The 7 Best Construction CRMs for 2024

Looking for a construction CRM for your business? We’ve reviewed 7 of the best construction CRM apps on the market to help you choose!

FAQs
What is a construction CRM?

A construction CRM (Customer Relationship Management) is a specialized software designed to streamline team communication, track projects, automate administrative tasks, and provide real-time access to project data.

How does CRM software help construction companies?

Construction CRMs help companies by offering a suite of tools to simplify the following processes:

 

  • Lead and customer management: A construction CRM maintains a comprehensive, easy-to-access customer database so the support team can easily retrieve information to personalize client service with each call. It also allows users to separate regular customers from new leads, making it easier to direct efforts to the latter as they go through the sales pipeline. 
  • Project management: Construction CRM facilitates project tracking, team collaboration, and document sharing to ensure everyone is on the same page and prevent project delays. 
  • Communication and automation: A construction CRM automates repetitive tasks like sending invoices, scheduling tasks, and other mundane admin activities. It helps the team save time and cut administrative costs. 
  • Reporting and Analytics:  Construction CRMs are often equipped with data-rich dashboards and customizable reporting features that can help the team drill into each project’s profitability and make crucial data-driven decisions. 
Is a CRM good for invoicing in construction?

Yes, a construction CRM is often equipped with a built-in paperless invoicing feature that can help businesses create, issue, monitor, and process invoices for accounting, all from the same platform.

What’s the best construction CRM?

There are two types of construction CRM: project management CRM and sales CRM. 

If you want a simple CRM designed to track projects from start to finish, Workyard is the best option. On the other hand, if you’re looking for a construction CRM specializing in lead and sales pipeline management, Salesforce should give you a good headstart. 

Other construction CRMs can also do both; make sure to check the list of recommended options above to jumpstart your due diligence process. 

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