5 Best CRM for Construction

So, you are in the market for a CRM that suits construction businesses.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What CRM would you recommend?

In short, It’s Monday.com CRM

It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Monday.com. It’s the software we use with our clients at our ad agency.

“🚀Try Monday.com CRM For Free, It’s my favorite webinar software to use and recommend.” -Scott Max

Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.

The Best CRM specifically for Construction

Construction involves managing asset records, employee information, and client engagement along with other operations. A CRM that excels in processing leads while providing integrated or inbuilt tools to access every business process is the perfect match for a construction business. Have a look at the products below to pick the best option in this category:

Efficy

Efficy is a CRM solution that adapts to all the needs and sizes of each company. Its software allows you to grow and develop commercial activities in a structured manner through integrated actions such as document management, customer relationship management, marketing campaign and contract management, sales staff management and motivation, and collaborative project management.

Get Started with Efficy🔥

Efficy features

Efficy provides CRM solutions for businesses looking to streamline the workflow and manage all client-related tasks on a single platform. Moreover, you can connect with your customers anytime through Efficy as it stores all leads in an organized manner. It gives a platform to employees where they can work together on tasks and update results in real-time.

Here are some integral features of Efficy:

• 360⁰ customer view: Efficy allows all employees to access centralized information at one place without any bias. Everyone must have permission to make changes when necessary to maintain efficient functionality. Efficy gives everyone a 360⁰ customer view so they can track details and proceed with negotiations without any delay.
• Product Catalogue: You can store product-related details on Efficy and assign a manager to follow up on any claims. Your clients can do business anytime, and a product catalog allows your sales team to view all the relevant information before making a sales pitch.
• Marketing Campaigns: Your company’s sales and marketing ventures affect each other directly. Efficy provides optimal collaboration between the employees from different sectors, so everyone is aware of the ongoing negotiations and directed campaigns. It ensures there’s no conflict of interest among your sales and marketing teams regarding possible business commitments.
• Segmentation: It is a perfect tool for developing individual communication with your clients and making them aware of new offers or products. Mass communication can only help to an extent; Segmentation allows you to target a criterion-based population and make a sales pitch accordingly. You can set access rights to avoid any confusion and enable smooth exchange with the customers.
• Gamified CRM: Efficy’s revolutionary feature deploys game-like strategies to reward the employees upon meeting specified targets. It boosts morale and builds up a healthy work environment for your business. You earn badges after completing the objectives and can view your progression to get an idea of your growth.
• Interaction log: Efficy’s CRM platform keeps a record of all customer interactions regardless of the medium. It’s crucial to know the context before moving to the negotiation stage as it shows sincerity towards the clients. You can add notes under each file as a pointer for other team members and easily reassign tasks.

Efficy Pricing

Efficy offers 4 subscription plans to choose from depending upon your business requirements and client network. The “Starter” plan is priced: at 20€/month for 1 user with the minimum users being 2, The “SMB” plan costs 40€/ month per user with a minimum of 5 users, The “Enterprise” plan requires at least 5 users too and is priced: at 60€/month, and the “Corporate” package is priced at 80€/month starting with a minimum of 10 users. You can choose a suitable subscription to match your client interactions.

amoCRM

The specialization, and the detail that makes it peculiar, of amoCRM is the messaging. Thanks to its technology it adds a complete set of messaging applications to its arsenal, allowing it to respond quickly to potential customers and generate more sales. You can identify the progress of each potential customer, get a preview of the task status and get an overview of the overall sales status. It also has a mobile app.

Get Started with AmoCRM🔥

amoCRM Features

amoCRM stores contact information regarding potential customers and leads, allowing businesses to increase their clientele base. It offers a plethora of options to simplify the tasks related to sales and marketing; while also providing analytical tools to keep track of every lead.

Here’s a list of features that you can use inside amoCRM:

• Pipeline: It allows you to arrange leads based on how advanced the negotiations are. Whenever you create a new lead, it gets added to the “Initial Contact” section and can be moved; to further stages later on. Also, you can use the Digital pipeline to add lead sources like messaging applications, Email addresses, and Web forms, which will automatically move any inquires on the added source to the “Incoming Leads” section.
• Salesbot: It gives an automated response to all inquiries and is customizable so you can pre-enter the instructions. Salesbot is a great tool to engage with potential customers during off-hours and is accessible in every section of the Pipeline.
• Analytics: It provides a detailed assessment of all sales leads with an option to filter out the results you don’t want to see. You can check the Win-Loss record of every sales rep and generate client reports with the advanced filter options. Moreover, you can see what happens to negotiations at various stages and get a detailed analysis, which forecasts your future sales.
• Digital Pipeline: It saves you the trouble of cold-calling by automatically nurturing the client towards making a purchase and keeps you in touch with the latest advancements. You can add automated actions such as email responses or social media advertisements to every stage and set a reminder to call the client if the negotiations move swiftly. 
• WebForms: You can create web forms on amoCRM without any programming knowledge and customize every detail; as per your company’s requirements. This webform will integrate amoCRM with your website and move every submission to the “Incoming leads” section.
• Business Card Scanner: It’s a great tool to automatically add client information to the leads: from business cards. All you need to do is click an image of the card, and the system will automatically add it to the “Leads” section after recognizing it.
• Collaboration: Some of your business partners or employees may not use amoCRM, so for such instances, you can communicate through Lead cards by sending mail. The receiver will get a link that redirects to the lead card and gives access to the amoCRM.

amoCRM Pricing

amoCRM has 3 pricing options available depending on your requirements: Base Plan, Advanced Plan and Enterprise Plan. The Base plan offers intrinsic features and is priced: at $15 per month; The Advanced subscription is worth $25 per month and offers added benefits like widget creation, whereas The Enterprise Plan allows you to use amoCRM to its maximum capabilities: and is worth $45 per month. All these prices are applicable only for a subscription period of 6 months or longer.

SugarCRM

Another highlight is SugarCRM, with clients such as IBM, Audi or Zurich, which has a simple user interface and an intuitive personalisation platform, and has two types of CRM adapted to each user: a CRM for SMEs and a business CRM for large companies or multinationals.

Or, just go straight to Our top picks for Best CRM that suits enterprise

Without further ado, let’s get started.

SugarCRM Features

SugarCRM is a user-friendly platform built on open-source technologies like JavaScript and PHP to enable mobile computing solutions. It helps businesses build better professional relationships, work more efficiently and integrate with the complete customer lifecycle. SugarCRM has cloud portability, which allows you to switch data between public and private clouds depending on market conditions with minimal disruption.

Here are some unparalleled features offered by SugarCRM:

• Sugar Market: SugarCRM provides an all-in-one marketing automation tool that automatically prioritizes incoming leads based on client engagement. It also recognizes repetitive tasks and avoids them to ensure maximum work is done: in minimal time. 
• Revenue Generation: SugarCRM generates revenue for each marketing campaign to let you know where your funds are being used and whether they are yielding desired results.
• Google Ads integration: Users can access Google Ads management tools within the Sugar Market and create shrewd campaigns to target a new clientele base while maintaining the stronghold over existing customers.
• Ease of Use: SugarCRM is exceedingly easy to customize because of multi-API accessibility. Users can switch from their existing CRM service to SugarCRM by connecting the API’s, which leads to a high adoption rate. It allows users to personalize the menu bar and homepage for quick response to the incoming queries.
• Asset Library: SugarCRM simplifies the process of uploading, managing and storing assets to leverage within the emails, business website and other marketing documentation with the asset library. It supports various file types like images, documents, audios, gifs and CSS. Users can integrate SugarCRM with other content management systems with pre-built templates to get a more robust library.
• Sales Automation: SugarCRM’s sales tool offers accurate predictions on the possibility of closing a deal with its AI-powered tools. You can change your marketing patterns and sales process accordingly to attract more clients. Moreover, SugarCRM also provides automated operations to follow-up on potential customers during off-hours till a sales rep is assigned; to the task. You can use SugarBPM to review price quotations by comparing your services to other businesses and getting a fair evaluation of your product.
• Customer support platform: SugarCRM enables businesses to emphasize customer complaints and rectify the situation quickly. It provides a knowledge-based platform: that can be customized to help clients solve minor problems themselves. SugarCRM’s service platform automatically assigns cases to the most qualified representative by analyzing past work.

SugarCRM Pricing

SugarCRM offers 4 pricing options depending upon the products you pick.

The “Sugar Market” marketing tool is priced at $1000/month and can be accessed; by unlimited users.

The “Sugar Sell” sales automation tool is priced at $80/month/user and offers 60 GB storage along with phone support.

The “Sugar Serve” customer service tool is priced at $80/month/user and helps you smoothly assist clients.

The “Sugar Enterprise” offers a generalized subscription plan and is priced; at $85/month/user. It offers SQL-based reporting and SugarBPM.

The “Sugar Professional” plan is priced at $52/month/user and offers a CRM solution for small businesses.

Zoho CRM

Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.

Get Started with ZohoCRM🔥

Zoho CRM Features

Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.

Here’s a wide range of features offered by Zoho CRM:

• Canvas design studio: Every business has different requirements, so it’s weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
• Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
• Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
• Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
• Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
• Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.

Zoho CRM Pricing

Zoho CRM offers subscription plans for every business, whether small, medium, or large.

The ” Standard” plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.

The “Professional” plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.

The “Enterprise” plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.

The “Ultimate” plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.

There’s also a free edition of Zoho CRM which offers essential management tools.

Key Features of Construction CRM

In a fast-paced industry like construction, having the right tools to streamline operations and enhance client relationships is essential. Construction CRM software is specifically designed to meet the unique needs of general contractors, project managers, architects, and other stakeholders within the sector. Below are some of the key features that make construction CRM an indispensable asset for firms looking to improve efficiency and foster collaboration.

1. Project Management Tools

Construction CRM systems often include robust project management features that help users oversee project timelines, assign tasks, and monitor progress. These tools enable project managers to track deadlines, manage resources, and ensure that all team members are on the same page throughout the project lifecycle. With project management tools integrated into the CRM, teams can proactively identify and address potential delays, leading to more successful project completions.

2. Contact and Lead Management

Effective client relationship management begins with organized contact and lead management. Construction CRMs allow users to document client interactions, manage leads through every stage of the sales funnel, and maintain an up-to-date database of contacts. This not only enhances communication but also enables teams to nurture relationships with clients, leading to increased job wins and repeat business.

3. Scheduling and Task Tracking

Scheduling is crucial in the construction industry, where delays can have significant financial repercussions. Construction CRM software provides scheduling tools that help allocate resources, set deadlines, and track task completion. The ability to visualize project timelines and dependencies ensures that teams stay on track and can easily adjust plans as needed.

4. Document Storage and Sharing

Managing documentation is a critical aspect of construction management. A construction CRM allows users to store, share, and track project-related documents—such as contracts, blueprints, and permits—from a centralized location. This feature not only improves organization but also enhances collaboration among team members, architects, and subcontractors, ensuring that everyone has access to the necessary information at all times.

5. Real-Time Communication

Effective communication is vital in the construction industry, where teams often work across multiple locations. Construction CRM systems facilitate real-time communication through integrated messaging and notification features. Users can share updates, discuss project changes, and resolve issues instantly, reducing the likelihood of miscommunication and ensuring that everyone stays informed.

Benefits of Using a Construction CRM

In an industry where efficiency, organization, and communication are paramount, a construction CRM (Customer Relationship Management) system stands out as a vital tool for contractors and construction companies. Here are several key benefits of utilizing a construction-specific CRM:

1. Centralized Information Management

A construction CRM provides a single platform for storing all customer data, sales leads, project details, and communication history. This centralization eliminates the need for multiple databases or disparate systems, making it easier for teams to access essential information quickly. With everything in one place, contractors can respond to client inquiries more effectively and maintain a cohesive workflow.

2. Enhanced Collaboration and Communication

Construction projects often involve multiple stakeholders, including contractors, subcontractors, and clients. A CRM facilitates better collaboration among these parties by providing tools for sharing updates, documents, and schedules. This improved communication helps to ensure that everyone is on the same page, reducing misunderstandings and enhancing project outcomes.

3. Streamlined Sales and Lead Management

The sales process in construction can be complex, involving numerous touchpoints and follow-ups. A construction CRM enhances lead management by allowing contractors to track sales pipelines, monitor lead progress, and automate follow-up communications. This streamlined approach not only improves the chances of winning jobs but also provides valuable insights into sales performance.

4. Improved Efficiency and Productivity

By consolidating various functions—such as project management, invoicing, and customer relationship management—into a single system, construction CRMs significantly enhance operational efficiency. Teams can manage workflows more effectively, reduce time spent on administrative tasks, and focus on delivering high-quality work. This efficiency can lead to quicker project turnaround times and increased profitability.

5. Customization for Specific Needs

Unlike generic CRM solutions, construction CRMs are tailored to the unique needs of the construction industry. They offer features specifically designed for project management, job scheduling, materials management, and compliance tracking. This customization allows contractors to hit the ground running without lengthy implementation processes, making these systems immediately usable and valuable.

Why use a CRM at all?

Investing in a new CRM system has a massive effect on your profits. In terms of customer retention, it ensures your client is content with the services and support. Maintaining the existing clientele base is exceptionally important for every business, and a CRM excels in it.

Moreover, you can merge sales, marketing, financial, security, support and HR departments into one platform to draw accurate reports very simply. It allows you to analyze exactly the effectiveness of your campaigns and how they are perceived; by the client.

Why should Construction businesses use a CRM?

Construction and engineering companies benefit from CRM solutions in a variety of exciting ways. If you’re looking to land more projects, improve customer relationships and attract new clients: you cannot depend on manually handling all business operations separately.

A CRM increases the satisfaction of your employees and customers by being able to follow through, proactively getting on top of everything, keep in touch with them, make sure they’re in the loop and that they know exactly what’s going to happen. You can set roles and tasks for employees so they understand their roles and how to accomplish them.

You can track proposals during the bidding process, gain insight into past projects and opportunities to help you win future projects, gain crucial reporting capabilities, measure your project status and utilize collaboration tools to work within the database in real-time.

A CRM allows you to measure the effectiveness of your marketing efforts, improve sales and customer service alignment, streamline processing and workflow automation plus improve task management to meet deadlines.

A construction business involves using many assets, and it’s crucial to keep a record of them to avoid unnecessary damages. With a CRM, you can store every minute detail regarding each asset and ensure it’s safe in the inventory. You can see the “buy date”, whether the item is in guarantee or warrantee, and how much the replacement will cost.

A CRM will unify all business platforms into a single interface and make sure you have a record of every single detail; so you can approach clients easily and stay accountable for the services provided. Construction businesses can get the edge over their competition by embracing the technology earlier.

CRM for Construction businesses, A Summary

Construction businesses require excellent customer relationships and deliver on promises to maintain a good image in the market. A CRM can help you analyze each deal and formulate strategies to pursue it: so you reach the best possible solution. Your construction business will generate considerably more revenue due to a cut down on costs and an increase in lead generation.

Efficy provides a quality lead conversion rate and a customizable interface to set up tasks easily through the pipeline. You can set automation to engage with clients during off-hours and reach out to them when you’re ready. It is our suggested pick if you’re for a CRM that suits the construction business. Visit the website to get started.