6 Best Contractor & Construction CRM Software

Contractors and construction professionals rely on software to manage everything from their projects and clients, to payroll. Our list of the 6 best contractor & construction CRM software will help you streamline your business processes so you can spend more time doing what’s important-running a successful company.

Contractors face many challenges in their field, from bookkeeping and inventory to sales and marketing. Contractor CRM software helps make these tasks easier by automating them with dashboards for managing the whole process.

The “independent contractors insurance” is a contract that allows an independent contractor to work for a company without having to pay taxes. The 6 best contractor & construction CRM software allow users to manage their contracts and track expenses, while also providing the ability to create invoices and receipts.

Construction and contract labor organizations may use customer relationship management (CRM) software to handle contract leads, bids, and ongoing projects. General contracting and speciality trades including carpentry, demolition, plumbing, electric work, restoration, and welding benefit the most from these qualities. We looked at a number of CRM software alternatives for construction companies and limited it down to the top six.

• Overall, JobNimbus is the best CRM for general contractors.
• Insightly is a great choice for small contractors that like using promotional marketing.
• HubSpot CRM (Customer Relationship Management) is a great option for freelancers seeking for a free CRM.
• Essential: For firms that wish to concentrate on high-volume proposal submissions, this is the best option.
• MarketSharp is ideal for firms that deal with home renovation and remodeling.
• JobProgress: Excellent choice for small contracting firms looking for a simple mobile experience.

Overall, JobNimbus is the best construction CRM.

JobNimbus

4.19 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Different software designs for various industries
• QuickBooks synchronization in both directions
• Provides contract, proposal, and presentation template creation.

What Isn’t There

• There is no transparency in pricing.
• Only during regular business hours is customer support accessible.
• The system may be sluggish, particularly on mobile devices.

A Quick Look at JobNimbus Pricing

• JobNimbus Package: Tailored to the size and objectives of the firm.
• Pricing estimates from third-party sites: $25 to $75 per user, per month
• 14-day free trial

Because it offers capabilities specialized to gaining contracts and managing subcontractors, JobNimbus is best suited for firms involved in general contracting or project monitoring. It has a built-in digital camera as well as a document template generator, enabling users to quickly write and sign proposals. JobNimbus’ online and mobile apps are compatible with these products.

For successful communication with subcontractors, JobNimbus provides automatic scheduling, task, and notification functions. There’s also the option of creating estimates and then converting them to work orders. All of that work may then be billed or paid for, and then accounted for using QuickBooks integration.

Features of JobNimbus

Example of a JobNimbus work order template (Source: Connect Team)

• Features for contract procurement include template creation, job photo sharing, and e-signature.
• Invoicing, payment processing, and budgeting automation are all automated with QuickBooks integration.
• General construction, roofing, painting, remodeling, repair, landscaping, fence, window and door installation, flooring, and solar work are among the sectors for which the software package may be customized.
• Converting a work estimate to a work order is simple and straightforward.
• Activity and time monitoring tools are built-in.

Go to JobNimbus.com for more information.

Insightly is the best option for businesses who rely on promotional email marketing.

Insightly

4.17 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Google Workspace and Office 365 productivity apps synchronize with project management tools.
• Customization options for email marketing
• Has a high data security level (two-factor authentication, strong encryption controls, and SOC 2, EU/US Privacy Shield, and GDPR compliance).

What Isn’t There

• A built-in phone dialer is not present by default.
• Many of the project management automation tools are only accessible on the higher levels of pricing.
• Customer service is limited, with just phone and email contact options.

A Quick Look at Insightful Pricing

• Up to two users are free.
• Plus: $29 per month for per user, payable yearly
• Professional: $49 per month, per user, payable once a year
• Enterprise: $99 per month, per user, invoiced once a year

While Insightly is a good all-around CRM and project management tool, its marketing skills, particularly email marketing, are where it really shines. The software makes it simple to send out email campaigns to a large number of people.

Because of the capabilities offered and how home contracts are often won, Insightly is better suited for construction organizations that deal solely with consumers and residential projects. Painters, house remodelers, and landscapers are all examples of this.

Both Insightly and MarketSharp are construction CRM systems that specialize on supporting residential building companies. If you can’t decide between these two possibilities, consider how you like to market. Because of its email campaign features, Insightly is the superior alternative for mass email marketing and promotional advertising online. If your company prefers to rely on referrals and word-of-mouth marketing, MarketSharp has the tools to help you reach your objectives.

Observable Characteristics

Contact page for Insightly (Source: Insightly CRM)

• Task tracking, calendar synchronization, and custom project workflows are all included in the CRM’s project management tools.
• Design and distribute promotional email campaigns or newsletters with ease using easy-to-use email marketing tools.
• To submit and transfer potentially interested consumers from online advertisements or landing pages into the CRM, use online lead capture forms.
• Mobile devices have the ability to handle several projects.
• The Intelligent Campaigns feature gives you the tools you need to improve your campaign performance by using analytics like open rates, bounce rates, and click-through rates.

To discover more about Insightly’s features and advantages, see our Insightly review page.

Take a look at Insightly.

HubSpot CRM (Customer Relationship Management) is the best option for freelancers looking for a free CRM.

HubSpot CRM (Customer Relationship Management)

3.87 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• For an infinite number of users, there is a free plan available.
• Marketing and invoicing templates are built-in.
• The technology generates industry standard data so that organizations may compare marketing analytics.

What Isn’t There

• Paid plans are quite costly.
• Features for project management are specifically developed for marketing campaigns.
• Doesn’t provide any tools for creating proposals.

HubSpot CRM (Customer Relationship Management) Pricing at a Glance*

• Free: A restricted set of services for an unlimited number of users.
• HubSpot for Startups: Starts at $40 per month and goes up to $89 per month.
• Starter: $45 per month for a minimum of two users.
• Professional: $450 per month, with a five-user minimum.
• Enterprise: $1,200 per month for a minimum of ten users.

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

HubSpot CRM (Customer Relationship Management) doesn’t offer some of the elaborate features specific to construction businesses like automated proposal generation or construction project management tools that the others on this list can offer. However, it has a free plan and offers unique email marketing tools, content management, ad campaigns, and social media management. Smaller startup contracting businesses using these strategies to promote their business benefit from HubSpot CRM (Customer Relationship Management).

HubSpot CRM (Customer Relationship Management) Features

HubSpot CRM (Customer Relationship Management) deals management (Source: HubSpot)

• Firms may use industry benchmark data to examine how other businesses in their field compare in terms of sales and marketing performance.
• Website Grader is a free application that can be used to evaluate a website and determine where changes may be made.
• For quotation generating, there are several excellent tools for sales involvement.
• CRM-integrated ad software for creating, targeting, and reporting on advertising.
• The iPhone and iPad versions of the mobile application work properly.

Read our HubSpot review to learn more about how this CRM can help small companies succeed.

Go to HubSpot CRM’s website. (Customer Relationship Management)

Cosential: Best for Proposal Submissions with a High Volume

Cosential

3.30 OUT OF 5 I I I I I I I I I I 1 Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Advanced proposal automation features
• Automated notification features are built-in.
• Financial analysis built-in to monitor sales targets and profitability

What Isn’t There

• Only the most expensive plan includes proposal generation features.
• Per user, it’s a little pricey.
• Integration is essential since it lacks built-in project management features.

A Quick Look at Cosential Pricing

• User with Read-Only Access: $25 per month, per user
• User for Business Development: $50 per month, per user
• Admin User: $95 per month for each user.

Creating and submitting quotation proposals may be the most difficult part of getting clients and contracts for many organizations in the building and contracting sector, particularly for major commercial and government projects. As a result, having capabilities inside a CRM that can speed up this process may be a huge help to firms. Cosential is a wonderful alternative for organizations who submit a lot of proposals because of its template storage features, preconfigured proposal production technologies, and document integration capabilities.

Essential Characteristics

Creating a fundamental proposition (Image courtesy of Cosential)

• Built-in publishing features for automatically creating quotation proposals from pre-made templates in the CRM.
• Users may publish proposals on Adobe, InDesign, and Microsoft Word using proposal document connectors.
• Technology that has been pre-configured to automate the proposal generating procedure
• Advanced reporting capabilities, including integration with analytic tools like PowerBI.
• The built-in Financial Data Connector connects marketing proposal materials to financial data to boost information availability, which is particularly valuable for RFPs that need financial statements to be included in submissions.

Pay a visit to Cosential.

MarketSharp: Best for Home Improvement & Remodeling Businesses

MarketSharp

3.20 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Reputation management solutions that are unique and built-in
• To handle service calls and warranties, service management functions are used.
• Lower-priced levels provide unique services including referral marketing campaigns, picture management, and extensive demographic targeting.

What Isn’t There

• When compared to the other solutions on this list, it’s a little pricey.
• Setting up the system might be difficult.
• Customization options are limited, particularly when it comes to dashboards and reporting.

A Quick Look at MarketSharp Pricing

• Standard: $99 per month + $40 per month for each extra user
• Pro: $199 per month + $45 per month for each additional user
• Ultimate: $299 per month + $50 per month for each additional user

Based on the qualities it stresses, MarketSharp has a pretty restricted emphasis within the construction business. Businesses that provide home renovation or remodeling services may benefit from its unique CRM features, such as reputation management and client feedback collection. Home renovation is significantly more individualized than other trades in this field, and it tends to garner more business via referrals, word of mouth, and internet reviews.

Features of MarketSharp

Example of a MarketSharp lead record (Source: CrowdReviews)

• Tools for managing your reputation, including the ability to create referral programs
• Customer feedback is collected and analyzed using GuildQuality, Listen360, and HomeAdvisor integrations.
• For quoting, payments, and commissions administration, Sales Production Management systems are offered.
• Automatically tailored sales campaigns may be created based on regional and demographic characteristics.
• Accounting operations are synchronized via integration with QuickBooks software.

Go to MarketSharp.com to learn more.

JobProgress: The Best Mobile User Experience

JobProgress

2.86 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• The user interface is simple and easy to use.
• Mobile features are similar to those of the online application and are easy to use.
• Built-in insurance estimating tools are unique.

What Isn’t There

• It’s a little pricey, particularly when it comes to setup.
• There are no telephone dialing options available.
• There have been several complications with the QuickBooks connection.

A Quick Look at JobProgress Pricing

• JobProgress Package: $50 per month for each user
• A one-time setup cost of $500 is required.

The mobile application is a very impressive feature of JobProgress. It has a simple, easy-to-use interface that effectively translates many of the online application’s functionality. JobProgress should be considered by small contracting organizations that operate mostly on the move and need significant mobile capabilities.

Because being on-site is so important for providing services, mobile skills will be more useful in the construction industry than in other sectors. JobProgress is well-suited for smaller, specialty-trade enterprises since the configuration is built by incorporating tools relevant to contractor trade kinds when the user tells the system on what they do.

Features of JobProgress

Dashboard for the JobProgress mobile interface (Source: Software Advice)

• Customization of CRM tools, training, and promotional offers depending on the kind of contract service that the user provides.
• The mobile version has many of the same capabilities as the online application, such as contact and lead management, as well as document management.
• Instant contract proposal generating features are built-in.
• WordPress, QuickBooks, Eagleview, Zendesk, Facebook, and Google Workspace are just a few of the apps that may be integrated.

Go to JobProgress.com for more information.

How We Decided on the Best Construction CRM Systems

Value for money is one of the most important elements to consider when choosing an industry-specific CRM, such as construction CRM platforms. Pricing, features relevant to building or contracting activities (such as project management, resource management, invoicing and payment processing, contract procurement), and other usability and customer service criteria were all taken into consideration.

Because of its built-in construction management tools and integrations, JobNimbus is the finest overall solution in our opinion. It provides general contractors with simple work estimates and work order conversion, as well as proposal template creation and notification tools for working efficiently with suppliers and subcontractors.

The sections below provide an overview of our approach for determining the best CRM alternatives for construction companies:

40% of the overall score

Total prices and varied pricing alternatives are often the most essential factor for any small company decision, thus they were given the most consideration while evaluating CRM providers for building. We looked at the availability of free account alternatives, different membership levels, and whether or not monthly pricing plans were accessible.

20% of the overall score

Any CRM is designed to give practical solutions for sales, marketing, customer care, and project management. We specifically looked at aspects that we think crucial in a good construction CRM, such as accounting software integrations, communication capabilities with suppliers or subcontractors, contract procurement tools, and other operations that assist coordinate and deliver projects.

15% of the overall score

Any application’s features are only as useful as its usability. These factors were evaluated based on the knowledge necessary to set up the CRM, the expertise required to run the platform, and the user interface’s intuitiveness.

15% of the overall score

A user’s problems may be avoided with extensive assistance and service. These were rated based on customer service hours and support availability across multiple channels such as phone, live chat, and email.

10% of the overall score

We looked into what others had to say about each CRM in addition to our own experiences and skills with them. To measure popularity, simplicity of use, and overall value for money, these factors take into consideration how other experts rank each CRM as well as how consumers feel based on their feedback.

*Percentages based on total score

The “general contractor insurance requirements” is a category of software that helps contractors manage their business and keep track of their clients. The 6 best contractor & construction CRM software are:
1. Xero, 2. FreshBooks, 3. Quickbooks Online, 4. Wave Accounting, 5. MYOB, 6. Sage 50 Accounts

Related Tags

• general contractors insurance
• progressive contractors insurance
• construction liability insurance cost
• residential contractor insurance
• state farm contractor insurance