Find the best Home Builder CRM Software

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Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more about Pipedrive

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more about Zoho CRM

Contractor Foreman

NOW: Starting @ $49/m for the WHOLE company, Contractor Foreman is the most affordable all-in-one solution for small and medium trade and general contractors who want a better way to manage their projects. *FREE Trial + 100 Day Gu...Read more about Contractor Foreman

Sage 300 Construction and Real Estate

Sage 300 Construction and Real Estate, formerly Sage Timberline Office, provides contractors, developers, and property managers with the most complete solution for managing the entire project or property lifecycle with confidence,...Read more about Sage 300 Construction and Real Estate

4.0 (550 reviews)

2 recommendations

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Buildertrend

Buildertrend provides pre-sale tools including a built-in customer relationship management (CRM) system, bid requests, project proposals, plus more. Project management tools include scheduling, budgeting, timesheets, and more. Cus...Read more about Buildertrend

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RedTeam Go

RedTeam Go is a simple, end-to-end construction project management software designed to optimize your business for a better day, every day. Minimize Stress - All Your Data in One Place - Automatic Reminders - Bids Convert Into Co...Read more about RedTeam Go

4.3 (110 reviews)

12 recommendations

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Premier

Premier is the global leader in construction ERP, tops Forbes Advisor's list for Construction Accounting Software in 2023. Tailored for General Contractors, Developers, Homebuilders, and Specialty Contractors, our all-in-one platf...Read more about Premier

4.6 (260 reviews)

3 recommendations

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CoConstruct

CoConstruct is a construction project management software that provides custom home builders and remodelers with tools for managing projects, financials and clients. It allows users to sync data from estimates, specifications, sel...Read more about CoConstruct

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iSqFt for General Contractors

With iSqFt, contractors of any size can streamline their entire pre-construction process and bid effectively. Designed to address the unique challenges of general contractors, design-build firms, and construction managers, iS...Read more about iSqFt for General Contractors

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Project-SalesAchiever

SalesAchiever is an on-premise and cloud-based customer relationship management solution for the construction industry. It caters to contractors, architects, property developers and building products manufacturers and suppliers. P...Read more about Project-SalesAchiever

4.6 (6 reviews)

Smart Contractor

Smart Contractor is an integrated construction management solution for small and midsize construction companies. It includes applications for estimating, project management and scheduling, contact management, job costing, invoicin...Read more about Smart Contractor

JobNimbus

JobNimbus is a CRM and project management software wrapped up in one application. The platform is an end-to-end solution designed to help contractors (roofing and construction professionals) streamline their communication and bett...Read more about JobNimbus

4.6 (475 reviews)

20 recommendations

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UDA ConstructionSuite

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...Read more about UDA ConstructionSuite

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RedTeam Flex

RedTeam is a project management, construction financials and document control solution suited for midsize commercial general contractors. It is a cloud-based application developed by contractors to manage pre-construction, constru...Read more about RedTeam Flex

4.2 (196 reviews)

7 recommendations

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ConstructionOnline

UDA Technologies’ ConstructionOnline offers a web-based, integrated approach to project management, project scheduling, and customer management. Designed for emerging construction businesses in the homebuilding and remodeling indu...Read more about ConstructionOnline

4.5 (511 reviews)

58 recommendations

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BrickControl

BrickControl is a web software in the cloud that helps you manage your construction projects in a very powerful and simple way. BrickControl allows you to create estimates with the necessary structure (levels, tasks and resource...Read more about BrickControl

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Fieldlens

Fieldlens by RedTeam is a cloud-based jobsite management solution designed for professional construction builders. Its features include assigning tasks, posting jobsite updates directly to the team, managing drawing updates, and t...Read more about Fieldlens

Knowify

Knowify helps contractors Budget, manage, and invoice every construction project and service job with precision, and get insights to grow their business along the way. All work happens in one intuitive platform that integrates sea...Read more about Knowify

4.5 (90 reviews)

156 recommendations

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improveit 360

Improveit 360 is the leading enterprise business management platform for home residential remodelers, replacement contractors, and specialty home pros. This fully customizable, Salesforced-based CRM was designed specifically for t...Read more about improveit 360

FollowUp CRM

FollowUp CRM offers sales tracking software for the construction industry, and is suitable for companies of all sizes. FollowUp CRM offers features such as the ability to track pipelines, set goals for team members, view reports a...Read more about FollowUp CRM

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Buyers Guide

Last Updated: March 16, 2023

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