Did you know poor communication is the leading cause of construction project delays?
This is why a construction CRM is just as important as the blueprint itself. Aside from handling sales, a CRM also unifies team communication and project management, ensuring no misunderstanding will drag the whole project down.
In this article, we’ll dive into the best construction CRMs on the market and explore how they can streamline communication, enhance project tracking, and ultimately boost your profitability.
Let’s take a look at some of our top choices now…
Top Picks
Below, you’ll find a summary of each app we’ve reviewed, with our scores, each app’s ideal use cases, its pricing, the availability of any free trials or free tiers, and the platforms on which the app is available. Each app has been thoroughly investigated and analyzed for users like you, with pros and cons, key features, integrations, and real user reviews.
Let’s take a look…
EDITOR’S NOTE: We created Workyard – the first app reviewed here – to address issues we encountered while struggling to track and manage construction payrolls for over 700 workers in over 50 construction businesses. We built the Workyard app from the ground up to support construction companies like yours, with industry-essential features like the industry’s most accurate time clock app with GPS and geofencing, intuitive contractor scheduling, construction cost tracking tools, and more.
Learn more about how Workyard works on our main website, or sign up for a 14-day free trial today to see what Workyard can do for your business.
Key Features
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Real-time job progress and cost tracking
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Integrated team communication and file sharing
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Simplified task scheduling with notifications
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Insightful dashboard and data reporting
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Accounting and payroll integrations
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GPS time, location, and mileage tracking
Simple, user-friendly interface
Easily share project-related notes, photos, and attachments
The mobile app works even in offline mode
Data from archived projects are saved and never lost
Spanish version available on Android
No forever-free plan
No integrated lead management feature
No optional SMS alerts for scheduled tasks
Privacy-conscious workers may not like location tracking
Highlights
Workyard tops our list of construction CRMs for its simple project management features, which are tailored for construction, specialty contractors, and field service businesses.
With real-time job progress tracking, managers and workers can easily communicate and update each other on task statuses. They can add notes, upload photos, create a checklist, and send receipts or attachments, ensuring everyone is on the same page.
Tasks are linked to corresponding projects and cost codes, allowing managers to track time and money spent on each task with precision.
With these robust features and more, Workyard is the perfect tool for helping construction companies streamline their operations.
Let’s take a close look at Workyard’s features.
Simplified Construction Project Management
Workyard makes collaboration easy so everyone can keep track of the projects, whether they’re on the construction site or in the comfort of the company’s office.
Workyard’s job progress tracker is built right into each scheduled task, allowing team members to update each other seamlessly. Field employees can easily snap a photo of the completed work, upload it, and add a note, ensuring everyone stays in the loop.
All past or present communications are securely stored in the cloud, so revisiting any task’s history to obtain proof of work is just a few clicks away.
Workyard also excels at tracking job costs down to the last detail. With each clock-in, field workers can tag their hours to specific projects and cost codes, giving managers a precise breakdown of time and labor costs.
The Job Costing section consolidates all this data, offering a live view of total project costs distributed across different tasks, helping managers spot overspending and budget issues with ease.
With Workyard’s visual calendar tool, scheduling tasks is straightforward. Need to schedule a last-minute repair or set up recurring maintenance? Just drag, drop, and customize the job with checklists, labels, and geofenced locations. You can assign tasks to individuals or teams and even designate a task watcher to ensure deadlines are met.
With digital access to all task details, you can effortlessly adjust schedules, duplicate tasks, and make bulk edits, keeping your operations smooth and efficient.
Built-in Team Communication and Collaboration
Integrated right into each scheduled task, Workyard’s communication and collaboration features allow managers and workers to add notes, share photo updates, and send receipts or other attachments via the activity feed.
Everyone can see the update in real time and provide immediate feedback, ensuring everyone stays aligned and nothing gets overlooked.
Workyard ensures all communications and files stay in the cloud, making it easy to revisit past projects. This way, you can provide proof of work or obtain any project-related detail at the client’s request without digging through old emails or paper files. Just pull up the archived project in Workyard, and all notes, photos, and attachments are right there at your fingertips.
Customizable Dashboard and Reports
Workyard’s dashboard and reporting features make it easy to stay on top of every detail in your construction projects.
As soon as you log in, you’re greeted with a summary of all your ongoing projects and their associated labor costs. This bird’s-eye view lets managers quickly see which projects are on track and which ones might need a little extra attention to stay profitable.
When it comes to time tracking, Workyard’s time card reports are incredibly detailed.
You can see exactly how your team spends their time–from hours worked to driving time and mileage–without having to sift through endless spreadsheets. You can generate reports for specific team members, choose your date range, and get either a summary or a detailed breakdown of the data you need.
The Project Hub offers even deeper insights, allowing you to examine each project’s specifics. Click on any project to see a detailed breakdown of hours worked, labor costs, and driving mileage. This helps you keep your budget in check, streamline billing, and improve your estimates for future projects.
Seamless Accounting and Payroll Integrations
Workyard makes managing your construction business smoother by integrating seamlessly with your existing systems. No more double entries or worrying about outdated data — Workyard connects effortlessly with payroll, accounting, and invoicing software to keep everything in sync.
Whether you use QuickBooks (both Online and Desktop), ADP, Sage, or Gusto, Workyard has ready-to-go integrations that save you time and hassle.
For those with unique needs, Workyard offers a developer API to create custom integrations. This flexibility means you can tailor Workyard to fit any workflow or system you use.
Reviews
Whether they’re working in the field or monitoring projects in the head office, Workyard users love how it effortlessly helps them track project progress and costs. So far, the construction management software has generated these user reviews:
Workyard’s job cost tracking saves companies a lot of time they would have otherwise spent on manual computations. The iOS user below loves how Workyard automates it with a few additions of cost codes.
iOS Review:
App really saves me time – ⭐⭐⭐⭐⭐
“The big surprise with Workyard is all the reporting it’s capable of. I’m getting reports now showing me how much our work time is costing us on each job. I even added cost codes for specific tasks and the app creates reports off of that. Really glad we found it and looking forward to seeing what’s next.”
Completing jobs in the field requires hours of honest work and detailed documentation of project progress. Workyard has successfully digitized both processes, and the Android user below couldn’t be happier.
Google Play Review:
⭐⭐⭐⭐⭐
“Great app, makes clocking in and out effortless. Also switching job sites is quik and easy. Great features, including posting job descriptions, progress and pictures.”
As a project management CRM, Workyard eliminates the need for manual record-keeping, saving the person who wrote the Capterra review tons of time and effort.
Capterra Review:
New Construction/ Maintenance Contractor – ⭐⭐⭐⭐
“This app has provided me the ability to gather Real Time information that I needed to more accurately estimate projects, along with accounting information (mileage and Travel Time), eliminating paper logbooks. The Image and Notes feature provides me back-up, when needed, and insight of jobsite conditions, problems, record-keeping, confirmation, etc. The “reminders” of being within project geo-zones is very helpful. A few quirks need to be worked out but the Support Team is Exceptional!”
Pricing
Free Trial?
14-day trial with no credit card required
Time Tracking
Annual: $6 / mo. per user + $50 base fee
Monthly: $8 / mo. per user + $50 base fee
Workforce Management
Annual: $13 / mo. per user + $50 base fee
Monthly: $16 / mo. per user + $50 base fee
Try our construction management app today!
See how it worksKey Features
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Auto-assignment of leads to team members
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Strategic sales forecasting
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Robust contract lifecycle management
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Visual sales pipeline with optional Kanban view
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Customizable reports and dashboard
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Integrations with over a thousand platforms
Fully customizable CRM
Einstein Assistant quickly drafts landing pages, forms, and emails
Extensive integrations
24/7 phone and live chat support available in all plans
No free plan
Interface gets more complex with each added customization
Too expensive for small businesses
Requires learning curve to set up and use
Confusing pricing model
Highlights
Salesforce is known for its extensive customization and integration options, which are tailored to the needs of large or scaling businesses.
For construction businesses, this means you can customize fields to track project-specific data, integrate with tools like Procore or PlanGrid, and even set up automated workflows to streamline processes such as bid management and job scheduling.
The sheer number of integrations available — over 1,000 — ensures Salesforce can work seamlessly with your existing software stack, creating a unified ecosystem that enhances productivity and efficiency.
However, Salesforce’s extensive customization capabilities come with significant downsides, particularly in terms of cost and complexity.
The service’s pricing can be steep, especially when you factor in the need for customizations and potential add-ons. Implementing and customizing Salesforce isn’t a quick task; it demands a significant investment of time and resources, making it unsuitable for smaller construction companies. In fact, “Salesforce integration expert” is a role you might consider filling if you plan to use Salesforce in a large organization.
Reviews
Salesforce has generated hundreds of thousands of reviews across different platforms, a testament to its popularity. Let’s check some handpicked reviews to get an idea of its performance.
Salesforce is a monster app with a lot of complex stuff to get around to. The iOS user below is apparently overwhelmed, made even worse by missing features you wouldn’t expect to be absent from software as pricey as Salesforce.
iOS Review:
Nice but room for improvement – ⭐⭐⭐⭐
“Don’t get me wrong SalesForce has so much to offer but I have spent a week logging in contacts when I could have been doing something else. There is a lot I can’t share due to the nature of the work I am in. One thing that needs improved is: there has got to be a better way to upload contacts from business cards. You can now scan credit cards instead of typing them in for purchasing items. So why do we still type in business contacts. I would love to see Salesforce incorporate this idea into their app. B/c what is separating the app from the webpage ? Convenience? Well then we should drive that home with better user capabilities.”
As the Android user below discovered, having a recognizable name doesn’t make an app immune to technical issues.
Google Play Review:
⭐⭐⭐
“The app keeps going to blank screens or just spins without allowing me to do anything. I have to reset my phone multiple times throughout the day just to input my reports.”
As the Capterra user review below points out, there’s a downside to getting as big as Salesforce. With too many subscribers to deal with, its customer support team often falters, failing to provide the personal touch only smaller specialty CRMs can provide.
Capterra Review:
Great tool for different type and size of businesses – ⭐⭐⭐⭐
“Pros: The ability to set up the required processes and automations adapted to the size of your business, with a flexible platform that can grow with you in pricing and coming from the most simple set up to start to get a complexity of a mid size and enterprise business. Count with a massive amount of partners that helps in the set-up with multiple prices and the fact that you can get a team inhouse that can help to mantain and develop on Salesforce with some training.
Cons: Maybe, the fact that the customer success sometimes do not responded on time to issues. The commercials are a bit aggressive when negotiating the renewals. The Salesforce ecosystem pricing push hard other tools that are better connected but the value for money is complex to be justified.”
Pricing
Free Trial?
30 days (no credit card needed)
Starter Suite
$25/mo. per user
Professional
$80/mo. per user
Enterprise
$165/mo. per user
Unlimited
$330/mo. per user
Key Features
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Sales boards for easy tracking of jobs and leads
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Custom sales workflows
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Scheduling calendar for appointment setting
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Integrated e-signable invoices and estimates
Easily add photos with drawings and annotations
Receive and reply to text or email messages right from the app
Email and phone support in all plans
Pricing not disclosed on the website
Limited native integrations
Mobile app automatically logs users out
Highlights
JobNimbus is a robust CRM solution tailored specifically for home exterior contractors, such as those in roofing, solar installations, gutters, and siding.
The mobile roofing app is JobNimbus’ crown jewel, offering the convenience of managing appointments, team communication, materials ordering, and job progress tracking—all from a smartphone.
Contractors can upload before-and-after photos directly in the app. They can add notes, insert arrows, or draw figures to point attention to specific details.
However, JobNimbus isn’t without its flaws. One significant issue is the recent bug in the mobile app that forces users to log in repeatedly, disrupting workflow and causing frustration.
In addition, while JobNimbus offers some integrations, its range of native integrations is somewhat limited compared to competitors. This means that contractors might find themselves relying on third-party tools to bridge the gap, which can complicate the workflow.
Reviews
JobNimbus’ mobile app performs better than most software solutions on this list. Although the app occasionally experiences technical hiccups, its developers always respond to users’ complaints and provide appropriate solutions.
User-friendliness and fast performance are qualities of a good CRM, and the iOS user below believes JobNimbus excels in those aspects.
iOS Review:
Great CRM for scaling up – ⭐⭐⭐⭐⭐
“I see why so many roofing companies that are scaling up use this CRM, I wish we had started with JobNimbus but, unfortunately, we went through two other CRM’s before we got to JobNimbus. I definitely recommend, very user-friendly and pictures load fast, which is a big problem with other CRM‘s.”
Virtually all apps experience bugs and glitches, but it doesn’t lessen how annoying they are, especially if they happen while you’re working with the customer. Take it from the Android user below.
Google Play Review:
⭐⭐⭐
“It’s nice to be able to use job nimbus on the fly but it would be awesome if it didn’t constantly log me out. I could handle the logouts if it either had biometric login or allowed my password manager to autofill the passwords. This is super annoying and always seems to happen when I’m with a customer. Recently I’ve been getting an error where I can’t send emails from within the app.”
The lack of out-of-the-box integrations is JobNimbus’ Achilles heel, but the user below also reports problems with one of the natively integrated apps.
Capterra Review:
Very fungible – ⭐⭐⭐⭐
“Not a whole lot of cons here. However there were some issues with syncing with QuickBooks that we had to work through. Also there is a huge limitation in the products and services catalog if you want to build one. We run into issues with character limits when syncing with QuickBooks online. QuickBooks online allows a 100 character limit and jobnimbus only does 31. there’s a very long work around to this to maximize the character limit in QuickBooks online, however it means in putting the same product or service 3 times into the system. This would be eliminated and or fixed if jobnimbus would remove there 31 character limit in their product and service name”
Pricing
Free Trial?
14 days (no credit card needed)
Growing
Available on inquiry
Established
Available on inquiry
Key Features
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Sales pipeline and deal management
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Kanban project management board
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Visual dashboards and reports
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Integrated invoicing and email marketing
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Lead generation chatbot to catch website leads
Unlimited data storage
24/7 live chat support
Customizable reports and custom fields on all plans
Extensive integrations
New leads aren’t separated from contacts
Tricky drag-and-drop deal management interface
Phone support only available on the highest pricing tiers
Highlights
Pipedrive simplifies the sales process for small to midsize businesses (SMBs). Its standout feature is a visual drag-and-drop sales pipeline, which allows users to see the entire sales process from start to finish at a glance.
With Pipedrive, you can add deals, assign values, set win probabilities, and establish expected close dates, then organize and track them by pipeline stages. Meanwhile, colored cues highlight deals that are about to go cold, ensuring you prioritize them effectively.
Campaigns by Pipedrive, an email marketing tool integrated within the CRM, is just as intuitive. You can drag and drop elements to design your layout or choose a ready-made template, then segment your recipients using Pipedrive’s data. This add-on ensures you have a complete view of contact information, communication history, and email interactions, helping you gauge interest and tailor your offerings.
On the other hand, Pipedrive doesn’t clearly separate leads from contacts. When a new deal is initiated, the associated person is automatically added as a contact. This might be manageable for smaller companies, but it can become cumbersome for those wanting to keep leads distinct from established contacts.
Moreover, Pipedrive’s drag-and-drop deal management feature can become visually overwhelming when there are numerous deals in the pipeline. In a construction business where you might be juggling multiple projects and client interactions simultaneously, the crowded interface can make it challenging to manage deals effectively.
Reviews
Pipedrive’s sales pipeline management features are among the best. However, as evident in its user ratings, Pipedrive is another example of software with a poorly executed mobile CRM, as most of its core features don’t translate well into its mobile interface.
Based on the iOS user review below, the mobile app seems to be a shadow of the desktop version, with many of Pipedrive’s core features not available (or perhaps not easily accessible) on its mobile offering.
iOS Review:
They just don’t care – ⭐
“One of the most glaring issues is the fact that the mobile app is almost useless, missing many of the core features that are required to successfully link info back to the desktop app. There is so little synergy between mobile and desktop that It almost feels as if the mobile app isn’t even made by the same company. There are many features missing from the mobile app that are on the desktop app. To make matters worse, when you talk to support, they will often tell you that they are not even planning on updating the mobile app any time soon with not even so much as a general estimate as to when they will get to it. If it all worked as intended, I wouldn’t even mind paying double for this app as, I said, it has high potential. But these guys have shown us time and time again that they just don’t care.”
Pipedrive is designed to handle and manage multiple sales pipelines at once. And as the Android user below points out, the software successfully met his expectations in terms of execution.
Google Play Review:
⭐⭐⭐⭐⭐
“Pipedrive is the bomb when it comes to sales CRMs. Amazingly customizable, yet very usable immediately. I have 8 pipes set up and when they reach the end of my cycle, they are passed off to their new owner – commercial roofs, consulting, RE – this does it all”
Pipeline’s visual dashboards are a nice addition, but as the user below experienced, they can easily go overboard without the right filters or interface to support them.
Capterra Review:
A cost-effective CRM solution for businesses with small sales teams – ⭐⭐⭐⭐
“Pros: I like how easy it is to start an operation and gain insights from the deals pipeline.
Cons: I don’t like how the dashboards are structured, eventually we started using other tools and in-house solutions. It gets confusing when you start to create one dash after another.”
Pricing
Free Trial?
14 days (no credit card needed)
Essential
$24/mo. per user
Advanced
$39/mo. per user
Professional
$64/mo. per user
Power
$79/mo. per user
Key Features
-
Sales pipeline and lead management
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AI-driven workflow automation
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Sales forecasting for better financial performance
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Mobile app with a business card scanner
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Integrations with QuickBooks, Gmail, and other popular software
Unlimited data storage in all plans
Basic geolocator tracks contact locations on map
U.S.-based email, chat, and phone support
No invoicing, estimates, or payment processing
Limited out-of-the-box integrations
Lacks non-sales features (project progress, cost tracking)
Highlights
Driven by AI, Pipeline CRM’s workflow automation can help your team minimize manual tasks and keep your sales pipeline moving efficiently.
As soon as a potential lead progresses to a new stage—whether initial interest or project proposal—Pipeline CRM automatically updates the lead status, assigns tasks to relevant team members, and sends instant notifications to sales managers.
Pipeline CRM is also great at managing recurring projects common in construction, like regular maintenance contracts. Once a deal closes, it can automatically generate a new one without needing manual intervention.
While Pipeline CRM tracks sales efficiently, it may not cater to all the operational needs outside of sales.
The app’s lack of built-in invoicing, estimates, and online payment processing can also be inconvenient. This means you might need additional software to handle financial transactions and project estimates, adding to the complexity and potentially increasing costs.
Reviews
As the ratings below suggest, the mobile app experience is lackluster for many Pipeline CRM users. The app always crashes, and its limited functionality only adds to their frustration.
Capterra reviews are generally more favorable, with users praising Pipeline’s sales features but wishing It could offer more non-sales-related functionality.
Pipeline CRM scores the lowest among iOS users, and the inconvenient bugs and glitches like what the user below reported most likely contribute to the poor showing.
iOS Review:
Pretty horrible – ⭐
“Love the desktop version, but the main reason I use the mobile app is to set myself tasks and reminders when I’m not in the office. Which is like 79% of the time. The app just crashes everytime I hit save after I try and add a task or event.”
The majority of Android users also gave Pipeline CRM a low rating, and the review below can suggest ways to improve the mobile app experience.
Google Play Review:
⭐⭐⭐
“I like PLD, but this app has a lot of limitations. It can’t open deal attachments. Notifications are all or nothing (I want to customize to only see notifications about my teams, exclude duplicates, etc). The app is good for quickly checking something, but majorly lacks the productivity of a true CRM tool.”
As a sales-focused CRM, Pipeline definitely has its limitations. As the Capterra user review below emphasized, the software lacks the invoicing and estimating capabilities to make it a reliable, all-in-one CRM solution.
Capterra Review:
Nice software but we grew out of it… – ⭐⭐⭐
“No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn’t really help you bring in the $$$ once a sale has been made.”
Pricing
Free Trial?
14 days (no credit card needed)
Start
$29/mo. per user
Develop
$39/mo. per user
Grow
$59/mo. per user
Key Features
-
Visual sales pipeline
-
Calendar-style task management
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Sales, project, and marketing workflow automation
-
Customer database with quick search feature
Kanban-style project management board maximizes visibility
Available for free for up to 2 users and 250 contacts
Easily create and track multiple pipelines
AI content assistant quickly creates follow-up emails
No available phone support
Limited options for customized reports
Poor integration capabilities
Limited features compared to other CRMs
Highlights
Capsule is a UK-based CRM equipped with a visual sales pipeline, which helps you track prospects as they move closer to conversion.
Capsule allows you to build multiple pipelines for different products, services, or markets, giving you a clearer picture of your overall sales process and helping you forecast sales more accurately.
Another highlight is the customizable Kanban project boards, which enable you to tailor project stages to fit your team’s workflow. This feature breaks down complex construction projects into manageable steps.
On the flip side, Capsule’s functionality falls short in several key areas compared to other CRM software. For instance, you can’t list contacts alphabetically or apply screen filters, which can be a hassle when managing large contact lists.
Also, there’s no built-in document generation tool, so you’ll need a separate system for invoices and quotes — a critical inconvenience for those needing quick document creation.
Reviews
Overall, Capsule’s desktop software is leagues ahead of its mobile CRM, which, as many user reviews can prove, is riddled with unreliable features.
Capsule CRM excels in user-friendliness among iOS users. The review below specifies why and leaves a suggestion on how it can be improved further.
iOS Review:
I love this CRM and the app as well! – ⭐⭐⭐⭐⭐
“It is very easy to use. The screens are intelligible and clean. It’s easy to find what you need quickly. And even in the phone it’s easy to sort and filter with quick views that make navigation simple. I always have the date I need right at my fingertips….There are a couple little things I’d like to see added to the app, like administration of tags and categories from inside the app instead of having to go to the website. It would be nice to be able to add those things on the fly as needed.”
Customer support is a weak area for Capsule. The issue below could have been fixed sooner, but the poor customer support experience only worsened it.
Google Play Review:
⭐⭐
“Basic features only. So much potential, but developer fails to fix issue with addresses now not linking correctly to Waze maps on Android which worked in the past. Support is very poor, they respond them don’t fix the problem on the app. For such a great CRM I don’t understand how they don’t invest more in great app development.”
As the Capterra user review below shares, Capsule is another sales CRM with excellent features, but is not robust enough to meet every business’s CRM needs.
Capterra Review:
A simple CRM that allowed us to hit the ground running – ⭐⭐⭐⭐
“Pros: I like the simplicity of the system. It was very quick and easy both to setup (and make changes to) and then to use the system.Cons: The system doesn’t have a document generation tool (so you need to generate invoices and quotes in a separate system). It also is comparatively underpowered in the reports you can generate (even when you upgrade to the higher tiers that have additional reporting functionality).”
Pricing
Free Trial?
14 days (no credit card needed)
Starter
$21/mo. per user
Growth
$38/mo. per user
Advanced
$60/mo. per user
Ultimate
$75/mo. per user
Key Features
-
Up-to-date client database
-
Team collaboration and project tracking
-
Revenue forecasting based on past and current projects
-
Integrated warranty management tool
Easily request closeout documents from subcontractors
APIs and webhooks for seamless integrations
Custom reports for closeout or warranty issues
Invite owners to access their closeout documents
Requires learning curve
Pricing not disclosed on the website
No mobile app for Android users
No phone support
No color variations to make buttons more visible
Highlights
Buildr’s main differentiator is its integrated warranty management system for general contractors. This feature gives you a comprehensive view of your business, helping you spot equipment failure patterns, assess specialty contractor performance, and prioritize issues effectively.
All communication is channeled through the platform, ensuring nothing slips through the cracks. By automating document requests and allowing specialty contractors to upload required documents through a dedicated portal, Buildr keeps your closeout process on track without the hassle of constant follow-ups.
Compiling a turnover package is effortless—just click a button, and all your project documents are neatly organized into a hyperlinked package that your clients can access on any device.
For users who aren’t tech-savvy, the learning curve can be quite steep, which might slow down initial implementation. Additionally, the absence of an Android mobile app is a significant drawback for on-the-go access, which many construction professionals rely on.
Reviews
Buildr is yet to establish a strong online presence, with zero reviews for its iOS app and only a single feedback on Capterra. Unfortunately, the software doesn’t have an Android app yet, further limiting its overall reach.
Buildr’s standout features are the warranty and closeout management system, which are seamlessly incorporated into its CRM. Fortunately, the Capterra user review below finds the software effective enough and even recommends it to general contractors.
Capterra Review:
Extreme ease to the closeout process – ⭐⭐⭐⭐⭐
“Overall Experience with buildr is great. The Use of all facets from Setting Up, Deployment , Tracking and use of other Features make management from all levels easier. I would recommend this to any GC or anyone who has not tried Buildr. It makes the Closeout and Warranty Periods so much easier and efficient.”
Pricing
Free Trial?
No free trial available
Tiers
Must contact sales for pricing.
Final Thoughts
With how fragmented a construction project can become, a construction CRM is like a mosaic to unify all of a project’s moving parts into one cohesive whole.
Construction CRMs are designed to simplify sales and project management. By choosing a specialty CRM like Workyard, which is built specifically for construction businesses, you avoid getting trapped in an off-the-shelf CRM full of features you don’t even need.
Workyard’s integrated job progress tracking allows teams to exchange project updates wherever they are. It prevents miscommunication and ensures projects are completed on time and on budget.
Learn more about Workyard’s construction management features, or sign up for its 14-day free trial to start using it at no cost.
Our Scoring System Explained
Our 8-part scoring system was created to help you understand the potential value of any software we review simply and fairly.
We created it after reviewing dozens of software products, which we covered in depth, but without providing a direct and simple way for readers to compare products on their merits – without spending a lot of time looking through our articles for the information they needed to make an informed decision.
Every app we review will include Customer Support and Company scores, which we’ll explain in more detail below. Many of the factors reviewed in this article will also be consistent across most (or all) of our software reviews, with some differences:
The 8 factors assessed and their contribution to a product’s overall score may differ slightly from product to product based on various factors, such as the use case we’re reviewing for, the type of business these products are tailored to, and other considerations. However, all reviews will feature an 8-part score, weighted and combined to calculate each product’s overall score.
How We Score Software
All factors in our reviews are scored on a 10-point scale – technically 11 points – from 0-10. However, we only give products a score of 0 if it does not include an essential feature at all, and we try to avoid giving out 0 scores if a product can demonstrate any functionality in line with the specific factor being reviewed.
In general, the 0-10 range translates as:
- 9.0 – 10 – One of the absolute best in its category (amazing).
- 7.5 – 8.9 – Very good, but with some minor issues (very good).
- 6.0 – 7.4 – Mediocre performance with notable shortcomings (average).
- 3.0 – 5.9 – This feature is not ready for prime time (borderline).
- 1.0 – 2.9 – This feature actually makes its product worse (unacceptable).
- 0 – The product doesn’t include this important feature at all.
How We Calculate Overall Scores
The 8 factors reviewed are weighted based on an overall total of 100%:
- Ease of Use: 20%
- Time Tracking Accuracy: 20%
- Scheduling Features: 15%
- Job Tracking: 15%
- Integrations: 10%
- Customer Support: 15%
- Company: 5%
Methodology for Each Factor
Ease of Use
We evaluate a product’s ease of use based on three main considerations:
- How easy is it to set up this app?
- How easy is it for managers to use the backend dashboard?
- How easy is it for frontline workers to use the (mobile) app?
These three considerations cover the main ways you and your team would use the software being reviewed – when you first obtain it, when someone (a manager, executive, team leader, or similar role) needs to use it to manage people, money, data, and other things, and when workers you’re tracking use the app (usually a mobile version of the software designed for frontline and/or field team members) to clock in, clock out, record time worked, or address other day-to-day needs.
Time Tracking Accuracy
Every minute matters when you’re trying to control payroll costs. This factor accounts for various features and common needs in time-tracking apps, such as…
- How accurate or precise is its GPS tracking capability?
- How accurate – and how customizable – is its geofencing feature?
- How accurate is its travel and mileage tracking (if available)?
- Can it automatically clock workers in and out based on the above?
- Can you set and/or restrict rules for clocking in and out?
- Can the app continue tracking workers while offline?
- How easy is its mobile app and/or kiosk for frontline workers?
Scheduling Features
Many construction businesses prefer to manage as many aspects of employee labor activity as possible in a single app, which is why many time-tracking apps also include worker scheduling as a core feature.
When we consider a product’s scheduling features, we look at:
- Its dashboard customizability (daily, weekly, or monthly views).
- Its project-based scheduling and visibility.
- Its real-time updates and notifications for workers.
- Its real-time map views of worker locations for best-fit scheduling.
- Its recurring schedule (copies to subsequent weeks, etc.) functionality.
Job Tracking
This factor helps you understand if the software can also provide insight into specific projects, which is particularly handy when your business deals with many customers or clients who generally need shorter-term work. Effective job tracking typically also includes accurate job costing functionality for construction companies.
We assess several things when calculating a product’s job tracking score:
- Its project-based tracking for multiple projects per day/week/etc.
- Its ability to track multiple / many projects simultaneously.
- Its use of (and your ability to customize) construction cost codes.
- Any built-in job costing views.
- Any integrations for cost coding (QuickBooks etc.)
Integrations
No business can operate on a single app, which is why integrations with other apps and tools are such important aspects of modern business software.
To calculate a product’s integration score, we’ll examine:
- How many native integrations (the simplest connection) does it offer?
- How effective and easy-to-use are its integrations with payroll software?
- Does it have robust data import and export features?
Customer Support
Learning how to use a new app can be frustrating, even if it’s meant to be the most user-friendly app around. That’s why great customer support is so essential when considering which time-tracking app to use.
Customer support scores are calculated based on:
- Live support channels available (phone, email, chat, etc.).
- Live support hours (business hours only, 24/7, etc.).
- The strength of the product’s online help center and/or FAQs.
- What other users say about support in online reviews.
Company
A great company with a highly customer-friendly approach can often make up for shortcomings in their software products – at least up to a point.
When assessing this score, we’ll examine:
- Transparency (easy-to-find pricing, etc.)
- Trial period (duration, feature availability, credit card requirements, etc.).
- Subscription flexibility (contracts, required durations, etc.).
- Ease of cancellation or pausing subscriptions.
- Customer perceptions (online product reviews).
- Website (a minor consideration, but great companies tend to have great websites).
Any questions about our scoring system? Have any suggestions on how we could make it even better? Click here to send us your feedback – we’d love to hear from you!
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.
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.
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.
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.