s a new construction project or ongoing maintenance work, the pipeline customization helps visualize and manage stages effectively.

Task Management – LACRM’s task management capabilities help users keep track of to-do lists, set reminders, and ensure no follow-up is missed. This is particularly useful for small construction companies where timely follow-ups and task management are crucial.

Less Annoying CRM offers a simple and transparent pricing model in one plan:

• Less Annoying CRM Plan – Unlimited contacts and pipelines, task management, calendar integration, email and phone support

Less Annoying CRM is the best CRM for small construction companies that need a cost-effective, easy-to-use CRM to manage client relationships and project tasks.

It is not suited for larger businesses that require advanced automation and extensive integrations, instead look to tools like Salesforce or Freshsales.

Contact Management – Act! CRM provides powerful tools for managing contacts, ensuring that all customer information is easily accessible and organized. Users can store comprehensive details, track interactions, and manage relationships efficiently.

Activity Tracking – Construction businesses can track all customer-related activities, including calls, meetings, and tasks. The built-in calendar helps in scheduling and managing appointments, ensuring no follow-up is missed.

Sales Pipeline Management – The sales pipeline management feature allows users to customize sales stages, track progress, and manage opportunities with ease. The intuitive dashboard provides insights into sales performance, helping businesses close deals faster.

Act! CRM offers a straightforward pricing structure:

• Premium Cloud Plan – Full CRM functionality, real-time dashboard, email marketing, activity tracking
• Premium Desktop Plan – Everything in Premium Cloud, plus enhanced security and offline access

Act! CRM is ideal for small to medium-sized businesses that prioritize detailed contact management and need a reliable CRM solution with robust email marketing capabilities.

It is not suited for larger businesses requiring advanced automation and extensive third-party integrations, they should look to tools like Salesforce.

Invoicing Automation – Bonsai makes invoicing effortless by auto-generating invoices based on proposals and contracts. It also sends recurring invoices and client reminders, minimizing manual input and reducing the risk of late payments.

Time Tracking – The integrated time tracking feature allows you to log hours directly within the Bonsai platform. This is essential for sub-contractors and freelancers who bill clients by the hour and need to keep accurate records of their work time.

Project Management – Bonsai offers a robust project management system, enabling users to manage tasks, set deadlines, and collaborate with clients. This feature is particularly useful for small contractors who need to keep projects on track and ensure timely delivery.

Bonsai offers three pricing plans to cater to different needs:

• Starter Plan – Basic financial management, invoicing, expense tracking, and CRM functionalities
• Professional Plan – Everything in Starter, plus branding removal, integrations with QuickBooks, Zapier, and Calendly
• Business Plan – Everything in Professional, plus subcontractor management and advanced project management

Bonsai is best suited for freelancers and small contractors who need a simple yet powerful tool to manage their projects and finances.

It is not ideal for larger businesses requiring advanced features like payroll or extensive integrations, who should instead turn to tools like Pipedrive.

AI-Powered Assistant – Freddy, the AI assistant, provides instant insights into deals, identifies duplicate entries, and detects out-of-office emails from leads, helping sales teams stay organized and efficient.

Built-In VoIP – Freshsales includes built-in VoIP functionality, enabling sales teams to make and receive calls directly within the CRM. Features like call recording, call masking, and advanced call queues enhance communication capabilities.

Robust Integrations – With over 1,000 integrations available, including popular tools like Google Calendar, MailChimp, and QuickBooks, Freshsales ensures seamless connectivity with existing business tools, enhancing productivity and data synchronization.

Freshsales offers a range of pricing plans to cater to different business needs:

• Growth Plan – Everything in Free, plus kanban view for contacts, accounts, and deals, built-in chat, email, and phone, email templates, and basic workflows
• Pro Plan – Everything in Growth, plus advanced custom fields, auto-assignment rules, advanced workflows, and custom reports
• Enterprise Plan – Everything in Pro, plus field-level Permissions, custom modules, forecasting insights by Freddy AI, workflows for custom modules, audit logs

Freshsales is ideal for businesses of all sizes looking to leverage AI-driven insights for sales optimization. It is particularly well-suited for mid-sized to large companies that benefit from its advanced automation and robust app integrations.

However, smaller companies with limited budgets might find alternatives like monday.com’s CRM more suitable, as it offers more extensive free features.

CRM systems centralize all client information, making it easy to manage and access client data. This leads to better client relationships and personalized service.

Time tracking features help monitor project progress and employee productivity. This ensures that projects stay on schedule and within budget.

By storing all project-related information in one place, CRM software eliminates the need for multiple data sources. This centralized approach simplifies data management and improves the decision-making processes.