8 Best General Contracting CRM Solutions for All Business Sizes

Top 8 general contractor CRM software

Jobber’s general contracting CRM helps you manage and organize your client details, construction project history, and customer communication. 

With Jobber as your general contracting software, your contractor foreman has access to all the customer information they need at their fingertips—without the constant phone calls back to the office. That helps you deliver a professional and reliable service to every customer.

You can also use Jobber to send quotes, schedule jobs, and invoice your customers. 

Here are other ways Jobber helps improve every customer relationship:

• Schedule employees and subcontractors with a drag-and-drop calendar and automatic scheduling notifications 
• Automatically track labor time from the moment a contractor arrives at the jobsite (no manual clock-in or clock-our required)
• Communicating schedule changes with clients and see your entire customer communication history in one place
• Tag contacts as leads so you can prioritize your time and respond to them faster
• Customize your client profiles to save the details that matter most to your construction business, like materials and project photos

This construction CRM is built for a very wide range of general contracting and construction businesses. With detailed project pipelines and tracking tools, it helps managers ensure that projects are completed on time and within budget.

Procore allows businesses to:

• Create and manage budgets, track costs, and forecast financials
• Manage subcontracts and purchase orders
• Digitally create, manage, and approve prime contracts
• Work collaboratively with teams on project bids and proposals

Despite its custom pricing model, which can be a barrier for small business contractors, Procore ensures that organizations pay only for the specific features they need.

This pipeline CRM helps you visualize and manage project stages with customizable pipelines—which is a must when you have several bids and deals to keep track of.

If your company has complex sales cycles and project negotiations, you can use Pipedrive to automate your more repetitive sales and bidding tasks, like setting up meetings and following up on calls.

You can also use Pipedrive to:

• Track and prioritize leads and deals to ensure timely follow-ups
• Create custom fields to capture project-specific information
• Generate real-time reports to track project progress and performance
• Sync your team’s calendars to schedule meetings and deadlines effectively

Next on our list is HubSpot CRM, a software that’s versatile enough for general contractors to handle customer service, sales, and marketing.

The CRM keeps contacts at all those stages connected in one system. All the while, leaders from your sales and marketing teams can run their operations in HubSpot exactly how they want.

HubSpot’s contact records are packed with details that make it an ideal customer management app. Every profile shows which of your emails, links, and documents your contact has opened, with exact timestamps.

Additionally, the CRM comes with a large library of out-the-box reports that you can customize to fit what you need.

While HubSpot CRM is primarily built for large and enterprise-level companies, it does offer plans for small businesses.

Salesforce Service Cloud stands out with its AI tool, Einstein 1, which gives recommendations to help contractors communicate with clients better. This CRM also helps your contractors troubleshoot while on-site with access to a quick, chat-based knowledge center.

On top of those tools, Salesforce Service Cloud can help you:

• Assign, schedule, and track field service tasks and appointments for technicians and contractors working on-site
• Maintain records of equipment, machinery, and maintenance schedules
• Give you insight into customer satisfaction, service performance, and project profitability

While Zoho Projects isn’t made specifically for general contractors, Zoho’s CRM tools are flexible enough to make your construction project management more organized and efficient.

Zoho Projects offers many views of your construction project timelines and tasks. For example, you can visualize project timelines, dependencies, and milestones using interactive Gantt charts, allowing contractors to plan and manage construction schedules effectively.

You can also use Zoho Projects to:

• Monitor the time spent on different tasks and activities by contractors and team members
• Log and track issues, defects, and change requests encountered during construction projects
• Allocate resources, such as manpower, equipment, and materials, efficiently across various construction projects

Many contractors know Houzz as a lead generation site where you can find new clients.

Along with lead generation, Houzz Pro has a built-in CRM system that helps contractors who work in home design and renovation run projects and deliver better customer service.

Using Houzz Pro, contractors can:

• Capture and organize leads from various sources, including Houzz users, website inquiries, and referrals
• Track project details, progress, and milestones
• Utilize marketing tools to promote construction services and showcase completed projects
• Schedule appointments, consultations, and site visits

Houzz Pro also offers visual collaboration tools, like ideabooks and 3D design rendering, that help you communicate your vision to clients more easily.

This CRM software is especially helpful for contracting businesses with large sales teams, providing tools to help teams canvas door-to-door. For instance, you can optimize routes for canvassing across different neighborhoods, as well as customizable sales scripts.

Sales teams can define and manage sales territories based on geographical regions or other criteria. This helps you allocate resources effectively and prioritize leads within their designated areas.

Once you save sales leads into SalesRabbit, you can organize them, schedule appointments, store documents, and view them from a mobile app.

What to look for in your general contractor CRM

The most important features in your general contractor CRM system will depend on a few factors. These include your company size, the types of projects you take, who your customers are, your sales team structure, and what other tools you’re using.

Look for a construction CRM that can simplify or automate as many of your daily, weekly, and monthly operations activities as possible.

Here are the traits you should weigh in when choosing between software options:

• Ease of use. Choose a CRM that isn’t difficult to use. Some CRMs are more complicated than others, so it can be worth spending extra learning time on one that has advanced features that are useful to you.

• Customization. Make sure the CRM can fit with the way your team works. A good CRM system will let you customize your reports, automated follow-up messages, client profiles, tags, contracts, and other documents.

• Automation. Your contracting or construction CRM should save you time by automating repetitive tasks. Look for one that enables automated reminders for your customers. This way, you’ll never let a bid or invoice payment slip through the cracks.

• Sales process management. When all your sales activity is trackable, you can win new customers faster. Pick a construction CRM that keeps organized logs of all your customer data—and helps you to take the right action for leads at each sales stage.

• Analytics and reporting. A strong general contracting CRM software will help you evaluate how effective your sales, marketing, and customer service efforts are. Find a CRM that shows you the information you need to make better business decisions and presents it clearly.

• Training and support. It helps to have an award-winning customer support team to onboard you onto your CRM. You’ll get comfortable with your CRM tool faster with a team that walks you through the features you need and how to get the most of your app.

To pick the right CRM for your business, make a list of the goals you want to accomplish  and rank them.

For instance, do you need to prioritize a CRM that comes with marketing features? Is it more important that your software has a flexible and customizable sales pipeline? Or would you choose a CRM that has more advanced communication tools instead?

Whichever CRM you choose, see if you can try it out for free first—and don’t be afraid to switch to something new.