Missed deadlines, payment disputes, and scattered project updates can derail even the best construction teams. Minor issues can become costly delays when schedules, permits, and client communications are scattered.
Construction CRM software integrates everything—centralizing project data, tracking progress, organizing your pipeline, and keeping clients in the loop in real time.
We’ve curated the leading tools that let construction teams save time, win faster, and finish every project without overruns. ✅
Top 13 Construction CRM Tools to Streamline Projects and Client Management
What Should You Look for in a Construction CRM?
When choosing a CRM for your construction business, consider the following key features that enable data-driven decisions:
- Project tracking: Pick CRMs that manage more than contacts—track jobs, timelines, permits, and change orders for smarter decisions
- Communication: Ensure easy updates to clients and subs with one-click sharing of schedules and project progress
- Estimates & proposals: Use tools with built-in templates, digital signatures, and tracking to speed up bidding
- Scheduling: Choose CRMs that centralize task, crew, and equipment scheduling with visual calendars
- Mobile access: Opt for mobile-friendly tools so teams can update job status, clock in, or upload photos on site
- Document storage: Keep blueprints, permits, contracts, and photos in one secure, organized space
- Billing & accounting: Look for built-in invoicing, payment tracking, and accounting integrations to improve cash flow
Construction CRM at a Glance
Here’s a quick rundown of the top construction CRMs to track and manage new leads effectively:
| Tool | Best for | Key features | Pricing |
| Individuals, small businesses, mid-market, and enterprises needing a unified CRM, project, and client management | All-in-one CRM & project management, docs, tasks, analytics, timelines, automations, AI, dashboards, time tracking, chat, guest access | Free plan available; Customizations available for enterprises | |
| Buildertrend | Small to large general contractors and project managers coordinating subs and schedules | Client portal, scheduling, daily logs, Gantt charts, crew management, online payments, budgeting | Custom pricing |
| Procore CRM | Large construction firms and enterprises managing complex, multi-project portfolios | Portfolio management, cost tracking, contract control, custom pipelines, centralized communication | Custom pricing |
| JobNimbus | Small to mid-sized exterior construction teams (roofing, siding) needing field access | Drag-and-drop boards, mobile app, visual estimators, automated workflows, and billing boards | Custom pricing |
| Contractor Foreman | Small businesses and contractors seeking feature-rich, budget-friendly solutions | 60+ modules (safety, RFIs, timesheets), lead tracking, built-in financial tools, mobile app | Paid plans start from: $49/month per user |
| Followup CRM | Sales-focused contractors and specialty trades (all sizes) needing pipeline automation | Visual dashboards, bid tracking, automated follow-ups, lead scoring, activity reports | Paid plans start from: $4,500/year |
| CoConstruct | Custom home builders, remodelers, and residential project teams (small to mid-sized) | Estimating, client selections, proposal templates, labor tracking, and admin dashboard | Custom pricing |
| Pipedrive | Small teams and individuals focused on simple sales tracking | Kanban pipelines, guided data entry, chatbot lead capture, custom pipelines | Paid plans start from: $19/month per user |
| HubSpot CRM | Startups, solo contractors, and small businesses needing integrated marketing/service | Email templates, forms, omnichannel campaigns, live chat, lead capture, analytics | Free; Paid plans start from: $20/month per user |
| Salesforce | Enterprises and large construction companies needing deep customization and integrations | Custom workflows, advanced automations, integrations, tailored dashboards, and AI insights | Custom pricing |
| PlanSwift | Estimators and project managers (all sizes) focused on blueprint measurements | Visual takeoffs, custom assemblies, export to CRM/Excel, scale measurements | Paid plans start from: $2,000/year per user |
| Jobber | Small to mid-sized field service teams (electricians, plumbers, mobile crews) | Route optimization, instant invoicing, AI chatbot, payroll tracking, and visual calendar | Paid plans start from: $30/month per user |
| AccuLynx | Roofing contractors (small to large) are scaling operations and automating workflows | End-to-end workflow, aerial measurement, eSign contracts, lead tracking, production modules | Custom pricing |
The Best Construction CRM
How we review software at
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at .
Now let’s find out which solution might suit you better and why. Here are the top CRM tools ideal for your construction management needs:
1. (Best for all-in-one project and client management)
is the everything app for work—combining project management, knowledge management, and chat—powered by AI to help you work faster and smarter.
From tracking leads and managing client data to monitoring job progress and coordinating field teams, for CRM unifies customer relationship management with the rest of your workflows, eliminating the need for multiple disconnected tools.
With the CRM Template, you can manage contacts, sales stages, and projects without starting from scratch.
This template lets you:
- Centralize customer contact details, to-do lists, notes, and communication history in one organized place
- Prioritize tasks and follow-ups based on sales stage or customer type
- Use pre-built views (like List or Sales Process) to find what matters most quickly
- Leverage customizable fields for job titles, industries, and CRM item types to match your workflow
- Visualize progress and identify bottlenecks with tools like Gantt charts and Dashboards
’s CRM templates are meant to be used alongside CRM so you can improve your client retention, accelerate deals, and grow revenue in the simplest, most efficient way possible.
💡 Pro Tip: Choose views that make sense for your workflow—List, Kanban, Calendar, or Custom Views like “At Risk Clients” or “Active Projects.” You can define Custom Statuses (e.g., “Proposal Sent” or “In Progress”) and use Custom Fields to capture key details like job site address, budget, or project type.
Automate Workflows & Track Progress Visually
Automations eliminates repetitive admin work by automatically assigning team members, updating statuses, or sending reminders as projects progress. With Tasks, you can easily delegate responsibilities, set deadlines, and monitor progress for every phase of your construction project—all in one place. Drag-and-drop functionality makes it simple to organize and reassign tasks as project needs change, ensuring your team always knows what to work on next.
With Task Dependencies, you can set the exact order of operations, ensuring that site prep, inspections, and handoffs happen in the right sequence.
If there are any changes or delays, will notify you immediately so your team can adapt quickly and keep the build on track.
Get AI-Powered Insights
Agents, such as CRM Data Integration Agents, help sync your CRM with tools like email or web forms, automatically updating records as new information arrives. If you need real-time updates, Brain analyzes your workspace to answer questions, suggest next steps, and summarize client progress—all on demand and one platform.
For example, you can ask for the status of a job site, the latest client communication, or outstanding tasks and get instant answers.
Additionally, you can use Brain Max to dictate site updates, client notes, or punch list items hands-free. Your voice input is instantly transcribed, linked to the right task or client record, and made available to your team—ideal for busy contractors in the field.
Combine this with features included in for Construction Teams, and you have a comprehensive AI-powered CRM that improves operational construction efficiency while servicing your customers.
See how can be transformed into a full-functioning CRM tailored for construction—keeping leads, contracts, clients, and project status all in one place so you never miss a follow-up.
A better way to manage construction work
Whether managing early lead interactions or final handoffs, supports your workflow with features like Gantt charts, Mind Maps, and detailed project summaries. You can assign Tasks, set deadlines, monitor resource use, and visualize every moving part of a project to ensure it stays on schedule and within budget.
Track time, collaborate, and achieve more
You can even track time directly within or use integrations like Clockify to monitor the hours spent on each task or project. Built-in reminders and alerts help your team stay on top of deadlines and key Milestones.
Real-time communication is crucial in construction project management and CRM. Chat and Docs keep everyone on the same page, whether in the office or on site.
You can @mention teammates, assign comments, or share project files instantly. This makes collaborating on RFIs, change orders, submittals, and general feedback easier, reducing miscommunication and improving overall job efficiency.
For clients and subcontractors, guest access with customizable permissions ensures everyone stays informed without exposing sensitive information.
📮 Insight: 46% of knowledge workers rely on a mix of chat, notes, project management tools, and team documentation just to keep track of their work. For them, work is scattered across disconnected platforms, making it harder to stay organized. As the everything app for work, unifies it all. With features like Email Project Management, Notes, Chat, and Brain, all your work is centralized in one place, searchable, and seamlessly connected. Say goodbye to tool overload—welcome effortless productivity.
best features
- Track project health, lead conversions, and budget status at a glance with Dashboards
- Map out project phases and sales pipelines visually with Whiteboards
- Capture and summarize client calls or site meetings with AI Notetaker
- Store all client interactions, project documents, contracts, and communications in one place for easy access and reference
- Break down each construction project phase-by-phase using the Construction Management Template to guide teams from preparation to finalization
- Improve customer satisfaction and retention by ensuring timely communication, transparent project updates, and organized follow-ups
limitations
- Requires a learning curve during initial setup and customization, especially for teams new to project management software
- Offers limited functionality on mobile compared to the web and desktop versions
pricing
free forever
Best for personal use
Free Free
Key Features:
unlimited
Best for small teams
$7 $10
Everything in Free Forever plus:
business
Best for mid-sized teams
$12 $19
Everything in Unlimited, plus:
enterprise
Best for many large teams
Get a custom demo and see how aligns with your goals.
Everything in Business, plus:
* Prices when billed annually
The world’s most complete work AI, starting at $9 per month
Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
Try for free
ratings and reviews
- G2: 4.7/5 (10,000+ reviews)
- Capterra: 4.6/5 (4,500+ reviews)
What are real-life users saying about ?
A G2 review reads:
2. Buildertrend (Best for timeline and trade management)
Need to fine-tune how you coordinate with your vendors and customers? Buildertrend offers daily logs, crew management, and job scheduling to help with quick decision-making. You also get a dedicated space to organize your subcontractor list, making it easier to manage relationships and identify new revenue opportunities.
The construction CRM also visualizes progress with Gantt charts, allowing for real-time updates to all your clients. Buildertrend also has a smart schedule feature that helps assign activities and notify available crews instantly. It also includes smart budgeting and materials management and integrates with QuickBooks, Xero, Google Calendar, Dropbox, Procore, and Zapier for seamless project and financial oversight.
Buildertrend best features
- Share project updates and approvals with its dedicated customer portal
- Make and accept online payments, and even set up insurance services with built-in budgeting
- Boost traceability for onsite tasks with auto-syncing purchase and change orders
Buildertrend limitations
- Provides a complex interface that may feel unintuitive to navigate
- Requires all vendors to be onboarded for each construction project to enable full visualization
Buildertrend pricing
Buildertrend ratings and reviews
- G2: 4.2/5 (150+ reviews)
- Capterra: 4.5/5 (2,500+ reviews)
👀 Did you know? Adopting AI-powered scheduling software into your workflows can boost productivity by 30%, skyrocket satisfaction levels, help you get paid faster, and open you up to more deals.
3. Procore CRM (Best for enterprise-grade portfolio and cost tracking)
If you’re managing a high volume of construction projects, Procore CRM is a strong choice. It centralizes your entire project portfolio, streamlines revenue forecasting, and gives you complete visibility into every cost.
This cloud-based platform is ideal for businesses with remote teams. Its project dashboards make sharing visual insights on leads and active jobs seamless. It also includes contact management and sales pipeline tracking and integrates directly with Procore’s project planning tools to ensure smooth transitions from sales to delivery.
Procore CRM best features
- Track pursuits with precision using its custom pursuit CRM pipeline and reporting dashboard
- Log emails, meeting notes, and decisions in one CRM timeline with its centralized communication tools
- Forecast revenue more accurately with its portfolio-level analytics tied directly to bid activity
- Integrate with project workflows for seamless coordination
Procore CRM limitations
- Lacks portfolio management features suited for small businesses
- Requires time-intensive setup and onboarding due to enterprise-grade complexity
Procore CRM pricing
Procore CRM ratings and reviews
- G2: 4.6/5 (3,300+ reviews)
- Capterra: 4.5/5 (2,700+ reviews)
What are real-life users saying about Procore CRM?
A G2 review says:
4. JobNimbus (Best for job management and exterior construction)
Want to chase leads without messing up job execution? JobNimbus is an excellent choice for construction companies, especially for exterior construction teams. Includes drag-and-drop job boards to get teams moving quickly without the risk of double-booking.
Its integrated email and instant client updates are also great for on-time outdoor tasks like fencing and gutter operations. A visual estimator, too, helps build and present accurate quotes for better retention. It also offers project tracking, job costing, lead management, task scheduling, and team communication tools to align all operations.
JobNimbus best features
- Review the in-billing, invoices, and pending jobs with dedicated billing boards
- Convert leads faster with quick automations embedded within web lead forms, email templates, and notification settings
- Keep both homeowners and subcontractors up-to-date with a live job share
JobNimbus limitations
- Lacks customizable automation options for more tailored workflows
- Presents occasional bugs and navigation issues in the mobile app experience
JobNimbus pricing
JobNimbus ratings and reviews
- G2: 4.7/5 (65+ reviews)
- Capterra: 4.6/5 (450+ reviews)
5. Contractor Foreman (Best for affordability and built-in tools)
Next up is Contractor Foreman, a construction management tool known for its budget-friendly features. Beyond affordability, its 35 built-in tools cover everything from job costing and scheduling to safety tracking.
It also includes dashboards for lead management, client communication tracking, and proposal status. The clean interface and mobile app make it practical for managers in the field. It’s a user-friendly option for small contractors.
Contractor Foreman best features
- Manage entire pipelines with lead tracking that links directly to proposals and project files
- Leverage built-in financial tools like estimates, invoicing, and time tracking without third-party integrations
- Access your customer relationship management anywhere with a mobile app designed for field and office coordination
Contractor Foreman limitations
- Offers limited reporting capabilities that may feel too basic for advanced needs
- Lacks customization options within the interface for tailored user experiences
Contractor Foreman pricing
Contractor Foreman ratings and reviews
- G2: 4.5/5 (300+ reviews)
- Capterra: 4.5/5 (720+ reviews)
What are real-life users saying about Contractor Foreman?
A Capterra review reads:
6. Followup CRM (Best for lead tracking and sales process automation)
Followup CRM stands out in construction, especially if you want to boost your ability to win new business. With its comprehensive contact management, lead notifications, and sales activity, this tool keeps the entire team on track—without chaos.
It also lets you tag leads by project type, budget, or timeline for quick job prioritization. Its built-in lead scoring helps you track how engaged each prospect is. Plus, all the repetitive tasks you create, whether lead conversion, post-construction process, or follow-ups, can be automated.
Followup CRM best features
- Track proposals automatically to get instant alerts when prospects view or accept your bids, eliminating manual check-ins
- Monitor business performance with activity reports that reveal follow-up patterns, close rates, and rep productivity
- Connect estimating tools seamlessly by integrating with The EDGE to sync sales data with more bids and avoid double entry
Followup CRM limitations
- Makes adding new clients a complex and tedious process
- Delays report visibility, with some reports not appearing on the main dashboard and taking time to generate
Followup CRM pricing
Followup CRM ratings and reviews
- G2: 4.5/5 (50+ reviews)
- Capterra: 4.5/5 (200+ reviews)
🧠 Fun Fact: Before the term “CRM” became mainstream, businesses managed customer relationships using contact management systems. Back in 1987, Mike Muhney and Pat Sullivan launched ACT!—the very first contact management software for PCs. This digital Rolodex allowed salespeople to store and retrieve customer information more efficiently, laying the groundwork for today’s sophisticated CRM platforms.
7. CoConstruct (Best for home projects and remodeling)
Tackling multiple projects that go beyond cookie-cutter remodels? CoConstruct is built for flexible jobs and remodeling workflows in the construction industry. Its customizable estimating tools, client selection tracking, and hands-on coordination features are main standouts when handling any build.
The tool’s quick, accurate proposal templates are excellent for clients with repetitive but unique requests. CoConstruct also offers team performance insights to spotlight essentials like schedules and feature selection status every step of the way. In short, it’s an ideal fit for home builders and construction firms that handle residential projects.
CoConstruct best features
- Handle digital proposal approvals, build choices, deadlines, and reminders preferences with its client management settings
- Keep track of bottlenecks and see how many hours were worked compared to the estimate with the labor tracking module
- Log trade partner communication, site details, and even insurance certificates automatically with a one-click administrative dashboard
CoConstruct limitations
- Lacks an interior design feature for visually organizing specs and selections, according to some builders
- Causes duplicate entries and incomplete data transfers due to unreliable integrations
CoConstruct pricing
CoConstruct ratings and reviews
- G2: 4/5 (20 reviews)
- Capterra: 4.7/5 (850+ reviews)
What are real-life users saying about CoConstruct?
A G2 review says:
🧠 Fun fact: In 1985, the launch of the Construction Master calculator revolutionized the construction industry. This handheld device, pre-programmed with essential construction calculations like angles, stairs, roofing math, pitch, rise, and run, became an indispensable tool for professionals. Its success paved the way for specialized calculators to streamline complex computations on site and enhance productivity.
8. Pipedrive (Best for basic pipeline management)
For teams prioritizing sales in the building process, Pipedrive is a good choice to increase productivity, even in relationship-building. It easily creates leads and lets you assign them to specific sales personnel, making customer interactions more personalized.
Have tons of historical data on spreadsheets? Import them, and Pipedrive will correlate them for you, creating quick data patterns. All your information, activities, and contact timelines are organized into simple sales pipeline stages.
Pipedrive best features
- Collect fresh leads and add them automatically to the sales funnel with its chatbot feature
- Minimize sales prep and paperwork with guided data entry and CRM workflows
- Build, label, and personalize sales cycles with its custom pipelines and process stages
Pipedrive limitations
- Developer knowledge is needed to use its advanced API and webhook features
Pipedrive pricing
- Essential: $19/month per user
- Advanced: $34/month per user
- Professional: $64/month per user
- Ultimate: $89/month per user
Pipedrive ratings and reviews
- G2: 4.3/5 (2,400+ reviews)
- Capterra: 4.5/5 (3,000+ reviews)
9. HubSpot CRM (Best for marketing and service tools)
Looking to strengthen your online presence or highlight niche services like home additions or sustainable building? HubSpot CRM can help you stay organized with tools like proposal tracking, contact management, and bid coordination—all without adding extra hassle to your day.
It also offers API-powered workflows, live chat, and lead capture forms, which are great for managing prospects and high-volume services. Plus, its mobile-friendly features and real-time analytics are always practical when searching for new clients for your construction business.
HubSpot CRM best features
- Improve the impact of your marketing plan, even for niche remodeling jobs, using omnichannel campaigns and a scalable demand engine
- Map client relationships intelligently by linking build request type, location, and budget with custom association labels
- Keep your database clean, whether it’s takeoff estimates, customizable proposals, or supplier bids, with quick field-level permissioning
HubSpot CRM limitations
- Reporting dashboards may be complex to configure and filter
HubSpot CRM pricing
- Free
- Marketing Hub Starter: $20/month per user
- Custom pricing
HubSpot CRM ratings and reviews
- G2: 4.2/5 (12,000+ reviews)
- Capterra: 4.5/5 (4,200+ reviews)
What are real-life users saying about HubSpot CRM?
A Capterra review reads:
10. Salesforce (Best for customizations and integrations)
Salesforce continues to be synonymous with CRM. Its biggest strength for construction companies just starting is deep customizations, from subcontractor workflows to multi-phase client communications. You can tailor every stage and field to match the way your team works—whether you’re bidding on new projects or managing ongoing builds.
With wide use cases, every feature and interface is built to adapt to how you run jobs. It also has powerful integration options and a tailored dashboard that gives an end-to-end view of your pipeline, progress, and client relationship health.
Salesforce best features
- Manage RFIs, bids, change orders, and inspections with in-depth automations
- Unify field data, job schedules, and project updates within your CRM with an extensive library of integrations, including Procore and PlanGrid
- Forecast job delays, cost overruns, and win probabilities for upcoming bids with comprehensive AI insights
Salesforce limitations
- Requires dedicated IT personnel and customer support due to the complex setup and customization
- Presents a steeper learning curve compared to more straightforward construction CRM solutions
Salesforce pricing
Salesforce ratings and reviews
- G2: 4.4/5 (23,000+ reviews)
- Capterra: 4.4/5 (18,800+ reviews)
11. PlanSwift (Best for accurate takeoff and estimations)
PlanSwift is a favorite for managing projects where plan finalization takes priority over lead generation. It shines with fast blueprint measuring tools that make pricing tasks feel effortless.
The tool also handles scale measurements with high precision, a crucial factor in sealing commercial bids. Further, it has quick export options that can be fed directly into your sales pipeline.
PlanSwift best features
- Speed up takeoffs with click-based site uploads, measurements, and adjustable scales directly from digital blueprints
- Package labor, materials, and waste factors for every job consistently with custom assemblies
- Connect with your CRM or Excel to export takeoff data, helping sales teams follow up with detailed, data-backed proposals
PlanSwift limitations
- Lacks built-in CRM software or lead tracking, relying on complex third-party integrations
- Offers limited cloud features, which can slow down team collaboration
PlanSwift pricing
- PlanSwift Professional: $2,000/year per user
PlanSwift ratings and reviews
- G2: 4.4/5 (30+ reviews)
- Capterra: 4.3/5 (350+ reviews)
What are real-life users saying about PlanSwift?
A Capterra review says:
12. Jobber (Best for field service management and invoicing)
Are your days packed with job scheduling and payment follow-ups? Jobber is a great way out. Its quick-create menu lets you instantly add clients, create quotes, schedule jobs, and send invoices without extra steps.
It includes payroll tracking and built-in payment processing. Its visual calendar makes it easy to quickly assign field jobs to the right techs. Additional features include integrated inspection and handover forms, a mobile-first interface, and enhanced client communication tools.
Jobber best features
- Keep job bookings automated and personalized with a custom AI chatbot
- Bring back past clients and improve retention-focused business development with targeted email campaigns
- Set up inspections and in-depth handover checklists with a form feature integrated into each job
Jobber limitations
- Offers limited task management features, which may create a disconnect between operations and CRM elements
- Lacks robust reporting functions to organize insights by client, product, or item
Jobber pricing
- Grow: $199/month per user
- Connect: $119/month per user
- Core: $39/month per user
Jobber ratings and reviews
- G2: 4.5/5 (300+ reviews)
- Capterra: 4.5/5 (1,000+ reviews)
13. AccuLynx (Best for roofing contracts and automation)
AccuLynx is a CRM built for roofing contractors who focus on residential projects. It offers a quick, user-friendly interface and essential tools like job estimations, crew organization, and document management.
The solution offers lead tracking and eSignable contracts, all fine-tuned to follow roofing project timelines. AccuLynx also has separate modules focusing on marketing, sales, and production. Plus, its automated text option and AI-powered lead scoring improve how you communicate with customers and teams who’re on the move.
AccuLynx best features
- Centralize job documentation, including photos, permits, and contracts, with a shared job file space
- Use built-in aerial measurement to improve all pricing estimates with integrations like EagleView and GAF QuickMeasure
- Manage every step of delicate roofing install cycles like inspections, tear-offs, installations, and final approvals with its milestone-based workflows
AccuLynx limitations
- Lacks customizations in report generation and integration options
AccuLynx pricing
AccuLynx ratings and reviews
- G2: 4.4/5 (30+ reviews)
- Capterra: 4.6/5 (700+ reviews)
What are real-life users saying about AccuLynx?
A Capterra review reads:
Get Perfect Communication and Lead Management With CRM
Managing client relationships in construction involves everything from tracking interactions to maintaining clear communication. With so much on the line, the proper construction CRM tool helps build stronger connections and smooth project planning. It can also streamline accounting and support greater scalability.
The CRM tools we’ve covered make finding the right fit much easier. If you need a single platform that combines customer relations, task management, integrated chat, AI-powered insights, advanced automations, and centralized knowledge, offers all these in one place.
Sign up for and boost lead conversions and service quality today! 🚀
Everything you need to stay organized and get work done.
