Construction CRM Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Construction CRM Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Construction CRM Software Articles
What is CRM? How It Helps Boost Sales and Efficiency
Getting a customer to buy your solution is only half the battle.
by Mary Clare Novak
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
by Tanuja Bahirat
The Construction Project Lifecycle Drives Innovation in Construction Technology
Construction projects can be gargantuan undertakings, made up of a mind-boggling number of moving parts. Though such projects may be expensive, lumbering giants, they can be tamed with the right stack of construction software.
by Jasmine Lee
Construction CRM Software Glossary Terms
Construction CRM Software Discussions
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Question on: Estimate Rocket
Does estimate rocket sync with QuickBooks?
Does estimate rocket sync with QuickBooks?
Estimate Rocket does NOT sync DIRECTLY with Quickbooks. However, it will sync with Quickbooks online through ZAPIER. So YES, it is possible to sync Estimate Rocket and Quickbooks data by use of a 3RD PARTY APPLICATION.
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Question on: Followup CRM
What is lead tracking in CRM?
What is lead tracking in CRM?
Lead tracking is a great service through Followup CRM that is totally compatible with our software (Roof Logic) and once the customer and Project Manager's info is entered it populates into many fields in FollowUp CRM and notifies the Project Manager and anyone else involved on the work order on our end-tracking all communication. Basically keeps all of our sales department and anyone else with access to this platform on the same page so that the chances of missing anything (like due dates for proposals, Scheduling, following up with customers & received proposals.) Hope this helps!
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Question on: Deltek Vantagepoint
Is VantagePoint software any good?
Is VantagePoint software any good?
Yes! Deltek Vantagepoint has been ranked a G2 leader by our customers for the last 7 quarters. You can learn more about Deltek Vantagepoint on Deltek.com and by reading the blog here: https://www.deltek.com/en/learn/blogs/deltek-vantagepoint
Construction CRM Software Reports
Grid® Report for Construction CRM
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Construction CRM
Fall 2026
G2 Report: Momentum Grid® Report
Grid® Report for Construction CRM
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Construction CRM
Summer 2026
G2 Report: Momentum Grid® Report
Grid® Report for Construction CRM
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Construction CRM
Spring 2026
G2 Report: Momentum Grid® Report




