10 Construction CRM Software to Improve Communication and Collaboration

Running a successful construction business involves expertly coordinating complex projects, managing dispersed teams, and nurturing relationships with clients and subcontractors. This is why having a robust construction CRM (customer relationship management) software as your digital backbone is critical.

In this comprehensive guide, we will explore the top construction CRM software platforms on the market, how they work, key features to look for, implementation tips, and recommendations for choosing the right solution for your business.

What is Construction CRM Software?

Construction CRM software is designed specifically for the construction industry to help companies manage relationships and projects more efficiently. Core functions a good construction CRM platform provides include:

  • Centralized Contact Management: Maintain detailed records of clients, prospects, subcontractors, vendors etc. in one place for easy access
  • Project Coordination Tools: Schedule projects, create and assign tasks, track progress in real-time. Coordinate across office and field teams.
  • Document Management: Store all project documents, blueprints, contracts, RFIs, change orders etc. in the platform for easy search and access
  • Forecasting & Reporting: Get real-time analytics and insights on sales pipeline, win rates, revenue projections, profitability etc. to inform business decisions
  • Customer Service: Manage service requests, track issues, automate responses and notifications to customers
  • Accounting Integrations: Integrate seamlessly with accounting software like QuickBooks to synchronize key financial data

Top 10 Construction CRM Software Platforms

Here are the top 10 construction CRM software products with key details:

1. Procore

Overview: End-to-end cloud-based construction management platform covering project, financial and quality management. Mobile access.

Key Features: Contracts, RFIs, Submittals, Daily Logs, Punch Lists, Change Events, Project Financials, Analytics

Pricing: Custom quote. Scales based on number of projects and users.

Learn More about Procore →

2. Buildertrend

Overview: Web-based construction CRM & project management software with extensive feature-set. Very customizable.

Key Features: Estimating & proposals, bid management, change orders, budget tracking, document control, service management, accounting integration etc.

Pricing: $99-$209/month per user. Free 30-day trial.

Learn More about Buildertrend →

3. CoConstruct

Overview: Cloud-based end-to-end construction management platform tuned for home builders and remodelers

Key Features: CRM, project management, bidding, change orders, selections, accounting, warranty tracking etc.

Pricing: Custom quote based on modules needed and number of users

Learn More about CoConstruct →

4. JobProgress

Overview: Specialized SaaS construction CRM covering sales, document and financial management tailored for contractors

Key Features: Contact management, estimates/proposals, contract management, purchase orders, change orders, payments etc.

Pricing: $39-$99/month per user. Free 14-day trial.

Learn More about JobProgress →

5. Platformax

Overview: Cloud-based construction management solution with modules for CRM, project and field management. Mobile access.

Key Features: Contact management, document control, schedule management, field logs, maintenance management etc.

Pricing: Custom quotes. Scales based on users and capabilities needed.

Learn More about Platformax →

6. JOBPOWER

Overview: Specialized cloud-based construction ERP covering project management, accounting, service management and more.

Key Features: Contact management, document control, purchasing, change orders, accounting, payroll, fleet management etc.

Pricing: Custom quotes based on modules and number of users

Learn More about JOBPOWER →

7. FOUNDATION

Overview: Specialized cloud construction management software for home builders and specialty contractors

Key Features: CRM, selection management, change orders, purchase orders, document control, accounting integrations etc.

Pricing: Contact vendor for pricing details

Learn More about FOUNDATION →

8. TrackVia

Overview: Intuitive customizable database construction management solution for SMBs

Key Features: Contact management, forms management, workflow automation, document storage, custom fields and rules, accounting integrations

Pricing: $19-$159 per month based on number of users and features

Learn More about TrackVia →

9. Jonas Premier

Overview: Robust end-to-end ERP tailored for midsized commercial contractors with accounting at the core.

Key Features: CRM, estimating, project mgmt, equipment tracking, HR, accounting, business intelligence, report building etc.

Pricing: Contact vendor for pricing details

Learn More about Jonas Premier →

10. Workiz

Overview: Field service management platform with focus areas of dispatching scheduling, job management, invoicing, and marketing automation

Key Features: Contact management, work order management, routing and dispatching, quoting and invoicing, marketing automation, QuickBooks sync etc.

Pricing: $39-$99 per month per user. Scales based on features and number of users.

Learn More about Workiz →

How Does Construction CRM Software Work?

At their core, construction CRM platforms work by centralizing all the contacts and key information related to your projects and relationships into an easily accessible, searchable database. This gives leadership visibility for making data-driven strategic decisions.

Platforms like Procore and Buildertrend take this a step further by deeply integrating CRM capabilities with specialized tools for managing projects end-to-end. This includes functionalities like:

  • Project scheduling and GANTT charts
  • Task assignment, progress tracking
  • Managing RFIs, submittals, change orders
  • Punch list and daily log management
  • Document control for all project files
  • Equipment and material tracking
  • Field workforce access via mobile
  • Accounting system integrations
  • Custom reporting and analytics

Advanced platforms like Procore also leverage emerging technologies like IoT and predictive analytics to provide actionable insights that drive performance.

Key Features to Look For in Construction CRM Software

With the wide variety of construction CRM solutions available, it can get overwhelming finding the right platform for your business. Here are some of the most crucial capabilities leading solutions offer that you should evaluate:

Contact Relationship Management

Robust, flexible contact management with custom fields to capture all needed data. Segment contacts, record interactions, manage renewals etc.

Project Collaboration Tools

Manage projects, assign tasks, track progress. Coordinate workflows between the field and office. Mobile access for field teams.

Document Control

Cloud storage for all project documents with controlled access. Easy to update and retrieve files like contracts, RFIs, change orders etc.

Accounting Software Integration

Seamless two-way sync with popular accounting platforms like QuickBooks. Automate key financial workflows.

Custom Fields & Workflows

Adapt platform to your unique processes and data needs through custom fields, rules, conditional logic, formulas, workflows etc.

Reporting & Analytics

KPI dashboards, custom reports that deliver real-time actionable insights into all business areas – sales, field operations, finance etc.

Scalability

Cloud-based solution that economically scales from small, rapid growth companies to large established enterprises with thousands of users.

Choosing the Right Construction CRM Software

Selecting a construction CRM platform is an important business decision that requires careful evaluation of options. Here is a step-by-step process to follow:

  1. Define Needs: Document your key pain points and desired outcomes from implementing a CRM solution. Interview stakeholders.
  2. Map Software to Needs: Shortlist vendors that can address your most pressing needs. Get demos, trials.
  3. Prioritize Capabilities: Decide which functionalities are critical vs. nice to have so you choose cost-effectively.
  4. Evaluate Fit & Configurability: Assess how readily platforms can be configured to support your processes with minimal disruption.
  5. Compare Pricing: Account for all related costs – licensing, implementation services, training, customizations etc.
  6. Check Reviews & Ratings: Research real user experiences through credible review sites like G2 to mitigate implementation risks.
  7. Select & Implement Partner: Choose the vendor best positioned to fulfill current and future expected needs as a long-term business partner.

FAQs

How can construction CRM software help manage subcontractors and procurement?

Construction CRM platforms like Procore and Buildertrend provide specialized modules to track details on subcontractors including licenses, certifications, insurances, performance metrics etc. to qualify, manage and pay them efficiently. Procurement capabilities like tracking bid invitations, submissions, awards and automating POs based on bids or contracts helps smoothen workflows around sourcing materials and services.

What are some key challenges faced during implementation and how can they be mitigated?

Some common construction CRM implementation obstacles and related recommendations are:

  • Lack of internal IT resources: Get leadership backing to fund adding IT/technical staff or outsource expertise as needed
  • Integrating systems: Carefully assess integration needs upfront and factor into vendor selection criteria
  • User adoption issues: Drive adoption by getting executive sponsorship, demonstrating benefits, extensive training
  • Data quality problems: Institute data governance early, create quality guidelines/workflows, assign data quality responsibility

How can a construction CRM platform help improve field workforce productivity?

By providing easy mobile access to relevant information like project plans, task checklists, punch lists, change orders, document revisions etc., field teams can coordinate better and operate more efficiently. Location tracking further helps monitor progress and utilization. Daily field logs and automated status update notifications promote transparency between the office and field.

Conclusion

As discussed in this guide, implementing the right construction CRM software centralizes project information, contacts and documents to help contractors work collaboratively and transparently. Leading solutions like Procore and Buildertrend layer specialized tools to automate cumbersome manual processes around critical construction workflows – planning, procurement, contracting, scheduling, issue tracking, changes, approvals and more.

While benefits are multipronged, from sales growth to operational efficiencies and risk mitigation, successful adoption requires concerted leadership commitment and strategic change management.

We hope insights shared above will help construction business owners identify the best construction industry CRM software for managing clients and projects profitably. Let us know if any questions!

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