Builders and the construction industry could greatly benefit from using CRM software to help them manage their contacts, communications and projects, but the requirements of this industry may need more specialist software. If you are looking for CRM software for your building or construction business what should you look for?
Topics
Featured CRMs
Here are some of the key things that you might want to think about:
- Whether you need a specialist CRM or an all-in-one CRM that can be customised to your needs
- Can it manage all stages of the build or construction process from lead through to aftercare?
- Can it manage all of your stakeholders including customers, suppliers, subcontractors and partners?
- Can you track your projects and sales pipelines?
- What support is provided to get set up or ease of getting started?
- Can it integrate with other systems in your business?
- Can it help automate your process and reduce admin?
- What reporting can it provide?
- What communication channels does it support and can it send messages for you automatically?
- Can it help monitor productivity?
- Can it give you visibility of sales and revenue?
- Can it bring together different parts of your business including construction, sales, marketing and customer service?
Companies are ranked in no particular order.
1. Pipedrive CRM
- Offers an all-in-one CRM system that can be customised for the needs of builders and construction businesses
- Helps track and manage customers and stakeholders
- Improve internal operations through automation
- Streamline tasks and increase the visibility of the sales pipeline
- Collaboration tools
- In-depth insights and reports
- Access via mobile app
- Supports forecasting
- Manage and send emails
- Offers a free 14-day trial
Website Pipedrive CRM software
2. Nimble CRM
- Offers a CRM solution for construction companies and contractors
- Designed to facilitate the smooth management of construction projects
- Covers all stages from concept, design, pre-construction, procurement, construction and post-construction
- Track clients, suppliers, team members and partners
- Streamline communications including emails, SMS, WhatsApp, Messenger and social media
- Monitor tenders with deal module and customisable pipelines
- Share information with stakeholders with a click
- Mobile app to access the CRM on the move and integrates with Office 365
- Intuitive dashboard and reporting
- Offers a free 14-day trial of their software
Website Nimble CRM software
3. Capsule CRM
- Provides a solution designed for the construction industry and contractors
- Manage your construction business from wherever you are
- Keep all your business information all in one place
- Organise calendar, tasks and follow up activities
- Manage and send emails using templates
- Manage projects including step by step processes
- Record notes, emails and files
- Connect with your favourite apps
- Get a complete picture of your business
- Offers a 30-day free trial and a free plan for up to two users and 250 contacts
Website Capsule CRM software
4. Access
- Offers construction software solutions
- Streamline processes
- Strengthen communications across departments
- Improve decision making through greater visibility of your projects and costs
- Option to include estimating and job costing
- Manage subcontractors and suppliers
- Record transactions
- Real-time information and dashboards
- Provides product training and dedicated customer support
- Offers a demo of their software
Website Access CRM software
5. CRM UK
- Offers dedicated software for construction businesses
- Flexible and fast solution
- Manage projects including over multiple sites
- Track and automate processes and activities
- Monitor tenders and project delivery
- Manage marketing
- Provides stakeholder management tools
- Integrates with third-party systems
- Offers a scalable solution
- A single plan providing unlimited contacts and companies
Website CRM UK software
6. SuperOffice Software
- Offers CRM solutions that support building and construction companies
- Helps systemise and automate the construction process
- Collaborate more effectively
- Gives a customer and project overview
- Document management through SharePoint Online and the functionality of Office 365 and G-suite
- Case and ticket management
- Structure, categorise and prioritise all incoming conversations
- Integrate with your ERP system and access through any device
- Access key figures and KPIs with reporting
- Offers a personalised free demo of their software
Website SuperOffice Software CRM software
7. ContactBuilder
- Provides a CRM application combined with an ERP solution
- Designed for UK housebuilding and the property sector
- Supports pre-build to completion and beyond
- Integrates build, marketing, sales and aftercare processes
- Cloud-based that can be accessed through any device
- Gain visibility of all aspects of your operations
- Manage leads and contacts
- Integrates with a range of apps and portals
- A range of dashboards and a comprehensive suite of downloadable reports
- Offers a demo of the software
Website ContactBuilder CRM software
8. Housebuilder Pro
- Offers a dedicated CRM solution for housebuilders
- Combined with ERP tools
- End to end project management for administration and operational support throughout the lifecycle
- Covers new home build, sales and aftercare processes
- Supports sales progression and project management oversight
- Provides a detailed audit trail
- Workflows for build inspection, quality control and aftercare
- Manages documentation
- Offers custom reporting
- Offers a demo of their software
Website Housebuilder Pro CRM software
9. Construction BOS
- Specialist construction software solution provider
- Builds customs solutions and applications using the Zoho platform
- Gives a full business process view
- Supported configuration, set up and training
- Manage sales teams and the sales pipeline
- Integrates with leading data providers such as CIS and Barbour ABI data
- Automatically updates construction projects and roles
- Keeps teams informed
- Suitable for small and large sales teams
- Offers a demo of their software
Website Construction BOS CRM software
10. Xpedeon
- Provides specialist software for housebuilders and developers
- Helps to engage customers and improve their experience
- Ensures effective and efficient sales progression
- Manage project life cycle management
- Integrates construction management and financial accounting
- Assists in delivering projects on time and within budget
- Manage sales, marketing, construction and finance in one package
- Collaborate with suppliers and contractors
- Choice of cloud, private hosting or on-premise
- Offers a demo of their software
Website Xpedeon CRM software