Finding software can be overwhelming. We've helped dozens of homebuilders choose the right CRM software so they can automate the sale process and better manage current and future clients.

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BuilderTREND

Buildertrend is a construction management system for home builders, remodelers, specialty contractors, and general contractors. This solution combines project scheduling, project management, financial management, customer manageme... Read more

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Recent recommendations: 313 recommendations

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Houzz Pro

Houzz Pro is a lead and project management solution designed for businesses in the home remodeling and design industries. Houzz Pro is able to streamline processes for businesses of all size by centralizing all business needs into... Read more

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Recent recommendations: 203 recommendations

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JobNimbus

JobNimbus is a CRM and project management solution suitable for home service companies. Manage your contacts, tasks, and projects from start to finish along with detailed reporting capabilities. With JobNimbus, businesses can... Read more

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Recent recommendations: 80 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

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Recent recommendations: 80 recommendations

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Contractor Foreman

Contractor Foreman is an integrated cloud-based project management and estimation solution that caters to businesses in the construction industry. Key features include financials and accounting, scheduling and planning, contact ma... Read more

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Recent recommendations: 65 recommendations

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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

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Recent recommendations: 44 recommendations

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PASKR

PASKR is a cloud-based construction management solution built for construction teams that enables users to estimate, build, and track projects. PASKR streamlines back office and field operations. Users are able to access proj... Read more

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Recent recommendations: 28 recommendations

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Acumatica Cloud ERP

Acumatica Construction Edition is true cloud construction and accounting software that provides office and field teams real-time data including job costing, change orders, project management, dashboards and more. With field and of... Read more

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Recent recommendations: 22 recommendations

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Knowify

Knowify is a cloud-based construction management solution that is designed for residential contractors and small to midsize commercial subcontractors. It is suitable for trades, including Landscaping, roofing and masonry. Kno... Read more

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Recent recommendations: 19 recommendations

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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

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Recent recommendations: 10 recommendations

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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

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Recent recommendations: 6 recommendations

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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

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Recent recommendations: 4 recommendations

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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

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Recent recommendations: 2 recommendations

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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

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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

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Trello

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based... Read more

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Co-construct

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

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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

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Acculynx

AccuLynx is a cloud-based CRM and business management application with iOS and Android apps designed for the roofing, gutter, siding, windows and other exterior construction trades. Contractors can use AccuLynx to manage ever... Read more

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Bitrix24

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, ... Read more

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Buyers guide


Last Updated: April 22, 2021

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