11 Best Construction CRM Software for 2023

Construction CRM software is integral for the successful business operations of any growing construction company. It lets you centralize all the information you need on contacts, partners, and suppliers, as well as helping you clearly define your business processes, efficiently manage shifts and schedules, and keep track of your inventory.

In this guide, we’ve reviewed the 11 best construction CRM software solutions, comparing their features, pricing, and integration capabilities to help you make an informed choice.

Best CRM Software for Construction Companies – Top 11 Products

There are plenty of excellent CRMs on the market, but not all of them are a great fit for construction companies. To help save you valuable time, we’ve put together a list of the best CRM software for the construction industry to provide you with a solid starting point:

1. Salesforce — Highly scalable CRM from an industry leader, with powerful tools to streamline construction operations, from contact data management to project schedules and bids. The best construction CRM overall.
2. Oracle NetSuite — A full suite of tools for nurturing partner relationships and tracking construction and home remodeling projects with complete reporting features.
3. Pipedrive — Centralized data hub and workflow automation helps minimize admin tasks, freeing up more time for generating construction leads and closing deals.
4. Zoho CRM — Track and manage construction deals from negotiation to completion. Custom analytics and reports and dashboards monitor progress with real-time insights and AI tools for forecasts.
5. Monday Sales CRM — Time-saving platform for construction teams to import data, track contact activity and calls, streamline project management, plus more.
6. HubSpot Sales Hub — A data-driven CRM solution for construction companies who want to capture more leads, schedule meetings faster, generate quotes in seconds and track all tasks in one place.
7. Freshsales — Power up your lead generation strategy with auto-enriched contact profiles, AI-powered scoring, and auto-assignment rules.
8. Maximizer CRM — An efficient CRM construction software product that simplifies partner, contractor, and supplier management to ensure construction projects stay on time and within budget.
9. Less Annoying CRM — Makes it easy to monitor all client communication, collate data, and manage projects for construction pros. Useful for scheduling shifts on multiple work sites.
10. Act! — Centralize customer data, identify sales opportunities, and personalize email campaigns with a construction CRM and marketing automation tool in one.
11. Bonsai — Neatly organizes prospect, client, and partner information as well as contracts and documents, and with built-in time tracking to streamline the payroll process.

11 Best Construction CRM Software Packages Reviewed

Here are our in-depth reviews of the best CRM software for construction companies:

1. Salesforce — Overall the Best Construction CRM in 2023

Salesforce is the most popular CRM solution on the market, and for a good reason — it’s feature-rich and can be fully tailored according to the needs of your construction company.

With Salesforce, you have quick and easy access to all the relevant data that helps you make smarter business decisions and maximize profits. This includes comprehensive information on current and past projects, historical bids, and full details on all your clients, suppliers, partners, and subcontractors.

All the data is automatically entered and logged, so you’ll cut down on paperwork and save a ton of valuable time. Additionally, Salesforce lets you define every step in the process, from the initial bid through to project completion.

The CRM lets you manage and optimize project schedules and budgets, ensuring that everything gets done according to agreed-upon deadlines and project specifications.

Salesforce also lets you generate real-time reports, create forecasts, and monitor project progress so you can accurately assess profitability – just a few of the reasons it’s the most popular construction CRM software on the market.

Another key advantage of Salesforce is that it’s highly scalable, both in terms of the number of users you can add and in regards to the platform’s ability to integrate with a wide variety of other tools and apps that you may very well already be using.

Pricing

Salesforce’s Sales Cloud CRM solution starts at $25/user/month for the Starter package covering account management and process automation tools. This goes to $75/user/month for Professional, covering pipeline and forecast management and invoicing, $150/user/month for Enterprise, and $300/user/month for Unlimited packages. Salesforce offers a wide range of features and functionality across different packages, however, so construction firms may want to contact the company for a custom quote to build in any additional tools that they need.

Pros

• Robust and customizable
• Centralizes all contact data – clients, subcontractors, partners, suppliers
• Helps you focus on the best bids for your company
• Lets you efficiently manage and organize project schedules

Cons

• Confusing pricing structure
• Complex system

2. Oracle NetSuite — Popular Product With Excellent Partner Relationship Management Features

Oracle NetSuite is ideal CRM software for construction and home remodeling companies working with subcontractors or executing joint construction projects with other companies.

As a CRM platform, NetSuite functions as a central data repository, giving you access to comprehensive information on your clients, partners, vendors, suppliers, and subcontractors.

It also facilitates business communication by syncing with your business inbox and other communication channels. This makes it easy to keep track of all business communications and documents, so you’ll always know the details of every single deal, including budgets, schedules, and deadlines.

That said, where NetSuite truly shines is in customer management. In addition to enabling real-time information flow, NetSuite makes it easy to manage all joint projects, including details like order processing, partner commissions, and subcontractor fees.

The tool’s powerful reporting and analytics functionality enables you to monitor business performance in real time through customizable reports, charts, and graphs. This helps you accurately forecast project profitability and course-correct if necessary.

Pricing

Oracle NetSuite doesn’t publicly post pricing information for its CRM solution. If you’re interested, contact the company for a custom quote.

Pros

• Data centralization and unified business communication
• Email automation with real-time tracking and alerts
• Customizable reports, graphs, and charts

Cons

• Dated user interface

3. Pipedrive — Easy-to-Use Construction CRM With AI-Powered Lead Generation

Pipedrive is another powerful CRM and is ideal for construction companies looking to secure more contracts by automating lead generation and optimizing their sales processes.

Pipedrive lets you turn your website into a lead generation machine by leveraging custom web forms and implementing an AI-powered chatbot. This not only helps you collect all the key information you need on prospective leads but also helps you qualify them, so you can focus on the most lucrative deals that are the easiest to close.

In addition to centralizing all the lead, prospect, client, and contractor data, Pipedrive tracks all your business communications. You’ll have quick and easy access to all calls and emails exchanged between prospects and partners, so you can easily move from bids and project scheduling to execution.

Another incredibly useful functionality of Pipedrive is workflow automation, which helps minimize repetitive administrative tasks and leaves you with more time to focus on the things that matter — closing deals and successfully running projects.

Pricing

Pipedrive offers four different pricing plans:

• Essential — $14.90/user/month – lead, deal, calendar, and pipeline management + 300 integrations
• Advanced — $24.90/user/month – Essential + email sync with templates and scheduling, group emailing, custom automations
• Professional — $49.90/user/month – Advanced + eSign documents and contracts, revenue projections, and forecasts
• Enterprise — $99.90/user/month – Professional + advanced user permissions, heightened security, priority phone support

Pros

• Custom web forms and lead-gen chatbot
• Automatically tracks all email communication and calls
• Customizable client dashboard and reports
• In-depth insights regarding project profitability

Cons

• Contract management and electronic document signatures only available on the Professional plan

4. Zoho CRM — AI-Powered Lead Generation and Omni-Channel Presence

Zoho CRM is a fantastic option for construction companies who are actively talking to a range of prospects through a variety of communication channels and want to focus on the most profitable deals.

Zoho CRM centralizes all business communications and gives you omni-channel presence, letting you easily keep track of all business conversations, whether they happen via email, social media, live chat, self-service portals, or consultation calls.

With Zoho CRM, you can also manage all your business processes and clearly define every step necessary to take a project from negotiation to completion.

The CRM offers powerful analytics and reporting tools as well, letting you create custom reports and dashboards, monitor project progress in real-time, and leverage intelligent AI to make accurate predictions and forecasts.

Pricing

Zoho CRM offers the following pricing plans:

• Standard — $14/user/month – sales force automation, marketing automation, workflow rules, email notifications
• Professional — $23/user/month – Standard + lead generation and custom reports
• Enterprise — $40/user/month – Access to all features
• Ultimate — $52/user/month – Enterprise + Zoho Analytics with advanced Business Intelligence

Pros

• Omni-channel communication with leads, prospects, partners, and contractors
• Advanced customization with a variety of views, filters, and sub-forms
• Rich analytics with AI-powered insights
• Excellent mobile app

Cons

• Lots of features, some of which aren’t geared for the construction industry

5. Monday Sales CRM — Easy Data Import and Advanced Client and Prospect Activity Tracking

Monday Sales CRM can be incredibly useful for construction companies. What’s great about Monday is that you can easily import all of your existing contact data into the CRM platform, saving a lot of valuable time.

You’ll also be able to sync your business inbox with Monday Sales CRM to get a quick and easy overview of all your business communications.

Monday also logs all contact activity, so you’ll be able to easily track all calls and client and supplier meetings, access important documents and notes, and continue conversations from right where you left off.

Another useful feature of Monday is activity tracking, which lets you keep track of calls and meetings, understand the capacity of your workforce, organize project schedules, and plan every aspect of your construction projects. Monday also has its own project management suite, which integrates closely with its CRM solution.

Pricing

Monday Sales CRM offers the following pricing plans:

• Basic — $10/seat/month – unlimited contacts and boards, templates for lead, contact, and deal management
• Standard — $14/seat/month – Basic + business inbox integration, activity management, quotes, and invoicing
• Pro — $24/seat/month – Standard + Google Calendar sync, custom CRM automations, and integrations
• Enterprise — custom quote – Pro + lead scoring, team goals, advanced analytics

Pros

• Simple, no-code automations for repetitive administrative tasks
• Data import and business inbox sync
• Advanced activity tracking
• Integrates with 100+ apps

Cons

• Steep learning curve

6. HubSpot Sales Hub — Robust Solution With a Free-Forever Plan 

HubSpot Sales Hub is a robust sales CRM that lets you close deals faster, deepen client relationships, and keep track of all business communications with ease.

The platform features a Meeting Scheduler, which integrates with your calendar and lets you schedule meetings faster and stay productive. It also gives you an option to connect to prospects using the live chat function on your website, so you can reliably capture more leads and fast-forward project negotiations.

What we also love about HubSpot Sales Hub is the ability to add deals, assign tasks, and monitor project progress using easy-to-navigate Kanban boards in its integrated project management solution.

Construction companies will also benefit from a built-in quote generation functionality, which lets you generate professional, well-polished quotes and send them to interested prospects in seconds.

Pricing

Here are all available HubSpot Sales Hub pricing plans:

• Free — Free-forever plan – contact management, deal pipeline, quotes, meeting scheduling

• Starter — $45/month – Free + automations and goal-setting
• Professional — $450/month – Starter + advanced automations, custom reports, and phone support
• Enterprise — $1,200/month – Professional + predictive lead scoring, forecasting, recurring revenue tracking

Keep in mind that the prices above are fixed monthly subscriptions, regardless of the number of users.

Pros

• Simple, no-code automations for repetitive administrative tasks
• Data import and business inbox sync
• Advanced activity tracking
• Integrates with 100+ apps

Cons

• Steep learning curve
• Expensive

7. Freshsales — Lead Generation and Contact Management With Auto-Enrichment Functionality

Freshsales is a lead management CRM that provides you with a 360-degree overview of all your contacts and helps you convert them into clients.

At the core of Freshsales are its lead generation capabilities. This CRM construction software lets you develop powerful lead-generation strategies through your website, custom web forms, and live chat.

In addition to automatically logging all contact data, Freshsales auto-enriches contact profiles with other publicly available information (i.e., from their LinkedIn profiles), so you’ll have more data to personalize your approach and prepare for contract negotiations.

The platform also lets you leverage AI-powered lead scoring to identify the most prospective clients so you focus on the most lucrative deals for your business.

You can also take advantage of auto-assignment rules to ensure project leads get notified and have access to all the key information as soon as you sign a contract with a new client.

Pricing

Here are all available Freshsales pricing plans:

• Growth — $15/user/month – contact management, AI-powered predictive lead scoring, up to 2,000 chatbot sessions per month
• Pro — $39/user/month – Growth + time-based workflows and up to 3,000 chatbot sessions
• Enterprise — $69/user/month – Pro + custom modules, AI-powered sales forecasting, and up to 5,000 chatbot sessions

Pros

• Advanced lead generation capabilities
• AI-powered predictive lead scoring
• Auto-enrichment of key contact data
• Custom fields for recording contact details

Cons

• Advanced features only available on Pro and Enterprise plans

8. Maximizer CRM — Easy-to-Use Solution With Contact, Supplier, and Contractor Management Tools

Maximizer CRM is a customizable CMR construction software that lets you store all contact info, notes, and important documents and quickly find exactly what you’re looking for with a neat search function.

With Maximizer CRM, you can fully visualize your sales process and create a custom pipeline, so you can get a quick overview of all your contacts and identify high-value prospects faster. You can also clearly define every stage in the process, from the initial consultation to deal negotiations and contract signing.

Another area where Maximizer CRM shines is partner, contractor, and supplier management. It gives you quick and easy access to all the relevant info, documents, and business conversations you need to ensure projects are executed according to agreed-upon timelines and within budget.

Pricing

Here are all available Maximizer CRM pricing plans:

• Base Edition — $55/user/month – sales pipeline management, lead and opportunity management, 100Gb online storage, reporting, and analytics
• Sales Leader Edition — $75/user/month – Base Edition + sales coaching and performance monitoring

Pros

• Easy to use
• Fully customizable
• Comes with built-in customer health analytics

Cons

• Dated interface
• Expensive

9. Less Annoying CRM — Simple Tool for Construction Professionals With a Shared Team Event and Task Calendar

Less Annoying CRM is a simple contact relationship management solution that facilitates client communication, collates all your data in one place, and allows you to execute projects more efficiently – and it’s the perfect CRM software for construction industry professionals.

The tool lets you create comprehensive client and prospect profiles, attach notes and files, and see the full conversation history. You can also assign tasks regarding specific contacts to construction managers to make sure you follow up on time, negotiate the details of the deal, sign contracts, or update clients on project progress.

Another key feature of Less Annoying CRM for construction companies is the ability to see the entire sales teams’ events and tasks in one shared calendar. This helps you easily organize shifts on multiple construction sites simultaneously and ensure you utilize all of your resources optimally.

Pricing

Less Annoying CRM does away with different subscription tiers and doesn’t lock features behind different payment plans. You pay a fixed sum of $15/user/month and will have access to all of the platform’s features and functionality on desktop and mobile.

Pros

• Simple and easy to use
• Straightforward pricing plan
• Comprehensive client and prospect profiles
• Shared team calendar with events and tasks

Cons

• Can be difficult to integrate with other tools

10. Act! — Simple CRM and Marketing Automation Tool With Drag-and-Drop Email Automations

Act! is both a CRM and a marketing automation tool, allowing you to centralize customer data, identify every key sales opportunity, and personalize your email marketing campaigns to convert more prospects into clients.

With Act!, every interaction with prospective and existing clients is logged, so you’ll have easy access to the conversation and relationship history with all your contacts. You can also leverage a powerful search function to find key contact information, documents, and notes in seconds.

Act! also lets you craft high-converting landing pages to turn website visitors into prospects. You can then leverage the platform’s professionally crafted email templates to create engaging email campaigns and automatically move prospects through your funnel.

Additionally, you can integrate Act! with your calendar to keep track of appointments, schedule meetings, and set up automatic reminders for key dates and events.

Pricing

Here are the available Act! CRM pricing plans:

• Act! Premium Desktop — $37.50/user/month – marketing automation, account management, activity tracking, mobile app, integrations
• Act! Premium Cloud — $30/user/month – everything in Desktop + browser access, automatic updates, disaster recovery, 6Gb of online storage

Pros

• Simple and easy to use
• Drag-and-drop email marketing automations
• A vast library of email templates
• Calendar and email integration

Cons

• Expensive
• Dated UI

11. Bonsai — Intuitive Product With Built-in Time Tracking and Subcontractor Management Features

Bonsai is a great CRM for contractors and larger construction companies alike because it enables the neat organization of prospect, client, and partner information and ongoing projects.

In addition to managing client and prospect information, you can utilize Bonsai to keep track of all contracts, important work documents, project notes, payments, and individual tasks.

The tool comes with a built-in time tracking functionality, so you can easily stay on top of billable hours and ensure every member of your team gets paid the correct amount on time.

Bonsai also lets you invite partners and subcontractors, so you can freely collaborate on projects and organize work more efficiently.

Pricing

Here are the available Bonsai pricing plans:

• Starter — $17/month, up to 5 collaborators – unlimited clients and projects, contract templates, task and time tracking, scheduling
• Professional — $32/month, up to 15 collaborators – Starter + custom branding, workflow automations, client portal, integrations
• Business — $52/month, unlimited collaborators – Professional + subcontractor management and onboarding, three team seats, accountant access

Pros

• Affordable
• Offers lawyer-vetted contract templates
• Features built-in time tracking
• Facilitates partner collaboration

Cons

• Some key features not available on mobile

Top 11 CRM Construction Products Compared

Here’s a side-by-side comparison of the best CRM tools for the construction industry:

Why You Need a CRM for Your Construction Business — Key CRM Benefits

While the construction industry has been historically underserved by technology, most modern CRM solutions can be customized to cater to the specific needs of construction businesses.

If you’re wondering how a CRM software solution can help you grow your business and increase revenue, here’s a breakdown of the key benefits:

Data Centralization

With a CRM in place, you’ll have quick and easy access to all lead, prospect, and client data. In addition to business information, this includes relevant documents like quotes, proposals, project briefs, and contracts, as well as all of their interactions with your business — emails, calls, and meetings.

Unified Business Communication

If you’re talking to several clients and multiple prospects simultaneously, keeping track of every conversation across multiple communications platforms can be difficult. Key project details can get buried in lengthy email threads, or you might forget to reply to a message on LinkedIn. As a result, you can lose high-valued clients or miss out on great business opportunities.

A good construction CRM solution automatically tracks all conversations and gives you quick and easy access to exchanged messages across all platforms. This eliminates the possibility of human error and makes it easy to continue the conversation right where you left off.

Project Scheduling and Organization

If you don’t have dedicated project management software, a CRM can provide you with the basic project management tools you need to organize your projects, keep track of progress on different construction sites, and sort all the required documentation.

You can also schedule project-specific tasks, set reminders for your team, ensure optimal resource allocation, and even organize work shifts.

Partner Relationship Management

CRMs with a partner relationship management functionality, like Oracle NetSuite, make it infinitely easier to manage suppliers, partners, and subcontractors and execute joint projects.

You can invite all stakeholders to the platform to facilitate communication and information/document sharing, as well as ensure everyone’s up-to-date on the progress of each project and tasks that need to be completed.

Advanced Analytics and Reporting

If you want to take the guesswork out of business, you can leverage a CRM to generate in-depth reports, graphs, and charts with actionable insights. These insights help you pinpoint areas for improvement, let you compare forecasts with actuals, and allow you to see the profitability of each project.

You can also leverage analytics to determine trends, see what types of projects are the most lucrative for your organization, better distribute your budget, and ultimately increase your company’s revenue.

How We Evaluated the Best Construction CRM Systems — Our Ranking Criteria

With so many CRM solutions on the market, choosing one provider over another can be difficult. To help make the decision a bit easier, we ranked the best CRM software for construction according to the following criteria:

• Customizability — You don’t want a CRM that lacks the key features you need, but you also don’t want to overpay and end up using only 10% of what a CRM has to offer. That’s why it’s crucial to be able to customize the CRM according to your specific needs
• Ease of Use — The best CRMs have an intuitive UI and are easy to use, so you don’t have to spend months and thousands of dollars training your team or risk a potential disaster by not using the software correctly
• Functionality — A good construction CRM must enable you to centralize client and prospect data, unify business communication, manage partners, subcontractors, projects, and pipelines, and allow you to automate repetitive tasks – and you might also want to connect it to your task management tools for a single, seamless workflow
• Scalability — You should choose a CRM that doesn’t limit the number of users on a specific plan. As your company grows, you want to have the ability to quickly and easily add new users to your CRM account without having to switch payment plans
• Integration Capabilities — It’s always a good idea to integrate your CRM with the tools you’re already using, so you can have quick and easy access to all the relevant data in one platform. Otherwise, you’d have to switch between half a dozen applications, which is both tedious and time-consuming

Construction CRM FAQs