# Best Construction CRM Software

  *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*

   Construction CRM software, an industry-specific customer relationship management solution, facilitates prospect tracking, lead generation and management, and contact management for construction professionals. A construction CRM centralizes all contact information, monitors and logs the conversions of opportunities (or bids) into projects, and manages the progress of projects. Contractors, builders, and construction firms leverage construction CRMs to either sell or win jobs, as well as track personnel information. The most significant difference between a specialized CRM and a general [CRM](https://www.g2.com/categories/crm) that can be used for any type of business is the ability to attach multiple bids and contact information to a single project.

**Best construction CRM software at a glance:**

- **Best for small business:** [Jobber](https://www.g2.com/products/jobber/reviews) 
- **Best for mid-market:** [Unanet CRM by Cosential](https://www.g2.com/products/unanet-crm-by-cosential/reviews) 
- **Best by G2 user satisfaction:** [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) 
- **Best free/free trial:** [ConWize Estimating and Bid management](https://www.g2.com/products/conwize-estimating-and-bid-management/reviews) 

These software solutions are ranked using an algorithm that calculates customer satisfaction and market presence based on reviews from our user community. For more information, please check out [G2’s Research Scoring Methodology](https://documentation.g2.com/docs/research-scoring-methodologies).

To qualify for inclusion in the Construction CRM category, a product must:

- Aggregate and manage a variety of contact types in a centralized database
- Track and capture leads and import them into the database
- Support the filtering, organizing, and assignment of leads or contacts
- Facilitate communication between project and team members





## Category Overview

**Total Products under this Category:** 86


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 4,700+ Authentic Reviews
- 86+ 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.


## Best Construction CRM Software At A Glance

- **Leader:** [Jobber](https://www.g2.com/products/jobber/reviews)
- **Highest Performer:** [JobTread](https://www.g2.com/products/jobtread/reviews)
- **Easiest to Use:** [Jobber](https://www.g2.com/products/jobber/reviews)
- **Top Trending:** [JobTread](https://www.g2.com/products/jobtread/reviews)
- **Best Free Software:** [Jobber](https://www.g2.com/products/jobber/reviews)


---

**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%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%3Fpage%3D3&secure%5Btoken%5D=a73c6890aef6107e1ccfb4c0d336e7905690821395f3738ea97601941b15afdd&secure%5Burl%5D=https%3A%2F%2Funanet.com%2Fcrm-aec&secure%5Burl_type%5D=paid_promos)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Jobber](https://www.g2.com/products/jobber/reviews)
  Start Your Free Trial of Jobber - No Credit Card Required Run a more efficient, predictable service business with one system built for growing, multi-crew teams. Keep Work Moving as You Get Busier Jobber connects quoting, scheduling, invoicing, and payments in one place so work moves forward without constant follow-ups or manual coordination. Build efficient days without spending hours managing the calendar, and adjust quickly when plans change. Plus, connect with tools like QuickBooks Online to keep your operations running smoothly. Keep Your Team Aligned in the Field and Office Give your crews clear schedules, job details, and updates they can access anywhere. While they stay focused on the work, your office has real-time visibility into every job without chasing calls, texts, or status updates. Drive Predictable, Profitable Performance Track jobs, revenue, and payments in one place so you always know how your business is performing. Automations keep quotes, invoices, and follow-ups moving, helping you maintain steady cash flow without adding more admin work. Client Testimonial “I spend maybe an hour per week on invoicing and paperwork now. Online payments and invoicing make me look professional.” - Stacey Flanagan, SEF The Lawn Surgeon Discover the Jobber Difference Join 200,000+ service professionals across 50+ industries including landscaping, HVAC, and residential cleaning who run their business with Jobber.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 495

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.1/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.1/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Jobber](https://www.g2.com/sellers/jobber)
- **Company Website:** https://www.getjobber.com
- **Year Founded:** 2011
- **HQ Location:** Edmonton, Canada
- **Twitter:** @GetJobber (7,269 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1617574 (1,323 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Office Manager
  - **Top Industries:** Construction, Consumer Services
  - **Company Size:** 84% Small-Business, 7% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (144 reviews)
- Scheduling (79 reviews)
- Invoicing (77 reviews)
- Features (68 reviews)
- User-Friendly (65 reviews)

**Cons:**

- Improvement Needed (42 reviews)
- Limited Functionality (40 reviews)
- Limited Features (39 reviews)
- Feature Limitations (34 reviews)
- Job Management (31 reviews)

### 2. [Unanet CRM by Cosential](https://www.g2.com/products/unanet-crm-by-cosential/reviews)
  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.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 260

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.2/10)
- **Ease of Admin:** 7.5/10 (Category avg: 8.7/10)
- **Ease of Use:** 7.4/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Unanet](https://www.g2.com/sellers/unanet)
- **Company Website:** https://www.unanet.com
- **Year Founded:** 1988
- **HQ Location:** Dulles, VA
- **Twitter:** @UnanetTech (844 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/71832/ (452 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Marketing Coordinator, Marketing Manager
  - **Top Industries:** Construction, Architecture & Planning
  - **Company Size:** 68% Mid-Market, 19% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (18 reviews)
- CRM Integration (14 reviews)
- Tracking (11 reviews)
- Client Management (9 reviews)
- Features (8 reviews)

**Cons:**

- Not User-Friendly (8 reviews)
- Poor Reporting (8 reviews)
- Complex Usability (5 reviews)
- Learning Curve (5 reviews)
- Difficult Navigation (4 reviews)

### 3. [Housecall Pro](https://www.g2.com/products/housecall-pro/reviews)
  Housecall Pro is a comprehensive business solution for home service professionals. Trusted by over 45,000 businesses, it offers a range of innovative tools and features via an easy-to-use platform. Available on web and mobile, Housecall Pro helps home service professionals grow revenue, get paid, manage jobs, and operate their businesses—all from one place. Grow Revenue: Send automated marketing campaigns to attract new customers. Create visually appealing proposals and offer consumer financing to secure bigger jobs. Drive repeat business with service plans. Let customers book online via a business website or Google. Get Paid: Allow customers to pay online, in the field, or over the phone. Accept cards, bank transfers, mobile wallets, checks, and more. Quickly collect secure payments with mobile card readers and instant payouts. Manage Jobs: Automate routine tasks, like scheduling, dispatching, and invoicing. Track leads, estimates, and jobs with a workflow management board. Enhance communication among team members and customers with real-time alerts. Operate the Business: Sync data easily through integrations with third-party tools like QuickBooks. Track time, run payroll, and offer employee benefits. Scale smarter with detailed analytics and reporting on key business metrics. On average, Pros increase monthly revenue generated through Housecall Pro by more than 35% after their first year. Subscribers also gain access to Housecall Pro’s online community, where they can connect with fellow home service professionals and share insights and best practices. Get started today with a free trial through the Housecall Pro mobile app (iOS and Android) or website. Available in the U.S. and Canada.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 197

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Housecall Pro](https://www.g2.com/sellers/housecall-pro-ad8f2c1c-9810-4fe7-94f6-064d62280980)
- **Company Website:** https://www.housecallpro.com
- **Year Founded:** 2013
- **HQ Location:** San Diego, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/3491149/ (1,452 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Construction, Consumer Services
  - **Company Size:** 90% Small-Business, 4% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (25 reviews)
- Customer Support (13 reviews)
- Easy Setup (13 reviews)
- Integrations (11 reviews)
- User-Friendly (11 reviews)

**Cons:**

- Missing Features (13 reviews)
- Expensive (7 reviews)
- Improvement Needed (6 reviews)
- Limited Customization (6 reviews)
- Limited Features (6 reviews)

### 4. [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews)
  FieldPulse is an all-in-one business management solution specifically designed for field service teams. This software provides a comprehensive platform that assists users in managing various aspects of their operations, from scheduling and dispatching to customer relationship management (CRM) and financial documentation. By integrating essential functionalities into a single solution, FieldPulse aims to streamline workflows and enhance productivity for business owners, administrators, and technicians alike. The target audience for FieldPulse includes a diverse range of field service businesses, such as plumbing, electrical, HVAC, septic, glass repair, and garage door companies. These organizations often face challenges related to administrative tasks, team communication, and customer service. FieldPulse addresses these pain points by offering tools that simplify scheduling, manage estimates and invoices, and facilitate effective communication with customers. The software is particularly beneficial for companies seeking to improve their operational efficiency and enhance the overall customer experience. FieldPulse stands out in the market with its robust feature set, which includes not only standard field service management (FSM) capabilities but also advanced tools that cater to the needs of growing businesses. Key features such as a flat-rate pricebook, lead management, and inventory management empower users to make informed decisions and optimize their resources. Additionally, advanced reporting functionalities provide insights into business performance, enabling users to track key metrics and identify areas for improvement. The software's user-friendly interface ensures that even those with limited technical expertise can navigate the system with ease. However, its advanced features make it suitable for companies of any size that are looking to scale their operations. FieldPulse also offers customer management tools, timesheet tracking, booking portals, and franchise management capabilities, making it a versatile solution for various business models. By consolidating these functionalities into one platform, FieldPulse helps businesses reduce administrative burdens, enhance team collaboration, and ultimately drive growth.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 350

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Ease of Admin:** 8.8/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [FieldPulse](https://www.g2.com/sellers/fieldpulse)
- **Company Website:** https://www.fieldpulse.com/
- **Year Founded:** 2015
- **HQ Location:** Dallas, Texas
- **Twitter:** @FieldPulseApp (1,086 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/fieldpulse (184 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Office Manager
  - **Top Industries:** Construction, Consumer Services
  - **Company Size:** 93% Small-Business, 4% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (51 reviews)
- Ease of Use (47 reviews)
- Features (30 reviews)
- Scheduling (26 reviews)
- Client Communication (24 reviews)

**Cons:**

- Improvement Needed (14 reviews)
- Limited Customization (13 reviews)
- Limited Features (12 reviews)
- Learning Curve (9 reviews)
- Update Issues (9 reviews)

### 5. [JobTread](https://www.g2.com/products/jobtread/reviews)
  JobTread provides end-to-end construction management software that helps jobs-based businesses manage all of their processes, from pre-construction to project completion. The platform serves as a central location to manage jobs, teams, documents, photos, finances, customers, vendors, sub-contractors, and more. Its budget-first approach creates financial transparency at every stage of a project. Through JobTread, you will have access to an extensive list of Sales and Estimating features ranging from a construction CRM and budgeting to contracts and eSignitures. The Project Management features cover purchase orders, daily logs, tasks and scheduling and more. Its Finance and Cashflow features offer Change Orders, invoices, billing, job costing, and payment processing. With the Business Intelligence features the user has custom fields, reporting, dashboards, and performance insights. JobTread has integrations with Quickbooks Online, Stripe Payments, Slack, and Zapier.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 65

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.5/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.9/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [JobTread](https://www.g2.com/sellers/jobtread)
- **Company Website:** https://www.jobtread.com
- **Year Founded:** 2019
- **HQ Location:** Dallas, US
- **Twitter:** @jobtread (218 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/28920856 (60 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Construction
  - **Company Size:** 94% Small-Business, 5% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (10 reviews)
- Customer Support (9 reviews)
- Efficiency Improvement (7 reviews)
- Features (6 reviews)
- Helpful (5 reviews)

**Cons:**

- Missing Features (5 reviews)
- Access Limitations (2 reviews)
- Editing Difficulties (2 reviews)
- Improvement Needed (2 reviews)
- Update Issues (2 reviews)

### 6. [Buildr](https://www.g2.com/products/buildr/reviews)
  Buildr is the AI preconstruction workspace for general contractors. It enables leading builders to run estimating, pursuit tracking, business development, bid leveling, bidding, workforce planning, financial forecasting, and more—within a single connected workflow. Built for the modern GC, Buildr is construction’s first collaborative, AI-powered environment where teams move faster, make smarter decisions, and dramatically increase precon output. Leverage Buildr to expand your precon capacity, win smarter, and reduce risk with unprecedented efficiency.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 72

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.4/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Buildr](https://www.g2.com/sellers/buildr)
- **Year Founded:** 2018
- **HQ Location:** Irvine, California
- **Twitter:** @buildr (158 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18629890/ (36 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Project Manager
  - **Top Industries:** Construction
  - **Company Size:** 47% Small-Business, 41% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (21 reviews)
- Centralization (11 reviews)
- Project Management (9 reviews)
- Setup Ease (9 reviews)
- Tracking (9 reviews)

**Cons:**

- Missing Features (10 reviews)
- Improvement Needed (9 reviews)
- Complexity (5 reviews)
- Difficult Navigation (5 reviews)
- Lack of Customization (5 reviews)

### 7. [Contractor+](https://www.g2.com/products/contractor/reviews)
  Contractor+ is more than just software; it's a comprehensive operating system tailored specifically for home service contractors. At its core, Contractor+ is designed to be the digital backbone of a contracting business, enabling seamless operations and driving growth. Our platform provides an all-encompassing suite of tools that empowers contractors to unify their teams, ensuring everyone is aligned and working efficiently. With Contractor+, impressing clients becomes second nature, thanks to professional and precise estimating capabilities that utilize real-time, localized data for labor, materials, equipment, and assemblies. This ensures that quotes are not only competitive but also accurate, reducing overhead and increasing your margins on every job. But the benefits don't stop there. Our streamlined scheduling and followup reminders ensure that no job or appointment falls through the cracks, while our simplified invoicing system makes billing and payments a breeze. In essence, Contractor+ is more than just another CRM or app for contractors; it's a transformative solution that redefines how contractors operate, save time, and expand their businesses. It's the silent partner every home service contractor needs, offering unparalleled support, insights, and efficiency at every step - at a very fair price that won't break the bank.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 148

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Ease of Admin:** 8.8/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Contractor Plus, Inc.](https://www.g2.com/sellers/contractor-plus-inc)
- **Year Founded:** 2020
- **HQ Location:** Orlando, US
- **Twitter:** @cplusapp (1,859 Twitter followers)
- **LinkedIn® Page:** https://linkedin.com/company/contractorplus (602 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Construction
  - **Company Size:** 91% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (40 reviews)
- Features (28 reviews)
- Easy Setup (20 reviews)
- Estimating (16 reviews)
- Setup Ease (15 reviews)

**Cons:**

- Improvement Needed (6 reviews)
- Cost Issues (5 reviews)
- Expensive (5 reviews)
- Learning Curve (5 reviews)
- Feature Limitations (4 reviews)

### 8. [ConWize](https://www.g2.com/products/conwize/reviews)
  ConWize is a cutting-edge cloud-based software utilized today by general contractors, developers, subcontractors, and management companies. Our customers' biggest challenge in bid management and estimating is entirely solved by a sophisticated yet user-friendly tool, resulting in substantial savings of up to 50% of the time working on a tender while enhancing the accuracy of cost estimations. The solution also provides the ability to plan and manage contractual engagements, along with a complete and digital procurement process at the execution phase. Our users experience a remarkable ROI in less than 3 months! ConWize integrates with Autodesk Construction Cloud. The integration allows users to extract the bill of quantities from the 3D model and calculate quantities automatically, simplifying the entire process. ConWize also integrates with Procore and is available in Procore's marketplace.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 104

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.6/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.8/10 (Category avg: 8.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [anyService Ltd.](https://www.g2.com/sellers/anyservice-ltd)
- **Company Website:** https://conwize.io
- **Year Founded:** 2017
- **HQ Location:** Center, IL
- **Twitter:** @conwize_io (50 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/conwize/ (9 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Bid Manager, Estimator
  - **Top Industries:** Construction, Civil Engineering
  - **Company Size:** 58% Mid-Market, 32% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (17 reviews)
- Centralization (7 reviews)
- Data Management (7 reviews)
- Estimating (7 reviews)
- Useful (7 reviews)

**Cons:**

- Inefficient Processes (6 reviews)
- Learning Curve (5 reviews)
- Upload Issues (5 reviews)
- Steep Learning Curve (4 reviews)
- Data Importing Issues (3 reviews)

### 9. [Bolster](https://www.g2.com/products/costcertified-bolster/reviews)
  Meet Bolster, a trailblazer in construction management software, revolutionizing the way residential construction is bought, sold and managed. Bolster enables contractors to save more time, win more jobs, enhance project oversight, and elevate the homeowner experience using one end-to-end platform. As we rapidly expand, Bolster is committed to delivering new products and features to meet the evolving needs of our customers and the industry. From our patented interactive estimating solution to robust capabilities in scheduling, project management, payments, and dedicated support, Bolster is the essential tool for success in residential construction. From first click to final payment, Bolster is building better solutions that make building as enjoyable as buying and selling online for both contractors and homeowners.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 40

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Ease of Admin:** 8.1/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.5/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Bolster](https://www.g2.com/sellers/bolster-fac5c434-f54e-4a01-ab30-5dea96db6ee8)
- **Year Founded:** 2016
- **HQ Location:** Calgary, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/bolsterbuilt (50 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Construction
  - **Company Size:** 88% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (28 reviews)
- Efficiency Improvement (25 reviews)
- Estimating Tools (25 reviews)
- Estimation (24 reviews)
- Time-saving (22 reviews)

**Cons:**

- Learning Curve (14 reviews)
- Setup Difficulty (10 reviews)
- Difficult Setup (9 reviews)
- Complex Setup (7 reviews)
- Learning Difficulty (7 reviews)

### 10. [BuildOps](https://www.g2.com/products/buildops/reviews)
  BuildOps is an all-in-one operations platform for commercial MEP contractors—HVAC, mechanical, refrigeration, electrical, and plumbing—bringing dispatch, estimating, invoicing, service, projects, and reporting into one system. A single source of truth unifies office and field data, metrics, and work history. Projects flow seamlessly into service: as-built equipment becomes asset records that power service agreements, scheduling, dispatch, billing, and documentation. Smarter scheduling comes from a live planning board with technician skills, certifications, location, and availability—plus intelligent recommendations and drag-and-drop dispatch to handle emergencies, multi-day work, and long-term planning. Field teams stay audit-ready with photos, videos, and PDFs attached directly to quotes, invoices, and assets, while automated workflows keep work orders, customer data, and billing in sync across project and service. The result: predictable maintenance, stronger recurring revenue, protected margins, and a end-to-end support from the building phase to ongoing service.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 68

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Ease of Admin:** 8.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [BuildOps](https://www.g2.com/sellers/buildops)
- **Company Website:** https://buildops.com/
- **Year Founded:** 2018
- **HQ Location:** Santa Monica, CA 90404, US
- **Twitter:** @GoBuildOps (498 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/buildops/ (648 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction
  - **Company Size:** 49% Small-Business, 40% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (21 reviews)
- Customer Support (16 reviews)
- Features (12 reviews)
- User-Friendly (11 reviews)
- Centralization (10 reviews)

**Cons:**

- Improvement Needed (13 reviews)
- Learning Curve (9 reviews)
- Limited Features (6 reviews)
- Update Issues (6 reviews)
- Limited Customization (4 reviews)

### 11. [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews)
  Deltek Vantagepoint is an AI-powered, project-based ERP that helps architecture, engineering, and consulting firms manage projects and financials in one application — so teams gain clarity, speed, and profitability across the entire project lifecycle. It connects pipeline, people, projects, and financials from pursuit through to project closeout, eliminating handoffs and data silos. With embedded AI, predictive insights, and intuitive workflows, Vantagepoint enables firms to win the right work, plan smarter, deliver profitable projects, and close the month faster. Best for: Professional services firms in architecture, engineering, and consulting that need a single ERP built for the way project-based businesses actually work — not a generic system with project features bolted on. Use cases:  Build a healthier pipeline by connecting client, pursuit, and resource intelligence in one CRM  Assign the right people to the right projects by balancing workloads and forecasting demand  Keep projects on track with predictive metrics, project-specific KPIs, and automated notifications  Speed up billing cycles and improve cash flow with automated invoice approvals and interactive billing  Simplify time entry and expense capture using AI-powered Timesheet Assist and intelligent character recognition Key Features:  Ask Dela — the AI orchestrator that answers questions, surfaces insights, and completes tasks  Smart Summaries for firms and projects — concise, AI-generated executive briefings  Interactive dashboards and KPIs with Deltek Clarity A&E industry benchmarks  Resource management with skills-based search, capacity planning, and Gantt-based project scheduling  Automated AP invoice processing, draft invoice markups, and Vantagepoint Payments for AR and AP automation Why project-based firms choose Vantagepoint:  One application replaces disconnected systems across the full project lifecycle. Vantagepoint connects pipeline, resource planning, project delivery, and financials — eliminating the data gaps and duplicate work caused by stitching separate tools together.  AI is embedded where teams already work — not added as a separate tool. Ask Dela, Smart Summaries, Dela Insights, Timesheet Assist, and intelligent character recognition operate inside daily workflows to reduce manual effort and surface insights at the point of decision.  Purpose-built for architecture, engineering, and consulting firms. Workflows, financial structures, and reporting are designed around project- based operations — including multi-company, multi-currency project financials — so firms do not need to force-fit a generic ERP. Used by: Architecture, engineering, and consulting firms — from growing practices to large multi-office enterprises — rely on Vantagepoint to run their project-based operations. 98% of the Top 500 Architecture and Engineering firms rely on Deltek, and more than 2,000 companies run their business on Vantagepoint.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 642

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10)
- **Ease of Admin:** 7.4/10 (Category avg: 8.7/10)
- **Ease of Use:** 7.5/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Deltek](https://www.g2.com/sellers/deltek)
- **Company Website:** https://www.deltek.com/
- **Year Founded:** 1983
- **HQ Location:** Herndon, VA
- **Twitter:** @Deltek (6,580 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/163414/ (4,787 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Controller, Accountant
  - **Top Industries:** Architecture & Planning, Civil Engineering
  - **Company Size:** 62% Mid-Market, 16% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (146 reviews)
- Project Management (88 reviews)
- Features (81 reviews)
- Reporting Efficiency (52 reviews)
- Customizability (47 reviews)

**Cons:**

- Poor Reporting (49 reviews)
- Missing Features (48 reviews)
- Complex Usability (46 reviews)
- Learning Curve (42 reviews)
- Complexity (38 reviews)

### 12. [Knowify](https://www.g2.com/products/knowify/reviews)
  Knowify is job management software built for trade contractors. Founded in New York City, with team members across the U.S. and Canada, Knowify supports growing subcontractors with teams ranging from 2 to 200. The platform is trusted by contractors across trades like electrical, plumbing, HVAC, drywall, and remodeling. Knowify brings estimating, job costing, scheduling, time tracking, and invoicing together in one platform. It supports construction-specific workflows including AIA billing, change orders, certified payroll, and prevailing wage tracking. Mobile tools keep field teams connected to the office, and everything stays in sync with QuickBooks Online, QuickBooks Payroll, QuickBooks time, QuickBooks Payments, and Intuit Enterprise Suite through a best-in-class two-way integration. Knowify helps contractors stay organized, on schedule, and profitable. With real-time visibility into costs and progress, contractors can manage every job more efficiently and make confident financial decisions. Knowify replaces spreadsheets and disconnected tools with one system built to support growing construction businesses. Most importantly - our fully U.S.-based support team is full of real people ready to talk and help you solve the challenges in your business. We're proud partners of the trades - and proud of our commitment to top quality software and service.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 100

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Ease of Admin:** 8.7/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Knowify](https://www.g2.com/sellers/knowify)
- **Company Website:** https://www.knowify.com
- **Year Founded:** 2012
- **HQ Location:** New York, NY
- **Twitter:** @knowify (968 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/knowify-llc (52 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner
  - **Top Industries:** Construction
  - **Company Size:** 85% Small-Business, 12% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (37 reviews)
- Customer Support (19 reviews)
- Data Management (19 reviews)
- Efficiency Improvement (17 reviews)
- Helpful (17 reviews)

**Cons:**

- Improvement Needed (25 reviews)
- Missing Features (16 reviews)
- Access Limitations (11 reviews)
- Invoicing Issues (10 reviews)
- Limited Customization (8 reviews)

### 13. [Leap](https://www.g2.com/products/leap-llc-leap/reviews)
  What is Leap? Leap is the complete platform for home improvement contractors — roofers, siders, window and door dealers, remodelers, painters, and specialty trades. From the first lead to the final payment, Leap connects your entire business workflow in one place so you can win more jobs, run a tighter operation, and deliver a homeowner experience that earns referrals. Leap CRM — Operations from Lead to Payment Leap CRM is built specifically for home improvement contractors who are scaling beyond what spreadsheets and disconnected tools can handle. Manage leads, schedule appointments, track jobs through production, coordinate crews and subcontractors, order materials, and collect payments — all without switching systems. Key capabilities include: Fully customizable workflows by division or trade Real-time job costing and profit/loss tracking by project Custom report builder across leads, revenue, margins, and team performance Direct materials ordering from ABC Supply, SRS Distribution, and QXO with live pricing pulled into estimates Homeowner portal and subcontractor portal included Integrated payments via Leap Pay — no monthly fees, same-day payouts GreenSky financing available at point of sale 35+ integrations included at no extra cost: QuickBooks, CompanyCam, EagleView, HOVER, GAF QuickMeasure, Angi, SalesRabbit, Hatch, Zapier, Google Calendar, and more Leap CRM starts at $79/month. SalesPro — In-Home Sales SalesPro is Leap's companion in-home sales app, built for sales reps who close deals at the kitchen table. Create proposals, present Good/Better/Best pricing options, collect e-signatures, apply for financing through a 12-lender Universal Credit Application, and capture payment — all from a native iOS app that works fully offline. SalesPro features include: Patented dynamic contract system that adjusts in real time as options change Full offline capability — no Wi-Fi or cell signal required Configurable required fields and If/Then logic guardrails to prevent errors Built-in eSignature and payment capture Multi-trade support: roofing, siding, windows, doors, baths, remodeling, and more Why Contractors Choose Leap Leap has been named to the Inc. 5000 list of fastest-growing companies five consecutive years (2021–2025). With a 4.3-star rating across 500+ reviews on G2 and Capterra, contractors across North America rely on Leap to run their businesses more efficiently and close more jobs.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 154

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Leap](https://www.g2.com/sellers/leap-3c9841df-e40c-4533-b6fc-84c7ea0a8878)
- **Year Founded:** 2016
- **HQ Location:** Columbia, Maryland
- **LinkedIn® Page:** https://www.linkedin.com/company/leaptodigital/ (157 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction
  - **Company Size:** 60% Small-Business, 40% Mid-Market


#### Pros & Cons


**Cons:**

- Complexity (1 reviews)
- Data Management (1 reviews)
- Expensive (1 reviews)
- Inadequate Tracking (1 reviews)
- Inefficient Tracking (1 reviews)

### 14. [aec360](https://www.g2.com/products/aec360/reviews)
  Microsoft’s leading Dynamics™ 365-based solution for the AEC industry, HSO’s aec360 is a cloud-based business platform designed to meet the unique needs of architecture, engineering, and construction firms. aec360 provides an integrated industry solution for marketing and business development, project management, accounting, and human resource management, and was built to leverage the best of the Microsoft cloud, helping AEC firms drive productivity, collaboration, and insights across their organization. For more information, please visit our website at www.aec360.com.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 36

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.2/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.2/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [HSO](https://www.g2.com/sellers/hso)
- **Year Founded:** 1987
- **HQ Location:** Veenendaal, Netherlands
- **Twitter:** @HSODynamicsAX (260 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/hso (2,957 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 44% Mid-Market, 36% Small-Business


### 15. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Project-SalesAchiever](https://www.g2.com/sellers/project-salesachiever)
- **Year Founded:** 1990
- **HQ Location:** Banbury, GB
- **Twitter:** @PSACRM (406 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/salesachiever (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction, Information Technology and Services
  - **Company Size:** 43% Small-Business, 37% Mid-Market


### 16. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Contractors Software Group](https://www.g2.com/sellers/contractors-software-group)
- **Year Founded:** 1995
- **HQ Location:** ST. Paul, US
- **LinkedIn® Page:** https://www.linkedin.com/company/contractors-software-group-inc. (3 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction, Information Technology and Services
  - **Company Size:** 51% Small-Business, 39% Mid-Market


#### Pros & Cons

**Pros:**

- Client Management (1 reviews)
- CRM Integration (1 reviews)
- Data Management (1 reviews)
- Easy Integrations (1 reviews)
- Pricing Strategy (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Limited Customization (1 reviews)
- Limited Features (1 reviews)

### 17. [improveit 360](https://www.g2.com/products/improveit-360/reviews)
  improveit 360 is the leading CRM and business management software built exclusively for residential remodelers, replacement contractors, and specialty contractors. We also build custom solutions for home improvement franchisors and manufacturing companies. The system and associated mobile apps helps companies manage leads, marketing, sales, quoting, projects, appointments, call center functionality, and real-time reporting all from one centralized location. improveit 360 improves efficiency, reduces the day-to-day chaos, and helps grow businesses. Owners and managers can track and manage every step of all their relationships, schedule sales and installation teams and automate communications, increase conversions in the sales cycle, keep leads in the sale funnel until they buy, manage projects from contract to completion, and make better business decisions at the right time. Our system provides home improvement pros with: • Customer Relationship Management (CRM) and Lead Management • Sales and Installation Appointment Scheduling • Sales Tools and Mobile Quoting • Marketing and Call Center Features • Project Management • Business Intelligence Reporting and Dashboards Our enterprise system scales with your company as you grow and we offer customization and integration services. With Salesforce.com as our backbone, all your data lives in secure servers and can be accessed at anytime, anywhere there is an Internet connection. See how thousands of contractors, franchises, and manufacturers throughout several countries are taking advantage of improveit 360 to sell more and grow their companies with a personal demo today.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 13

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.5/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [improveit! 360](https://www.g2.com/sellers/improveit-360)
- **Year Founded:** 2000
- **HQ Location:** Denver, Colorado
- **Twitter:** @improveit360 (1,299 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/improveit-360 (27 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction
  - **Company Size:** 69% Small-Business, 23% Mid-Market


### 18. [ClickHome](https://www.g2.com/products/clickhome/reviews)
  ClickHome is a residential construction software that provides CRM, workflow, project management, and quality control tools to help manage your projects.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Ease of Admin:** 3.3/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Clickhome](https://www.g2.com/sellers/clickhome)
- **Year Founded:** 2001
- **HQ Location:** Morley WA
- **Twitter:** @ClickHomeTweet (94 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/clickhome-_ (25 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 55% Small-Business, 27% Enterprise


#### Pros & Cons

**Pros:**

- Affordable (1 reviews)
- Centralization (1 reviews)
- Communication Efficiency (1 reviews)
- Job Management (1 reviews)
- Organization (1 reviews)

**Cons:**

- Difficult Learning (1 reviews)
- Failed Loading (1 reviews)
- Learning Curve (1 reviews)
- Not User-Friendly (1 reviews)
- Poor Interface Design (1 reviews)

### 19. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [COBRA Contractors Software](https://www.g2.com/sellers/cobra-contractors-software)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/cobra-business-operations-software-inc./ (4 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting, Computer Software
  - **Company Size:** 60% Small-Business, 29% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (3 reviews)
- Access (1 reviews)
- Customer Support (1 reviews)
- Easy Access (1 reviews)
- Features (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Navigation Issues (1 reviews)
- Outdated Technology (1 reviews)
- Poor Interface Design (1 reviews)
- Slow Performance (1 reviews)

### 20. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Homey](https://www.g2.com/sellers/homey)
- **Year Founded:** 2012
- **HQ Location:** Hannover, Niedersachsen
- **Twitter:** @energieheld (985 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5212147 (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Construction
  - **Company Size:** 54% Small-Business, 33% Mid-Market


#### Pros & Cons

**Pros:**

- CRM Integration (1 reviews)
- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Sales Optimization (1 reviews)
- Team Collaboration (1 reviews)


### 21. [ProjectMark CRM](https://www.g2.com/products/projectmark-crm/reviews)
  ProjectMark is an intuitive all-in-one construction specific CRM built to track opportunities, evaluate potential projects, and collaborate on proposals. With ProjectMark construction teams stay organized, improve their win-rate, and grow their business. Founded in 2019 and based in San Francisco, California, ProjectMark was built for the construction industry by construction people. Our founders have firsthand experience working with reputable construction companies across the US, UK, and Irish markets. Their collective experiences and love for the construction industry was the inspiration and genesis of ProjectMark, and their fascination with the strategic aspects of winning work fuel their passion and commitment in helping construction businesses to work smarter and win more.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.7/10)
- **Ease of Use:** 9.1/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.6/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [ProjectMark](https://www.g2.com/sellers/projectmark)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/projectmark/ (25 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction
  - **Company Size:** 40% Mid-Market, 40% Small-Business


### 22. [Sales1440](https://www.g2.com/products/sales1440/reviews)
  Sales1440 provides lead management, sales automation, and customer relationship management (CRM) designed specifically for todays builder.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 12

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.7/10)
- **Ease of Use:** 7.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.5/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Constellation HomeBuilder Systems](https://www.g2.com/sellers/constellation-homebuilder-systems)
- **Year Founded:** 1995
- **HQ Location:** Markham, ON
- **Twitter:** @ConstellationHB (836 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/constellation-homebuilder-systems (221 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 42% Small-Business, 33% Mid-Market


### 23. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [ServiceDeck](https://www.g2.com/sellers/servicedeck)
- **Year Founded:** 2022
- **HQ Location:** Mississauga , CA
- **Twitter:** @Servicedeck_io (43 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/servicedeck-io/ (11 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 57% Small-Business, 26% Mid-Market


#### Pros & Cons

**Pros:**

- Features (4 reviews)
- Customer Support (3 reviews)
- Ease of Use (3 reviews)
- Response Time (3 reviews)
- Mobile App (2 reviews)

**Cons:**

- Improvement Needed (2 reviews)
- Slow Performance (2 reviews)
- Bug Issues (1 reviews)
- Complex Setup (1 reviews)
- Data Importing Issues (1 reviews)

### 24. [Bidtracer](https://www.g2.com/products/bidtracer/reviews)
  Bidtracer is a bid management software solution that allows bids to be saved in the system and have multiple customers assigned to each project bidding with the ability to track core business processes, manage data protection, and more.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 26

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Ease of Admin:** 7.8/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Specialty Software Group](https://www.g2.com/sellers/specialty-software-group)
- **Year Founded:** 2005
- **HQ Location:** Mequon, WI
- **Twitter:** @bidtracer (107 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/bidtracer (30 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction
  - **Company Size:** 67% Small-Business, 19% Enterprise


### 25. [Keep In Touch](https://www.g2.com/products/keep-in-touch/reviews)
  Keep In Touch Builders CRM has been created by ACRIS Services.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 11

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.9/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [ACRIS Services](https://www.g2.com/sellers/acris-services)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 64% Small-Business, 27% Mid-Market




## Parent Category

[Construction Software](https://www.g2.com/categories/construction)



## Related Categories

- [Construction Estimating Software](https://www.g2.com/categories/construction-estimating-software)
- [Bid Management Software](https://www.g2.com/categories/bid-management)
- [Construction Project Management Software](https://www.g2.com/categories/construction-project-management)



---

## Buyer Guide

### 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.