Welp MagazineThis article showcases our top picks for the Best CRM Software For Builders. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).
We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
SugarCRM
This product was recommended by Susan Samara from Samara Digital
This is the system we used to manage the internal sales process. It has much more flexibility to customize workflows and permissions because it is not industry specific. In addition, it has more integrations with outside systems for marketing automation or project management.
HubSpot CRM
This product was recommended by Catriona Jasica from Top Vouchers Code
It is a construction CRM system software that automates the tasks making the organization faster and more efficient with interactions tracked automatically. HubSpot eliminates manual work helping the sales team run their business smoothly. It allows users like architect, engineers and other management companies, an easy way to collaborate on projects.
Procore
This product was recommended by Catriona Jasica from Top Vouchers Code
This one is the most widely used CRM software that offers cloud-based construction management to organizations worldwide. Procore provides users with a centralized hub to connect people, applications and devices effortlessly and is user-friendly. Its top feature includes accounting integration, budget tracking, estimation, incident reporting, offline access and much more.
eRep
This product was recommended by Wes Marsh from BCA Technologies
Builders often have to deal with multiple contacts on a single project and eRep enables them to do just that. From collaborating with architects, engineers, and contractors to generating project schedules and quotes for products and services, eRep combines a CRM and CPQ that is made for the building industry. Finally, out-of-the-box this software is far more feature-rich and economically-priced than competitive platforms making it a no-brainer to be on any builder’s short-list.
Pipedrive
This product was recommended by Jonathan Faccone from Halo Homebuyers
The Pipedrive platform allows me to customize sales funnels so I can visualize the entire sales flow from when a lead comes into our funnel to when we close the transaction. We can create as many funnels as we want that pertain to different aspects of our business including project funnels. Some of its great features are that it allows me to automate activities and follow up emails, create email templates, invoices, and links with a ton of third-party applications. It also has an insights page that allows you to analyze your financials and gives tons of important marketing statistics. It also has an amazing mobile app that allows me to manage my business from anywhere. This platform and has literally been responsible for transforming my business, doubling revenues each year for the past three years.
SugarCRM
This product was recommended by Susan Samara from Samara Digital
This is the system we used to manage the internal sales process. It has much more flexibility to customize workflows and permissions because it is not industry specific. In addition, it has more integrations with outside systems for marketing automation or project management.
HubSpot CRM
This product was recommended by Catriona Jasica from Top Vouchers Code
It is a construction CRM system software that automates the tasks making the organization faster and more efficient with interactions tracked automatically. HubSpot eliminates manual work helping the sales team run their business smoothly. It allows users like architect, engineers and other management companies, an easy way to collaborate on projects.
Procore
This product was recommended by Catriona Jasica from Top Vouchers Code
This one is the most widely used CRM software that offers cloud-based construction management to organizations worldwide. Procore provides users with a centralized hub to connect people, applications and devices effortlessly and is user-friendly. Its top feature includes accounting integration, budget tracking, estimation, incident reporting, offline access and much more.
eRep
This product was recommended by Wes Marsh from BCA Technologies
Builders often have to deal with multiple contacts on a single project and eRep enables them to do just that. From collaborating with architects, engineers, and contractors to generating project schedules and quotes for products and services, eRep combines a CRM and CPQ that is made for the building industry. Finally, out-of-the-box this software is far more feature-rich and economically-priced than competitive platforms making it a no-brainer to be on any builder’s short-list.
Pipedrive
This product was recommended by Jonathan Faccone from Halo Homebuyers
The Pipedrive platform allows me to customize sales funnels so I can visualize the entire sales flow from when a lead comes into our funnel to when we close the transaction. We can create as many funnels as we want that pertain to different aspects of our business including project funnels. Some of its great features are that it allows me to automate activities and follow up emails, create email templates, invoices, and links with a ton of third-party applications. It also has an insights page that allows you to analyze your financials and gives tons of important marketing statistics. It also has an amazing mobile app that allows me to manage my business from anywhere. This platform and has literally been responsible for transforming my business, doubling revenues each year for the past three years.
