7 Best CRMs for Construction & Contractors 2022

Learn which construction CRM will best help you organize your customers and projects through our independent editorial review of the top options.

Construction CRMs are software that help construction companies and contractors organize their leads, clients, and projects. The top construction CRM software generally includes sales and project pipelines, task automation, and sales forecasting, as well as tools to manage client information, bids, and contracts. To help you choose the best option for you, we’ve reviewed the top platforms and identified the best use cases for each.

Here are the top seven CRMs for the construction industry:

  • Freshsales: Best overall construction CRM for features and pricing (free starting price)
  • Pipedrive: Best construction CRM for a la carte advanced features (14-day free trial)
  • HubSpot CRM: Best no-cost-to-start CRM with premium upgrades (free starting price)
  • Insightly: Best construction CRM for project management tools (free starting price)
  • Salesforce Essentials: Best construction CRM for custom reporting (14-day free trial)
  • TopBuilder: Best CRM for construction-specific tools (60-day money-back guarantee)
  • MarketSharp: Best CRM for collecting customer feedback and referrals (free demo)

How We Evaluated the Best Construction CRM Software

Construction sales reps and contractors can use general CRM software or an industry-specific platform to generate leads and manage bids, projects, and payments. To determine the best tools for the industry, we scored a mix of quality general CRMs and construction-focused CRMs. We used six weighted scoring categories consisting of subcriteria, and the CRM with the most points out of five was deemed the overall winner. Finally, we identified each top option's primary use case.

Evaluation Criteria

Pricing as well as general relationship and project management features are among users' top priorities when choosing a construction CRM. We also looked at ease of use and advanced functions such as built-in texting and calling. Finally, we checked if reports and forms were customizable and customer support was readily available.

Pricing:
25%
General Features:
25%
Ease of Use:
20%
Advanced Features:
15%
Customization:
10%
Customer Service:
5%

Note: All per-user prices are with a one-year commitment unless noted.

All seven CRMs offer a mix of features, plus customization options and support. However, five general CRMs scored higher than the construction-specific platforms that made our list since they provide the key features construction firms need while also being more customizable and affordable. Freshsales offers the best overall value for construction businesses needing to manage projects and relationships. Below, check out how each CRM scored and its primary use case.

Freshsales: Best Overall Construction CRM

Freshsales is a general sales CRM that's the best option for construction and real estate pros.

Price Range: Free to $69 per user, per month (21-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-fullstar-full

Pros:

  • Simple setup & operation
  • Many ways to customize
  • Automatically enriches new lead records

Cons:

  • Best features only in paid tiers
  • Third-party integrations are limited
  • No client tracking available

Freshsales is an easy-to-use CRM offering free and paid tiers that all help you manage your customers, partners, bids, and tasks via tools like web forms, live chat, and more. Upgrade for features such as workflow automation and Freddy AI, which enriches records with info relevant to potential jobs (e.g., lead and company names, phone numbers, addresses) and predicts which bids are likely to result in a contract so you can prioritize the bids you submit.

Freshsales' sales features and AI upgrades make it a great option for construction pros wanting to increase their won bids, but it lacks marketing features to help you attract leads in the first place. For a well-rounded CRM with solid sales and marketing features, check out HubSpot CRM.

Freshsales Pricing

  • Free Plan: Support for unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days
  • Integration with Freshworks' free marketing and service platform tiers

Freshsales Key Features

  • Lead Generation: Capture lead info, then autoenrich the records with pertinent info.
  • Deal Management: Autoconvert qualified leads, then receive follow-up reminders.
  • Automated Workflows: Simplify construction operations by automating repetitive tasks.
  • Sales Pipeline Management: Move leads and deals through drag-and-drop pipelines.

Freddy AI insights in Freshsales

VISIT FRESHSALES

Pipedrive: Best for Advanced Add-Ons

Pipedrive has richly visual pipelines for tracking sales activities and offers advanced features as needed.

Price Range: $14.90 to $99 per user, per month (14-day trial)

Overall Rating star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-fullstar-fullstar-full

Pros:

  • Highly visual pipelines track activity
  • Many ways to customize pipelines
  • Intuitive & easy to use

Cons:

  • Scalability limited for business growth
  • Third-party integrations are limited
  • Few marketing functions

Pipedrive is a sales CRM with a visual pipeline to help track your sales and projects. Its affordable tiers provide many of the core features you'll need to manage your construction business. However, you can also add on advanced features like LeadBooster and/or Web Visitors to generate and capture leads, Campaigns to nurture those leads via email marketing, and Smart Docs to autofill, track, and electronically sign your construction bids and contracts. 

Pipedrive's advanced add-ons are highly useful but can get costly, so if you'd prefer a CRM that bundles key sales features within its tiers, learn more about Freshsales.

Pipedrive Pricing

  • Essential: $14.90 per user, per month
  • Advanced: $24.90 per user, per month
  • Professional: $49.90 per user, per month
  • Enterprise: $99 per user, per month (minimum 10 users)
  • Free Trial: 14 days for all plans
  • Pay for sales and marketing add-ons: LeadBooster, Web Visitors, Campaigns, or Smart Docs

Pipedrive Key Features

  • Quote Manager: Create bids and estimates and manage them through the pipeline.
  • Mobile App: Communicate with leads and clients and access all data from the job site.
  • Activity Management: Track contracts, sales activity, permits, and other related tasks.
  • Customizability: Create fields relevant to construction, like products and project types.

Pipedrive Smart Docs

VISIT PIPEDRIVE

HubSpot CRM: Best Free Option With Upgrades

HubSpot CRM is a top cost-optional solution to manage construction customer data, with key upgrades available.

Price Range: Free to $1,200 per month (Sales Hub)

Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-fullstar-fullstar-full

Pros:

  • Customizable to your industry needs
  • Templates for emailing & invoicing
  • Manage contracts & quotes

Cons:

  • Upgrades can get pricey
  • Less customer support in free plan
  • Automated workflows are limited

HubSpot CRM is a free CRM offering solid marketing and sales features. Use its email templates and social media tools to promote your construction services, then take advantage of the quote feature for bidding and a deal pipeline to track all leads and activities. Upgrading to Sales Hub provides advanced sales features to use as you bid on more projects — e.g., deal scoring and esignatures — plus access to the free tools within Marketing, Service, and Operations Hubs.

HubSpot's upgrades include more features and users, which might not be right for small companies or independent contractors. For a free CRM with affordable per-user upgrades, look into Freshsales, or TopBuilder for industry marketing tools and a money-back guarantee.

HubSpot CRM Pricing

  • Free Plan: Support for unlimited users
  • Sales Hub Starter: $45 per month for 2 users
  • Sales Hub Professional: $450 per month for 5 paid users
  • Sales Hub Enterprise: $1,200 per month for 10 paid users
  • Additional users can be purchased for extra
  • Integration with HubSpot's free marketing, service, and operation platform tiers

HubSpot CRM Key Features

  • Quote/Estimate Manager: Create and manage quotes inside the CRM.
  • Mobile App: Access prospects and sales data while at the job site or on the road.
  • Marketing and Ad Tools: Launch campaigns and access reporting and analytics.
  • Custom Data: Track activities and collect prospect info relevant to construction.

Hubspot - Construction CRM Software

VISIT HUBSPOT CRM

Insightly: Best for Project Management

Insightly is a CRM offering strong project management tools along with sales and marketing capability.

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

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full General Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Advanced Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Customer Service star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Project management syncs to apps
  • Templates for email marketing
  • Attractive interface

Cons:

  • Live support is an add-on
  • No email sync
  • Must upgrade for many automations

Insightly is a feature-packed sales and project management CRM allowing contractors and construction sales reps to hand off won bids to team members without any loss of data. Notes, conversations, and activities are kept intact so team members can follow construction projects as they progress and track milestones along the way. Upgrade to assign unlimited roles and control which members can edit projects so your data is always accurate.

Insightly is great for project management, but some users complain that it's clunky compared to other CRMs. If quality UI is important to you, check out Freshsales, which offers robust sales features plus project management–related tools like custom roles and role-based access.

Insightly Pricing

  • Free Plan: Support for 2 users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month
  • Free Trial: 14 days for all paid plans

Insightly Key Features

  • Project Management: Track tasks, sync to calendars, and customize processes.
  • Lead Capture: Capture web visitors' info via online forms and landing pages.
  • Custom Reports: Create sales and project data visualizations that update in real time.
  • Email Marketing: Design attractive newsletters and emails to promote your business.

Project management in Insightly

VISIT INSIGHTLY

Salesforce Essentials: Best for Custom Reporting

Salesforce Essentials helps you track key construction metrics using reports and then organize them into dashboards.

Price Range: $25 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-full General Features star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Advanced Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-full star-full

Pros:

  • Separate pipeline for opportunities
  • Advanced team collaboration tools
  • Glitches can happen often

Cons:

  • UI takes time to learn
  • Customer support could be better
  • Many features are upgrades

Salesforce Essentials is an affordable tier within the Salesforce Sales Cloud platform. It offers many of the same core features as higher plans, such as lead and opportunity management, email marketing, and team collaboration. It also provides full reporting functionality, which allows you to build custom reports around your win/loss ratio, purchase orders, job progress, safety and employee time tracking, and more, then organize those reports into dashboards.

Essentials includes several advanced Sales Cloud features, but you might find that it doesn't offer all of the ones that would help your business. If this is the case, consider Freshsales for sales tools or HubSpot CRM for both sales and marketing.

Salesforce Essentials Pricing

  • Essentials: $25 per user, per month (up to 10 users)
  • Free Trial: 14 days

Salesforce Essentials Key Features

  • Reports and Dashboards: Track the most important info to your construction business.
  • Sales Cycle Management: Track leads, contacts, opportunities, and accounts.
  • Website Leads: Capture leads who browse your website, including their contact info.
  • Email Templates: Craft form emails for sending a bid, collecting payment, and more.

Salesforce Essentials CRM report example

VISIT SALESFORCE ESSENTIALS

TopBuilder: Best for Industry-Specific Tools

TopBuilder offers sales and marketing tools specifically for the construction industry.

Price Range: $35 to $90 per user, per month + setup fee (60-day money-back guarantee)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full General Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-full star-fullstar-full Customization star-fullstar-full star-fullstar-full Customer Service star-fullstar-fullstar-fullstar-full

Pros:

  • Dedicated support manager
  • Robust marketing automations
  • Manage pre-construction bids & jobs

Cons:

  • Customizations are limited
  • Lead capture is an upgrade
  • Only basic reporting offered

TopBuilder is a highly-rated CRM specifically made for construction professionals. Industry tools like a proposal builder, a bid manager, and prebuilt email marketing templates save you time on sales and marketing so you can focus more on won projects. The CRM also organizes customer data and can be used from an office or a job site via its mobile app. Upgrades give you access to lead capture tools plus advanced industry features like a bid scorecard and a quote builder.

TopBuilder's industry tools make it a great out-of-the-box platform for those in the construction industry, but its reporting and dashboards are lacking. For an industry CRM with robust reporting features, including prebuilt and custom reports, learn about MarketSharp.

TopBuilder Pricing

  • Essentials: $35 per user, per month + one-time setup fee
  • Professional: $50 per user, per month + one-time setup fee
  • Enterprise: $90 per user, per month + one-time setup fee
  • Money-Back Guarantee: 60 days

TopBuilder Key Features

  • Bid Management: Track bids by job and get analytics on quote performance.
  • Bid Calendar: View and assign bids to the right person on your team, then monitor them.
  • Job Resource Management: See the status of your crews, vehicles, equipment, and more.
  • Email Marketing: Launch promotional newsletters and emails from branded templates.

TopBuilder - Construction CRM Software

VISIT TOPBUILDER

MarketSharp: Best for Customer Referrals

MarketSharp helps construction pos gather customer feedback and referrals to promote their business.

Price Range: $99 to $299 for one user, per month + $40 to $50 per additional user, per month (free demo)

Overall Rating star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full General Features star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Advanced Features star-fullstar-full star-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Customer Service star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Unique reputation management tools
  • Can handle service & warranty calls
  • Referral marketing campaigns

Cons:

  • Pricier than others
  • Cumbersome to set up
  • Could be more customizable

MarketSharp is an industry CRM with built-in tools for sales, marketing, and payments. Its reputation management feature solicits customer feedback and encourages referrals, which are useful for remodelers and other home pros who rely on word-of-mouth advertising. Automate campaigns that trigger when you finish a job and prompt your customer to provide a referral or review for future leads to see, and leverage your quality work to make more sales.

MarketSharp's core features, including its reputation management tool, are highly useful for construction pros, but the cost can be prohibitive for some. For a more affordable construction-specific CRM, check out TopBuilder, which offers a lower price and a money-back guarantee.

MarketSharp Pricing

  • Standard: $99 per user, per month + $40 per additional user, per month
  • Pro: $199 per user, per month + $45 per additional user, per month
  • Ultimate: $299 per user, per month + $50 per additional user, per month

MarketSharp Key Features

  • Reputation Management: Solicit customer feedback and facilitate referral campaigns.
  • Automated Marketing: Generate leads via scripts, follow-ups, and appointments.
  • Project Management: Automate workflows and schedule crews and materials.
  • Service and Warranty Management: Organize service calls and warranty work.

MarketSharp referrals

VISIT MARKETSHARP

Top 4 Construction CRM Features

The best CRMs for construction professionals and contractors include the following tools:

Lead & Client Tracking

Sales Forecasting

Bid & Contract Management

Project Management

Lead and client tracking helps you organize your potential and current customers' information and activity and easily reach out to them at the right time.

Sales forecasting allows you to predict which bids you'll win so you can prioritize your time on the ones most likely to close.

With bid and contract management, you can create, send, and organize quotes and bids while you're prospecting, plus contracts after you've won a bid.

Using project management features, you can assign roles within your CRM, then those employees can access contracts and track milestones as your team executes the project.

Bottom Line: Best Construction CRM

Construction businesses are in the unique position of balancing real estate customers with presale marketing and projects. A good CRM will streamline these functions and increase productivity, which is critical in such a time-sensitive industry. Many general CRMs can be customized to fit the needs of builders and remodelers, but there are also quality construction-specific solutions. Use our buying guide to help steer you to the right CRM for your needs.

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