A dedicated construction CRM tool allows you to manage all aspects of your business from a single application.
The world has witnessed rapid growth in the CRM software industry over the past decade. Even if it is hard to imagine, there are CRM applications for the construction industry as well.
These tools are packed with powerful features that make work easier for contractors. This article focuses on some of the best construction CRMs and how to choose a good CRM for your business.
What is a CRM tool?
CRM is the abbreviation for Customer Relationship Management. With a CRM tool, you can meet all the needs of your customers and potential customers in one place. In addition, this application improves team efficiency and company profitability .
Speaking of construction CRM, it is a tool for cultivating relationships between construction companies and their customers. As the current scenario for construction companies has become very competitive, it is difficult to attract new customers. Nonetheless, these applications allow you to win new orders and complete them on time while remaining profitable.
How does a construction CRM tool work?
The functionality of the construction CRM software depends on its features. The most common feature of all these tools is the centralization of all available data about the customers. Because you can see the details of their requirements and the customer journey, personalizing the sales experience for prospects becomes a breeze.
With all the necessary data available in one place, all teams can work efficiently by understanding the needs of their customers. From marketing to analytics , a construction CRM gives them all the data. It also provides businesses with the support they need to target individual customers by streamlining all areas of customer engagement.
In addition, Bau-CRM is the digital infrastructure for document storage, customer interaction and project optimization. In addition to optimizing workflow, these applications provide analytical data and insights into customer behavior to make informed decisions.
Must-have features in a construction CRM software
Not every construction CRM is able to meet the needs of your business. Therefore, the right choice is the key to success. Here are some features that every business needs to prioritize when choosing an application.
pipeline management
When your construction CRM provides visibility into the sales funnel and pipeline, you can easily track leads through the sales cycle. Visual overview is also crucial to finding the most potential construction projects to focus on. It also helps streamline sales activities by enabling troubleshooting.
activity management
If you own a construction business, the CRM you choose should be able to track each store’s sales activity. Managing tasks like email replies and taking part in phone calls should be possible through the CRM so you can increase your chance of attracting new customers.
contact management
The main goal of a CRM solution is managing contacts. Therefore, the software you choose should have an easy-to-navigate database to show you all the data, including contact details, company information, and activities. Tools that pull data from other social platforms will be an added benefit.
handling
This is another important point to keep in mind. The tool should be easy to use so you can train your team on it in no time. Also, choosing an application with smooth navigation and formatting helps in managing the sales pipeline .
data analysis
Data is the most important element for any business. In the construction industry, data creates value because it can support business development through informed decisions. You don’t need any additional data analysis software if your CRM already has it.
communication skills
On a construction project, most of the work is done on site, while there is always a team in the office. Therefore, communication between all members of this hybrid team should be smooth and instantaneous. Instead of relying on another communication tool , integrating this feature with the CRM will make everyone’s life easier.
forecasting
A good CRM should be able to analyze the data available to predict what to expect from a deal and what effort is required. This feature helps the sales and operations team.
Now it’s time to review the list of the best CRM tools for construction.
Procore
Procore is one of the best construction CRM software with a range of features especially for construction companies. Companies can use it to manage several projects at the same time. Moreover, you can access this cloud-based platform from anywhere.
Not only is this CRM flexible and easy to use; It gives you features like granting access rights to data for different teams and external stakeholders. Regardless of the size of your business, you can use this tool without hesitation.
With the real-time data generated in this application, you can make challenging decisions and be prepared for risks. It also provides insight into your project finance for cost management.
Salesmate
Seller is another construction CRM tool with many useful features. Not only does it help you win more new projects, but it also allows you to secure a long-term relationship with your existing clients.
This CRM centrally stores the contacts including partners, customers, stakeholders, vendors, suppliers and subcontractors. With its 360-degree view of the customer, you ensure better customer satisfaction. You can also track all your team’s activities on site.
Thanks to its integration feature supporting other business tools, this application is an excellent choice for construction companies using different business apps. Featured features include a meeting scheduler, sales forecasting , and customer journey automation.
Buildertrend
When it comes to construction management software, Buildertrend is one of the top names. By connecting all the teams involved, this CRM improves project efficiency and helps increase your business profits.
You can use it for pre-sales processes, financial estimates, project management , and client management. This tool alone can perform financial tasks like budgeting, creating purchase orders, creating invoices, quoting projects, and making online payments.
In addition, you can integrate Buildertrend with QuickBooks , Dropbox, Facebook, Outlook, iCal, Google Calendar, Pinterest, MS Excel, Cadsoft, Xero , Twitter, etc.
JobNimbus
General contractors and people who work in ancillary trades like installing doors and windows can use JobNimbus . This specialized CRM has features for various aspects of a contracting business such as: B. Lead management, proposal submission and invoicing.
You can also use this tool to calculate labor and material costs, collaborate with clients, and organize project tasks and subtasks. Its photo archive can store the images in the CRM that you can use in quotes or other stages.
This cloud-based platform speeds up payment collection while effectively managing sales leads. JobNimbus also carries out professional estimates for tenders and insurance.
JOBPROGRESS
WORK PROGRESS is a CRM you can use at every stage of your construction: from managing sales and finance to tracking customer projects. With this tool, companies can send offers and estimates while receiving e-signatures and customer payments.
The robust mobile app is ideal for contractors who want to access this tool from their tablets or smartphones. You can integrate it with Google Maps to find location and track employees at your project location.
JOB PROGRESS is also helpful in estimating project costs for insurance. This one business application is enough for all tasks of your project – landscaping, roofing, flooring , HVAC, plumbing and much more.
Followup CRM
Your construction team doesn’t need to be tech-savvy to use a CRM. You can always go Follow CRM When this tool was developed, we kept non-tech people in mind. People of all ages can run this tool with full efficiency.
Unlike the generic CRMs that require you to manually enter data into different sections, this tool eliminates all repetitive and time-consuming tasks. By focusing on success and letting you measure key activities, the platform contributes to the PRODUCTIVITY of your entire team.
Followup CRM automatically captures leads from your Outlook email and shows the sales process with a colorful visualization. Besides automating tracking, it supports integration with Outlook, Gmail, Zapier, Stack, CompanyCam, and other applications.
AccuLynx
Are you in the roofing industry and looking for a comprehensive CRM for your business? If so, go for AccuLynx . With this roofing CRM, you can manage every aspect of your roofing business and take it to the next level by streamlining the process.
With the tool, you can follow the sales process at every step – from the first lead to the signing of the contract. Whether it’s project management, labor, ordering materials, or tracking mortgages, AccuLynx helps you stay on schedule.
Its features like sales performance reports, a commissions module, expense tracking , and QuickBooks integration also come in handy.
Want to try multipurpose CRM? You can try one of them.
Salesforce
$25.00 per license
- The industry leader
- 3,000+ integrations
- Great customer reviews
HubSpot
Free
- Easy, free CRM
- Intuitive interface
- All in one management
monday.com
$10.00 per month
- 360° customer view
- Easy to set up and use
- 24/7 support
Conclusion
A robust and feature-rich construction CRM solution helps companies manage their projects even under difficult circumstances. It’s also helpful for construction companies to maintain a strong relationship with vendors and customers while making profits.
Therefore, always evaluate your requirements and determine your needs so that you can choose the most suitable construction CRM for your business. This guide will help you find the right CRM software for your business growth.
You may also want to know about building information modeling software as a construction company.