Construction CRM: The Comprehensive Guide

October 6, 2022

 

The world is run by corporations and software are fuel to these businesses. Lately, the hype around construction CRM software is continuing to grow and people are eager to know more about it. So, what is construction CRM? How does construction CRMs help businesses? And how does someone find the ideal CRM for their business?

We’ve listed answers to all these queries in the article below. Furthermore, a list of the best construction CRM software is incorporated to help you find the right one. So, sit back, relax! And read through the article.

What Does CRM Mean?

Customer relationship management abbreviated as CRM is a software platform that enables firms to manage their customers in a very systematic manner. The purpose of this software is to make each individual client of a firm feel special, irrespective of the customer base that the organisation has.

What Is Construction CRM?

Construction CRM especially refers to a software platform that manages multiple aspects of client and firm relationships and also brings leads and opportunities to the user's fingertips.

Before we head any further, let’s under why is it so important for the construction industry to incorporate CRM Software.

The Benefits Of Construction CRM

General Contractor CRM is a vertical CRM software solution for effective customer relationship management. There are many advantages of using CRM in construction that help in business development and better implementation of plans. Some of the main benefits are listed below:-

  1. Helps to track project type (win/loss) analytics.
  2. Acts as a sole source of information where multiple departments are involved in the same project.
  3. Helps to track bidding analytics.
  4. Helpful in the forecasting of the project pipeline.
  5. Helpful in proposal building.
  6. Easy and hassle-free integration with your existing construction software.
  7. Helps in workforce planning for upcoming jobs.
  8. Better implementation of plans.
  9. Construction-specific customization.

Best Construction CRM Software in 2022

The entire construction industry operates on trust and revolves around relationships with clients. Mostly, high-profile projects are given to those firms that have built good relationships with their clients. Each point of communication with the client can strengthen or weaken the reputation of the firm. This is where construction CRM comes into play. The following are the best construction CRM software available in 2022.

HubSpot CRM

HubSpot CRM is one of the best free options available to manage construction customer data, and that also comes with upgrades. It offers excellent marketing and sales features. Furthermore, you can use HubSpot’s social media tools to promote your services.

Also, after upgrading to Sales Hub, you unlock some more exciting features like deal scoring and signatures.

Target Industry: Construction/Contractor

Price: From free of cost up to $1,200 monthly (with upgrades)

Pros

  • Lenient to customise according to your industry.
  • Has a plethora of templates for invoicing and emailing.
  • Excellent management of quotations and contracts.

Cons

  • Limited customer support (free plan)
  • Upgrade can get very expensive
  • Insufficient automated workflow

Pipedrive

Pipedrive is undoubtedly the best software when it comes to offering visual pipelines for tracking sales activities and projects. The best part about this construction CRM is that you get many of the essential features that you’ll need to grow your construction business at a very affordable price.

However, if you want advanced features you can always opt for add-ons like web visitors and/or lead booster to generate leads.

Target Industry: Construction/ Contractor

Price: From $14.90 to $99 per month

Pros

  • Numerous ways to customise pipelines
  • Offers great visual pipelines for sales
  • Easy-to-use and highly intuitive platform

Cons

  • Limited third-party integration
  • Lesser marketing tools and features
  • Limited scalability for business expansion

Insightly

Insightly is a highly ranked CRM software that focuses on providing project management tools along with advanced marketing and sales features. It allows users to track milestone projects and progress by keeping all the conversations, activities, and notes intact.

However, some users find Insightly unmanageable as compared to other top CRMs. You can upgrade to avail several marketing tools and features like control over which person can edit the projects so that your data is safe and precise.

Target Industry: Construction/Contractor

Price: Free to $99 per month, per user ( with a 14-day free trial available)

Pros

  • Offers excellent marketing tools including templates for email marketing.
  • Intuitive and user-friendly interface.

Cons

  • Live support can only be availed after upgrading to the paid version
  • No email synchronisation

TopBuilder

TopBuilder is an industry-specific CRM made for construction professionals. It offers features like a proposal builder, templates for email marketing, and a bid manager that saves time on marketing and sales, and also allows you to focus entirely on your projects.

However, TopBuilder doesn’t provide dashboards and reporting. Going for an upgrade will provide you with some additional features like a quote builder and a bid scorecard.

Target Industry: Construction/Contractor

Price:$35 to $90 monthly (with a 60-day money-back guarantee)

Pros

  • Manages pre-construction bids and jobs
  • Construction Industry-specific tools
  • Strong marketing automation

Cons

  • Require upgrade for lead capture
  • Basic reporting offered
  • Limited customization

Wrapping Up: The Best Construction CRM

The construction industry deals with managing real estate clients and presale marketing and projects all at the same time. Having a good CRM will streamline all these functions and increase the productivity of your firm. Hope you find the best construction CRM for your firm. We’ve also talked about a few more construction CRM software that you might want to check out. Here’s a link to that.

8 Best Construction CRM Software In 2023 (Free & Paid)

Thank You For Reading!

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