# Best Construction CRM Software for Small Business - Page 2 ## How Many Construction CRM Software Products Does G2 Track? **Total Products under this Category:** 91 ### Category Stats (Jul 2026) - **Average Rating:** 4.34/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Jonas Enterprise Service & Construction Software (+1.59%) - Among all products in this category, Jonas Enterprise Service & Construction Software recorded the largest rating increase compared to last month _Last updated: July 25, 2026_ ## How Does G2 Rank Construction CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 5,500+ Authentic Reviews - 91+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Construction CRM Software ![G2 Grid® for Construction CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/construction-crm/grids.png?focus%5B%5D=5422&focus%5B%5D=1585&focus%5B%5D=14037&focus%5B%5D=159646&focus%5B%5D=69696&focus%5B%5D=1264686&focus%5B%5D=9478&focus%5B%5D=162277) Highlighted products: Jobber, Capsule CRM, Housecall Pro, JobTread, FieldPulse, Bolster, Knowify, and Contractor+. Underlying data: [Grid® JSON](https://www.g2.com/categories/construction-crm/grids.json?focus%5B%5D=jobber&focus%5B%5D=capsule-crm&focus%5B%5D=housecall-pro&focus%5B%5D=jobtread&focus%5B%5D=fieldpulse-fieldpulse&focus%5B%5D=costcertified-bolster&focus%5B%5D=knowify&focus%5B%5D=contractor&segment=small-business) **Sponsored** ### Unanet CRM by Cosential Unanet is a leading provider of project-based ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 4,000 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision- making, and accelerate business growth. All backed by a people-centered team invested in the success of your projects, people, and financials. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2346&secure%5Bchosen_at%5D=2026-07-31T11%3A26%3A06Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3375&secure%5Bresource_id%5D=2346&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fconstruction-crm%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=07b6c6058783d402f901f56b54a5c4b3e543c9c03acd73433c2cad04ef4e1273&secure%5Burl%5D=https%3A%2F%2Funanet.com%2Fcrm-aec&secure%5Burl_type%5D=paid_promos) ### [SalesBuilder Plus](https://www.g2.com/products/salesbuilder-plus/reviews) SalesBuilder Plus is a comprehensive Customer Relationship Management (CRM) software tailored for home builders and contractors aiming to enhance their sales, marketing, buyer management, and customer service processes. By integrating these functions, SalesBuilder Plus facilitates closing more deals and fostering satisfied clients who are likely to provide referrals. The software can be utilized as a standalone application or as part of the Plus Series, which includes integrated CRM, Estimating, Scheduling, and Job Cost Accounting modules. Users have the flexibility to host SalesBuilder Plus on their own servers or opt for a monthly hosting service. Key Features and Functionality: - Prospect Management and Follow-up Marketing: Manages the sales process from initial contact to contract, tracks multiple job opportunities per client, and allows for user-defined follow-up action plans, including calls, emails, letters, and tasks. - Buyer/Contract Management: Monitors buyers under contract, handles multiple contracts per buyer, and tracks comprehensive job information such as contract details, selections, change orders, construction notes, additional contacts, and deposits. - Customer Service/Warranty Tracking: Manages customer and job histories, generates and tracks work orders, and monitors open and completed work orders by client, job, or responsible person. - Sales/Advertising Management: Tracks sales by job type, sales office, salesperson, and media source, and monitors completed and uncompleted tasks by responsible individuals. - Integration Capabilities: Integrates with Microsoft Word, Excel, and Outlook for generating contracts, emails, and reports; synchronizes with Scheduling Plus for project management; and offers improved communication through Outlook integration, tracking email history by client and job. - Remote Accessibility: Provides remote access via the internet using any mobile device through Remote Desktop Protocol (RDP) connectivity. Primary Value and Solutions Provided: SalesBuilder Plus addresses the need for an integrated system that streamlines various aspects of the sales and customer management process for home builders and contractors. By consolidating prospect tracking, follow-up marketing, contract management, and customer service into a single platform, it reduces manual data entry, minimizes errors, and enhances communication between sales teams and clients. The software's integration with other modules like Estimating and Scheduling ensures a seamless workflow from initial contact to project completion. Its remote accessibility allows teams to manage information and tasks efficiently, regardless of location, leading to increased productivity and improved client satisfaction. **Average Rating:** 4.2/5.0 **Total Reviews:** 82 #### How Do G2 Users Rate SalesBuilder Plus? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.7/10) - **Ease of Use:** 8.6/10 (Category avg: 8.7/10) - **Quality of Support:** 8.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind SalesBuilder Plus? - **Seller:** [Contractors Software Group](https://www.g2.com/sellers/contractors-software-group) - **Year Founded:** 1995 - **HQ Location:** ST. Paul, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dff653aa6715802c9aace891f6ca7572e8ef895dcc95b0f41e522e64e78ac103&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcontractors-software-group-inc.&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Information Technology and Services - **Company Size:** 51% Small, 39% Medium #### What Do G2 Reviewers Say About SalesBuilder Plus? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **Client Management** features of SalesBuilder Plus, enhancing relationships and streamlining communication effectively. - Users value the **CRM integration** in SalesBuilder Plus, enhancing their ability to manage relationships seamlessly. - Users value the **data management** capabilities of SalesBuilder Plus for effectively organizing crucial documents and tracking leads. - Users appreciate the **easy integrations** of SalesBuilder Plus, finding the dashboard user-friendly and intuitive for newcomers. - Users value the **affordable pricing strategy** of SalesBuilder Plus, making it accessible for diverse budgets. ##### Cons - Users find the **pricing steep** , making it challenging to justify the value of SalesBuilder Plus. - Users find **limited customization** options in SalesBuilder Plus, which restricts their flexibility and usability. - Users feel that the **limited features** of SalesBuilder Plus restrict their ability to fully utilize the product. #### What Are Recent G2 Reviews of SalesBuilder Plus? **["A Reliable Tool for Sales Monitoring and Performance Insights"](https://www.g2.com/survey_responses/salesbuilder-plus-review-11382018)** **Rating:** 4.5/5.0 stars _— MOHAMMAD S._ [Read full review](https://www.g2.com/survey_responses/salesbuilder-plus-review-11382018) **["Want happier clients - Go for Sales Builder Plus"](https://www.g2.com/survey_responses/salesbuilder-plus-review-8807647)** **Rating:** 4.0/5.0 stars _— Pooja V._ [Read full review](https://www.g2.com/survey_responses/salesbuilder-plus-review-8807647) ### [Project-Sales Achiever](https://www.g2.com/products/project-sales-achiever/reviews) Project-SalesAchiever helps to manage the complex sales process in the construction Industry. **Average Rating:** 4.2/5.0 **Total Reviews:** 30 #### How Do G2 Users Rate Project-Sales Achiever? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Ease of Admin:** 8.8/10 (Category avg: 8.7/10) - **Ease of Use:** 8.8/10 (Category avg: 8.7/10) - **Quality of Support:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Project-Sales Achiever? - **Seller:** [Project-SalesAchiever](https://www.g2.com/sellers/project-salesachiever) - **Year Founded:** 1990 - **HQ Location:** Banbury, GB - **Twitter:** @PSACRM 404 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bbfe3aa810e34077060c93fa1e518662e5592dea932fb86e7903e59c27dbe166&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesachiever&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Information Technology and Services - **Company Size:** 43% Small, 37% Medium #### What Are Recent G2 Reviews of Project-Sales Achiever? **["Efficient Tool - Project Sales Achiever"](https://www.g2.com/survey_responses/project-sales-achiever-review-9928173)** **Rating:** 5.0/5.0 stars _— Shaik H._ [Read full review](https://www.g2.com/survey_responses/project-sales-achiever-review-9928173) **["Efficient and Customizable CRM for the Construction Industry: A Game Changer!"](https://www.g2.com/survey_responses/project-sales-achiever-review-9840003)** **Rating:** 4.0/5.0 stars _— Mathieu P._ [Read full review](https://www.g2.com/survey_responses/project-sales-achiever-review-9840003) #### What Are G2 Users Discussing About Project-Sales Achiever? - [What is Project-Sales Achiever used for?](https://www.g2.com/discussions/what-is-project-sales-achiever-used-for) - 1 comment ### [ServiceDeck](https://www.g2.com/products/servicedeck/reviews) ServiceDeck is a powerful field service management (FSM) software designed to revolutionize your field service operations. Ideal for service providers like plumbers, electricians, cleaners, landscapers, and many others, ServiceDeck streamlines operations, automates processes, and enhances customer connections with its cutting-edge dispatching software and field worker management tools. Explore the incredible features ServiceDeck provides: 🔗 Connect - Marketplace: An AI-Powered marketplace tailored to your business, offering instant access to new markets, clients, and projects. Benefit from a data-driven Business Directory with public reviews and ratings, and a database of Service Providers for efficient outsourcing. - Customer Portal: Offer customers a personalized portal to view and manage their requests, quotes, invoices, and job statuses. - Mobile App: Empower your team with a mobile app for live location tracking, work history access, project status updates, and time-off requests. 🎛️ Manage - Smart Scheduling: Leverage our advanced scheduling software to visualize your company's daily workload and assign jobs based on team availability. - Document Management: Maintain organization with all job-specific documents in one place, enabling your team to attach project images on-the-go. - Integrated Invoicing: Effortlessly convert jobs into customizable invoices with a single click, providing customers the convenience of online payments through various methods. 🤖 Automate - Custom Integrations: Optimize your operations by integrating ServiceDeck with existing platforms like Stripe, QuickBooks, and WordPress. - Automated Proposals: Deliver a personalized and automated proposal process by integrating your public website with ServiceDeck for seamless quotation requests. - Detailed Reporting: Monitor your team's workload and efficiency with in-app time logs, and track your revenue and expenses to make informed business decisions. 🌟 Top Features: - Worker Availability: Schedule intelligently based on employee availability, time off, and daily breaks. - GPS Tracking: Keep track of your team's location with in-app live tracking and interactive maps. - Document Management: Easily attach project images on-the-go and store all job-specific documents in one place. - Scheduling and Dispatching: Streamline job assignments and resource allocation with efficient scheduling and dispatching tools in our field service management software. Transform your service business with ServiceDeck and focus on delivering outstanding services to your customers. Experience the difference ServiceDeck can make for your business. Don't wait – try ServiceDeck now and elevate your field service operations to new heights with our comprehensive FSM software! **Average Rating:** 4.5/5.0 **Total Reviews:** 33 #### How Do G2 Users Rate ServiceDeck? - **Has the product been a good partner in doing business?:** 7.3/10 (Category avg: 9.2/10) - **Ease of Admin:** 7.0/10 (Category avg: 8.7/10) - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Quality of Support:** 8.9/10 (Category avg: 8.7/10) #### Who Is the Company Behind ServiceDeck? - **Seller:** [ServiceDeck](https://www.g2.com/sellers/servicedeck) - **Year Founded:** 2022 - **HQ Location:** Mississauga , CA - **Twitter:** @Servicedeck\_io 42 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90fbcc4bd5a3c9d6710e7f2848a35b35fb51e9cacbe8a05d7c0f138bade99cdd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fservicedeck-io%2F&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 57% Small, 26% Medium #### What Do G2 Reviewers Say About ServiceDeck? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive interface and comprehensive tools** of ServiceDeck, streamlining operations and enhancing productivity. - Users commend the **responsive customer support** of ServiceDeck, aiding quick solutions and a smooth onboarding experience. - Users appreciate the **ease of use** of ServiceDeck, finding it simple to navigate and manage tasks efficiently. - Users value the **quick response time** of ServiceDeck, which enhances overall satisfaction and smooth operational flow. - Users appreciate the **simplicity and affordability** of ServiceDeck’s mobile app, enhancing their business management experience. ##### Cons - Users suggest that **improvement is needed** in loading times and feature integrations for a smoother experience. - Users experience **slow performance** with ServiceDeck, particularly during loading times and complex setups, causing frustration. - Users face **bug issues** that can disrupt workflows, especially after updates, affecting overall functionality and user experience. - Users find the **complex setup** of ServiceDeck time-consuming, especially for larger teams with specialized needs. - Users find the **limited data importing options** of ServiceDeck lacking, suggesting improvements for better integration. #### What Are Recent G2 Reviews of ServiceDeck? **["Scalable Operations Tool with Excellent Support"](https://www.g2.com/survey_responses/servicedeck-review-12238678)** **Rating:** 5.0/5.0 stars _— Oleg K._ [Read full review](https://www.g2.com/survey_responses/servicedeck-review-12238678) **["Streamlined and user-friendly support platform"](https://www.g2.com/survey_responses/servicedeck-review-10666948)** **Rating:** 5.0/5.0 stars _— dhanush r._ [Read full review](https://www.g2.com/survey_responses/servicedeck-review-10666948) ### [Homey CRM](https://www.g2.com/products/homey-crm/reviews) Homey is a leading provider of cloud-based applications for craftsmen, tradesmen, and service professionals. Homey connects people, applications, and devices through a unified platform to help companies build quality projects and offer quality service to homeowners. Homey's powerful CRM for the construction and service industries lets businesses, from start-up to enterprise, manage their sales, projects, marketing, and back office through one easy-to-use SaaS solution. Homey is headquartered in Hanover, Germany, and is active in over 5 countries with over 200 000 happy customers to date. Homey is a registered brand that belongs to Energieheld GmbH. **Average Rating:** 4.1/5.0 **Total Reviews:** 50 #### How Do G2 Users Rate Homey CRM? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Ease of Admin:** 8.5/10 (Category avg: 8.7/10) - **Ease of Use:** 8.7/10 (Category avg: 8.7/10) - **Quality of Support:** 8.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind Homey CRM? - **Seller:** [Homey](https://www.g2.com/sellers/homey) - **Year Founded:** 2012 - **HQ Location:** Hannover, Niedersachsen - **Twitter:** @energieheld 979 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=86fb6c1762b28de66ef3b858a376fa7a1f743c0ecc54c8a459f9b6b2b167030c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5212147&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Construction - **Company Size:** 54% Small, 33% Medium #### What Do G2 Reviewers Say About Homey CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **seamless CRM integration** of Homey CRM, enhancing customer interactions and marketing campaign efficiency. - Users appreciate the **efficient customer support** of Homey CRM, enhancing interactions and integrating seamlessly with existing tools. - Users value the **ease of use** of Homey CRM, facilitating efficient customer interactions and marketing campaigns. - Users appreciate the **sales optimization** capabilities of Homey CRM, enhancing customer interactions and marketing campaign effectiveness. - Users appreciate the **easy deployment and integration** of Homey CRM, enhancing customer interactions and marketing campaigns. #### What Are Recent G2 Reviews of Homey CRM? **["One of the best CRM products I've used."](https://www.g2.com/survey_responses/homey-crm-review-8806234)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/homey-crm-review-8806234) **["Efficient internal and customer operations"](https://www.g2.com/survey_responses/homey-crm-review-10681835)** **Rating:** 4.5/5.0 stars _— Gustavo E. S._ [Read full review](https://www.g2.com/survey_responses/homey-crm-review-10681835) #### What Are G2 Users Discussing About Homey CRM? - [What is Homey CRM used for?](https://www.g2.com/discussions/what-is-homey-crm-used-for) - 1 comment ### [COBRA Contractors Software](https://www.g2.com/products/cobra-contractors-software/reviews) COBRA Contractors Software is a comprehensive solution designed to streamline operations for contractors by integrating mobile forms with their existing systems. By partnering with ProTechnology, COBRA offers a state-of-the-art mobile forms solution that enhances data capture, reduces errors, and eliminates the high costs associated with paper processing. Key Features and Functionality: - Mobile Field Sheets (MFS): Facilitate quick quotes, estimates, job costing, billing, purchasing, and change order requests directly from the field. Field technicians can capture job data up to 96.5% faster, utilizing voice-to-text notes, customer signature capture, and multi-photo capabilities. - Mobile Time Sheets (MTS): Enable field workers to enter their time, project phase, and job notes efficiently. Supervisors can review and edit individual or crew time sheets before approval, streamlining payroll processing and reducing data entry time. - Mobile Purchase Orders (MPO): Allow for improved ordering and receiving processes in the field. Users can submit purchase orders, compare packing slips upon material arrival, and manage back orders seamlessly. The system also supports capturing photos of damaged or incorrect items sent from suppliers. - Mobile Project Insights (MPI): Provide real-time project data to supervisors, including updated purchase orders, change orders, RFIs, labor hours, and other key job indicators, ensuring projects stay on target. - Mobile Google Calendar (MGC): Offers real-time scheduling with a company calendar displaying all workers, jobs, and dates. Users can drag and drop to adjust schedules, and field workers can view updated schedules immediately on their devices. Primary Value and Solutions Provided: COBRA Contractors Software addresses the inefficiencies and high costs associated with traditional paper-based processes in the contracting industry. By digitizing and automating data capture, it significantly reduces errors, enhances communication between field and office teams, and accelerates project timelines. The integration of mobile forms ensures that data is captured accurately and promptly, leading to improved decision-making and resource management. Overall, COBRA empowers contractors to work smarter, increase productivity, and deliver higher-quality services to their clients. **Average Rating:** 4.4/5.0 **Total Reviews:** 62 #### How Do G2 Users Rate COBRA Contractors Software? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Ease of Admin:** 9.0/10 (Category avg: 8.7/10) - **Ease of Use:** 8.7/10 (Category avg: 8.7/10) - **Quality of Support:** 9.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind COBRA Contractors Software? - **Seller:** [COBRA Contractors Software](https://www.g2.com/sellers/cobra-contractors-software) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=497d5756ec22012d538a378d9f0e82e2f8600b52c5c94e43ecadde4354233d76&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcobra-business-operations-software-inc.%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Computer Software - **Company Size:** 60% Small, 29% Medium #### What Do G2 Reviewers Say About COBRA Contractors Software? _AI-generated summary from verified user reviews_ ##### Pros - Users find COBRA Contractors Software to be **intuitive and easy to use** , facilitating a seamless user experience for everyone. - Users praise the **easy access** of COBRA Contractors Software, appreciating its step-by-step guidance for all users. - Users appreciate the **great customer service** of COBRA Contractors Software, making support accessible and efficient. - Users value the **easy access** of COBRA Contractors Software, noting its user-friendly, step-by-step implementation process. - Users appreciate the **practical features** of COBRA Contractors Software, valuing its functionality and ease of use. ##### Cons - Users feel COBRA Contractors Software is **expensive** , providing only an 'ok' value compared to other options. - Users experience **navigation issues** due to an outdated interface and occasional performance slowdowns affecting user experience. - Users find the **user interface outdated** with its visuals and performance affecting their overall experience. - Users find the **poor interface design** outdated and issue-prone, affecting their overall experience with COBRA Contractors Software. - Users experience **slow performance** with COBRA Contractors Software, occasionally finding the system unresponsive and sluggish during use. #### What Are Recent G2 Reviews of COBRA Contractors Software? **["Streamlining Construction Management"](https://www.g2.com/survey_responses/cobra-contractors-software-review-9515587)** **Rating:** 5.0/5.0 stars _— Abhishek T._ [Read full review](https://www.g2.com/survey_responses/cobra-contractors-software-review-9515587) **["Step-by-Step Guidance Makes It Easy for Everyone"](https://www.g2.com/survey_responses/cobra-contractors-software-review-12243305)** **Rating:** 5.0/5.0 stars _— Trina W._ [Read full review](https://www.g2.com/survey_responses/cobra-contractors-software-review-12243305) #### What Are G2 Users Discussing About COBRA Contractors Software? - [What is COBRA Contractors Software used for?](https://www.g2.com/discussions/what-is-cobra-contractors-software-used-for) - 2 comments ### [Followup CRM](https://www.g2.com/products/followup-crm/reviews) The #1 CRM For Commercial Contractors! Followup CRM is a Construction CRM that provides a simple, user-friendly, tracking solution geared towards increasing sales revenues. Followup CRM helps users track and convert leads, grow an unlimited database of contacts, analyze real-time dashboard reports, properly communicate with your team, and so much more. **Average Rating:** 4.4/5.0 **Total Reviews:** 56 #### How Do G2 Users Rate Followup CRM? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Ease of Admin:** 8.8/10 (Category avg: 8.7/10) - **Ease of Use:** 9.1/10 (Category avg: 8.7/10) - **Quality of Support:** 9.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Followup CRM? - **Seller:** [Followup CRM](https://www.g2.com/sellers/followup-crm) - **Year Founded:** 2012 - **HQ Location:** Fort Lauderdale, FL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c9f17af2587c237a3961c4534b78ceaff607da5dcef7eade89759a04d714d0ef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffollowup-crm%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction - **Company Size:** 62% Small, 38% Medium #### What Do G2 Reviewers Say About Followup CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **dashboard for tracking proposals** , appreciating its effectiveness in monitoring progress and follow-ups. ##### Cons - Users report frustrating **billing issues** and challenges with cancellation processes, impacting their overall experience negatively. - Users report significant **CRM integration issues** , including difficulties with cancelation and unresolved billing disputes. - Users report **inadequate accounting** practices, facing difficulty with cancellations and unexpected billing issues. - Users report **payment issues** due to shady practices and difficulty in canceling subscriptions, causing significant frustration. - Users experience **poor customer support** with Followup CRM, facing issues in cancellation and billing practices. #### What Are Recent G2 Reviews of Followup CRM? **["very well explained and easy to use"](https://www.g2.com/survey_responses/followup-crm-review-11299504)** **Rating:** 4.0/5.0 stars _— Verified User in Construction_ [Read full review](https://www.g2.com/survey_responses/followup-crm-review-11299504) **["Great & helpful service team"](https://www.g2.com/survey_responses/followup-crm-review-9872153)** **Rating:** 5.0/5.0 stars _— Penny H._ [Read full review](https://www.g2.com/survey_responses/followup-crm-review-9872153) #### What Are G2 Users Discussing About Followup CRM? - [What can CRM software do?](https://www.g2.com/discussions/followup-crm-what-can-crm-software-do) - [What can CRM software do?](https://www.g2.com/discussions/what-can-crm-software-do) - [What is lead tracking in CRM?](https://www.g2.com/discussions/followup-crm-what-is-lead-tracking-in-crm) - [What is lead tracking in CRM?](https://www.g2.com/discussions/what-is-lead-tracking-in-crm) - 1 comment - [What is FollowUp com?](https://www.g2.com/discussions/followup-crm-what-is-followup-com) - 1 comment - [‹ Prev‹ Prev](/categories/construction-crm/small-business?order=g2_score#product-list) - [1](/categories/construction-crm/small-business?order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) [Contract Management Software](https://www.g2.com/categories/contract-management) [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) [Customer Communications Management Software](https://www.g2.com/categories/customer-communications-management) [Field Service Management Software](https://www.g2.com/categories/field-service-management) Similar Categories - [Construction Management](/categories/construction-management) - [Earthworks](/categories/earthworks) - [HVAC](/categories/hvac) - [Masonry](/categories/masonry) - [Other Construction](/categories/other-construction) - [Property Restoration](/categories/property-restoration) - [Roofing](/categories/roofing-software) [Browse Construction CRM Themes](/categories/construction-crm/themes) ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan") NK Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan) Updated Products classified in the overall Construction CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Construction CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Construction CRM category. In addition to qualifying for inclusion in the Construction CRM Software category, to qualify for inclusion in the Small Business Construction CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business. Show More * * * ## How Do You Choose the Right Construction CRM Software? ### Learn More About Construction CRM Software Construction customer relationship management (CRM) software is a tailored solution made to nurture customer relationships and manage critical business operations unique to the construction sector. It transcends traditional customer management by accommodating the intricate workflows of construction projects, giving businesses the means to handle vast networks of contacts, bids, contracts, and project timelines with improved efficiency and accuracy.  Construction CRM further simplifies internal workflows, helps coordinate interactions with stakeholders, and delivers detailed insights and reports for better decision-making.  For construction firms, adopting a CRM system isn't just about managing data; it's about securing new projects, nurturing existing relationships, and, ultimately, building a sustainable and profitable business. This approach is especially important for construction companies because over half of their revenue stems from repeat customers. ### **Key features of construction CRM software** While there are some general CRM features, construction CRMs go beyond the basics to address the unique needs of the building and contracting industry, like bid and subcontractor management. Below are some of the most common features of construction CRMs. - **Contact management** centralizes client and stakeholder information to eliminate silos and empower teams with ready access to essential contact data. - [Lead generation](https://www.g2.com/glossary/lead-generation-definition) **and tracking** capture potential leads from various sources, track their progress through the sales pipeline and identify hot prospects.  - [Project management](https://www.g2.com/glossary/project-management-definition) **and scheduling** simplify project oversight from inception to completion. This feature keeps projects on track and within budget, allocates resources based on team member or subcontractor availability, and makes sure stakeholders are informed of important dates and deadlines. - [Document storage](https://www.g2.com/glossary/document-storage-definition) safeguards important documents in a searchable, unified repository to reduce paper trails and make compliance and reference hassle-free. - **Communication tracking** monitors interactions across communication platforms, seeing to it that no message, email, or call falls through the cracks. This level of reliability enhances accountability and client satisfaction. - **Task management** organizes and prioritizes tasks so teams can tackle project demands with clarity and concentrate on efforts that align with strategic objectives. - **Quotes, billing, and invoicing** manage all financial transactions with ease and accuracy. You can create customized quotes and proposals with accurate pricing and project timelines based on specific needs.  - **Reports and analytics** generate reports and dashboards to visually present key metrics like project progress, sales pipeline, and team performance. The data can be used to identify trends and optimize operations for future undertakings. ### **Benefits of construction CRM software** Construction CRM solutions offer a wide range of benefits for businesses of all sizes, including improving their operations, winning more projects, and developing stronger relationships with clients. Here are some other key advantages:  - **Improved customer relationship.** Construction CRM software allows systematic management of customer information so that every interaction is informed and personalized. This leads to increased trust and satisfaction, resulting in repeat business and referrals, which are invaluable in the construction industry. - **Opportunity and lead management.** Identifying and tracking potential projects is fundamental for sustaining growth. With construction CRM, sales and marketing professionals can capture and track leads, assess opportunities, and nurture them through the sales pipeline. The structured approach prevents any opportunities from falling through the cracks. For contractors and subcontractors, construction CRM helps track bids and proposals with potential clients. - **Enhanced productivity.** Automating admin tasks and standardizing processes frees up personnel to focus on more critical, value-adding duties. Because it reduces the need for manual data entry, project leaders can supervise projects more effectively with integrated scheduling and task management. Mobile app versions of construction CRM keep field staff connected to the repository of information.  - **Data-driven decision making.** Construction CRM gathers data from various touchpoints and turns it into actionable insights. Business owners and executives can use this data for better forecasting, budgeting, strategic planning, and adjusting project plans based on real-time data. - **Automated tasks.** CRM automation reduces the likelihood of human error and increases consistency in client engagement by sending out automated communications to clients and scheduling follow-ups on leads. Pinpointing different automation opportunities also increases the ROI on CRM investment. ### Construction CRM vs. Horizontal CRM CRM systems come in two main categories: vertical (industry-specific) and horizontal (general purpose). For a specific domain like construction, a specialized CRM presents tailored components to simplify construction processes and get the most out of workflows. However, a horizontal CRM does the job if the requirement is for a flexible solution with general features like lead nurturing. #### Construction CRM Tailored for the construction sector, this CRM system is designed to address challenges such as bid management, field operations, subcontractor collaboration, job costing, and regulatory compliance – all in addition to client management. Construction CRMs prioritize cultivating long-term, project-based relationships over high-volume sales processes. The platform incorporates language and terms familiar to the industry, enhancing its intuitiveness for construction professionals. It also seamlessly integrates with other construction management software solutions and tools that facilitate change orders and job progress. #### Horizontal CRM Like a multi-tool, horizontal CRM caters to a broad range of industries and scales to any business size. Horizontal CRMs often come with a broad set of features that are applicable to most businesses, such as contact management, sales management, and marketing campaigns. They’re designed to be flexible, allowing for the addition of modules or integrations to fit specific needs, but that requires additional investment.  Choosing between the two depends on the specific needs of your construction business. Construction CRMs are often a better fit for businesses that require specialized tools and features that align closely with the construction industry. However, they may lack some of the versatility and extensive third-party integration options that horizontal CRMs offer. ### Who uses construction CRM software? Construction CRM is a versatile tool that workers in various roles rely on for improved communication, customer management, project tracking, and more. The professionals who use it are typically: - **Project managers** use the CRM to supervise deadlines, keep client communication consistent throughout the project lifecycle, and allocate resources wisely. By proactively monitoring project progress, they can identify potential delays and address them promptly.  - **Architects** use construction CRM systems to document client interactions, handle leads for prospective projects, and increase collaboration with contractors and project managers. The platform makes it simple to share design revisions and track feedback. Further, the flexibility of accessing project information from any device enhances overall workflow efficiency.  - **Engineers** like construction CRM because it helps them keep track of project specifications and changes, stay current with permit applications and inspection schedules, collaborate with architects and contractors, and share technical documents. - **Sales teams** in construction companies use construction CRM to follow up on leads in a timely way, track relationships with potential clients, generate precise quotes, and supervise the sales pipeline. It also gives you sales data for enhanced forecasting and strategic decision-making. - **General contractors** use this CRM to oversee multiple construction projects, manage budgets, communicate with clients and subcontractors, control bid processes, and generate project reports. - **Subcontractors** find value in construction CRM because of its easy access to project information, efficient task and deadline tracking, and effortless communication with the main contractor and fellow subcontractors.  - **Marketing specialists** segment their audiences, personalize outreach, judge the effectiveness of their campaigns, and develop strategies that align with client insights gathered from the CRM’s data. - **Field personnel** probably don’t use CRM tools every day, but the software is there so they can input data and real-time progress, access project information on their mobile devices, track on-site time and materials usage, fulfill safety checklists, and report incidents promptly to the stakeholders.  - **Finance and accounting professionals** use the CRM platform for invoicing and tracking payments, maintaining a history of client transactions, and forecasting revenue based on the sales pipeline. They can also keep up with project expenses and invoices and generate insightful financial reports.  ### Construction CRM software pricing The pricing structure of construction CRM software depends upon the provider, important utilities, user count, and customization, among other determinants. The cost should also scale with business size or project scope.  As per G2 data, the minimum annual price per license for construction CRM software stands at $159. This price remains consistent even without a free version. On the other end, the maximum annual price per license reaches $2388. On average, users can anticipate an annual cost of $989 per license. General pricing models and factors that can influence the cost of CRM software in the construction industry are explained here. - **Subscription model:** Widely adopted, this model charges a recurring fee per user on a monthly or annual basis. - **Tiered pricing:** Providers often present different pricing levels, with more expensive tiers boasting escalating features, higher limits, or supplementary services.  - **One-time license fee:** Some software may necessitate an upfront cost for a perpetual license based on the software's complexity. - **Customization and add-ons:** Customization, added modules or features, training, and support services beyond the standard package comes with higher pricing. Integration with other tools, like accounting software, bidding platforms, or project management tools, can also influence costs. - **Free versions:** Certain CRM platforms provide a basic, free version with limited features as a viable starting point for small businesses or anyone who wants to try the software before committing. ### Alternatives to construction CRM software While construction CRMs have undeniable benefits, they might not be the perfect fit for everyone – or for you. Here are two potential alternatives with similar features. #### General CRM software A more budget-friendly option with a broader feature set, general [CRM software](https://www.g2.com/categories/crm) works well for companies with assorted operations beyond construction, providing flexibility across industries. Some tools can incorporate marketing automation and social media integration. Unfortunately, general CRM falls short because it doesn’t cater to construction-specific needs, like bid management and field workforce tools; it often requires customization and additional costs to align with industry workflows. #### Enterprise resource planning (ERP) systems  [ERP software](https://www.g2.com/categories/erp-systems) manages complex business processes and integrates core business functions such as finance, accounting, inventory, and project management into one platform. It often includes CRM functionality, but despite offering several advantages, ERPs are expensive. The cost includes upfront licensing fees, ongoing subscriptions, potential implementation expenses, and the complexity of adapting generic ERP systems to specific construction requirements. Just the setup process itself can be lengthy and disruptive, demanding substantial time and resources. ### Challenges with Construction CRM Construction CRM software benefits construction companies in terms of managing customer relationships, projects, and business processes. However, as with any software, there can be challenges that need to be addressed. - **Data accuracy:** Ensuring accurate and complete data in the CRM system is non-negotiable. Inaccurate data due to inconsistent data entry, manual transfer, or lack of training brings miscommunication, project delays, compromised credibility, and conflict with customers. - **Integration complexity:** Pairing a construction CRM with your company's other systems can be complicated due to compatibility issues. Misaligned systems may result in productivity loss, data silos, and more manual work as users navigate between platforms in order to do their jobs. - **Data security and privacy concerns:** Construction CRM systems handle sensitive information like clients’ financial details. A data breach will lead to legal, financial, and reputational damage. Compliance violations may result in fines and erode customer trust. Tackling these challenges means you have to select the right software, establish efficient processes, and provide best practices training for your team. Some other measures to guarantee success are implementing robust data governance, using API integration tools, choosing cloud-based CRMs with built-in security features and data encryption, and conducting regular security audits. ### How to choose the best construction CRM software When selecting construction CRM, you have to follow a structured approach to ensure that the final choice aligns with your company's specific needs and goals. Here's a rundown of all the things to do before purchasing software: #### Identify business needs and priorities Initiate the process by conducting a comprehensive assessment of your company's existing processes, pinpointing issues and clarifying the reasons for implementing a CRM system. Outline essential features, including project management, customer data management, lead tracking, and communication tools. Request input from team members who will actively engage with the CRM to determine their specific needs and preferences.  Simultaneously, identify your primary objectives – enhancing customer satisfaction, boosting sales, and simplifying operations – to guide the strategic implementation of the CRM system. Through this collaborative effort, prioritize features by distinguishing between must-haves and nice-to-haves.  #### Choose the necessary technology and features Give precedence to the core functionalities essential to your business operations, such as seamless integration with estimating or project management software. Highlight user-friendly CRMs that your staff can easily adopt, minimizing resistance and training costs. Assess the level of customization offered to verify that the CRM can scale alongside company growth. Check for mobile accessibility for field staff. #### Review different vendors Judge vendor credibility by doing an in-depth examination of the vendor's track record, client testimonials, and case studies, particularly within the construction industry. Additionally, review the vendor's product development roadmap to guarantee alignment with emerging trends and technologies. Equally critical is evaluating support services provided, including training, help desks, and post-deployment assistance. #### Evaluate the deployment and purchasing model Consider the choice between cloud and on-premises deployment options to determine which is best for your company's needs and existing IT infrastructure. Check for the cost structure, including subscription fees, setup charges, and any additional expenses related to support or add-ons. You should also evaluate the licensing model to make sure it works well with the size and structure of your team. #### Select the right construction CRM software Create a comparison matrix to weigh different options based on your priorities and needs. Utilize demos and trials for real-life performance and establish feedback loops during this time to gauge practicality. Finally, make a selection according to the accumulated data, considering factors like functionality, cost, support, and potential return on investment. By methodically addressing these areas, you’ll choose a CRM that not only meets immediate needs but also aligns with long-term strategic goals. ### How to implement construction CRM software Implementing construction CRM software involves a series of strategic and technical steps to ensure that the system is successfully adopted across the organization and integrates seamlessly with other business processes.  #### How is construction CRM software implemented? Implementation strategies vary depending on the chosen software and vendor, but construction CRM is typically implemented through—planning, system configuration, integration, data migration, user training, testing, going live, and ongoing support and optimization.  - **Data migration:** Transferring existing data from spreadsheets, legacy systems, or other CRMs to the new platform. - **Configuration:** Setting up user profiles, roles, permissions, and customizable workflows to match the unique processes. - **Training:** Educating the team on the CRM's features and functionalities, ensuring everyone is on board with the new system. - **Testing and rollout:** Thoroughly testing the system and gradually rolling it out to different departments or teams to catch any potential issues. - **Ongoing support:** Utilizing vendor support or internal resources to address any post-implementation challenges. #### Who is responsible for the implementation? While the specific team structure might vary, construction CRM implementation typically involves a collaborative effort. Project managers oversee the entire process, ensuring it stays on track and within budget. CRM administrators configure the software, manage user accounts, and train employees. IT teams handle data migration, integration with existing systems, and ongoing technical support. Additionally, depending on the project, the team might also include IT professionals for technical aspects, CRM consultants for software expertise, end-users from various departments for feedback, and vendor support representatives for specific assistance. #### When should you implement a construction CRM? Implementing a construction CRM should be considered under the following circumstances: - When your company's current processes are inadequate for managing customer data and communications. - When experiencing growth beyond what existing systems can support effectively. - When outdated systems or manual processes hinder growth and lead to poor communication. - When launching new lines of business or services, it necessitates stronger client management. - When there's a clear business case for the value a CRM system can bring, such as improved sales tracking, enhanced project management, or better customer service. Timing for the implementation should also take into account your business cycle, such as slower periods when the transition may be less disruptive, and should ensure that key staff are available to participate in the process. ### Software and services related to construction CRM software Other software systems and services simplify various construction processes, reduce manual effort, and enhance communication between different departments. Related software categories include the following. - [Construction accounting software](https://www.g2.com/categories/construction-accounting) **:** Tools in this category deal with the financial aspects of construction projects, like billing, invoicing, job costing, budgeting, and reporting. It’s used to determine project profitability, watch cash flow, and provide a complete view of the customer's financial interactions with the company. - [Construction estimating software](https://www.g2.com/categories/construction-estimating) **:** Construction professionals trust this platform to calculate the total cost of a project by factoring in materials, labor, equipment, and overhead costs. By integrating with CRM software, you can quickly and accurately turn estimates into quotes or proposals. - [Bid management software](https://www.g2.com/categories/bid-management) **:** Handling requests and submissions for bids on projects becomes more organized with bid management software. Integrating this kind of tool with a CRM helps rank bids and follow up on bid submissions. - [Construction ERP software](https://www.g2.com/categories/construction-erp) **:** A holistic business management solution, construction ERP merges industry-specific functions with general business software elements such as accounting, inventory, and project management. This integration not only clears the way for real-time insights across all departments but also heightens collaboration and automates workflows. It’s suited for large construction companies that have complex operations and multiple departments. - [Construction project management software](https://www.g2.com/categories/construction-project-management) **:** This tool gives construction businesses a continuous, unified view of project timelines, client interactions, tasks, and resources. - [Document management software](https://www.g2.com/categories/document-management) **:** With document management software, businesses can take care of all their electronic reports. It makes documents and images easy to find and use so teams have access to relevant and current information. - **Scheduling tool:** These solutions assist in resource allocation and job timelines. Scheduling tools help get clients and companies on the same page when it comes to project deadlines. ### Construction CRM software trends Technological advancements and the evolving needs of the construction industry influence construction CRM software trends. By embracing innovations in the field, construction companies can drive greater project success. Here are some of the current trends to watch out for: - **Mobile accessibility.** With the nature of construction work often being on-site, CRMs are becoming more mobile-friendly, offering real-time access to project information, task management, and reporting tools. Offline functionality has become an integral part of creating an uninterrupted workflow in areas with limited network connectivity. The integration of location-based services facilitates tracking field crew location and equipment usage, which optimizes resource allocation and overall project visibility. - [Artificial intelligence (AI)](https://learn.g2.com/hub/artificial-intelligence) **and** [machine learning (ML)](https://www.g2.com/glossary/machine-learning-definition) **.** AI and ML are being integrated into CRM systems to elevate decision-making with better insights into customer and business data. Predictive analytics powered by AI show construction professionals when to anticipate project delays, cost overruns, and safety hazards, allowing for proactive interventions. ML automates repetitive tasks such as scheduling, invoicing, and report generation, so there’s more time for strategic activities. AI-driven chatbots and virtual assistants also contribute to superior customer service by addressing queries, scheduling appointments, and providing support around the clock.