Build stronger relationships with your clients and improve project management with the best CRM solutions in the US
As a contractor overseeing construction projects, staying organised is paramount. Whether it’s bidding on new opportunities, making important calls, or developing proposals, you need some way of staying on top of things.
That’s where a Customer Relationship Management (CRM) system comes in. It’s simple, affordable, and effective software that’s becoming more and more popular with construction companies across the US.
Manage all your contracts – and contacts – in one place. Put yourself on the same page as your subcontractors, architects, and employees, and better understand your competitors. Sound good?
Thought so. That’s why we’ve broken down all you need to know about the best CRM software for the construction industry. Read on to find out how CRM software can take your business to the next level, or fill out our quick form to request tailored quotes from top CRM suppliers.
Best CRM Software for the Construction Industry
|Construction CRM Software||Best For||Well-Suited To||Prices From*||Free Plan Available?||Star Rating||Read Review|
|Dynamics 365||Pre-sale process and resource management||Large businesses||$40||✗||Dynamics 365 Review|
|Salesforce||Range of app integrations||All businesses||$25||✗||Salesforce Review|
|Freshsales||Intelligent email marketing||Small businesses||$12||✔||Freshsales Review|
|BuilderTrend||Quality customer support||Medium-large businesses||$100||✗||BuilderTrend Review|
|Insightly||Ease of use and design||Small-medium businesses||$100||✔||Insightly Review|
*Prices shown are per user, per month
Top 5 CRM software for the construction industry
We compared five top CRM software suppliers for the construction industry. The goal? To help you find the best CRM solution for the unique needs of your business.
Our top CRM software suppliers for the construction industry are Dynamics 365, Salesforce, Freshsales, BuilderTrend, and Insightly.
The Best CRM Software for the Construction Industry:
Best for: Intuitive pre-sale process and resource management tools
Powered by global titans Microsoft, Dynamics 365 is an innovative CRM made to meet the niche needs of your construction business. With a totally cloud-based solution, you’ll get real-time insights that give you full control over your project. Did Joey turn up on time? Have the materials arrived on site yet? You’ll get all the info you need about what’s happening out there, delivered straight to your tablet, phone, or computer. Dynamic!
And even before your project begins, Dynamics 365’s intuitive cost projection tools let you plan with confidence. Map out the exact materials and people you need to get the job done – and know exactly how much it’s going to cost you.
Dynamics 365 Pricing
|Customer Engagement Plan||Unified Operations Plan||Dynamics 365 Plan||Applications and Offers|
|$115 per user, per month||From $190 per user, per month||From $210 per user, per month||From $40 to $170 per user, per month|
- Seamless integration with other familiar Microsoft products like Word, Excel, and Outlook
- Simple document management
- User Experience (UX) can at times be frustrating
- Cost may make it a less feasible option for smaller businesses
Best for: A wide range of app integrations
With tailored solutions for a range of industries, Salesforce has been in the game for some time – so its CRM packs a powerful punch. While it’s a little pricey, it’s still one of the most scalable CRM systems on the market, making it ideal for ambitious businesses looking to grow. Salesforce is loaded with features to help you better understand your clients and their needs. This means you can create stronger proposals, build better bids, and win more projects – and, of course, make more money!
What we really like about Salesforce, though, is its huge host of integrations with construction management apps like Wrike, FieldAware, and APE Mobile. These apps work with Salesforce to provide a more holistic, efficient approach to managing your customer relationships.
|Salesforce Essentials||Lightning Professional||Lightning Enterprise||Lightning Unlimited|
|Sales Cloud||$25 per user, per month||From $75 per user, per month||From $150 per user, per month||From $300 to $170 per user, per month|
|Sales and Service Cloud||$100 per user, per month||N/A||$175 per user, per month||$325 per user, per month|
Ready to start comparing quotes from top CRM software suppliers like Salesforce? Just fill out our webform to get the ball rolling.
- Generates instant reports on the health of your business
- Customisable dashboards
- Intuitive synergy with Gmail
- Can be difficult to use for the less tech-savvy
Best for: Intelligent email marketing functions
With a free plan and a colorful, easy-to-use interface, Freshsales brings a… well, fresh approach to CRM software. What’s more, it understands that, as a contractor, your clients are the foundations of your business. That’s why it’s joined forces with user-friendly apps like Mailchimp to help you design and automate eye-catching email campaigns. Do you want to reach out to new clients? Re-engage those that’ve fallen by the wayside? Freshsales can help.
Freshsales’ clever CRM software also segments customer data based on how customers interact with your business. This lets you know who’s engaging with your business, and helps you craft the best bids for the right people.
|$0||$12 per user, per month||$25 per user, per month||$49 per user, per month||$79 per user, per month|
- Drag and drop functionality for ultimate simplicity of use
- Integrates seamlessly with handy apps like Google Calendar
- Low-cost, pleasantly-named pricing plans
- Reports lack depth compared to other providers
- Only phone support included
▶ Read more: The Best CRM Systems for Small Businesses
Best for: Providing quality customer support
As the name suggests, BuilderTrend is CRM software handmade for the construction industry. It’s no surprise, then, that it’s a hit with its clients – well over 750,000 of them, in fact. BuilderTrend trims down the whole pre-sale process, so you can send bid requests quickly. Save time by storing proposal details in the system, then reuse them later with a click. And, while the app’s a little glitchy, its intelligent reporting and financial tools help balance it out.
Best of all, it comes not only with a risk-free trial, but unlimited training for your team and clients. And if you get stuck with anything, the BuilderTrend team is on hand around the clock to help out.
|Small/Medium Business||Large Business|
|$299 for three users, per month ($39 per additional user, per month)||Quotes available on request|
- 24/7 customer support
- Branded accounts offer better customer experiences
- Tailor-made for managing construction projects
- Can be difficult to set up
- Mobile app prone to glitches
Best for: Ease of use
What’s not to love about Insightly? You get three clear pricing plans, all-day support, and a CRM that’s efficient and easy to use. With proven success in the construction industry, Insightly can pave the way towards smoother, hassle-free processes for your projects. Plus – and it’s not always easy to say this about CRM software – it is actually nice to look at. Create customized dashboards and turn data into striking reports that’ll impress clients and help win projects.
Oh, and did we mention it’s free for up to two users? If your construction business is small – or if this will be your first experience using a CRM – then Insightly offers an affordable (and effective!) place to start.
|$29 per user, per month||$49 per user, per month||$99 per user, per month|
- Strong customer support
- Color coordination makes it easy to navigate
- Easy to delegate tasks and prioritise workflow
- Web browser doesn’t hold up as well as mobile version
- Email function can be confusing
So what’s the best CRM software to help you win, manage, and complete your contracts? Well, it depends on what you’re looking to achieve with your CRM. Have a think about the number of users and the level of detail you’ll need; there’s no point paying through the nose for a CRM brimming with fantastic features… that you’ll never use.
Dynamics 365 and BuilderTrend may fall into the category of being feature-rich and too pricey; especially for smaller businesses. Elsewhere, some contractors might find Insightly to have more style than substance. Freshsales is easy to use, and has a free plan to get you started.
All things considered, though, Salesforce is our top pick for contractors. It’s feature-rich, easy to use, and suitable for construction businesses of all sizes.
So what’s next? Well, read on as we break down a couple of common questions. Or take a minute to pop your details into our form, and grab yourself a quote or two from top construction CRM suppliers.
1. Is there free CRM for contractors?
Absolutely. Freshsales and Insightly both offer plans that’ll cost you absolutely zilch. What’s the catch? Free plans basically give you a totally stripped-back version of the CRM software, and they’ll likely put limits on the amount of team members you can having using the system. So while a free CRM plan is great for starting out, it’s not a long-term solution.
2. What’s a cloud-based CRM?
Most CRM software these days is built for contractors and SMB owners that are always on the move. That’s why cloud-based CRM systems store your business’ info through the internet, or ‘in the cloud.’ Cloud-based CRM systems let you manage your projects and access data from your phone or tablet, without having to download anything.
3. Is there CRM software specific to other industries?
Yep! There’s a range of industry-specific CRM suppliers and software. Check out our other industry-specific pages and find out how businesses in real estate and the healthcare sector are using CRM to boost engagement and retain clients.