Cheat Sheet to the Best Construction CRM Software

What is one of the most important things about running a successful construction business? Customer experience. If you don’t have customers, you won’t make money! It’s really that simple. Without the right focus on your customers, your business can quickly crumble.

Now that we’ve established what your business should focus on—customers—it’s time to figure out how you can do this. Luckily for you, there’s technology specifically designed to help contractors manage their customer relationships.

It’s called customer relationship management software, or CRM. Using construction CRM software helps your construction company stay organized, save time, scale, and increase profits. Manage all your jobs in one place, communicate with your team (and customers), and enjoy more visibility into your business.

Maybe you’re a seasoned contractor with a 20-year-old business. Or maybe you’re just starting in the contracting industry as a business owner. Either way, it’s never too late (or too early) to implement the best construction CRM software to help your business run smoothly.

When you want to try something new, it can sometimes be hard to know where to start. That’s why we’ve compiled some helpful resources to put you on the path to success with your CRM construction software.

Let’s go over what construction CRM is, what it does, and what to look for in one.

What Is Construction CRM Software?

Before you can even think about buying a great CRM software for your construction business, you need to know what it is. So, what exactly is construction CRM software? It’s a CRM software designed specifically for construction professionals.

As you know, CRM stands for customer relationship management. CRM software connects everything you need to run your business in one central hub.

A CRM platform uses many features to enhance your company’s workflow, such as:

  • Automation

  • Mobile app

  • Digitized invoices

  • Estimating

  • Integrations

All of these features are designed to make your job and life easier. Take mobile access, for example. You’ll see everything going on in your business—job statuses, tasks, emails, invoices, and estimates—with the touch of your finger.

Choosing a CRM software made for contracting professionals is always the best choice because the software features are tailored to your business: Not every CRM software will have estimating capabilities.

The best CRM software will also integrate with other great tools to help things run smoothly in your construction business. Now that you understand what CRM software is, it’s time to show you what it can do for your business.

What a Great CRM Does for Your Business

As we established, customer experience is crucial to the success of your business. When things aren’t operating properly behind the scenes, customers notice, which makes it hard to build your reputation back up.

Research shows that it only takes two—yes, two—bad experiences before 86% of consumers decide to drop a brand. That’s why you should do everything in your power to avoid making a bad impression on prospects and customers. Most customers aren’t the forgiving type.

If you’re looking to add CRM software to your construction business, you should choose the best one available.

In essence, using CRM software gives your business the tools it needs to build amazing customer relationships, save time, increase revenue, and grow.

Why You Need Construction CRM software

Let us paint a picture for you. You can name all your ongoing projects off the top of your head, you’re able to remember every customer interaction you (and your team) ever had, and you always know the status of all tasks assigned at your business.

Does that sound like you? If not, let’s give you another scenario. You try your best to keep track of ongoing jobs but often find yourself digging to find the information you need.

Your memory is pretty good, but you also have a lot of customers. It’s impossible to remember the details of all the conversations you and your team have had with customers. Don’t worry. All of these things mean you’re normal! It’s unrealistic to manage everything on your own.

That’s where construction CRM software comes in. This is why you need it. With CRM software, your life will look like the first scenario! And the best part is that the software will do the work for you. The best CRM supports your construction business and helps you:

  • Stay organized

  • Track jobs and tasks

  • Save time

  • Automate administrative tasks

What to Look for in a Construction CRM Software

There are a lot of CRM software options out there, but the one you choose needs to be geared toward the construction industry to help you optimize your return on investment. You should also look for integrations.

The best construction CRM software will offer relevant and quality integrations to the platforms you regularly use. These integrations should work with financing tools like QuickBooks and scheduling solutions like Google Calendar.

Additionally, the ideal software lets you automate those repetitive and time-consuming tasks that become a headache for everyone. Be sure to do your research and make a plan as you choose what CRM is best for your construction business.

Check out 3 other ways to choose a construction CRM.

Change Your Business with Construction CRM Software

If you’ve made it this far, all that’s left to do is get out there and change your work life. Buy the best construction CRM software, and you’ll enjoy faster, easier work.

How will your business utilize CRM software? Let us know in the comments below.

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