13 Best CRMs For Engineers & Engineering Firms

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

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Microsoft Dynamics 365	$65	30 day
ClickUp	Free plan available then $7	No trial available
Nimble CRM	$29.90	14 day
Nutshell	$19	14 day
Pipeline CRM	$29	14 day
Insightly CRM	$29	14 day
Act!	$30	14 day
Evolved Metrics	$25	1 month
Folk	$20	14 day
Unanet	Not stated	No trial available
Tiny+	$59	Available but length not stated
TrebleHook	Not stated	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 AI CRM which caters for engineering, construction and real estate.
It has been designed to aid with driving your profitability and assisting growth by providing unified data and real-time insights.
You can streamline your processes and create operational excellence through the CRM.
It can help you to mobilize your teams and manage your resources on projects so that you can deliver projects more efficiently.
The CRM can provide a project management overview so that you can track progress and get consistent data.
It can streamline your document management by helping you to generate and maintain all documentation.
You can utilize the CRM to manage your people and resources to assist you in optimizing your resource allocation and improving your margins.
It can also manage all your subcontractors and help you to identify who is the best fit for projects.
They provide real-time data analytics that can aid you in boosting your productivity, improve agility and manage risk.
Offers a 30-day free trial of the CRM so that you can explore the software for yourself before committing to it.

Website: https://www.salesforce.com/engineering-construction-real-estate/

2. Microsoft Dynamics

Offers software that caters for engineering firms that can support their operations and improve sales and marketing.
A fully customizable solution that can bring together different systems in a single platform.
It helps you to connect your data, processes and team to aid with delivering exceptional customer experiences and improving operational agility.
They provide the tools to enable you to create personalized experiences across every touchpoint utilizing AI.
You can automate your processes and operations to create efficiencies and make savings.
It can aid you in becoming more resilient and creating a more agile supply chain to increase productivity and reduce operational costs.
They provide AI assistance to aid with closing more deals and deepen your customer relationships.
You can integrate the software with other apps and software to expand its capabilities.
They provide real-time insights into your organization and data that help you understand your customers and revenue.
Access a 30-day free trial and a demo of the software to enable you to find out more about it.

Website: https://community.dynamics.com/blogs/post/?postid=064cbb08-ec67-4927-9996-028bfc896430

3. ClickUp

They offer CRM software for engineering firms that aid with managing projects and nurturing relationships.
It has been designed to assist you in boosting your efficiency and support you in growing your business.
The CRM centralizes your contacts, customers and deals information so you can easily access and analyze it.
It allows you to integrate your contacts with tasks and documents with links so that you can track related work.
The CRM can manage all your projects and track their progress, deliverables and deadlines to ensure that they stay on track and within budget.
You can track all your interactions with your clients including emails, calls and meetings to give you a complete client and project history.
They provide workflow automation to reduce repetitive tasks and deliver consistent processes as well as set up alerts and notifications for key milestones, deadlines and communications.
It can also track all your leads and monitor them using sales pipelines as well as score them and aid you in nurturing them.
You can analyze your data to gain valuable insights such as customer lifetime value, average deal sizes and more.
They offer a free plan for personal use only that could be used to sample the software before you purchase a plan.

Website: https://clickup.com/features/crm/engineering-firms

4. Nimble

Offers a CRM solution for architects and engineers that manages your contacts and marketing.
It is a customizable CRM solution that enables you to use custom tags and segment your data.
The CRM has been designed to be intuitive to use and has a user-friendly interface that is easy for any of your team to use.
It has a modular design so you can select the functions and dashboards to meet your needs and budget so that it can scale with your business.
They provide social media integration so that you can enrich your contacts with social media data to provide more information.
It can assist you in optimizing your processes to create efficiencies and save time.
You can send marketing messages and track the success of the messages through the CRM.
The CRM can also help you to assign, distribute, schedule, monitor and measure tasks and stay on top of your workload.
It can be integrated with other apps and software to deliver a smooth exchange of data.
A 14-day free trial of the CRM is available to enable you to explore what it can offer.

Website: https://www.nimble.com/blog/crm-for-architects/

5. Nutshell

They claim to offer the best engineering CRM platform that can streamline processes and manage leads and contacts.
It is designed to assist you by centralizing your contact records in one place so they are accessible to all of your team.
You can record all your marketing communications and interactions in the CRM so you have a complete history.
It helps you to nurture your leads and convert them into clients by enabling you to monitor them in a sales pipeline and communicate with them.
The CRM can assist you in streamlining your processes and automating them to improve your operations and create efficiencies.
You can automate your outreach to your prospects using email automation so that you can focus on other activities.
It can aid with scheduling and logging your activities and tasks by synchronizing with your email, calendars and contacts.
They provide sales analytics and reporting that can deliver insights into your business and help inform your strategies.
You can integrate the CRM with other tools and software to improve your operations and marketing.
Offers a free 14-day trial of the CRM so that you can see what the software can do.

Website: https://www.nutshell.com/industries/engineering

6. Pipeline

Offers software that is suitable for engineering businesses and teams that can modernize and improve your operations.
It is designed to be easy to set up and intuitive to use as well as customizable to your needs.
The software can be tailored with custom fields so you can record the details that you need in your contacts.
You can monitor your leads in the sales pipeline so you can see what is happening and what needs to be done.
It offers email campaigns that can be tracked to monitor how well your activities are performing.
You can control access to your software and it offers unlimited file storage so you can store all your documents, images and records safely.
It can be accessed through a mobile app so you can see your data wherever you are.
They provide reporting facilities that can aid you with sales forecasting and monitor performance.
It can be integrated with other software to extend its capabilities and ease data transfer.
You can access a 14-day free trial of their software so that you can learn more about it.

Website: https://pipelinecrm.com/blog/eos-makes-an-engineering-team-stronger/

7. Insightly

They offer a CRM that caters for engineering teams and enables you to gain greater visibility.
It centralizes all of your information on a single platform so that you can share the information between teams.
You can streamline and automate your account management making it easier to manage your clients and work more efficiently.
It can track your communications internally and externally including emails, call logs and notes so you can easily see what is happening with your clients and projects.
The CRM can aid you in segmenting your customers to assist you in targeting, identifying opportunities and analyzing performance.
They provide real-time dashboards that allow you to monitor what is happening.
It offers reporting facilities that enable you to track clients and project performance.
They provide a platform that is secure and compliant with many standards to keep you safe.
It can be integrated with other platforms to allow you to share data seamlessly between platforms.
Offers a 14-day free trial and a demo of the CRM to enable you to explore what it can do.

Website: https://www.insightly.com/crm-for-engineering-teams/

8. Act!

Offers CRM software for engineering firms that assist with managing sales opportunities.
They offer customizable and intuitive to use CRM software to manage your contacts.
It centralizes your customer records and enables you to manage them more effectively.
You can automate your marketing and create efficiencies to streamline your operations.
They offer calendar and activity management functionality so you can manage your appointments better.
It assists you in running email marketing campaigns and monitoring their performance.
You can monitor your sales through pipeline management so you can track sales more easily and visually.
They provide business analytics and insights which offer valuable information that can inform your decision making.
You can integrate the CRM with a range of popular software and apps to extend its functionality.
A free 14-day free trial is available of the software so you can see what it can offer.

Website: https://www.act.com/uploads/docs/en-gb/kh-engineering-uk_en-gb.pdf

9. Evolved Metrics

They offer a dedicated CRM for engineering firms to aid with managing customers and supporting projects.
It offers a CRM that is easy to use with minimal clicks and can be set up in less than an hour.
The customizable design and tailored dashboard enable you to create a system that collects the data you need and access the information you want quickly.
It is designed to support you with resource management, contact management, business development and more.
You can automate your processes through the CRM such as integrating your calendar, activity tracking and follow-up activities.
They provide sales funnels to enable you to see the progress of your leads and opportunities.
It can be used to track the progress of your projects using tracking and management tools.
You can connect the CRM with other apps and software to integrate the data and make seamless transfers.
They provide business intelligence and actionable analytics from your data so that you can make informed decisions using their reporting facilities.
A free trial is available for a month so you can sample the CRM before committing to a plan or you can schedule a demo.

Website: https://evolvedmetrics.com/crm-for-engineering-firms/

10. Folk

Offers a CRM platform that is suitable for engineering firms and assists with contact and relationship management.
It is designed to centralize your contact information and enrich them by linking them to your emails, social media and more to save time.
The CRM can be customized to meet your needs including custom fields, pipelines and workflows.
It is an all-in-one platform that is designed to be easy to use for your team and facilitates the sharing of information.
You can import your contacts from your social media to integrate your communications.
They provide email marketing which includes email templates, sending, email sequences and tracking.
The CRM can help you to automate activities and streamline processes including utilizing AI-powered features.
They provide pipeline management so that you can monitor your sales cycle and track your leads.
It can be integrated with over 6,000 apps to help you centralize your activities and reduce manual data entry.
They offer a 14-day free trial and a demo of the CRM to enable you to explore what it can do.

Website: https://www.folk.app/articles/best-crm-engineering-firms

11. Unanet

They offer CRM and ERP software that is designed for engineers and can aid with providing real-time data to assist with decision making.
Their software is built to support project-based businesses of all sizes.
It can aid you in streamlining your processes which can reduce costs and manual errors.
You can automate your workflow to reduce manual tasks and create efficiencies.
It centralizes all your data to create a single source of truth and encourages collaboration between teams.
You can capture all your leads, link your emails and documents so that it acts as a complete central depository of information.
They provide pipeline management tools to enable you to view tasks and see win rates and more.
It can support you in creating proposals and managing bids including previous content that can be used.
You can connect the software with a wide range of applications using the library of pre-built connectors.
They provide real-time insights into your business about your operations and project performance that can aid resource planning and assist with data-driven decisions.

Website: https://unanet.com/unanet-industry/unanet-for-engineers

12. Tiny+

Offers dedicated CRM for engineers that can aid with tracking and nurturing relationships.
It is designed to offer a suite of tools that can support you in winning work, growing your pipeline and nurturing relationships.
The CRM gives you an overview of your project pipelines so that you can manage project tasks, tracking and meetings more effectively.
You can create a business development pipeline that enables you to track and build relationships with your prospects and focus on the right type of clients.
It can help your teams to collaborate more effectively through the use of shared data.
The CRM can assist you in tracking your activities and see where each contact is at in the process so you can pick up what needs to be done next.
It has been designed to aid you with internal communications about projects so that you can keep everyone informed of what is happening on the project.
You can manage events through the CRM including building a calendar and sending invites.
It is available on iOS and Android apps so that you can access your CRM wherever you are.
You can request a demo or a free trial so that you see what the software offers before committing to it.

Website: https://www.tiny.plus/industries/crm-for-engineering-firms

13. TrebleHook

They offer CRM software for engineering firms that are designed to help you nurture leads and manage projects.
It has been built to be an intuitive and easy-to-use platform that is based on Salesforce.
The CRM supports engineering firms to bid and execute projects successfully.
It can help you to identify your best clients, projects or leads so you can focus your activities.
You can utilize the CRM to aid you in creating proposals for projects and managing your pipeline of bids.
It can enhance your collaboration between teams and improve your team communications.
You can store and create document templates in the CRM so that documents are consistent.
They provide real-time dashboards and reporting facilities that allow you to analyze your data and gain insight.
You can connect the CRM to thousands of other applications to enable greater reach.
Offers a free demo of the CRM so that you can see what the software is capable of.

Website: https://treblehook.com/industries/engineering/