10 Best Construction CRM Software for Contractors in 2024

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According to Fortune Business Insights, the CRM software market will grow to $157.53 billion by 2030 from $71 billion in 2023. This growth is tremendous, and if you own a construction company, you’ll want to benefit from this and use the best CRM for your business.

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How to Choose a Good Construction CRM?

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    8 important features to look for to know how to choose a good construction crmWhen looking for a good construction CRM, consider these criteria: 

    • Customization. Customization features to give you flexibility in creating forms and/or pipelines. 
    • Niche and advanced features. Features designed specifically for contractors and advanced features that few or no other CRM systems offer. 
    • Pricing. Multiple pricing tiers that fit the budgets of various companies. CRMs with free plans or free trials are also included. 
    • Project Tracking. Good project-tracking features, including budgeting and HR resource allocation. 
    • Communication. A suite of communication tools that let you collaborate with your team and your customers easily. 
    • Analytics and Reporting. Analytics and reporting features that give you insights into your clients, sales, and business performance. 
    • Financial. Features that let you manage your finances. These may be budgeting tools, invoicing, quote generators, and more. 
    • Third-Party Integrations. Third-party integrations that let you scale your process and enjoy more features from other providers. 

    Top 10 Best Construction and Contractor CRM Software to Ensure Growth Next Year

    logos of the top 10 best construction and contractor crm software

    The following are our top picks for the top 10 best construction and contractor CRM software in 2024. Let’s dig deeper into each of them. 

    1. Kohezion

    Kohezion is a powerful online database software that’s highly customizable, making it an ideal CRM tool for contractors. With Kohezion, you gain access to advanced tools that connect workflows and business functions. 

    kohezion the best construction crm software

    The following are its most notable benefits: 

    • Custom CRM. Kohezion allows you to build custom CRM without any coding. You can then integrate the resulting CRM seamlessly into how you do work and business. 
    • Cloud-Based CRM. Your CRM will be on the cloud. This means you can access records from anywhere — as long as you have internet.
    • Seamless Collaboration. Kohezion offers a built-in chat function and notification features. This lets you collaborate easily with your team even if they’re on the field.
    • Superb Visualization. With a built-in visualization module, Kohezion lets you create dashboards. You can then view your data in real time and with ease. 
    • Data Security. Kohezion offers encryption and compliance programs. You don’t have to worry about your construction data — it’s all secure and safe. 
    • Scalability and Expansion. Kohezion is designed to support scalability. You can easily add new features, modules, or functionalities to your custom CRM. 

    Kohezion’s key strength over other CRM software pieces is its custom features. Using it is also highly convenient — it’s a turnkey solution that only requires you to know the features you want, and you’ll get them. 

    Kohezion starts at $150 per month with a 14-day trial. With this Standard package, you get: 

    • Full access to Kohezion
    • Up to five users 
    • Unlimited applications 
    • 2GB database
    • Email support

    Meanwhile, the Software + Service package offers everything plus top-notch features such as a dedicated development team and multi-server location. This premium package starts at $20,000 per month. The middle ground is called the Business/Compliance package, which costs around $1,000 per month. 

    the pricing plan of kohezion the best crm software for construction industry and contractors

    2. Salesforce

    If you want automation and a more streamlined business, then Salesforce is your best bet. You get a ton of dedicated tools alongside many add-on features that complement your business processes. Its main capabilities include sales management, marketing automation, and customer services.

    salesforce ai powered crm platform

    Let’s look at Salesforce’s features more closely:

    • Caters to Major Industries. Salesforce serves a wide array of industries. This allows it to be highly flexible with features that fit almost any type of need. 
    • Dedicated Tools. Salesforce offers a variety of dedicated tools. These tools include a marketing product with full automation for email campaigns and customer activity tracking. 
    • Customization. Salesforce easily integrates an endless variety of tools. Very few CRM systems can rival the number of features that Salesforce can integrate seamlessly. 
    • Centralized Data. With Salesforce, you can access data in a centralized place. These data can be current and past projects, bids, clients, subcontractors, partners, and suppliers. 
    • Visibility and Insights. You can generate real-time reports and create forecasts with Salesforce. All such insights can be accessed from the same platform. 

    Salesforce is a great go-to CRM software for many industries — including the construction industry. It has plenty of features that you can customize based on your business needs. Its greatest strength is its cloud-based architecture and automation features, which are perfect for medium to large businesses aiming to streamline their processes. 

    The pricing for Salesforce is on the more expensive side. The average is between $150 to $300 per user per month, depending on the solutions you avail and the features you want to enjoy.

    3. HubSpot CRM

    hubspot user friendly construction crm software

    HubSpot CRM is perfect for business owners who want a truly user-friendly interface for their tasks. They can manage customers, understand their behaviors, and improve their retention rates. Most notable features: 

    • Powerful Free Plan. If you want to test the waters first, HubSpot CRM offers a free plan that comes with useful email marketing tools. These include email templates and reply tracking. 
    • Unlimited Number of Users. HubSpot's free plan also includes support for an unlimited number of users. This isn’t commonly found in other CRMs, such as Salesforce. 
    • Advanced Features. HubSpot also boasts advanced features that other CRMs are just catching up to, such as AI tools for task automation and content generation. Mass emailing is also available. 
    • Social Integrations. If you want a greater social presence for your construction business, then HubSpot is great. Its robust integrations with social media networks — such as Facebook, YouTube, and Instagram — make this possible. 
    • Publishing Tools. If you want to generate better content, then you’re in for a treat. HubSpot has built-in tools for publishing, monitoring keyword mentions, and comparing campaign performance. 
    • Sales Forecasting. While this feature is only available on a paid plan, it’s super worth it. You can integrate and analyze sales data to generate business forecasts and estimate incoming revenue. 

    HubSpot CRM is great if you prioritize marketing and content publishing as part of your sales generation effort. Construction businesses can also benefit from its advanced features around finances. 

    While its free plan is already powerful, its paid plans are even better for small to medium-sized businesses. Regarding the Hubspot pricing, its Professional plan starts at $800 per month, while the Enterprise plan starts at $3,600 per month.

    the pricing plans of hubspot

    4. Pipedrive

    pipedrive sales crm platform for construction industry

    Pipedrive is an amazing CRM for small businesses. It offers visual pipelines and sales presentations, and it’s highly useful for proposal generation and tracking. Plus, you get a ton of deal and project management features not found in other CRMs. More of its benefits: 

    • Proposal Generation. Pipedrive has robust proposal generation features. This is perfect if you want to automate sales processes and free up the time of your sales agents. 
    • Project Management. It offers a versatile suite of project management tools. This makes Pipedrive a viable tool for any type of construction project. 
    • Opportunity Management. This feature is what makes Pipedrive a truly standout option for contractors. It gives your sales team an advantage for tracking deals, automatically generation contracts, sending proposals, and getting signatures. 
    • Slack and Outlook. Pipedrive works at its best when you use Slack and Outlook with it. You can receive deal status updates and search for records via Slack. You also gain a two-way sync for your email, calendar, and contacts. 
    • AI-Powered Sales Assistance. Pipedrive provides you with an AI sales assistant, which offers insights and advice to streamline your pipelines. The algorithm behind it can process volumes of sales CRM. 
    • Mobile App. You can use Pipedrive on Android and iOS mobile devices. This allows for great convenience when you want to access and update records. 

    Pipedrive is best for hands-on managers who want robust management features. It’s also great for scalability because of the integrations you can do with it. Its AI features are also a nice touch. 

    For pricing, Pipedrive doesn’t have a free plan. It offers five plans starting at the Essentials plan for $12.50 per user per month. Its most popular plan is the Professional plan at $49.90 per user per month, but you can get the best value from the Power plan at $59.90 per user per month. 

    the pricing plans of pipedrive

    5. Zoho CRM

    zoho crm platform that can be used by contractors

    Thanks to its powerful inventory management module, Zoho CRM stands out as the perfect CMR for managing contracting services. It offers tools for tracking quotes, managing deals, tracking progress, and sending invoices. Its most popular features are the following: 

    • Free features. Zoho CRM offers a free-forever plan that supports three users and comes with all basic sales tools. These include tracking deals, storing contacts, managing files, and monitoring lead activities. 
    • Account Management. Zoho CRM has a built-in account management software. This is great if you’re working for retainer clients. 
    • Accounting and Bookkeeping. This CRM platform also seamlessly integrates with powerful accounting apps. These include QuickBooks, Xero, and Zoho Finance Suite. 
    • Social Media Management. Zoho CRM’s paid plans offer social media management tools. These include integrations with Facebook Messenger and social listening integrations. 
    • Zia. Zoho CRM sports an AI assistant called Zia, which is a conversational AI tool that helps you perform and complete tasks more efficiently. It can do everyday activities from taking notes to computing sales. 

    Zoho is a great choice of CRM for contractors because of its free and scalable tools. It has powerful reporting features and customizability. It’s great for solo users and small teams, though it’s best to try its paid options if you have a larger team. 

    Its paid plans start at $14 per user per month for the Standard plan. The most popular plan is the Enterprise one at $40 per user per month. Both have free trials. If you want value, you can try Zoho CRM’s Bundles, which start at $57 per user per month for the CRM Plus bundle and $14 per user per month for the CRM Flex bundle. 

    pricing plans for zoho crm

    6. AccuLynx

    acculynx roofing and construction crm software solution

    AccuLynx offers roofing contractor-specific features, which make it a truly top-tier option for construction companies. It offers tools to manage nearly every aspect of your contractor business — from sales pipeline to material ordering and reporting. Standout features: 

    • Roofing-Specific CRM. AccuLynx offers CRM and sales features that are specifically designed for roofing contractors. The platform connects every step of the sales process, so you can easily access everything. 
    • Lead Intelligence. AccuLynx offers a built-in AI that evaluates your lead records based on their likelihood to buy. This allows for faster decision-making, especially if you have multiple qualified leads at one time. 
    • Aerial Measurements. You can order aerial measurements directly from the platform using its EagleView and GAF QuickMeasure integrations. It then automatically populates job estimates. 
    • Email and Text Messaging. AccuLynx allows you to send 1-1 emails and text messages, which lets you connect with customers quickly. The full email and text history is automatically logged with the job file. 
    • Estimates, Contracts, and E-Signatures. AccuLynx uses information stored in its platform to create fast and accurate roofing estimates. The e-signature feature is also super convenient. 

    AccuLynx is a superb choice of CRM for roofing contractors. It offers fast and convenient features that give you the power to manage contracts with ease. It’s robust, plus the learning curve is not too steep, making it easy to integrate into your existing workflows. 

    AccuLynx offers custom pricing for contractors who want to avail their features. It does have to main plans called Pro and Elite. Each can be customized depending on your needs. 

    acculynx pricing page which shows custom pricing

    7. Jobber

    jobber crm software solution for construction industry

     

     

    If you’re a small construction business or a general contractor, then Jobber is a great choice. It offers an all-in-one platform where you can manage contracts, quotes, and financial information easily. Its subscription plans are also scalable. Best features:

    • Contractor-Specific Management. Jobber is a premier choice for general contractors who do full construction and remodel projects, thanks to its robust contractor-specific management tools. 
    • Financial tools. You gain access to powerful and unique financial tools. These include job costing and expense tracking, enabling you to ensure profitability and maintain accurate accounting records. 
    • Job assignment. With Jobber, you can set up single jobs or recurring contracts. You can also easily assign multiple employees for such jobs. 
    • Payment Integrations. Jobber integrates with popular electronic payment apps. These include Stripe and PayPal for all transactions. 
    • Field-Friendly Features. Jobber offers unique features for field technicians. These include automated repetitive tasks and forms, real-time job information, customer activity logs, and GPS tracking. 

    Jobber is perfect for general contractors who need all-in-one access for their contracting projects. You can enjoy features specifically made for your construction business. This helps with proper business tracking and making more informed decisions. 

    Jobber pricing starts at $49 per month for one user for its Core plan. The most popular plan is called Connect, which starts at $129 per month for five users. You have to pay $29 per additional user on all plans. 

    jobber pricing plans page

    8. BasisBoard

    basisboard crm system for construction, contractors, sub-contractors and more

    If you’re hands-on when dealing with subcontractors, material vendors, and supply houses, then BasisBoard is what you need. This CRM is perfect for construction build management. It offers a collaborative workspace with robust automation features. More features are below. 

    • Bid Tracking. You can track every due date with ease and bid on projects with minimal manual work. You can also prescreen bids from subcontractors and organize them in a self-updating bid calendar that works with Google, Office365, and iCloud calendars. 
    • Vendor Management. With BasisBoard, you can send quote requests to your vendors, and each response is organized by project. The company, contact, and other relevant information is automatically saved when you receive bids. 
    • Performance Analysis. BasisBoard offers reports out of the box that measure your company’s win ratio and team performance. You can create custom fields and rules to enhance your dashboards, plus you can track reasons for lost bids. 
    • Data and Security. All data that you store in BasisBoard is encrypted with TLS. It’s also backed up periodically, so you won’t lose any information and stay protected against data breaches. 
    • Centralized Hub. BasisBoard also serves as an all-in-one platform where you can access the above features in one place. This prevents duplicate work e.g. multiple estimators working on the same tasks. 

    BasisBoard lives up to its claim of being a single source of truth for build management. Contractors and business owners will love its unique bid tracking and vendor management features on top of its powerful collaborative tools. 

    BasisBoard has no free version but offers a free trial. No pricing information is available at the moment, but customers are encouraged to use their free trial. From there, you can get custom pricing from the company. 

    9. Insightly

    insightly modern construction crm platform

    Insightly is the easiest CRM system to use for construction companies. You can create data fields and modules for overseeing projects, managing events, and completing various tasks — all in a single, easy-to-use platform. Other benefits you can enjoy: 

    • Sales Tools. Insightly offers unique sales tools that other CRM systems don’t. These include the ability to take pictures of business cards and harvest all information found on the card to generate new leads for easy reference. 
    • Email Tools. Insightly automates tasks related to emails from customers and leads. This also lets you automate tasks and workflow processes, saving time for your team and reducing manual work. 
    • Tracking and Opportunity Management. Insightly offers insights into what’s moving your business forward while managing opportunities in custom pipelines.
    • Security. The Insightly platform is SOC 2 Type II certified and HIPAA-compliant and offers SSO with industry-standard authentication protocols. Two-factor authentication is also available. 
    • Product Integrations. Insightly supports over 2,000 integrations. These integrations include everything from AI/machine learning products to finance and accounting.

    Insightly is a functional CRM that’s perfect for dynamic sales teams. It’s great for making everything easier for your salespeople and allows you to focus on other core business processes.

    You can try Insightly CRM for free. From there, you can choose from three paid plans that start at $29 per user per month. Its best-selling plan is the Professional plan, which starts at $49 per user per month. 

    pricing plans page of insightly

    10. Houzz Pro 

    houzz pro construction crm software for contractors

    Houzz Pro is great for home builders, contractors, and remodelers. You can manage your marketing efforts and client pipeline in one platform, while your team can collaborate using a simple dashboard for creating estimates and design templates. More features you might enjoy: 

    • Useful Tools for Contractors. Houzz Pro boasts many useful tools designed for contractors. These include progress tracking, project management, and lead management. 
    • 3D Floor Plan Design. You can create useful design templates and 3D floor plans that you can use for your future projects. 
    • Takeoff Feature. With Houzz Pro’s takeoff software, you can measure floor plans, calculate quantities, and turn everything into an estimate with just a few clicks. This allows you to create client-ready bids to gain an edge over competitors. 
    • Mood Boards. Empower your team to try their ideas using Houzz Pro’s Mood Board creator. It’s easy to use, allowing you to wow clients faster. 
    • Client Dashboard. Collaborate closely with your clients through a dashboard that gives your clients round-the-clock access to project updates. Communications, schedules, and more are accessible on this dashboard. 

    Houzz Pro makes managing contracting projects easier and fosters close collaboration between you, your team, and your clients. It’s perfect for hands-on business owners and people in the fields of home building and interior design. 

    Houzz Pro offers a 30-day free trial on its Starter package. After that, you pay $65 per month. Its all-inclusive package costs $499 per month, while the Essential plan is $99 per month. 

    houzz pro pricing plans page

     

     

    5 Benefits of Using a CRM for Construction Business

    5 benefits of using a crm software for your construction business

    Automation of Repetitive Tasks

    CRM software leverages automation technologies to free up the users’ time. With a good system in place, you no longer have to worry about repetitive and time-consuming tasks. 

    You also give yourself and your team more time to focus on other important things.

    Automation ensures you don’t overlook any task. For instance, all emails are always sent to the correct recipients. If you’re running a lead generation campaign, downloading lead data and organizing them in one place can be automated. 

    Process Optimization Leading to Better Sales

    CRM systems  aregularly analyze your sales data and allow you to optimize your processes. You can establish and automate a lead scoring process, for instance. This helps your sales representatives prioritize better leads.  

    Improved Customer Service

    With a good CRM system in place, you improve your business-to-customer relationships. The system can analyze client data and help you fully understand the client’s needs.

    You can also gather important information such as project details and customer demographic to establish a better connection with the client. You can then use this connection to provide superb customer service.

    Better Customer Service and Client Nunturing

    Providing additional support when the client needs them is a must. Clients are loyal to companies that deliver satisfactory services during and after their engagement. 

    Excellent CRM systems provide tools for post-sale nurturing with your clients. They allow you to send an email after a successful turnover and to touch base with the client.

    Easy Access to Analytics and Reporting

    In the business world, the more data you have, the better you can take care of your customers. That’s why CRM systems offer easy access to analytics and reporting.

    These features let you understand your customers more deeply. You can also improve your marketing campaigns and develop better offers based on what the data tells you. 

    On top of that, you can identify trends in your sales and prospecting efforts, allowing you to make more informed business forecasts. 

    Conclusion

    Construction companies need good CRM systems to serve their customers better. Excellent CRM systems — such as Kohezion — also help them manage their projects, lead data, and internal teams with ease. Its advanced features are great for businesses wanting to scale and add more capabilities to their staff. Check out Kohezion today and see how it can support your business’ growth. 

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    Frequently Asked Questions (FAQs)

    What are the Benefits of Using a Construction CRM System?

    Using a construction CRM system lets you manage your projects more effectively. It also lets you optimize your lead management process, helping you identify the needs of your customers faster. On top of that, their analytics and reporting tools help you understand data better. Communication, collaboration, and data management are also easier when you use a good CRM system. 

    Is CRM Good for Invoicing in Construction?

    Yes, a CRM is good for invoicing in construction. This depends on the specific invoicing features offered by the CRM of your choice. However, many CRM systems often have automated invoicing services that let you use invoice templates or customize invoices. You can also automate the sending of such invoices to your clients. 

    Can any Company Reap the Benefits of a Reliable CRM for Construction?

    Yes, they can. Most CRM systems for construction have well-rounded features that can any kind of company, whether they’re focused on hiring subcontractors or doing the construction jobs themselves. These systems have features that help the user manage both internal and external factors surrounding a project. 

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