What is Construction CRM?

A Construction CRM (Customer Relationship Management) is a specialized software designed to help construction companies manage relationships with clients, track projects, and improve communication. It simplifies operations like tracking leads, organizing client information, managing bids, and overseeing project progress, all in one place.

Top 20+ Construction CRM Software

1. Buildr

Buildr focuses on providing construction companies with tools for pre-construction CRM, including bid tracking and client relationship management. Its seamless integration with Procore enhances workflows.

Features

• Client and bid tracking for pre-construction.
• Customer analytics for informed decision-making

2. CoConstruct

CoConstruct is a project management tool that integrates CRM features, allowing builders to manage client relationships alongside project details seamlessly.

Features

• Financial tools for budgeting, estimating, and invoicing
• Client and team portals for centralized communication
• Scheduling tools for task and milestone tracking

3. Houzz Pro

Houzz Pro combines lead management, project tracking, and marketing tools in one platform, helping construction professionals manage projects and attract clients.

Features

• Planning: Selections, Takeoffs, 3D Floor Plans, Mood Boards
• Project Management: Schedule, Client Dashboard, Time & Expense Tracking, Daily Logs
• Finances: Estimates & Proposals, Invoices, Online Payments, Financial Reports
• Marketing: Targeted Advertising, Premium Profile, Custom Website, Lead Generation

4. Sage

Sage Construction is a set of software solutions customized for the construction industry, offering features for project management, financial management, estimating, bidding, and more.

Features

• Project management features include project scheduling, document control, field mobile app, and collaboration tools
• Financial management features include job costing, accounts payable and receivable, general ledger, and budgeting and forecasting
• Estimating and bidding features include estimating tools, proposal generation, and bid management

5. Procore

Procore is a construction management software company that offers products to help construction companies manage projects, track finances, and improve safety.

Features

• Preconstruction: Streamline designs, estimates, and bids for better project predictability
• Project Execution: Oversee every stage of the project, ensuring quality and safety standards are met
• Resource Management: Assign the right people to the right tasks and monitor their productivity in real-time
• Financial Management: Keep projects on track by equipping teams with actionable financial insights
• Construction Intelligence: Utilize data from Procore to keep stakeholders aligned and informed

Also Read

Importance of Efficient Subcontractor Payment Systems in Construction Projects

6. Contractor Foreman

Contractor Foreman is an all-in-one construction management software that includes project management, financials, people management, and document management. It is easy to use and affordable, with plans starting at $49/month. It also has a 30-day free trial and free training and support. Customers have positively reviewed Contractor Foreman for its ease of use, features, and affordability.

Features

• Contractor Foreman streamlines construction project management with its user-friendly interface
• Key features include project scheduling, task management, and resource allocation
• It facilitates efficient financial management through estimating, invoicing, and payment processing
• Field workers can utilize mobile access for real-time updates on job progress and communication
• Integrations with accounting software like QuickBooks enhance overall operational efficiency

7. Capsule

Capsule CRM is a lightweight construction CRM with features customized to construction professionals for client and project tracking.

Features

• Contact Management: Efficiently organize and manage customer information, including contact details, communication history, and sales opportunities
• Sales Pipeline Management: Visualize and track the progress of sales deals through different stages of the pipeline
• Task Management: Assign and prioritize tasks, set deadlines, and receive reminders to ensure timely completion
• Email Integration: Seamlessly integrate with your email provider to send and receive emails directly within Capsule, improving productivity
• Reporting and Analytics: Gain valuable insights into sales performance, customer behavior, and overall business trends through customizable reports

8. Jobber

Jobber specializes in field service management, making it a great fit for construction professionals managing mobile teams.

Features

• Job Scheduling: Easily schedule and manage jobs, dispatch technicians, and optimize routes
• Customer Management: Build and maintain strong customer relationships with features like online booking and client portals
• Financial Management: Streamline invoicing, payments, and expense tracking to improve cash flow
• Marketing and Sales: Attract new customers and grow your business with marketing tools and automated sales processes
• Mobile App: Stay connected on the go with the Jobber mobile app, allowing you to manage jobs, communicate with customers, and process payments from anywhere

9. Leap

Leap is a company that provides digital tools and software for roofing and remodeling businesses. Their CRM software is designed to streamline operations and improve customer experience.

Features

• Customizable Workflows
• Accurate Estimates and Proposals
• Flexible Contracts, Invoicing, and Payment Processing
• Dedicated Homeowner Portals
• Subcontractor Portals for Seamless Collaboration
• Offline Access for On-the-Go Use

10. Unanet CRM by Cosential 

Unanet provides industry-leading ERP and CRM solutions designed specifically for Government Contractors, AEC firms, and Professional Services organizations. Project-driven businesses rely on Unanet to transform data into actionable insights, make smarter decisions, and drive business growth. Their people-focused team is dedicated to supporting the success of your projects, teams, and financial goals.

Features

• Project Management: Effectively plan, monitor, and oversee projects from start to finish
• Contract Management: Streamline contract creation, execution, and management to ensure compliance
• Subcontractor Management: Effectively manage and collaborate with subcontractors
• Time and Expense Tracking: Accurately track time and expenses to improve project profitability
• Analytics and Reporting: Obtain key insights into project performance and financial well-being
• Resource Planning and Forecasting: Optimize resource allocation and forecast future needs
• Financial Management: Manage budgets, track costs, and generate financial reports
• DCAA Compliance: Ensure compliance with Defense Contract Audit Agency (DCAA) regulations
• AI-Enhanced Technology: Leverage AI-powered features to automate tasks and improve decision-making

11. FieldPulse

FieldPulse is a comprehensive field service management software designed to streamline operations and enhance productivity for businesses across various industries. It offers a suite of features to help businesses manage their workforce, schedule jobs, track time and expenses, generate invoices, and improve customer communication.

Features

• Scheduling and Dispatching: Schedule jobs, dispatch technicians, and optimize routes to ensure timely service delivery
• Estimating and Invoicing: Create accurate estimates, generate invoices, and manage customer payments
• Customer Management: Manage customer information, track communication history, and improve customer satisfaction
• Mobile App: Empower field technicians with a mobile app for job management, data collection, and communication
• Reporting and Analytics: Gain valuable insights into field service performance through comprehensive reports and analytics

12. ConWize

ConWize is a cloud-based software for construction cost estimating and bidding, designed to simplify the bid management process and transform procurement management.

Features

• Advanced Cost Estimating: Accurately estimate project costs using a variety of methods and data sources
• Price Analysis: Analyze and compare prices from different suppliers to optimize costs
• Indirect Cost Management: Manage and control indirect costs, such as overhead and labor costs
• Profit Loading: Calculate and apply appropriate profit margins to bids
• KPI Analysis: Track and analyze key performance indicators to measure project performance
• Risk Management: Identify, assess, and address potential risks
• Predictive Analytics: Utilize historical data to predict future trends and make data-driven decisions
• Tender Submission: Easily submit tenders and proposals through the platform
• Construction Procurement Software: Streamline the procurement process by managing supplier relationships, issuing purchase orders, and tracking material deliveries

13. FollowupCRM

FollowUp CRM is built for construction professionals by industry experts. It focuses on streamlining the sales process from lead tracking to project management. It integrates seamlessly with various applications such as Foundation, Viewpoint, and Sage, allowing users to automate workflows and improve productivity.

Features

• Track Leads, Bids, and Customers: Manage your sales pipeline by tracking leads, bids, and customers in one centralized location
• Completely Customizable: Tailor FollowupCRM to fit your specific needs by customizing workflows, fields, and reports
• Outlook Integration: Integrate FollowupCRM with Outlook to manage your emails and contacts seamlessly
• Reporting and Dashboards: Gain valuable insights into your sales performance with reports and dashboards

14. Accelo

Accelo is a cloud-based software platform that helps professional service businesses manage their operations. Founded in 2011, Accelo has grown into a leading PSA solution with a focus on streamlining workflows and improving client communication.

Features

• Project Powerhouse: Manage projects from start to finish with features like task management, resource allocation, progress tracking, and reporting
• Client Collaboration Champion: Foster seamless communication with clients through dedicated client portals and centralized request ticketing
• Streamlined Sales Machine: Convert leads to projects with ease using a visual pipeline, professional quote creation, and seamless conversion processes
• Effortless Time & Billing: Track time spent on projects with ease, integrate with timesheets for accurate billing, and automatically generate invoices
• Retainer Management Master: Automate recurring contracts and invoices for retainer-based clients, track retainer usage, and ensure accurate billing

Also Read

Best Practices for Managing Subcontractor Payment Systems in Construction Projects

15. Builder Prime

Builder Prime is an all-in-one tool made for remodeling and home improvement contractors. It helps businesses manage everything, from getting leads to completing projects and keeping customers happy, simplifying work and boosting growth.

Features

• Streamlined CRM: Manage leads, customers, and marketing efforts effectively
• Digital Estimating: Create professional estimates on-site and calculate costs in real-time
• Project Management: Track job progress, manage tasks, and allocate resources efficiently
• Secure Payments: Process payments online and streamline the invoicing process
• Mobile Access: Keep your business connected while on the move with the mobile app

16. Archdesk

Archdesk is a future-oriented construction management platform designed to empower businesses of all sizes. Founded to bridge the technology gap within the construction industry, Archdesk provides a comprehensive solution that streamlines project workflows, fosters collaboration and drives overall business efficiency.

Features

• Centralized Data Hub: Keep all project information, documents, and communication in one place for better access, transparency, and teamwork
• Project Management Tools: Plan, schedule, and track projects efficiently with features like resource allocation and progress tracking
• Simplified Financials: Manage budgets, invoices, and reports seamlessly with real-time financial insights
• Seamless Communication: Enhance collaboration with messaging, file sharing, and task management tools
• HR & Workforce Management: Track timesheets, manage teams, and optimize resources for improved productivity
• Flexible Customization: Tailor workflows, features, and data to fit your specific construction needs

17. Projul

Projul was born out of a need for a user-friendly and comprehensive construction management solution. Founded with the idea of empowering residential contractors, Projul has evolved into a platform used by companies of all sizes across the construction industry.

Features

• Lead Capture & CRM: Capture leads directly from your website, calls, and referrals. Manage the sales pipeline and nurture leads through the conversion process
• Estimating & Change Orders: Create and send professional estimates, and collect e-signatures for approval. Manage and track change orders to ensure project profitability
• Job Management & Scheduling: Schedule jobs, dispatch technicians, and optimize routes for efficient field operations. Track progress and maintain clear communication with teams
• Document Management: Organize and store project documents, photos, and contracts in a secure cloud-based platform. Improve accessibility and ensure everyone has the latest information
• Financial Management: Generate invoices based on estimates and completed work. Simplify payment processing with built-in features and track project finances effectively
• Reporting & Analytics: Gain valuable insights into project performance and business trends. Utilize reports to identify areas for improvement and make data-driven decisions
• Mobile App: Empower field teams and project managers with a mobile app for on-the-go access to critical information. Track progress, update tasks, and collaborate remotely

18. TopBuilder

TopBuilder is a powerful construction CRM solution designed specifically for construction businesses. Founded by Dave Knowles, the platform aims to accelerate growth in the construction industry by providing modern technology that integrates various business functions into a single workspace. This allows home builders and specialty contractors to manage all aspects of their operations, from business development to project management, in one centralized location.

Features

• Business Development Tools: Streamline the process of tracking leads, managing client relationships, and converting opportunities into contracts
• Project Management: Comprehensive tools that allow users to plan, execute, and monitor projects effectively. This includes scheduling, task assignment, and progress tracking
• Estimating Capabilities: Built-in estimating tools that enable accurate cost calculations and budgeting, ensuring projects remain financially viable
• Accounting Integration: Seamless integration with existing accounting systems for real-time financial tracking and reporting, helping businesses maintain control over their finances
• Document Management: Centralized storage for all project-related documents, making it easy for teams to access important files and maintain organization
• Reporting and Analytics: Advanced reporting features that provide insights into project performance and financial health, allowing for data-driven decision-making
• Collaboration Tools: Features that facilitate communication among team members and stakeholders, ensuring everyone is aligned on project goals and timelines

19. Vertozua

Vertuoza, a French company focused on user-friendly solutions, is an award-winning construction management software designed to simplify and centralize business operations for entrepreneurs and SMEs (Small and medium-sized enterprises) in the construction industry. Their mission is to make construction management accessible and efficient.

Features

Construction Site Management

• Centralize orders, amendments, and profitability tracking by project.
• Find construction sites, subcontractors, and building contractors.

Quotes and Invoicing

• Customize quote and invoice generation to fit your company’s specific needs
• Connect to your bank for seamless billing and credit management

Planning

• Plan resources and create roadmaps for efficient project execution

Reporting

• Generate intervention or site reports for internal use or sharing with clients

20. Workyard

Workyard is a workforce management software designed to simplify and enhance operations for construction, property maintenance, and home service companies. With a focus on solving real-world challenges, Workyard provides tools to improve operational efficiency, ensuring clear communication between teams and precise job management. It caters to businesses of all sizes, helping them streamline their workflows and increase profitability.

Features

• GPS Time Tracking: Ensure accurate payroll and project costing with GPS-based time tracking capabilities. Track employee hours worked on specific jobs and cost codes
• Crew Scheduling & Dispatch: Create a centralized work calendar with intuitive drag-and-drop functionality. Assign tasks and optimize routes for efficient crew scheduling and dispatch
• Field Notes & Photo Capture: Empower field crews to document job progress directly through the app. Capture notes, and photos, and upload receipts for clear communication and improved project documentation
• Overtime & Break Tracking: Configure automatic overtime alerts and reminders for mandatory breaks to help ensure compliance with labor laws and company policies
• Job Costing & Reporting: Generate reports on job costs, labor efficiency, mileage, and other relevant metrics
• Mobile App: Empower field crews with a mobile app for on-the-go access to job schedules, task updates, and communication features. Improve field communication and project visibility
• Integrations: Workyard integrates with various construction software tools, allowing for a unified workflow and efficient data exchange

21. Premier

Premier Construction Software positions itself as an all-in-one construction management ERP (Enterprise Resource Planning) software designed to streamline the entire construction project lifecycle, from estimating and bidding to job costing and accounting. Their focus is on increasing efficiency, reducing manual tasks, and fostering collaboration across construction teams.

Features

• Financial Management: Offers streamlined accounting processes, real-time data tracking, and budget controls to optimize financial decision-making
•  Project Management: Provides tools for seamless planning, scheduling, and resource allocation to keep projects on track
• Payroll and Time Tracking: Features automated payroll processing, mobile time entry, and approvals, ensuring accurate cost management for labor
• Field Operations: Connects office and field teams with functionalities like daily logs, RFIs (Requests for Information), and mobile employee expense tracking
• User-Centric Design: Known for its simple, intuitive interface, Premier eliminates the need for multiple systems, integrating all critical operations into one platform
• Rapid Deployment: The software can be implemented in just 60 days, backed by training, certification, and ongoing support​

What is PropTech?

PropTech, short for Property Technology, refers to the use of technology and innovation to enhance the processes of buying, selling, managing, and constructing real estate properties. It encompasses a wide range of tools and platforms designed to modernize the real estate and construction industries, from digital marketplaces to construction management software.

Key Areas of PropTech

• Real Estate Platforms: Tools for property listings, virtual tours, and digital transactions
• Construction Tech: Platforms focusing on project management, design, and building processes (e.g., Building Information Modeling (BIM))
• Smart Buildings: IoT-enabled technologies for energy management, security, and tenant services
• Investment and Financing Tools: Platforms for crowdfunding, property investment, and financial analytics

Why do Subcontractor Payment Systems Matter in Construction CRM Strategy?

Don’t underestimate the power of a good subcontractor payment system within your CRM. Even though many construction CRMs offer payment functionalities, it’s their integration into your construction project management that truly matters.

Why?

Subcontractors are the backbone of construction projects, handling specialized tasks and contributing to project timelines. Ensuring timely and accurate payments is not only ethical but also crucial for maintaining strong relationships and avoiding project delays.

Challenges Without Integrated Payment Systems

When payment processes are handled separately from the CRM:

• Communication Breakdowns: Subcontractors may frequently inquire about payment statuses
• Manual Errors: Paper-based or spreadsheet tracking increases the likelihood of mistakes
• Delayed Projects: Payment disputes can lead to slowed progress and strained relationships

By embedding subcontractor payment systems within your construction CRM, you create a centralized and efficient way to manage payments, track milestones, and ensure compliance.

The Role of Subcontractor Payments in Construction CRM Workflows

Managing subcontractor payments can be complex, involving multiple steps like verifying completed work, ensuring milestones are met, and adhering to pre-agreed payment terms. When these processes are handled outside of a centralized system, inefficiencies and miscommunication can arise. CRMs bridge the gap by enabling:

• Automated Tracking: CRMs allow construction teams to link subcontractor payments directly to project milestones, ensuring that tasks are completed before payouts
• Real-Time Updates: With integrated systems, subcontractors can view payment statuses, reducing the need for constant inquiries. CRM tools provide dashboards for subcontractors to track their payments
• Compliance Management: Many CRMs ensure payment processes comply with legal requirements by maintaining accurate records of contracts, invoices, and receipts

Want to make subcontractor payments with no sweat? Check out Why They Matter and Best Practices for tips that’ll keep your projects smooth and stress-free!

The Connection Between CRM and Marketing Automation

CRM (Customer Relationship Management) and Marketing Automation are closely connected as they work together to enhance customer engagement and streamline processes. CRM focuses on storing and managing customer data, tracking interactions, and supporting sales efforts, while Marketing Automation uses that data to create personalized campaigns, automate workflows, and nurture leads. 

Integration between the two ensures seamless data sharing, allowing businesses to effectively align marketing and sales activities, deliver targeted communication, and measure ROI. Together, they enable a cohesive approach to managing the customer journey, from lead generation to retention and upselling.

Got a CRM for Your Construction Business? but Unsure How to Use It? Don’t Forget Marketing Automation!

A Construction CRM system is essential for organizing client relationships and managing your construction projects, but pairing it with marketing automation can take your business to the next level. Here’s how you can utilize both

• Streamline Client Communication: Use your Construction CRM to segment clients and automate personalized emails, whether it’s project updates, post-completion follow-ups, or seasonal greetings
• Generate and Nurture Leads: Marketing automation tools can run email campaigns, send follow-ups, and track engagement, passing the hottest leads directly into your CRM
• Showcase Your Work: Automate newsletters or social media posts featuring completed projects to attract potential clients while keeping current ones engaged
• Boost Referrals: Combine CRM insights with marketing automation to create targeted campaigns that encourage happy clients to recommend your services
• Track and Optimize Campaigns: Use marketing automation analytics to measure campaign success and refine strategies while syncing results with your CRM for better decision-making

Before Jumping into Integrating Construction CRM, Do Fit Check Your Website!

Your website is the first step in making the most of a Construction CRM. Before you jump into setting it up, it’s important to check if your website is ready to handle it smoothly.

Here’s what you should check

• Is it mobile-friendly? Your website should be visually appealing and functional on all devices
• Can it capture leads? Make sure you have easy-to-use forms or contact options that can send info straight to your CRM
• Will it connect easily? Check if your website works well with the CRM you want to use
• Is it simple to use? A clean, easy design will help your CRM work better for your business
• Getting your website ready first makes sure your CRM can do its job right—helping you manage leads and grow your business with ease!

Why Choose ColorWhistle for Website Development Service, CRM Integration, and Marketing Automation Services?

At ColorWhistle, we make your business work smarter, not harder. Whether it’s building a great website, connecting your CRM, or automating your marketing, we’ve got the skills to help you grow.

Here’s why you should choose us:

• Website Development Made Easy: We design websites that look amazing and are super simple for your clients to use. From showcasing your work to capturing leads, we’ll create a site that works for you.
• Smooth CRM Integration: We’ll make sure your CRM connects perfectly with your website, so managing leads and tracking sales becomes effortless.
• Advanced Marketing Automation: Our marketing automation services go beyondsimple email campaigns. We help you:
  • Automate lead scoring and segmentation to improve targeting
  • Set up personalized customer journeys based on behavior
  • Sync marketing efforts with CRM for real-time tracking of results
  • Streamline repetitive tasks like social media posting, campaign tracking, and reporting

Start optimizing your business operations today! Visit our Website Development Service and other service pages for more details.

Wrap-Up

Choosing the right construction CRM software can make a big difference in how smoothly your projects run. But remember, a CRM works best when your website and business processes are set up to support it. Whether it’s integrating your CRM with your website or automating workflows for better efficiency, having a reliable partner can simplify the process.

Together, they ensure your construction business stays top-of-mind and competitive in a crowded market.

Browse our ColorWhistle page for more related content and learn about our services. To contact us and learn more about our services, please visit our Contact Us page.