Best CRM for the construction industry
Organize your bidding pipeline and win more tenders
Across months-long tenders, you juggle site visits, subcontractors and check-ins, leaving no time to prospect for new projects.
Bringing it all into a single pipeline means your estimators can see every bid, deadline and conversation in one place.
Pipedrive automates follow-ups and lets you customize pipelines around your construction sales process, giving your team the time to secure more profitable projects.
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What to look for in a CRM for construction companies
Winning profitable builds means tracking dozens of moving parts long before you ever break ground.
The right CRM streamlines your bidding process with these key features.
Pipeline management: Map your bidding stages to your customer journey and hit every deadline.
Contact management. Store new leads, clients, suppliers and subcontractor details throughout the entire project lifecycle.
Sales forecasting. Use your sales data to forecast revenue and plan upcoming work with more confidence.
Simple CRM setup. Roll out your new system fast without spending too much time on data entry.
Pipedrive’s construction CRM features
Coordinate your crews and clients straight from your phone
Running construction jobs on-site means you spend more time in the field than at your desk.
A mobile CRM system gives you immediate access to your clients’ details and project histories so you can manage your work from anywhere.
With Pipedrive’s mobile app, you can log calls, add site notes and schedule follow-ups before you get back in your truck.
Learn more about Pipedrive’s mobile app.
Unite your team and eliminate project delays
Tracking multiple jobs is difficult when you have to constantly chase down your staff for progress updates.
A shared CRM keeps your team members aligned by providing a single source of truth accessible from anywhere.
Pipedrive lets you assign tasks and track your team’s performance throughout the sales cycle so you hit your deadlines and improve profitability.
Learn more about Pipedrive’s team management features.
Forecast your construction pipeline with visual reports
The lengthy construction sales process – bid, site visit, estimate, won – makes it hard to track your pipeline’s health.
With pipeline reports, your CRM shows you where every bid stands, so you know which deals are stalling and what your projected revenue looks like across active tenders.
Use Pipedrive’s reporting tools to inform your estimates and cash flow around your true pipeline.
Find out about Pipedrive’s pipeline reporting tools.
Schedule your site visits and follow-ups in one place
Moving between sites all day often means you push follow-ups back until the tender window closes.
Scheduling activities within a CRM gives you full visibility over what’s coming up and sends you reminders before it’s due.
Pipedrive’s activity calendar tracks every visit and follow-up and lets clients book meetings around your availability, so you stop losing tenders to scheduling conflicts.
See how Pipedrive’s activity calendar works.
Create and sign construction documents without leaving Pipedrive
Writing proposals from scratch and chasing down approvals slows your tendering process.
When you automatically fill documents with customer data from your CRM platform, you get estimates out faster than your competition and always know what stage you’re at.
Pipedrive’s Smart Docs generates sales documents, tracks client approvals and lets you collect e-signatures in minutes.
Explore Pipedrive’s Smart Docs feature.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How TEAM Main d’œuvre went from $1.8m to $4.5m revenue per year
Relying on manual processes such as paper notes, post-its and spreadsheets hindered TEAM Main d’œuvre’s ability to grow.
Pipedrive enabled the company to streamline these processes, doubling its revenue from $1.8 million to $4.5 million in a single year.
“The contract process now takes only 3 minutes. I can now manage a larger team with less effort, contributing to significant business growth.”
Manage bids and builds under one roof with Pipedrive’s Projects
Add Pipedrive’s project management add-on to create projects straight from won deals and track site progress beside your pipeline.
Gantt timelines: Drag-and-drop tasks across a full build schedule with adjustable views.
Task dependencies: Set the order in which trades need to work so every crew knows when to start.
Progress reports: Track key metrics and share AI-generated updates with clients and subcontractors.
Project templates: Set up a standard task list for each build type so every job starts the same way.
