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Home Builder CRM Software


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Buildertrend logo
 
Buildertrend is a construction management system for home builders, remodelers, specialty contractors and general contractors. It combines project scheduling, project management, financial management, customer management and service... Read More
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Buildertrend is a construction management system for home builders, remodelers, specialty contractors and general contractors. It combines project scheduling, project management, financial management, customer management and service... Read More
 
CoConstruct logo
 
CoConstruct is a web and mobile-based project, financial, and client management system for custom home builders and remodelers. It is the only single-entry estimating system that allows each user to enter a piece of information once,... Read More
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CoConstruct is a web and mobile-based project, financial, and client management system for custom home builders and remodelers. It is the only single-entry estimating system that allows each user to enter a piece of information once,... Read More
 
Procore logo
 
Procore is a cloud-based construction management software application that helps firms increase their project efficiency and accountability by providing streamlined project communication and documentation. Users are able to manage... Read More
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Procore is a cloud-based construction management software application that helps firms increase their project efficiency and accountability by providing streamlined project communication and documentation. Users are able to manage... Read More
 
Jonas Enterprise logo
 
Jonas Enterprise is an intuitive, integrated solution for contractors that has been present in construction and service management for over 25 years. The application offers service, accounting, and operations project management capabilities... Read More
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Jonas Enterprise is an intuitive, integrated solution for contractors that has been present in construction and service management for over 25 years. The application offers service, accounting, and operations project management capabilities... Read More
 
CMiC logo
 
CMiC offers a fully integrated ERP system that caters to the needs to builders, design teams, and architects across the construction industry. The solution can be deployed locally on a server, or hosted in the cloud, and offers modules... Read More
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CMiC offers a fully integrated ERP system that caters to the needs to builders, design teams, and architects across the construction industry. The solution can be deployed locally on a server, or hosted in the cloud, and offers modules... Read More

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Jonas Premier logo
 
Jonas Premier is a true cloud, all in one accounting, job cost, project, document and drawing management solution, specifically designed to meet the needs of General Contractors, Land Developers, and Homebuilders. The cloud-based solution... Read More
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Jonas Premier is a true cloud, all in one accounting, job cost, project, document and drawing management solution, specifically designed to meet the needs of General Contractors, Land Developers, and Homebuilders. The cloud-based solution... Read More
 
Smartsheet logo
 
Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... Read More
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Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... Read More
 
UDA ConstructionSuite logo
 
UDA ConstructionSuite offered by UDA Technologies provides a comprehensive solution to meet the needs of builders, remodelers, GCs, construction managers and real estate developers. UDA ConstructionSuite combines construction estimating... Read More
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UDA ConstructionSuite offered by UDA Technologies provides a comprehensive solution to meet the needs of builders, remodelers, GCs, construction managers and real estate developers. UDA ConstructionSuite combines construction estimating... Read More
 
A-Systems JobView logo
 
JobView by A-Systems is a software solution for the construction industry, specializing in construction accounting. It is available for cloud-based or on-premise deployment. Key features of JobView include job costing, payroll, a... Read More
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JobView by A-Systems is a software solution for the construction industry, specializing in construction accounting. It is available for cloud-based or on-premise deployment. Key features of JobView include job costing, payroll, a... Read More
 
Ventus logo
 
Ventus is a cloud-based construction and service management solution for businesses of all sizes. It’s suitable for general contractors, plumbers, electricians, home builders, communication providers and more. Primary features include... Read More
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Ventus is a cloud-based construction and service management solution for businesses of all sizes. It’s suitable for general contractors, plumbers, electricians, home builders, communication providers and more. Primary features include... Read More

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eCMS Construction ERP logo
 
eCMS is construction ERP software that offers integrated project and financial management applications supported by business intelligence, content management, workflow and mobile applications. The solution can be deployed on-premise... Read More
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eCMS is construction ERP software that offers integrated project and financial management applications supported by business intelligence, content management, workflow and mobile applications. The solution can be deployed on-premise... Read More
 
Mark Systems IHMS logo
 
Mark Systems' IHMS is an integrated homebuilder management software which allows home builders to manage their entire operation in one solution. IHMS is an integrated suite that includes modules for estimating, project scheduling,... Read More
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Mark Systems' IHMS is an integrated homebuilder management software which allows home builders to manage their entire operation in one solution. IHMS is an integrated suite that includes modules for estimating, project scheduling,... Read More
 
Visual Planning logo
 
Visual Planning is an expansive, comprehensive, and efficient system that offers a complete solution for a business’s Project Management needs. It combines the tools users need to allocate resources, manage individual projects, budgets,... Read More
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Visual Planning is an expansive, comprehensive, and efficient system that offers a complete solution for a business’s Project Management needs. It combines the tools users need to allocate resources, manage individual projects, budgets,... Read More
 
Microsoft Dynamics CRM logo
 
Microsoft Dynamics is a customer relationship management solution designed to serve businesses of all sizes. The solution is used across various industry verticals such as government, financial services, manufacturing, healthcare,... Read More
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Microsoft Dynamics is a customer relationship management solution designed to serve businesses of all sizes. The solution is used across various industry verticals such as government, financial services, manufacturing, healthcare,... Read More
 
Plus Series logo
 
Plus Series from Contractor's Software Group (CSG) is a complete construction suite that combines accounting, estimating, project management, and onscreen takeoff in a single system. The solution designed for small and midsize contractors... Read More
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Plus Series from Contractor's Software Group (CSG) is a complete construction suite that combines accounting, estimating, project management, and onscreen takeoff in a single system. The solution designed for small and midsize contractors... Read More

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HomeFront & Job Simplicity logo
 
Created for custom, semi-custom, and production builders, HomeFront Software is a comprehensive, integrated Construction solution designed to manage the builder process from start to finish. Available for on-premise deployment, HomeFront... Read More
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Created for custom, semi-custom, and production builders, HomeFront Software is a comprehensive, integrated Construction solution designed to manage the builder process from start to finish. Available for on-premise deployment, HomeFront... Read More
 
LEVESYS logo
 
LEVESYS is a construction project management tool designed to help contractors in a variety of industries create estimates, manage bids, schedule projects, correspond with customers, track finances, and manage follow-up repairs and... Read More
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LEVESYS is a construction project management tool designed to help contractors in a variety of industries create estimates, manage bids, schedule projects, correspond with customers, track finances, and manage follow-up repairs and... Read More
 
Lasso CRM logo
 
Designed to support the unique needs of the homebuilding industry, Lasso CRM is a complete customer relationship management solution that helps developers, new home sales agencies and builders market and sell their developments. This... Read More
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Designed to support the unique needs of the homebuilding industry, Lasso CRM is a complete customer relationship management solution that helps developers, new home sales agencies and builders market and sell their developments. This... Read More
 
Contractor's Office logo
 
Contractor's Office from PrioSoft is an on-premise construction estimating software capable of handling the needs of contractors across a variety of industries include paving, plumbing, HVAC, electrical, concrete, general contractors... Read More
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Contractor's Office from PrioSoft is an on-premise construction estimating software capable of handling the needs of contractors across a variety of industries include paving, plumbing, HVAC, electrical, concrete, general contractors... Read More
 
SimpleBuild logo
 
SimpleBuild is a Web-based construction project management system designed for small to midsized custom home builders and renovators. One of the first Web-based project management systems for home builders and renovators, SimpleBuild... Read More
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SimpleBuild is a Web-based construction project management system designed for small to midsized custom home builders and renovators. One of the first Web-based project management systems for home builders and renovators, SimpleBuild... Read More
 

Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: September 20, 2017


Homebuilder customer relationship management (CRM) and sales software helps companies manage current and prospective customers, tracking and managing leads to turn prospects into sales. Designed to improve customer intelligence and relationships, sales management software often supports customers by walking them through the home buying process, which increases close rates and repeat business and reduces time to sale.

Here’s what we’ll cover:

What Is Homebuilder CRM & Sales Management Software?
What Type of Buyer Are You?
Benefits and Potential Issues
Market Trends to Understand
The Vendor Landscape

What Is Homebuilder CRM & Sales Management Software?

Homebuilder CRM software automates the homebuilder’s entire sales process. Uniquely designed to support the home building industry, the software allows users to write contracts, manage warranties and track sales prospect information. Using this software, sales managers can monitor their relationships with all their leads and run effective marketing campaigns.

Key features to look for in a homebuilding CRM program include: 

  • Campaign management to organize and create marketing campaigns
  • Finance calculator to compare loans and rental options
  • Web portals that let home buyers view contracts, change orders and construction schedules online

What Type of Buyer Are You?

Before searching for homebuilding CRM software, it’s best to narrow your search down by defining the type of buyer that you are. Most buyers fall into one of the following three categories:

Small general contractors. Most of the products in the homebuilder CRM software market are designed for general contractors. Of these, about half are designed for smaller businesses. Generally, this category describes general homebuilding companies with about $1 million per year or less in revenue.

Medium and large size general contractors. There are a few products designed for large businesses that perform hundreds of projects per year. But any company that produces several million dollars or more in annual revenue will probably want to look at some robust CRM solutions that facilitate communication and process automation across multiple employees and departments.

Service and specialty contractors. This category of buyer may include remodelers, field service engineers, contractors and subcontractors who work in a specific market sector (e.g., residential or commercial), or pavers or electrical engineers who work in a dedicated specialty within the homebuilding market. Finding the best CRM software for service, specialty and subcontractors requires looking into products that are highly specialized to individual niches. Examples include heavy construction CRM or electrical contracting CRM software.

Benefits and Potential Issues

There are a number of benefits to homebuilder CRM and sales management software:

Better marketing efforts. Many of these programs include templates and support for websites, newsletters or other marketing documents to improve the quality, and as a result, conversion rates. They also help target the marketing so that the right buyers are receiving the right messages, and help create campaigns to fulfill on the overall marketing strategy.

Increased efficiency. Homebuilding CRM programs typically include document control and contract templates that can be sent directly to the prospective buyer. This reduces the time spent on document generation and sharing. Add to this all the lead tracking and marketing capabilities, it’s easy to see how a homebuilding CRM can make a homebuilder’s sales that much more efficient.

Better close rates. The increase in efficiency, and the ability to walk customers through the process, leads to happier customers who are more likely to close and buy your property. This leads directly to improved profits, since sales reps won’t have to re-sell the same property over and over again.

Market Trends to Understand

There are a number of trends currently affecting the homebuilding industry that apply directly to CRM software.

Business intelligence. CRM programs do more than simply record customer data. They can also use analytics and templates to improve the sales, marketing and lead generation process, as well as conversion and close rates.

Process automation. Most builders are looking to automate any repetitive and time-consuming processes, so they can use more computers and fewer people, making for a much more efficient operation. Reporting, contract management and marketing schedules are all examples of potential areas where process automation can save money.

Changing consumer demand. Almost all construction programs are moving from on-site solutions toward Web-based programs charging a monthly or annual fee rather than a full software purchase or installation cost. This helps amortize the expense over time and eliminates the need for internal staff to manage any technical support, upgrades or updates.

The Vendor Landscape

Although the following list does not include all of the top software vendors working in the capital program and portfolio management space, these top-rated programs will be a good fit for the indicated buyers.  

This type of buyer...Should evaluate these systems
Medium & large general contractors Microsoft Dynamics CRM, BuilderTek, Computer Guidance, Pipeline Suite, Sage SalesLogix, Maxwell Systems American Contractor
Small general contractors Maxwell Systems ProContractor MX, Plus Series, HomeDev Pro, BuildSoft Pro
Service & specialty contractors Ventus, FieldOne, Sales1440, Clear Estimates, HomeDev Pro, BuildTools, Maestro, BuildSoft Pro

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