Top 10 CRM For Contractors – In today’s fast-paced business world, managing customer relationships is crucial for the success of any contractor-based business. The construction industry is no exception, where effective customer relationship management (CRM) can help contractors streamline their operations, enhance customer experience, and boost their bottom line.
According to a recent study, 91% of construction professionals believe that CRM solutions can enhance their customer experience, while 80% agree that CRM solutions can improve their business operations. However, with so many CRM options available, selecting the right one can be a daunting task for contractors. This is where our comprehensive list of the top 10 CRM solutions for contractor-based businesses can help. We have carefully evaluated and ranked these solutions based on their functionality, user-friendliness, and affordability, to help you make an informed decision for your business.
Benefits Of CRM For Contractors
Customer relationship management (CRM) software can be very useful for entrepreneurs. Here are some of the main benefits.
- Improved Customer Relationships: CRM software helps businesses better manage customer interactions and track customer information such as contact information and work history. This can lead to better communication, faster response times, and increased customer satisfaction.
- Greater efficiency: CRM software can help entrepreneurs save time and improve productivity by automating tasks like scheduling appointments and sending reminders. It can also help reduce errors and ensure that all tasks are completed on time.
- Improved sales and marketing: CRM software helps entrepreneurs identify and target potential customers more effectively. By analyzing customer data, entrepreneurs can gain insight into customer needs and preferences and create more targeted marketing campaigns.
- Better Collaboration: CRM software helps entrepreneurs better coordinate with team members and subcontractors. By sharing real-time information and updates, everyone can stay on the same page and work more efficiently.
- Better business intelligence: CRM software helps businesses track key performance metrics such as sales and revenue. By analyzing this data, entrepreneurs can gain insight into their businesses and make data-driven decisions to improve their bottom line.
Criteria For Selecting The Right CRM For Contractors
There are several important criteria to consider when choosing CRM software for contractors:
- Customization: Contractors have unique workflows and requirements, so it’s important to choose CRM software that can be customized to their specific needs. Look for software that offers flexible customization options like custom fields, workflows, and reporting.
- Ease of use: CRM software should be easy for non-technical users to learn and use. The user interface must be intuitive and friendly, with clear navigation and easy access to functions.
- Integration: CRM software should integrate with other tools used by entrepreneurs, such as project management software, accounting software, and email marketing platforms. This can improve workflow and reduce the need for manual data entry.
- Mobile Access: Contractors are often on the go, so CRM software should be accessible on mobile devices such as smartphones and tablets. This allows entrepreneurs to access customer information and update records anywhere, anytime.
- Security: CRM software should have strong security features to protect sensitive customer data from unauthorized access or data breaches. Look for software that offers encryption, multi-factor authentication, and regular security updates.
- Support: CRM software should offer comprehensive support, including training, documentation, and customer service. Look for software vendors that provide ongoing support and resources to help entrepreneurs get the most out of their software.
Top 10 CRM For Contractors
Here are some top CRM for contractors:
1.) Jobber
Jobber is a cloud-based customer relationship management (CRM) software designed specifically for small and medium-sized businesses in the outdoor service industry, including contractors, landscaping, and cleaning companies. The software offers an array of features that help businesses manage their day-to-day operations and improve customer relationships. Jobber provides tools to schedule and dispatch job servers, allowing companies to manage their workforce and distribute work more efficiently. The software allows businesses to create and send invoices and receive payments online. This can simplify the billing process and improve cash flow. Jobber allows businesses to track customer information, including contact information, service history, and communication history. This can help businesses build stronger relationships with their customers.
Pricing:
- Core Plan: This plan is priced at $49/month.
- Connect Plan: This plan is priced at $129/month.
- Grow Plan: This plan is priced at $279/month.
- Max Plan: This plan is priced at $529/month.
2.) Pipedrive
With Pipedrive, businesses can track their sales activity in a visual pipeline view that makes it easy to see where each store is in the sales process. Pipedrive allows businesses to store and organize contact information, including customer information, emails, and phone calls. This makes it easy to track customer interactions and build stronger relationships. Pipedrive includes tools to forecast sales revenue based on past operations and deals currently in the pipeline. This can help companies make more accurate sales forecasts and plan their resources accordingly. Pipedrive allows businesses to track sales activities such as phone calls, emails, and meetings and log them directly into the system. It can help companies monitor the performance of their sales team and identify areas for improvement.
Pricing:
- Essential Plan: This plan is priced at $15/month.
- Advanced Plan: This plan is priced at $29/month.
- Professional Plan: This plan is priced at $59/month.
- Enterprise Plan: This plan is priced based on the needs of the business.
3.) Unanet CRM
Unanet allows businesses to store and organize contact information, including customer information, emails, and phone calls. This makes it easy to track customer interactions and build stronger relationships. With Unanet, companies can track their sales activities in a visual pipeline, making it easy to see where each store is in the sales process and what actions are needed to move it forward. Unanet includes tools for managing project delivery, including project planning, resource management, and budgeting. It can help companies implement projects more effectively and efficiently. Unanet includes time and expense tracking tools that allow companies to track billable hours and expenses and manage project costs more effectively.
Price:
The price of Unanet CRM will depend on some factors, such as the size of the business, the number of users, and the specific features and functionalities required.
4.) Job Progress
JobProgress allows businesses to collect leads from a variety of sources, including their website, social media, and email campaigns. Leads are automatically added to the system and can be tracked through the sales pipeline. JobProgress includes a visual pipeline view that allows companies to track their sales activities from lead generation to closing. The software also includes automatic email and text reminders to keep the sales process going. JobProgress includes tools for project management, including planning, task management, and budgeting. Companies can also create and send invoices directly from the system. JobProgress allows businesses to store and organize customer information, including contact information, job history, and notes. This can help businesses build stronger customer relationships and provide better service.
Pricing:
- Starter: This plan is priced at $49/month.
- Pro: This plan is priced at $99/month.
- Team: This plan is priced at $149/month.
5.) Acculynx
AccuLynx allows businesses to collect referrals from a variety of sources, including their website, social media, and referral sources. Leads are automatically added to the system and can be tracked through the sales pipeline. AccuLynx includes a visual pipeline view that allows companies to track their sales activities from lead generation to closing. The software also includes automatic email and text reminders to keep the sales process going. AccuLynx includes tools for project management, including planning, task management, and budgeting. Companies can also create and send invoices directly from the system. AccuLynx allows businesses to store and organize customer information such as contact information, work history, and notes.
Pricing:
- Basic plan: The Basic plan costs $60/month.
- Plus plan: The Plus plan costs $100/month.
- Pro plan: The Pro plan costs $160/month.
6.) Jobnimbers
JobNimbus allows businesses to capture leads from various sources, such as their website, social media, and referral sources. Leads are automatically added to the system and can be tracked throughout the sales pipeline. JobNimbus includes a visual sales pipeline view that allows businesses to track their sales activities, from lead generation to closing the deal. The software also includes automated email and text messaging reminders to keep the sales process moving forward. JobNimbus includes tools for managing projects, including scheduling, task management, and budgeting. Businesses can also create and send invoices directly from the system.
Pricing:
- The Starter plan costs $25/month.
- The Pro plan costs $50/month.
- The Automation plan costs $85/month
7.) FCS
FCS is a cloud-based customer relationship management (CRM) software that is designed for hotels and resorts. It helps hotels and resorts to streamline their sales and marketing operations, manage customer relationships and enhance guest experiences. FCS CRM integrates with various third-party applications, including property management systems, guest feedback platforms, and call center systems. This CRM allows hotels and resorts to store and organize customer information, including contact details, preferences, and feedback. FCS CRM provides insights into key performance metrics, including sales activities, customer behavior, and guest feedback.
Pricing:
FCS CRM is designed for hotels and resorts, the pricing is typically customized for each customer based on their specific requirements and the size of their business.
8.) Dataforma
With Dataforma, roofing, and contractors companies can manage leads and track them throughout the sales process. This includes collecting leads from various sources such as websites, social media, and referrals. Dataforma helps roofing and contractor companies manage customer information such as contact details, work history, and notes. Dataforma provides tools for planning and managing work, including assigning tasks to team members, tracking work progress, and creating work orders. They include project management tools such as budget tracking, change order management, and document management. Dataforma provides insight into key performance indicators, including sales performance, work progress, and customer behavior.
Pricing:
The cost of the software is based on the specific needs and size of each customer. However, interested customers can contact the company to request a personalized quote and discuss their requirements with their sales team.
9.) Follow up CRM
Followup CRM allows businesses to capture and manage leads from various sources, including websites, social media, and referrals. The software provides tools for tracking leads throughout the sales process, including assigning tasks, setting reminders, and monitoring progress. Followup CRM provides a central database for storing customer information, including contact details, job history, and notes. The CRM provides tools for managing the sales pipeline, including setting up custom stages, tracking deal progress, and generating reports. This CRM allows businesses to automate marketing activities, such as email campaigns, social media posts, and lead nurturing. Followup CRM provides insights into key performance metrics, such as sales activities, conversion rates, and revenue.
Pricing:
- Starter plan: $49 per user per month for up to 2 users.
- Professional plan: $99 per user per month for up to 10 users.
- Enterprise plan: the cost is based on Custom pricing for more than 10 users.
10.) Procore
Procore provides a range of tools for managing contractors’ projects, including budgeting, scheduling, and document management. The software allows users to track changes, set up approvals, and create reports. Procore enables team members to collaborate on projects in real time, including sharing files, communicating with team members, and creating project logs. Procore can be accessed from any device, including smartphones and tablets, allowing team members to stay connected to projects while on the go. This company provides tools for managing safety and compliance on contractor sites, including creating safety plans, conducting inspections, and tracking incidents. Procore can integrate with a range of other software tools, including accounting software, design software, and project management tools.
Pricing:
The cost of the software is based on the specific needs and size of each customer. However, interested customers can contact the company to request a personalized quote and discuss their requirements with their sales team.
Conclusion
CRM software can be an extremely useful tool for contractors and companies looking to streamline their workflows, improve communication, and increase profitability. With the right CRM solution in place, contractor professionals can easily manage all aspects of their projects, from initial lead capture to final invoicing,
while staying connected to team members, clients, and subcontractors in real time. In this blog, we’ve explored the top 10 CRM solutions for the contractor’s industry, including Jobber, Pipedrive, Unanet, JobProgress, Acculynx, JobNimbus, FCS, Dataforma, and Followup CRM. Each of these solutions offers unique features and benefits, as well as varying pricing plans to meet the needs of different contractor companies.
