Best CRM for Contractors
Construction CRM software helps contractors maintain strong client connections throughout every project stage. Purpose-built solutions like Buildertrend streamline lead capture, sales tracking, proposal generation, and project management in one platform. By consolidating data from sales through closeout, contractors can increase profits up to 100%, double sales, and save time with automated workflows. The best construction CRMs offer mobile access, electronic signatures, email marketing automation, and seamless integration with estimating, budgeting, and accounting tools to run the entire business efficiently.
Ideal Customer Profile
Home builders, remodelers, and construction companies seeking to capture more leads, streamline sales processes, manage client relationships, and integrate CRM with project management, estimating, budgeting, and accounting workflows throughout the entire construction lifecycle.
Common Pain Points
- •Manually matching data from different disconnected systems
- •Lost opportunities and missed leads during sales process
- •Time-consuming proposal creation and signature collection
- •Difficulty tracking sales pipeline and lead generation ROI
- •Lack of client engagement and communication during projects
- •Inefficient transition from sales to active project management
- •Scattered lead documentation across spreadsheets and tools
- •Slow response times to prospect inquiries
- •Inability to track subcontractor and supplier relationships
Top CRM Picks
1 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Home builders and remodelers who need CRM integrated with project management, estimating, budgeting, and accounting in one platform
⚡ Key Features
- CRM hub for creating, capturing and tracking all leads
- Digital proposals with electronic signatures
- Email marketing automation with push notifications
- Client Portal for project access and communication
- Four lead capture methods: manual entry, Excel import, mobile app, and online contact forms
- Seamless conversion from sales to active jobs
- Integration with schedules, estimates, budgets, and accounting
- Mobile app for on-the-go lead management
- Customizable proposal templates with legal language
- Subcontractor and supplier relationship tracking
Pros
- ✓Purpose-built for construction industry
- ✓Doubles sales potential (2x sales in three years documented)
- ✓Generates 28-36 new leads per month
- ✓Eliminates need for multiple disconnected systems
- ✓Seamless data flow from sales through project closeout
- ✓Mobile access for field teams
- ✓Automated email campaigns with instant notifications
- ✓Quick proposal generation on the spot
- ✓Strong client engagement through portal access
Cons
- ✗Pricing not publicly disclosed
- ✗May have more features than needed for companies only seeking basic CRM
- ✗Learning curve for full platform adoption
"Lucas McCurdy, Founder of The Bridge Group Construction: 'It's not just a CRM that's bolted onto something else. I can track my sales, push them over to jobs, manage the projects, budget it and tie to accounting. Take away one of those steps and I would need another system.' The company achieved 2x sales in three years."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Choose a CRM purpose-built for construction rather than generic sales tools bolted onto other systems
- 2
Prioritize platforms that integrate CRM with project management, estimating, and accounting to maintain trusted data throughout the construction process
- 3
Look for multiple lead capture methods including mobile app, online forms, manual entry, and bulk import capabilities
- 4
Ensure the CRM offers digital proposals with electronic signature collection to speed up deal closing
- 5
Select solutions with email marketing automation and instant push notifications for quick prospect response
- 6
Verify the platform provides client-facing portals to maintain engagement after the sale through project completion
- 7
Consider CRMs that track subcontractor and supplier relationships, not just client interactions
- 8
Evaluate mobile accessibility for sales teams working in the field or meeting clients on-site
- 9
Calculate total cost of ownership including potential savings from consolidating multiple systems
- 10
Review case studies showing measurable results like increased sales, more leads captured, and cost savings
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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