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Home Builder CRM Software


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Procore logo
 
Procore is a flexible web-based solution for construction management. This SaaS application offers tools to efficiently manage work flow, bidding, project scheduling and a central dashboard with a quick snapshot of all projects.
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88%
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Procore is a flexible web-based solution for construction management. This SaaS application offers tools to efficiently manage work flow, bidding, project scheduling and a central dashboard with a quick snapshot of all projects.
 
Microsoft Dynamics CRM logo
 
Microsoft Dynamics CRM is a horizontal system that is suitable to a wide variety of industries, including construction. The system is available either on-premise or web-based and integrates with Microsoft Outlook and Office.
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67%
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Microsoft Dynamics CRM is a horizontal system that is suitable to a wide variety of industries, including construction. The system is available either on-premise or web-based and integrates with Microsoft Outlook and Office.
 
Buildertrend logo
 
Buildertrend's web-based customer management system offers an online portal for contractor and homeowner communication. Features include lead and selection management, with options for scheduling and project management.
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Buildertrend's web-based customer management system offers an online portal for contractor and homeowner communication. Features include lead and selection management, with options for scheduling and project management.
 
CoConstruct logo
 
A robust web-based solution, Co-construct takes a collaborative approach to addressing the unique challenges faced by companies in the custom builder and remodeler niche. Ideal for companies below $10 mil in revenue.
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94%
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A robust web-based solution, Co-construct takes a collaborative approach to addressing the unique challenges faced by companies in the custom builder and remodeler niche. Ideal for companies below $10 mil in revenue.
 
UDA ConstructionSuite logo
 
UDA ConstructionSuite offers residential firms a complete CRM solution, equipped with its ConstructionNet CRM technology. Key features include CRM reporting, lead alerts, estimating tools and document management.
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89%
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UDA ConstructionSuite offers residential firms a complete CRM solution, equipped with its ConstructionNet CRM technology. Key features include CRM reporting, lead alerts, estimating tools and document management.

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Jonas Enterprise logo
 
Jonas Enterprise was one of the first to focus on software for the construction industry and for home builder CRM. Including accounting, estimating and costing, billing and project management, it's a solid choice for home builders
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77%
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Jonas Enterprise was one of the first to focus on software for the construction industry and for home builder CRM. Including accounting, estimating and costing, billing and project management, it's a solid choice for home builders
 
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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85%
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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
 
Jonas Premier logo
 
Simple, Yet Powerful. Premier is cloud, no risk, low cost and quick to install and train. A fully-integrated system designed for construction contractors with accounting, job cost, and project & document management.
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Simple, Yet Powerful. Premier is cloud, no risk, low cost and quick to install and train. A fully-integrated system designed for construction contractors with accounting, job cost, and project & document management.
 
Mark Systems IHMS logo
 
Mark Systems offers a robust, complete accounting and management package for mid-sized builders. It includes an integrated customer management module to track leads, interactions, wish lists, finishes, warranty, and communication.
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79%
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Mark Systems offers a robust, complete accounting and management package for mid-sized builders. It includes an integrated customer management module to track leads, interactions, wish lists, finishes, warranty, and communication.
 
Ventus logo
 
Ventus, by Vertical Market Software, incorporates over three generations of construction industry knowledge into the software. The software serves a wide range of companies working in the construction market - HVAC and mechanical contractors,... Read More
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Ventus, by Vertical Market Software, incorporates over three generations of construction industry knowledge into the software. The software serves a wide range of companies working in the construction market - HVAC and mechanical contractors,... Read More

Call us for a free FastStart Consultation: +1 888 918 2748


 
Plus Series logo
 
The Plus Series, from Contractors Software Group, is designed for small- and mid-sized companies looking for integrated estimating, purchase order management, CRM and job cost accounting.
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The Plus Series, from Contractors Software Group, is designed for small- and mid-sized companies looking for integrated estimating, purchase order management, CRM and job cost accounting.
 
Lasso CRM logo
 
Lasso CRM can be used by small and medium production and custom home builders. It's web-based and offers campaign management, contract management, lead management, reporting and forecasting and more.
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62%
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Lasso CRM can be used by small and medium production and custom home builders. It's web-based and offers campaign management, contract management, lead management, reporting and forecasting and 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
 
Buildshop logo
 
Buildshop is a cloud-based construction platform suitable for to small and midsize home builders, remodelers, designers, contractors and tradesmen. The platform offers project management tools, file sharing capabilities and messaging... Read More
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Buildshop is a cloud-based construction platform suitable for to small and midsize home builders, remodelers, designers, contractors and tradesmen. The platform offers project management tools, file sharing capabilities and messaging... Read More
 
HomeFront & Job Simplicity logo
 
We recommend HomeFront Software to homebuilders of many sizes. This server-based system features a secure web portal that gives customers access to reports and contracts, and allows them to watch the construction of their home.
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We recommend HomeFront Software to homebuilders of many sizes. This server-based system features a secure web portal that gives customers access to reports and contracts, and allows them to watch the construction of their home.

Call us for a free FastStart Consultation: +1 888 918 2748


 
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
 
Clarizen logo
 
Clarizen is a cloud-based collaborative work management solution designed to help organizations improve cross-company engagement. The solution provides tools to connect resources, manage workflows and plan activities. Clarizen planning... Read More
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Clarizen is a cloud-based collaborative work management solution designed to help organizations improve cross-company engagement. The solution provides tools to connect resources, manage workflows and plan activities. Clarizen planning... Read More
 
FollowUp Power logo
 
FollowUp Power offers robust Sales Tracking software for the Construction industry. This system is a great fit for companies of all sizes, from small single employee startups to multi-million dollar enterprise-level organizations.... Read More
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FollowUp Power offers robust Sales Tracking software for the Construction industry. This system is a great fit for companies of all sizes, from small single employee startups to multi-million dollar enterprise-level organizations.... Read More
 
ePROMIS logo
 
Since incorporating in 1981 and now headquartered in Houston, Texas, ePROMIS Solutions specializes in business management software including ERP, HCM and CRM solutions.  ePROMIS’s business solutions encompass the entire spectrum... Read More
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Since incorporating in 1981 and now headquartered in Houston, Texas, ePROMIS Solutions specializes in business management software including ERP, HCM and CRM solutions.  ePROMIS’s business solutions encompass the entire spectrum... Read More
 
Mothernode CRM logo
 
Mothernode CRM provides tools for home builders to streamline, track and control every aspect of project management. From initial costing through project completion, Mothernode and its user-friendly interface can handle it all.
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Mothernode CRM provides tools for home builders to streamline, track and control every aspect of project management. From initial costing through project completion, Mothernode and its user-friendly interface can handle it all.
 

Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: May 18, 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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