14 Best CRMs For Contractors - Switch On Business

The table below shows a quick price comparison of all the Contractors CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Monday.com	$15	14 day
Capsule	Free plan available then $21	14 day
Nimble CRM	$29.90	14 day
Pipeline CRM	$29	14 day
Insightly CRM	$29	14 day
Close	$59	14 day
HoneyBook	$9.50	7 day
Sage CRM	No	No
Houzz Pro	$129	30 day
SalesRabbit	Free plan available then $195	Free plan available
JobNimbus	Not stated	14 day
AccuLynx	Not stated	No trial available
ConstructionOnline	$390	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Salesforce

They claim to offer the number one CRM that helps government contractors to improve their operational efficiency.
They provide a secure and compliant platform to assist you in managing your contracts effectively.
It allows you to build and manage your relationships with a 360-degree view of your customers.
You can automate your processes to help you manage workloads including your business development, proposal management and gate reviews.
It offers a comprehensive view of your collateral and correspondence.
You can streamline your services and improve collaboration through the CRM.
It can assist you in evaluating opportunities and capturing the stages of your opportunities.
The CRM can facilitate workflows and assist in accurately forecasting your pipeline.
They provide analytics to help make more informed decisions and gain insights for bids.
A 30-day free trial is available of the software.

Website: https://www.salesforce.com/government/contractor-software/

2. Monday.com

They offer a CRM that is designed to support contractors who are on the go.
The CRM is fully customizable and provides ready-made templates that can be tailored to your needs.
It helps you to nurture your customer relationships through a single system.
The CRM synchronizes your customer data and aids with tracking your construction schedule.
It enables you to organize, schedule and plan your workflows effectively.
You can use the CRM to streamline your processes and track communications.
It enables you to attach and store important documents, files, images and information.
The CRM can be integrated with your other tools to create a more effective CRM.
They provide dashboards with real-time insights and data about your business.
Offers a 14-day free trial of the CRM to see more of what it can provide.

Website: https://monday.com/s/crm-for-contractors

3. Capsule

Offers a CRM which caters for both construction and contractors in helping them operate more effectively.
The CRM captures all your business information in a single platform so that it can be shared and keep everyone updated.
It can aid you in winning clients, completing work orders and managing payments.
The CRM can aid you in organizing your work and contacts wherever you are as it is accessible on the go.
It can support you in allocating tasks and enable you to set up follow-up activities to keep projects on track.
They provide email templates that can support estimates, onboarding customers and FAQs which can be sent via email and tracked.
The CRM allows you to create step processes for your project to aid you in monitoring them more effectively.
It can help you optimize your operations and increase your profitability by providing analytics and information that can aid data-driven decisions.
The CRM can be easily synchronized with data automatically and can connect with a range of apps.
They offer a free plan for two users and 250 contacts as well as a 14-day free trial of the software.

Website: https://capsulecrm.com/industries/crm-for-construction/

4. Nimble CRM

They offer a CRM that caters for construction companies and contractors that can support them with projects throughout their lifecycle.
The CRM is designed to be easy to use and set up.
You can create customizable pipelines to manage your tenders.
It provides a comprehensive dashboard that can manage your tasks, calendar and meetings.
You can manage your communications through the CRM including emails, texts and social media.
The contacts can be tagged and segmented to assist with targeting and reporting.
Communications can be streamlined to make them more efficient.
They offer analytics with in-depth insights which can assist decision-making.
It can be accessed by the mobile app to allow you to stay informed remotely.
You can learn more about the software through the 14-day free trial.

Website: https://www.nimble.com/crm-software/crm-for-construction-companies-contractors/

5. Pipeline

They claim their CRM is the best and it is designed for construction companies, contractors and builders.
It provides a single system to organize and manage all of your contacts.
The CRM enables you to track both your prospects and customer interactions.
It offers customizable sales pipelines and fields which are designed to improve visibility.
Project management support includes the ability to manage your documents such as estimates, contracts, permits and reports.
Processes can be automated to streamline activities such as creating alerts, tasks and follow-up.
It can be integrated with other business tools which can increase its functionality.
They offer a mobile app so you can have access to your data on-site as well as in your office.
You can be set up and go live within 48 hours and no engineering resources are required.
Offers a 14-day free trial of the CRM to enable you to explore its capabilities.

Website: https://pipelinecrm.com/industries/construction-crm/

6. Insightly

They offer a CRM that caters for small construction businesses and contractors.
The CRM is a powerful tool that is scalable with your business.
It can capture all your leads and prioritize them as well as distribute them to your teams.
You can build sales pipelines to help manage your leads and ensure they are not missed.
It can increase your productivity through process automation and scale your processes when needed.
They provide tools which include emails, reminders, onboarding stages and more.
It can support you in producing price books and quotes as well as track the status of your quotes.
It provides project and task management to ensure clear communication through email management and visibility of progress.
The CRM is versatile and offers a range of integrations to increase its functionality.
Offers a 14-day free trial and a demo of the CRM to learn more about it.

Website: https://www.insightly.com/blog/learning/crm-small-construction/

7. Close

They offer a CRM that caters for contractors which can aid growth and improve efficiency.
It helps you to manage your customer relationships more effectively and build stronger relationships.
The CRM provides project management features enabling you to organize tasks and define key benchmarks that you can then monitor.
You can utilize the CRM to allocate resources and schedule projects so you can manage them more efficiently.
It can streamline communications between your teams to increase productivity and efficiency.
You can manage your leads and identify new business opportunities.
It can help you to identify risks and develop mitigation strategies.
It enables you to stay connected wherever you are with the mobile app.
You can access real-time data to assess your projects and tasks.
Book a demo or sign up for a 14-day free trial to explore the CRM.

Website: https://www.close.com/blog/crm-for-contractors

8. HoneyBook

They cater for contractors with their CRM that supports client management and billing.
The CRM delivers a unified platform to manage your inquiries, communication, payments and more.
It offers project management capabilities enabling you to funnel your inquiries and track projects between stages of the pipeline.
You can access customizable templates to set apart your business and communicate with your customers.
It can help you make efficiencies through streamlining your processes.
The CRM can also reduce repetitive tasks and carry out follow-up activities by automating these tasks.
You can set up notifications about key activities so you stay informed in real time.
The CRM also provides billing and invoice support with automatic reminders for payments.
Utilize the mobile app to stay connected to the CRM no matter where you are.
You can access their free trial for 7 days to see more of what it can offer.

Website: https://www.honeybook.com/contractor-billing-software

9. Sage

They offer a range of business management and accounting software for contractors which includes a CRM as either a complete system or modules for sales, marketing or service.
It aims to assist with increasing your project’s profits and improve your cash flow.
You can automate some of your manual processes to make efficiencies.
The CRM will support you in understanding your customers better and delivering improved customer experience.
It aids your teams in working more collaboratively and reduces duplication of work.
You can arm your sales team with a wealth of information to assist them in making smarter decisions and not miss opportunities.
It can simplify your sales processes making sales cycles shorter and more efficient.
The CRM also assists with running targeted email campaigns that can be tracked.
You can integrate it with other Sage products to increase its capabilities.
It provides you with real-time visibility and insights from your data to aid you in making informed decisions.

Website: https://www.sage.com/en-us/industry/contractors/

10. Houzz Pro

They offer a construction CRM that caters for construction companies and contractors that assist with project management.
It can aid you in streamlining your processes to help with organizing your operations and reducing admin tasks.
The CRM supports you in managing your leads more effectively by allowing you to contact them at the right time to assist with their conversion.
It enables you to manage and personalize your messages as well as track their responses.
The CRM can support you with other tasks including follow-up activities, scheduling meetings, sharing files and more.
It can assist you with winning clients by speeding up the estimation process.
As a single source of information, it can aid your staff in working more collaboratively.
The CRM can keep you connected with your customers wherever you are through the mobile app.
They enable you to integrate the CRM with your favorite tools so you can get more from it.
You can explore the CRM further by signing up for the 30-day free trial.

Website: https://www.houzz.com/for-pros/software-construction-crm

11. SalesRabbit

They offer an all-in-one platform for general contractors that can help businesses to succeed.
It is a complete solution providing team management, finding new business and allows you to increase accountability.
You can streamline your workflows to make efficiencies and save time.
Increase the visibility of your contacts and activities so you can make more informed decisions.
You can assign and rate work to your team and then monitor the progress of the work.
It also provides digital contract support including a form builder and contract creator with electronic signatures.
The software has integrated storm map overlays to assist you in gaining access to critical information on damaged homes.
It can help you identify the best customers and aid with converting leads.
They provide a range of integrations to help extend its functionality.
They offer a free plan for individuals which can be used for a free trial.

Website: https://salesrabbit.com/contractor-services/

12. JobNimbus

They claim to offer the number one CRM solution for construction business owners and contractors.
It is designed to help you save time, get paid quicker and increase your revenue.
You can automate repetitive tasks through the CRM to increase your consistency.
It records all your communications including your emails and text messages.
The CRM can aid communications including sending automatic emails and setting reminders for payments.
It can help organize your workload by assigning tasks automatically and sending to-do lists.
The CRM can support your estimating and invoicing processes to track everything in one place.
It can be integrated with your favorite apps so more can be done through the platform.
The mobile app enables you to access your information wherever you go.
They offer a 14-day free trial of the CRM to learn more about it.

Website: https://www.jobnimbus.com/industries/construction-software/

13. AccuLynx

They claim to offer the number one roofing software solution for contractors.
It is designed specifically for roofing contractors so it doesn’t require customization.
The all-in-one business management system provides powerful tools that can simplify and streamline your business.
It allows you to work smarter so you can save time and grow your business.
The software has been created to be intuitive and simple to use for all team members.
It enables you to link with your suppliers to get real-time product availability and pricing.
The software allows you to connect your teams and unify projects to make it easier to run your business.
It provides oversight of your customers and projects to allow you to make better decisions.
They offer phone-based support and training to aid customers.
They provide a demo for you to see the software in more detail.

Website: https://acculynx.com/

14. ConstructionOnline

They claim that their software is the number one rated construction software.
It caters for growing contractors with their CRM and sales tools which can produce accurate financials, increase profits and reduce risks.
The software provides a centralized system for all your communications to manage your leads and customers.
It provides a repository for all your messages, call logs, events and documentation.
It can manage your schedules and calendars to assist you in becoming more organized.
You can streamline your sales systems to make your operations more efficient.
The software can manage your leads and monitor your sales pipeline effectively.
You can customize your lead pipeline and create lead stages to fit your workflow.
It can assist with organizing and prioritizing future work using more accurate estimating, takeoff integration and reporting.
They provide reporting facilities to help you monitor your performance to predict future revenues and make more informed decisions.

Website: https://us.constructiononline.com/construction-crm-sales-minitour