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Best CRM for Construction Companies

  • agnes2718
  • 2 days ago
  • 3 min read

CRMs have become critical for Construction Companies given the nature of the industry.

The projects are often long term, they go through complex bids, numerous stakeholders and huge capital investments.

However, no ordinary CRM can fully sustain their sales cycle pushing them to focus on particular features that may accommodate their needs.


Some of the key features to consider when choosing the right CRM for Construction Companies

  • Seamless integration into the project management cycle to reduce the need for multiple systems.

  • Robust document handling system to neatly align the paperwork involved in the project.

  • Mobile capabilities to allow for the amount of field work involved, that is numerous site visits and literally working onsite.

  • Customization abilities for the Construction Companies that will enable lead tracking, acquisitions and all the way through the project processes.

  • Ability to integrate with accounting software to track all financial transactions.

  • Centralize communication logs and ability to track all interaction to all stakeholders in the projects like architects, engineers and subcontractors among others through multiple channels.

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Let's take a dive into some of the best CRMs for Construction Companies


This platform is very valuable for the sales and marketing operations of the Construction Companies. It is an all-in-one CRM software for businesses of all sizes that allows teams to track leads, close opportunities, and automate sales, marketing, and customer support.

Its Strengths:

  • AI powered lead generation with the popular Trembi Sales the finds leads, follows up on the leads which then leads to conversion.

  • Deal pipeline management helps track all sales rep activity, expected value and all activities happening within the deal.

  • Multi-channel communication through calls, emails, WhatsApp and SMS preventing project delays that happen due to missed communication.

  • Task and meeting management allowing users to visualize all tasks as they happen and set reminders via email and SMS when tasks are due.

  • Marketing Automation to keep the clients and prospects engaged and informed about recent and past works helping Construction Companies retain clients and make new ones.

  • It is very affordable for both small and growing Construction Companies. It has a flexible tier pricing that accommodates all budgets.

  • It enables a 360 view of all customer interactions both past and recent which is perfect for building long term relationships with the clients.

  • Scalability and analytics in terms of performance for each team member, lead growth and number of meetings held in that given period of time.

Best for Construction Companies whose priority is lead generation, sales pipeline management and aligning communication with their clients and prospects.

  • It completes the project management cycle from start to finish.

  • Manages bids on behalf of the Company.

  • It has mobile abilities to enable access in the field.

  • Easy integration with other business and accounting tools.

Best for large construction firms that manage multiple complex projects and need deep project management integration.

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  • Inclusive contact and account management

  • Automated workflows that are easily customized.

  • Mobile capabilities for field operations.

  • Great reporting and clean dashboards.

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  • Lead management with automated follow-ups for ease of communication.

  • Online proposals and contracts with digital signatures to enable quick closing of deals.

  • Management of schedules and tasks with a customer access portal.

  • Easy integration with preferred accounting softwares like QuickBooks.

Best for Construction Companies whose specialty tends towards residential construction.

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  • Enables tracking of deals in the pipeline.

  • Management of the numerous contacts.

  • It enables scheduling of tasks to make sure every activity is dealt with at the given time.

  • Functionable reporting and analysis of operational activities.

  • It has a free forever plan with access to sales, marketing and service.

Best for Construction Companies that prioritize lead generation and marketing and startups that are budget conscience.

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Key benefits of a CRM for Construction Companies

  • Track all opportunities from inquiry to finish.

  • Manage working relationships with Property owners, architects and all other stakeholders.

  • Streamline bid management since the process can be tedious from time of submission to bid acquisition.

  • Reduce project delays since all communication is streamlined, client data is unified, and tasks and schedules reminders are automated.

  • Track all project financial implications and forecast revenue from new and old leads.


Recommendations:

  1. Small and startup Construction Companies that are prioritizing revenue growth in terms of lead generation and marketing automation should lean towards Trembi and HubSpot CRM.

  2. Larger Construction companies that are prioritizing deep project management while providing a satisfactory service for customers can work with Trembi for marketing and communication automation and Procore for their robust infrastructure.


For a CRM, choose one that your team will easily and practically use depending on the needs of your Company!


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