To thrive in the construction field, you need the right customer relationship management (CRM) platform. Without the right tools, your business can easily collapse as you fumble leads and mismanage resources. I’m AJ—here to lend a hand. Over the last decade, I’ve built my business to a successful multiple seven-figure exit . I’ve learned what works (and doesn’t), and now I’m here to spread the wealth . So, let’s look at my list of the best construction CRM platforms—carefully curated and thoroughly tested (over six months). Stick around to the end, where I offer some crucial tips to help you pick one! After years of SBB testing, here is our list of the best construction CRMs: Best Construction CRM For Integrations: HubSpot Best Construction CRM For Expense Tracking: Jobber Best Construction CRM For Scheduling: HouseCall Pro Best Construction CRM For Automation: Monday.com Best Construction CRM For Mobile: FieldPulse Best Construction CRM For Lead Management: Zoho CRM Best Construction CRM For Beginners: Less Annoying CRM
How Did We Test The Best Construction CRM Software?
My team and I tested each platform for the following metrics:
Hands-On Experience
Third-Party Reviews
Feature Assessment
Ease of Use
Customer Support
Scalability
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
HubSpot CRM: Best For Integrations
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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
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Why We Picked HubSpot CRM
HubSpot offers an entire suite of tools designed to help construction companies scale. Some of the best features include: Robust native integrations Client management Workflow automation Reporting & analytics Mobile app HubSpot is an absolute juggernaut of a CRM, providing some of the best value for money in the business.
HubSpot CRM Features
Integrations
HubSpot offers some of the most impressive integrations of any CRM out there. In fact, the CRM software provides over 300 native integrations with its HubSpot App Marketplace (shown below). HubSpot makes it easy to search for exactly what you need (in seconds). Some great integrations for construction companies include the following: QuickBooks Gmail Slack Mailchimp Zapier Calendly Plus, HubSpot’s Zapier integration provides over 5,000 additional third-party apps, ensuring you can connect your favorite platforms to HubSpot. Here’s how it can directly benefit your construction business: Streamlined workflow with all your tools in one place Automated data transfer between platforms Improved communication and collaboration with team members and clients The need to know: HubSpot is the king of integrations, providing a seamless experience for connecting all your favorite platforms in one place.
Workflow Automation
If you’re not using automation to scale your business, you’re leaving money on the table. Thankfully, HubSpot offers some of the best automation creation around. The CRM software’s helpful pre-made templates (shown below) allow beginners and experts to hit the ground running with powerful automation. With HubSpot, you can easily automate the following tasks: Updating contact fields Assigning leads & deals to users Scheduling & sending campaigns Syncing data between platforms Nurturing & capturing leads Automating these tasks saves you valuable time and lets you focus on the big picture for your construction business. Here’s a sneak peek at the automation creation process (to give you some context). HubSpot has a slight learning curve compared to a few automation platforms (such as Monday.com), but it’s easily mitigated by fantastic 24/7 customer support via live chat. Anytime my team and I had an issue (during our sixth-month testing period), we were able to get assistance right away. The takeaway: HubSpot offers powerful, beginner-friendly automation that can help scale your construction company to new heights!
Client Management
HubSpot’s client management is second to none. It’s easy to use, powerful, and fully customizable—you can’t beat that! With HubSpot, creating a contact is as simple as clicking “create contact” and filling out a few fields. With each card, you can easily view and edit the following info: Name Contact owner Job title Email & phone number Lifecycle stage Lead status Attachments Notes & tags Custom fields There’s a ton of information available at a glance, making HubSpot perfect for construction companies that need to keep track of a lot of details for each client. Once everything is added and customized to your liking, you can view your contacts from HubSpot’s client dashboard. Here’s how it looks (with some sample contact data added). I’ve recommended HubSpot to several clients at my agency and watched as their customer management did a full 180. Our two cents: Manage your contacts like a boss with HubSpot. It’s perfect for scaling without letting client information slip through the cracks.
HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $30/Month Professional CRM Suite – $1,335/Month Enterprise CRM Suite – $5,000/Month Check out our in depth HubSpot pricing guide!
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HubSpot CRM Pros and Cons
Robust free plan
Great client management
Stellar customer support (with live chat)
Amazing integration potential
Powerful automation creation
Intuitive user interface
Pricing for advanced plans is expensive
CMS Hub lacks the same customization as a dedicated CMS platform
HubSpot CRM Review
Jobber: Best For Expense Tracking
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Bonfire Rating: 4.7/5 Jobber is a dream come true for busy home service companies looking to get organized while scaling!
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69
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Fantastic Scheduling Capabilities
Powerful Invoicing Tools
Great Client Management
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Why We Picked Jobber
Jobber is a fantastic option for construction companies of all sizes. Here are some noteworthy features: Expense tracking Job management Client management Project management Scheduling calendar Invoicing & payments Jobber is highly scalable, making it suitable for small businesses looking to grow in a meaningful way. Plus, it’s easy to use, making it a no-brainer for construction contractors without a ton of tech expertise.
Jobber Features
Expense Tracking
If you’re serious about scaling your business, you’ll need an effective way to track your business expenses. The construction industry can be especially tricky, as you’re dealing with multiple projects, materials, and labor costs that can change on a daily basis. Jobber is designed to make expense tracking a breeze. You can easily track expenses by the following: Client Employee Materials Job type Project This makes it easier to analyze your expenses (and decide where to cut costs). Here’s how the expenses dashboard looks (to give you a better idea).
