Home Builder CRM Software

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Recommendations: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.
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Showing 1 - 20 of 91 products
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Showing 1 - 20 of 91 products

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

4.49 (1564 reviews)

230 recommendations

Houzz Pro

Houzz Pro is a lead and project management solution that streamlines processes for businesses of all sizes by centralizing all needs into one place. Key features include project management, lead management with client dashboards, ...Read more

4.42 (384 reviews)

188 recommendations

PriceDemo

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

4.72 (838 reviews)

164 recommendations

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

4.46 (289 reviews)

127 recommendations

PriceDemo

Procore

Procore manages your projects, resources, and financials from project planning to closeout. The platform connects every project contributor with the owner and general or specialty contractor. The centralized dashboard allows manag...Read more

4.48 (2486 reviews)

116 recommendations

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

4.42 (386 reviews)

53 recommendations

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

4.62 (448 reviews)

39 recommendations

PriceDemo

Acumatica Cloud ERP

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Through leading-edge technology, best-in-class business functionality, and customer-friendly ...Read more

4.44 (55 reviews)

26 recommendations

paskr

paskr 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 Contrac...Read more

4.30 (98 reviews)

17 recommendations

PriceDemo

RedTeam

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

4.26 (194 reviews)

14 recommendations

Software pricing tips

Read our Home Builder CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

JOBPROGRESS

JOBPROGRESS is a cloud-based construction management solution for residential remodeling contractors. The solution works with small businesses and can be customized as per the needs of an organization. It offers estimating, projec...Read more

4.38 (351 reviews)

10 recommendations

Corecon

Corecon is a construction software suite that offers organizations a solution for estimating, project management, job costing and scheduling. The cloud-based system features multiple dashboards which offer users visibility into al...Read more

3.60 (15 reviews)

5 recommendations

PriceDemo

AccuLynx

AccuLynx is a powerful and easy to use roofing contractor software designed to help you manage and grow your business. Download the roofing field app to take AccuLynx with you wherever you go. With AccuLynx, you can manage every...Read more

4.53 (563 reviews)

3 recommendations

123worx

123worx is a cloud-based construction management software solution that is efficient, flexible, and easy to use. Businesses can manage all construction business operations, multiple projects of any size, and collaboration between ...Read more

5.00 (1 reviews)

2 recommendations

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4.59 (2422 reviews)

1 recommendations

PriceDemo

BuildPro

BuildPro is an integrated suite of home construction and order management tools that helps manage and streamline building and supply chain processes. The cloud-based platform enables manufacturers, homebuilders, suppliers and dist...Read more

4.26 (77 reviews)

1 recommendations

Kahua

Kahua helps you manage processes, documents and cost on your construction programs and projects from inception to closeout. Purpose-built solutions for owners, program managers, general contractors and subcontractors help you mini...Read more

4.64 (11 reviews)

1 recommendations

Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities tha...Read more

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

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more

Buyers Guide

Last Updated: May 23, 2022

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