Construction CRM Software
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BuildScan
Software Description: BuildScan is a multi-platform app for managing construction defects, checklists, snag lists, punch lists, surveys, and project workflows. It enables seamless collaboration, real-time task tracking, and workflow management. Designed for teams and individuals, BuildScan boosts efficiency and ensures quality control in construction projects.
Features
Defect & Snag Management
Project Workflow & Task Management
Seamless Collaboration
Checklists & Punch Lists
Pros
- Efficient Project Management
- User-Friendly Interface
- Seamless Collaboration
Cons
- Limited Customization
- Learning Curve
- Cost Considerations
CorkCRM
Software Description: CorkCRM helps painting and contracting businesses manage sales, scheduling, contracts, and payroll. It offers tools for sales tracking, appointment setting, job scheduling, automated emails, and time cards. By streamlining operations and improving communication, CorkCRM enables contractors to focus on growing their business.
Features
Sales & Lead Tracking
Electronic Proposals & Contracts
Job Scheduling & Time Tracking
Automated Emails & Customer Communication
Pros
- Comprehensive Feature Set
- Automation Capabilities
- User-Friendly Interface
Cons
- Limited User Reviews
- Lack of Detailed Information
- Potential Learning Curve
Onsite
Software Description: Onsite Teams is a mobile and desktop app that helps construction businesses manage operations efficiently. With ISO certification and used by over 100,000 businesses, it tracks daily tasks, manages vendor balances, monitors labor and materials, generates GST invoices, and sends progress reports to streamline project management.
Features
Document Management
Vendor Balance Management
Daily Task Tracking
Material and Labor Monitoring
Pros
- Comprehensive Project Management
- User-Friendly Interface
- Robust Document Management
Cons
- Limited Equipment Management
- Photo and Labor Attendance Features
- Customization Limitations
Vogueboard
Software Description: Vogueboard is a B2B eCommerce and CRM platform tailored for the flooring industry. It helps suppliers generate leads, manage sales, and automate order processing with an integrated marketplace and CRM tools. The cloud-based platform boosts online visibility, streamlines transactions, and digitizes B2B sales for seamless business growth.
Features
Flooring Marketplace
Integrated CRM
Automated Marketing Tools
Order Processing Automation
Pros
- Systematic Organization
- Contact Management
- Document Storage
Cons
- Lack of Mobile Application
- Missing Features
- Limited Customer Support
PipeRun
Software Description: PipeRun is a sales CRM that streamlines the sales process from lead acquisition to digitally signed contracts. It offers customizable pipelines, workflow automation, and integration capabilities, making it suitable for companies handling complex sales and channel management.
Features
Customizable Sales Pipelines
Workflow Automation
Integration with Communication Tools
Document Management and E-signatures
Pros
- Ease of Use
- Customization
- Integration with Communication Tools
Cons
- Limited Automation Triggers
- Data Import Limitations
- Advanced Reporting Needs
folk
Software Description: folk is a simple yet powerful CRM that acts as a proactive sales assistant for your team. Trusted by 3,000+ businesses, folk automates workflows, centralizes interactions, and streamlines client management. Sync inboxes, enrich contacts, customize pipelines, and automate tasks with 6,000+ integrations—effortless sales made easy.
Features
Seamless Contact Management
1-Click Enrichment
Pipeline Customization & Team Collaboration
Automated Messaging & Workflow Integration
Pros
- Ease of Use
- LinkedIn Integration
- Contact Enrichment
Cons
- Limited Features
- No Mobile Application
- Email Analytics
FollowUp CRM
Software Description: FollowUp CRM is a construction-focused sales and bid-tracking CRM that helps contractors stay organized, manage leads, and increase sales. It replaces spreadsheets, tracks activities, and provides actionable analytics, all designed to help contractors win more contracts and improve communication with teams.
Features
Sales and Bid Tracking
Real-Time Analytics
Lead and Contact Management
Team Communication
Pros
- Ease of Use
- Customer Support
- Lead and Contact Management
Cons
- Integration Issues
- Mobile App Limitations
- Marketing and Business Development Features
Kahua
Software Description: Kahua offers construction program and project management solutions to improve efficiency and reduce risk. Designed for owners, program managers, and contractors, it connects field and office through mobile access, enabling seamless collaboration. Kahua streamlines processes, documents, and cost management from start to finish.
Features
Flexible Cost Management
Mobile Accessibility
Low-Code Application Platform (kBuilder)
Comprehensive Document Management
Pros
- Configurable and Customizable Platform
- User-Friendly Interface
- Mobile Accessibility
Cons
- Implementation Complexity
- Loading Issues
- Customer Support Challenges
Onpipeline
Software Description: Onpipeline is a user-friendly Sales CRM that helps businesses manage sales pipelines, track deals, and organize customer data. It integrates with Google, Microsoft, QuickBooks, and Mailchimp, offering a scalable and cost-effective solution. Customizable fields, reporting, and automation tools keep sales teams efficient and organized.
Features
Lead & Deal Management
Activity Tracking & Reporting
Seamless Integrations
Customizable CRM
Pros
- Intuitive and User-Friendly Interface
- Customizability
- Affordable Pricing
Cons
- Limited Advanced Analytics
- Occasional Performance Issues
- Basic Reporting Features
Aurea CRM
Software Description: Aurea CRM is a robust customer relationship management (CRM) tool that helps businesses drive customer engagement, optimize sales pipelines, and track key performance indicators. With integrated marketing automation and campaign management, the new Enterprise Edition delivers real-time insights, improving efficiency and decision-making.
Features
Sales Pipeline & Performance Tracking
Integrated Marketing Automation
Advanced Reporting & Analytics
Mobile & Cloud Accessibility
Pros
- User-Friendly Interface
- Comprehensive Features
- Effective Campaign Management
Cons
- Limited Customer Support
- Complex Setup Process
- Lack of Transparent Pricing Information
Fieldlens
Software Description: Fieldlens by RedTeam is a construction jobsite management software that helps field, office, and trade workers collaborate in real time. Designed for companies of all sizes, it centralizes project updates, field data, and documentation, improving communication and reducing miscommunication and rework.
Features
Real-Time Collaboration
Document & Field Data Management
Issue Tracking
Mobile Access
Pros
- Ease of Use
- Effective Communication
- Comprehensive Features
Cons
- Limited Mobile Functionality
- Learning Curve
- Occasional Technical Issues
OnePageCRM
Software Description: OnePageCRM is an action-focused sales CRM for small and medium-sized businesses, helping teams stay organized and close deals efficiently. It features a smart follow-up system, two-way email sync, a drag-and-drop pipeline, and mobile apps. Recognized by Forbes Advisor in 2024, it’s used in 80+ countries to simplify sales.
Features
Next Action Sales System
Two-Way Email Sync
Drag-and-Drop Sales Pipeline
Lead Clipper & Web Forms
Pros
- User-Friendly Interface
- Action-Focused Approach
- Excellent Customer Support
Cons
- Limited Advanced Features
- Customization Constraints
- Integration Limitations
RedTeam Flex
Software Description: RedTeam Flex simplifies construction project management with tools like OCR for plan management, Gantt scheduling, and submittal workflows. It centralizes document control via RedTeam Dialog and offers robust support, including training options, to help teams maximize efficiency and deliver outstanding results.
Features
Plan Management with OCR
Submittal Workflow Tracker
Gantt Scheduling
Centralized Document Control
Pros
- User-Friendly Interface
- Comprehensive Project Management Tools
- Responsive Customer Support
Cons
- Steep Learning Curve
- Limited Integration with Third-Party Applications
- Inability to Delete Certain Items
Unanet CRM
Software Description: Unanet CRM by Cosential helps AEC and government contractors win more business and streamline operations. It offers opportunity tracking, relationship management, proposal automation, and real-time analytics to accelerate decision-making. Trusted by 4,000+ firms, Unanet CRM integrates with ERP for complete business oversight.
Features
Opportunity & Relationship Management
Proposal Automation
Bid & Teaming Management
Real-Time Analytics & Insights
Pros
- Industry-Specific Design
- Comprehensive Data Management
- Proposal Automation
Cons
- User Interface
- Reporting Complexity
- Mobile Access Limitations
BasisBoard
Software Description: BasisBoard is a bid tracking solution that connects to your inbox, pulling data from bid invite emails into an intuitive dashboard. It eliminates manual data entry, complex Excel formulas, and wasted time. The platform also generates reports and graphs to help you easily track bids and identify key customers.
Features
Automated Bid Data Extraction
Real-Time Reporting and Analytics
Document Management and Sharing
Subcontractor Management
Pros
- Enhanced Efficiency
- User-Friendly Interface
- Real-Time Data Processing
Cons
- Integration Limitations
- Customization Constraints
- Pricing Transparency
Downtobid
Software Description: Downtobid is an AI-driven platform for general contractors that automates bid invite detection, connects with local subs, and manages follow-ups. By reducing manual tasks, Downtobid helps estimators focus on analyzing plans, improving bidding efficiency and addressing issues found in previous bid management tools.
Features
AI-Driven Bid Detection
Automated Subcontractor Engagement
Subcontractor-Friendly Planrooms
Efficient Scope Communication
Pros
- Ease of Use
- Customer Service
- Bid Management
Cons
- Limited Pricing Transparency
- Feature Requests
- Integration Issues
Thunderbolt Pipeline
Software Description: Thunderbolt Pipeline is a cloud-based subcontractor software that combines CRM, bid tracking, project management, resource planning, and compliance tools. Powered by AI, it reduces risk, improves profitability, and helps teams bid competitively. Its user-friendly design and advanced reporting boost construction efficiency.
Features
Bid Management and Tracking
Workforce Planning
Customer Relationship Management (CRM)
Real-Time Collaboration
Pros
- Improved Scheduling and Tracking
- Ease of Use and Remote Accessibility
- Responsive Customer Support
Cons
- Initial Data Entry Requirements
- Occasional Interface Issues
- Color Scheme Preferences
BuildingConnected
Software Description: BuildingConnected is a preconstruction platform that connects contractors through a real-time, crowdsourced network. It streamlines bidding, risk management, and subcontractor qualification. General contractors can manage vendor data, review proposals, and collaborate efficiently. Integrated 2D takeoff enhances bid accuracy.
Features
Streamlined Bidding Management
Subcontractor Qualification & Risk Mitigation
Integrated 2D Takeoff
Vendor Database & Collaboration Tools
Pros
- Intuitive Interface
- Efficient Bid Management
- Enhanced Collaboration
Cons
- Limited Subcontractor Response
- Subcontractor Usability Challenges
- Inability to Edit Vendor Information
Jobba Trade Technologies
Software Description: Jobba Trade Technologies is a cloud-based roofing software solution designed to streamline operations and boost profits. It simplifies proposal generation, job estimating, and customer communication, helping roofers save time, reduce costs, and grow service revenues. Jobba enhances efficiency and customer satisfaction.
Features
Proposal Acceleration
Simplified Estimating for Re-Roof Jobs
Team and Customer Communication Management
Service Revenue Growth
Pros
- Enhanced Efficiency
- User-Friendly Interface
- Real-Time Data Processing
Cons
- Integration Limitations
- Customization Constraints
- Pricing Transparency
TakeOff Estimates and Reports 4.0
Software Description: TakeOff Estimates and Reports 4.0 is a cloud platform that automates appointment tracking, trip logs, and call records. It streamlines commercial operations with an automatic estimate editor and enhances technical workflows by enabling mobile report generation with digital signatures. Ideal for construction, plumbing, and electrical contractors.
Features
Automated Activity Tracking
Automatic Estimate Editor
Mobile Report Generation
Cloud-Based Accessibility
Pros
- Comprehensive Client Management
- Efficient Appointment and Technician Scheduling
- Responsive Customer Support
Cons
- Complexity in Generating Monthly Reports
- Limited Mobile App Functionality
- Initial Learning Curve
Agendor
Software Description: Agendor is a CRM designed for companies with a consultative sales approach. It centralizes customer data, tracks negotiations, and provides performance insights. With mobile apps, sales reps can plan routes, receive task reminders, and streamline workflows. Agendor integrates with ERPs, automating tasks and improving sales efficiency.
Features
Centralized Customer Data
Smart Flows
Mobile Sales Management
ERP & Software Integrations
Pros
- Intuitive and User-Friendly Interface
- Comprehensive Sales Reporting
- Effective Customer Support
Cons
- Integration Challenges with Lesser-Known ERPs
- Data Import Issues
- Limited Customization Options
Bluwave CRM
Software Description: BluWave CRM is a cloud-based CRM solution that simplifies sales processes through automation. It offers tools for activity tracking, automated quoting, opportunity management, and contact organization. Designed for small businesses and enterprises, BluWave CRM helps sales teams improve efficiency, close deals faster, and enhance customer relationships.
Features
Sales Process Automation
Opportunity & Pipeline Management
Contact & Document Management
Diary & Activity Management
Pros
- Ease of Use
- Comprehensive Customer Management
- Sales Process Automation
Cons
- Limited Customization
- Cost Considerations
- Learning Curve
Copper
Software Description: Copper is a client and project management CRM built for construction professionals using Google Workspace. It integrates seamlessly with Gmail, Calendar, and Drive, automating emails, contacts, and tasks. Capture leads, track sales, and manage projects effortlessly. With 30,000+ users, Copper simplifies workflows and enhances productivity.
Features
Google Workspace Integration
Pipeline & Project Management
Automated Data Entry & CRM Insights
Custom Reports & Analytics
Pros
- Seamless Google Workspace Integration
- User-Friendly Interface
- Customizable Features
Cons
- Pricing Concerns
- Limited Advanced Features
- Occasional Performance Issues
BLDON
Software Description: BLDON is a powerful construction software solution offering project management, CRM, and estimating tools to streamline operations. It helps businesses manage leads, track projects, and optimize workflows. With research-backed insights and crowd-sourced reviews, BLDON ensures businesses find the best solutions for their needs.
Features
Comprehensive Construction CRM
Advanced Project Management
Accurate Construction Estimating
Unbiased Research & Reviews
Pros
- Customization Flexibility
- Intuitive Interface
- Strong Customer Support
Cons
- Limited User Reviews
- Limited Integration Options
- Scalability Concerns
Equipt CRM
Software Description: Equipt CRM is a construction-focused CRM that helps businesses manage leads, track project progress, and store important files. With real-time updates, customizable dashboards, and automation features, it streamlines workflow, enhances collaboration, and improves customer relationship management for construction firms.
Features
Lead & Sales Pipeline Management
Project Progress Tracking
File & Document Management
Customizable Dashboards & Reporting
Pros
- Ease of Use
- Affordable Pricing
- Excellent Customer Service
Cons
- Pricing Structure
- Limited Integration Options
- Performance Issues
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