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CRM for construction

From monitoring project progress to attracting leads and engaging with multiple stakeholders, there’s a lot to manage in a construction business.

Customer relationship management (CRM) software enables construction firms to keep track of contacts and projects while strengthening key relationships.

Discover how Pipedrive’s CRM helps construction companies organize general contractor duties, engage with clients and build a stronger business.

Full access. No credit card required.

CRM for Construction

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What to look for in a CRM for Construction

What to look for in a construction CRM

When choosing CRM software for your construction company, make sure it has these key features:

  • User-friendly tools: Spend less time on software training and more time building relationships with an intuitive and simple CRM.

  • Centralized data storage: Keep everything you need in one accessible location with a cloud-based CRM.

  • Sales pipeline management: Get a clear view of your projects as they progress with pipeline management features.

  • Useful integrations: Increase your construction CRM’s functionality by integrating with your favorite apps.

Organize every aspect of your project

For construction projects to run smoothly, each stage needs to happen in order and on time.

A CRM software solution simplifies project management by centralizing all your important data, ensuring easy access and better organization.

Oversee all of your ongoing tasks with Pipedrive’s drag-and-drop dashboard and streamline communication with your team members using in-app messaging.

Learn more about Pipedrive’s project management software features.

Project management
Pipeline Management

Track deal progress through the sales pipeline

It’s difficult to see your progress without understanding the deals you’re handling and their stage in the sales process.

CRM systems provide complete visibility of your sales cycle, along with key activities your sales team needs to complete for each stage.

Use Pipedrive to create custom pipelines with a user-friendly interface to visualize every part of your process.

Discover Pipedrive’s pipeline management features.

Manage your construction projects from anywhere

Whether you’re on-site or in the office, you should be able to access important customer data.

A cloud-based CRM solution enables you to view contact details, review progress and reach out to suppliers wherever you have internet access.

Use Pipedrive’s mobile app to plan your work, check previous conversations and take notes whenever, wherever.

Try out Pipedrive’s mobile CRM, available on Android and iOS devices.

Mobile CRM
Workflow Automation

Focus on what matters most

Time-consuming administrative tasks can distract you from critical planning and project work.

The best CRM software takes care of routine jobs, optimizes your workflows and frees up time for more important activities.

Pipedrive enables you to automate data entry, use email marketing with ready-made templates and schedule actions.

Learn more about Pipedrive’s workflow automation features.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Smart Docs add-on

Centralize the entire documentation process by sending trackable quotes, proposals and contracts from within Pipedrive. Get notified when they are opened by a customer and request eSignatures from your clients to close deals faster. Use the tools your team loves, like Google Docs/Slides/Sheets or MS Docs, or upload PDFs. Set up company-wide template sharing, remove the Pipedrive logo.

Autofill documents with Pipedrive data

Integrate with Google Docs, Slides, Sheets or MS Docs

Track open documents in real time

Request eSignatures

Set up shared templates

Remove the Pipedrive logo

Integrate DocuSign

Autofill documents with Pipedrive data

Integrate with Google Docs, Slides, Sheets or MS Docs

Track open documents in real time

Request eSignatures

Set up shared templates

Remove the Pipedrive logo

Integrate DocuSign

Starting from

$32.50

per company per month, billed annually if added to an Essential or Advanced plan subscription
or $39 per company per month, billed monthly if added to an Essential or Advanced subscription

Smart Docs add-on is free with a Professional, Power or Enterprise subscription

Learn more
Smart docs

How Pipedrive helped AGT Engineering & Operations grow its revenue by 161%

The AGT Engineering & Operations Services team was struggling to manage its contact and deals data in spreadsheets.

By switching to Pipedrive, AGT streamlined its sales process and improved productivity. The mobile app allows the sales team to easily add new details as needed.

“The sales reps now have 10 extra days a month to spend on selling, lead generation and improving their process while management has an extra day a week.”

Read the case study

AGT Case Study

CRM for Construction FAQs

  • What is a CRM for construction?
  • Do I need a CRM for my construction business?
  • What is the best CRM for construction company?

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Build up your business with a CRM for construction