Best Home Builder CRM Software
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PRODUCTS
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BUYER'S GUIDE
Buyer's Guide
By Gerrad Frei, Technical Content Writer at SelectHub
As the lifeblood of your business, maintaining positive customer relationships is critical to success. Like other construction management solutions, home builder CRM software allows you to make data-driven business decisions, improving customer satisfaction, and getting the best ROI from your sales and marketing dollars.
In this guide, we’ll cover what home builder CRM software is, how it improves your operations and how to find the best-fit system.
Executive Summary
- Home builder CRM software helps residential construction and remodeling business owners, managers, salespeople and marketing professionals monitor and maintain customer relationships.
- Key features include customer data management, campaign, sales and project management, lead capture tools, reporting and analytics capabilities, and web tracking and alerts.
- Before buying, ask potential vendors questions about themselves and their producst to ensure the solution is right for you.
What Is Home Builder CRM Software?
Home builder CRM software is a customer relationship management system that helps managers, marketing and sales professionals monitor and improve the dynamic between clients, the company and personnel.
It improves your construction management process by capturing real-time data to provide critical insights into your processes and client interactions. Using this information, you can make strategic marketing and sales decisions and improve customer satisfaction.
Primary Benefits
As your needs are unique, the advantages you gain from incorporating home builder CRM will likely go beyond those mentioned here. However, regardless of the circumstances, expect to reap the following benefits.
Enhance Customer Experience & Relationships
Home builder CRM software tracks and stores customer data, so your sales team knows exactly how to cater to their needs. Automated follow-up emails and other communications maintain relationships with every customer, regardless of size or buying power.
- Construction Accounting
- Construction Bidding
- Construction ERP
- Construction Estimating
- Construction Management
- Construction Scheduling
- Contractor
- Electrical Contractor
- Electrical Estimating
- Foundation Accounting
- Heavy Construction Estimating
- HVAC Estimating
- Insulation Estimating
- Job Costing
- Landscape Estimating
- Painting Estimating
- Plumbing Estimating
- Punch List
- Real Estate Development
- Remodeling Estimating
- Residential Construction Management
- Residential Construction Estimating
- Roofing Estimating
- Roofing
- Solar
- Subcontractor
- Takeoff
Boost Efficiency & Performance
Material prices continue to place strain on home builders and remodelers. To stay profitable, owners and managers need to save expenses elsewhere.
Home builder CRM software identifies operational inefficiencies and performance shortfalls and provides actionable insights to get the most ROI from your marketing and sales efforts.
Improve Close Rates
Though slowly improving since the end of 2022, single-family home sales continue to be low. Home builder CRM software captures and tracks lead information, so you can focus your sales approach on a potential client’s unique needs and close more deals.
Key Features & Functionality
Each home builder CRM platform contains a unique mix of capabilities. Though the list below isn’t exhaustive, it contains a mix of basic and advanced features you might find while shopping.
Customer Data Management | Store and access a comprehensive collection of customer data and documents, such as:
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Campaign & Sales Management | Manage and monitor marketing campaigns and sales pipelines. Create emails, newsletters and other campaign materials using custom templates with personalized branding to drive traffic to your website or announce new homes, open houses and other events. Quickly segment materials to easily create targeted, focused campaigns on select customer types. Monitor where sales are in the pipeline in real time. |
Project Management | Manage and monitor a new construction project or remodel from start to finish. Create production schedules and agendas, assign tasks and track build progress in real time. Compare actual production against estimates to keep projects on time. Keep all designs, bids, estimates and other documents in a single digital location to enhance communication and collaboration. |
Lead Capture Tools | Create lead capture forms for your website, onsite and third-party resources. Automatically collect and store captured information in a central location, broken down by each unique user. Use data to tailor marketing and sales materials Track leads for timely manual or automated follow-ups. |
Reporting & Analytics Tools | Track key metrics across projects and marketing and sales campaigns. Monitor performance across all areas and timeframes. Identify which approaches are most effective, why and how to create more effective strategies in the future. Instantly generate reports using Gantt charts, graphs and other visualizations. Send reports to staff and clients as emails. |
Web Tracking & Alerts | Monitor traffic and click-throughs on your website. Receive alerts when prospects fill out lead capture forms or when clients return. See which pages, content and topics potential and recurring customers view to help tailor your sales approach to their needs. |
Third-party Integration | Consolidate multiple data streams and avoid unnecessary manual duplicate entries by integrating with third-party applications, such as financial management or building information modeling (BIM) systems. |
Mobile Capabilities | Manage your entire operation from any location using a smartphone or tablet. Personnel in the field can pull up comprehensive customer histories, completed lead capture forms and other tools to close a sale. |
Software Comparison Strategy
Many home builder CRM platforms have similar capabilities and features, making it difficult to know which solution is best for your business. To help, check out our software selection guide. It uses our Lean Selection Methodology to comprehensively compare platforms and find the right fit.
To put it broadly, start by identifying your needs. Which areas of your current operation fall short? Which pain points will software and automation soothe? Talk with your team to gain their perspective and insights.
Then, search for platforms that address your needs. Make sure to research the vendor before committing to a platform. You can read online reviews, ask for advice and opinions from industry colleagues, and, if available, test drive the solution using a free trial.
Cost & Pricing Considerations
Usually, the deployment method most significantly affects the price of home builder CRM software. Other variables, like the number of users, can also inflate the lifetime cost.
Cloud-based
The most popular deployment method, cloud-based systems leverage a data or internet connection to provide digital tools to users, providing greater mobile capabilities. As the vendor stores the platform on their servers, they perform maintenance, security and other backend duties at no extra cost.
Most cloud-based solutions are SaaS, requiring a monthly or annual subscription for access. Their low entry point and lack of backend expenses appeal to small businesses. However, some vendors charge more for certain service tiers or each unique user, increasing the subscription price.
On-premise
Vendors download on-premise solutions directly onto servers stored and maintained on your property. Though providing greater security and customizability, your company handles all backend responsibilities and associated costs.
Often, on-premise systems require a significant one-time investment, usually in the form of a licensing agreement. The high upfront and continuing maintenance costs make these solutions untenable for small businesses.
Hybrid
Combining the capabilities of cloud-based and on-premise platforms, hybrid software can uniquely meet the needs of your team. The platform’s cost depends on the included features.
The Most Popular Home Builder CRM Software
Kickstart your software search by taking a look at the most popular home builder CRM software available on the market.
CMiC
CMiC is an end-to-end management solution deployable via the cloud or on-premise. Manage projects throughout the lifecycle. Maintain all documents and customer data in a single digital location. Create detailed schedules and agendas for construction, marketing and sales personnel.
Manage multiple projects and maintain and organize their information in a single location.
Procore
Procore uses real-time information to provide actionable insights into projects of all sizes, from conception to closeout. Increased data visibility allows owners and managers to identify inefficiencies in processes. Automatically generate detailed reports on any key metric.
Generate reports and visualizations on any key metric.
ConstructionOnline
ConstructionOnline is a cloud-based management platform built to handle medium- and large-sized projects. Track leads and monitor the sales funnels. Create comprehensive customer databases, including contracts, contact information, call logs, meeting notes, emails, text messages and more.
Manage projects, campaigns and resources using detailed digital dashboards.
Questions To Ask
Before browsing possible home builder CRM solutions to purchase, first identify your needs by asking guiding questions. Such as:
- What is my budget?
- What features will improve our operational pain points?
- Do we need vendor support to maintain the platform, or is our infrastructure sufficient?
- How many employees need to use the solution?
- Will the employees need training to learn the software?
To find out more about potential vendors, ask the following questions about them and their products.
- How well and to what extent does the software automate tasks?
- What size companies do you typically work with?
- How long does onboarding typically take?
- What other applications does the solution integrate with?
- What customer and technical support options do you provide?
Next Steps
Home builder CRM software allows users to utilize company and client data to improve customer experience, close more sales and better focus their marketing efforts. However, finding the right platform can be overwhelming.
Start your software search with our comprehensive comparison report and learn more about industry leaders.
Product Comparisons
- Top CMiC Alternatives and Competitors
- Top Procore Alternatives and Competitors
- Top ConstructionOnline Alternatives and Competitors
- Procore vs. CMiC
- CMiC vs. ConstructionOnline
- Procore vs. ConstructionOnline
Additional Resources
Products found for Home Builder CRM Software
Procore
Designed for projects of all sizes, Procore aims to streamline communication, track finances and resources and handle projects from planning to delivery. Real-time data accessibility gives users actionable insights from a centralized dashboard. Users can leverage hundreds of integrations to boost efficiency. It allows construction firms, contractors, architects and engineers to share data in the field, edit designs and provide up-to-date reports of a project’s life cycle. Manage multiple construction projects efficiently. Businesses can create and manage construction project schedules and filter information according to summary tasks and resources. Its product portfolio supports project management, quality and safety measures, construction finances and field productivity.
Buildertrend
Buildertrend is a construction ERP that streamlines business practices and assists builders, contractors and clients. Leverage bid requests, email marketing and leads in one centralized pre-sales process module. Initiates budgets, invoices, lien waivers and time clocks. Maintain various activities in daily logs, to-do lists, schedules and messages. It’s also available as a mobile app for iOS and Android devices. Master project management, client relationship management, financial management, estimates and change orders are some notable features.
PlanGrid
PlanGrid is a mobile-enabled management suite that gives users the ability to store blueprints and documents in the field. Its collaborative framework boosts field team efficiency, and an easy-to-use design gives users intuitive control over a wide array of helpful capabilities. It provides access to all critical project-wide documents, photos and drawings through a single source of truth so that everyone is always on the same page. Built for projects of all sizes, it is a valuable inclusion for anyone looking to raise productivity and strengthen communication on the job site.
e-Builder
e-Builder provides an integrated, cloud-based platform with a focus on capital planning and bidding. It is designed for construction professionals and facility owners. It keeps teams connected while providing configurable inclusions to support facility owners. Several modules are available out of the box so users can design their project management experience. Users can manage project data with its suite of modules. The functionality to improve planning, design and many other key construction processes provides a collaborative project environment. It is used by over 400 professionals and has supported over $300 billion in capital programs.
Assemble
Assemble is a SaaS solution with a central hub that stores drawings, building information, models and point clouds. It lets construction workers connect, query and condition data for key workflows like estimating, scheduling, finance, bid management, project management and site management. It is web-based and helps users add intelligence, extract building information model (BIM) data, collaborate for better decision making and deliver projects within a set budget and on time. Its flagship product, Assemble Insight, is a cloud-based inclusion that lets AEC businesses use BIM data for project collaboration, better decision making and improved projects.
CoConstruct
CoConstruct is a management system focused on remodeling and custom home building. It streamlines complex management processes, including financial and project management. It puts communication at the forefront to keep clients happy and construction teams working smoothly. It simplifies sifting through changing construction schedules and missed deadlines while offering predictability to building routines.Construction or remodeling projects are kept on track while accounting practices are streamlined. It integrates with several third-party packages like QuickBooks to keep things simple and comfortable for project leaders. It supports small- to medium-sized operations.
Acculynx
Acculynx is an all-in-one software designed for exterior and roofing contractors. It handles business aspects like production, sales, finances, collections and supplementing. It lets businesses of all sizes, from start-ups and businesses with multi-location operations, provide excellent customer service and streamline processes. It also connects users’ teams, unifies projects and boosts profits. It brings the entire business together by letting users improve productivity, save time, make informed decisions and win more jobs. Users can view their sales tools and pipeline to close a deal. It keeps everyone in the team connected, lets users view job statuses and shows in-progress tasks. It also has mobile access that helps business owners manage labor crews.
eSUB
eSUB is a cloud-based management system that focuses on mobility while providing subcontractors with a solid set of digital tools. It offers multiple avenues to connect field workers and project managers while helping subcontractors manage their daily business processes. Automation of labor tracking and paperless documentation helps speed up daily tasks.It centralizes information letting team members work efficiently with the requisite information. It provides an integrated work environment for construction firms to efficiently plan and schedule projects while keeping stakeholders in the loop.
Aconex
Aconex, along with Oracle Construction and Engineering Cloud, serves as a comprehensive tool for construction project delivery and management. Designed for delivery teams and owners, it helps increase control and visibility, connect teams and reduce risk. It connects teams and project members, streamlines time-intensive tasks, promotes collaboration and encourages data visibility. It lets users increase efficiency in construction and design coordination, cost, field and document management, and project control. All project members can interact and participate in an operation’s phases. The data and connected processes it offers help project managers make educated decisions and prevent issues before they occur.
Corecon
Corecon is a fully integrated cloud-based platform that focuses on organizing and streamlining tasks such as estimating, project oversight, job costing and more. Additional modules help users handle lead tracking, bid management and communication with the inclusion of the TeamLink Portal. It helps estimators track and manage opportunities through dashboards. Connect internal and external users with mobile flexibility and browser-based access.
Sage 300 Construction
Sage 300 is a construction and real estate focused software solution with project-wide organizational capabilities. Its cloud-based integration connects all points of a construction project to an easily accessible location. It helps project managers control and view the entirety of a project’s lifecycle. It streamlines and organizes accounting processes and is suited for operations of all sizes. Multiple accounting modules let project owners tackle financial tasks in a comfortable way, cutting down on process time. It pairs well with several industries ranging from general contracting to homebuilding and residential remodeling.
Jonas Construction Software
Jonas Construction offers integrated solutions to mechanical, general, HVAC, electrical, plumbing and specialty trade contractors, home builders, real estate and land developers. Its inclusions help users grow and manage operations. Its modules include dispatch and job scheduling, accounting, job costing, invoicing, payroll and reporting. It’s customizable to business needs and provides Enterprise and Premier packages. It is suitable for mechanical, electrical, HVAC and plumbing, excavators and general, heavy highway and special contractors. The Premier package is designed for general contractors, home builders and land developers.
UDA ConstructionSuite
UDA ConstructionSuite is a combination of three platforms — ConstructionSuite, ConstructionOnline and OnSite Mobile Applications. It helps users combine estimating and project management modules along with CRM support.Users can track site operations and business KPIs using dashboards. QuickBooks integration helps users create accurate estimates. Managers can access project documents off-site using mobile devices.
PASKR
Paskr is a cloud-based, all-in-one solution focused on simplifying, standardizing and automating projects. It is mobile, collaborative and supports the entire lifecycle of a project. Users can gain visibility and boost efficiency by tracking every step of a project and streamlining communication between office and field team members. It includes CRM support, bid management, estimating, change orders, billing support and more. It helps share access to critical project information with teams, stakeholders, engineers and more using version control options. It also manages overall construction project portfolios by maintaining stakeholder, supplier and departmental schedules while ensuring that deadlines are met.
Quickbase
Quickbase facilitates application development enabling problem solvers of any technical background to solve business issues. The low-code development maximizes the effectiveness, improves speed and agility to innovate and reduces IT complexity and costs. It provides advanced integration capabilities and automates workflows using simple business logic. It empowers stakeholders to get real-time visibility and insights into day-to-day business operations and make data-driven decisions to minimize risks and maximize profits.Law firms can utilize it to build personalized case management solutions aimed to simplify legal database organization, dynamic reporting and workload management. Effortlessly manage a centralized database of case files, client information and legal documents and ensure coordination between stakeholders.
Vista by Viewpoint
Vista by Viewpoint is a construction accounting solution. It is integrated and can be scaled and configured according to the requirements of the business. It reports time-critical financial data to decision makers and connects field personnel, office staff and extended teams seamlessly. It makes it easy for managers to view the real-time status of the current project. It maintains RFIs and critical tasks from all stakeholders while managing risk and tracking revenue. Its support team helps migrate from outdated software platforms by helping at every stage of deployment.
HCSS
HCSS (Heavy Construction Systems Specialists) provides integrated software solutions designed to manage daily operations in the field, ensure worker safety and track labor and equipment. It helps managers streamline their activities by providing project management inclusions.Each piece of its suite can be purchased separately as per project requirements. Users can make strategic decisions that save time and reduce inventory costs with the combined power of business intelligence and data warehouse modules.
Penta Construction
Penta Technologies is a construction accounting and operations tool that incorporates industry best practices by providing standardized processes. It is available for commercial and industrial contracting, field service and engineering firms. It brings accounting and project management together. It simplifies inter multi-company management and makes collecting field data easier. It also provides daily analytics to decision makers. It is also available on mobile for more efficient and flexible field data collection. It has cloud hosting capabilities, which gives teams the ability to access data on their devices. Users also benefit from 24/7 data security features.
Knowify
Knowify is a cloud-based platform that helps reduce the time and effort spent on administrative tasks like contract management, bidding and change orders. Scheduling and tracking modules allow administrators to see exactly when and how long employees work.Mobile access lets managers and forepersons do their jobs in the field while sending critical data back to the home office. It offers integration with QuickBooks so that users can retain their accounting workflows.
ComputerEase
ComputerEase is an accounting and project management platform for contractors of all sizes. It includes fully integrated job costing, contractor management, equipment management, accounting and more to better serve daily field-to-office processes on and off the job site. The Red Flag inclusion provides everything needed to see if subcontractors have the required liability insurance for their jobs. Dispatch boards let project owners and forepersons assign the most capable employees to relevant tasks and jobs. Leverage modules like profit and loss let users see where a project is succeeding or failing.
RedTeam
RedTeam is a cloud-based software solution that focuses on optimizing and streamlining project management for infrastructure operations. Managers can control the project’s entire lifecycle from preconstruction to final product delivery.It helps connect project team members through robust communication while also promoting data visibility across the enterprise. It offers support for scheduling, preconstruction, estimating and equipment management to manage the daily operations of a construction business.
CMiC
CMiC is an end-to-end management platform built to handle the complexities of larger projects and the challenges of smaller ones. It focuses on bringing teams together with a suite that helps automate daily tasks while providing seamless integrations. Deployable both on-premise and as a cloud-based solution, it meets unique business requirements.It has comprehensive inclusions that tackle various aspects of the entire project lifecycle, such as budgeting, forecasting, change orders, bidding, procurement, document management, business intelligence and much more. It helps construction firms to create resource plans with dynamic timelines and interactive schedules. Updated and accurate information keeps construction projects on schedule and prevents budget overshoots.
Fieldwire
Fieldwire is a field management module suitable for projects of all sizes. It helps construction crews capture, organize and access vital project information. It tracks all aspects of construction projects while making it simple for contractors to coordinate work and visualize crucial paths.It’s user-friendly and operates with or without an internet connection. It incorporates a robust suite of inclusions focused on streamlining field projects.
Sage X3 Construction
Sage X3 is a mobile-first tool built for construction professionals. It is data-driven and gives users end-to-end control over complex projects. It lowers overruns and increases profitability by using work-in-progress data captured via mobile device in the field. It is available in the United States and the AAMEA region. However, some inclusions may not be available in select countries. It helps users gain a competitive advantage by implementing integrated and customized ERP.
BuildTools
BuildTools by ECI is a construction project management module designed for remodelers, specialty contractors, home builders and custom builders. It is cloud-based and helps organize and keep track of project data such as documents, scheduling, communication and budgeting in a single centralized location. It lets users create and customize quotes while sending and managing proposals. It also includes bid management, scheduling, budgeting and daily logs. It supports tracking change orders, purchase orders and financial statements while generating financial statements and work-in-progress reports. Its integrations let users track and control costs across all budget codes. Its modules let users boost accountability and reduce errors.
ProjectTeam
ProjectTeam is an easy-to-use cloud-based project collaboration system that allows companies to connect with other organizations and share information. It helps create forms, files, dashboards, reports and photos. Built with modern and secure cloud technologies, it simplifies installation, deployment and hardware management.It provides complete visibility into the project performance from the office and remote locations. Solves project issues, modernizes processes and helps in attaining corporate objectives.
Projectmates
Projectmates is a management software solution focused on capital construction operations. It helps save time on projects through the automation of resource-consuming processes. It brings communication to the forefront with modules that promote team collaboration. Generate and analyze reports to predict trends and resolve issues. Customize project workflows to save time and focus on important tasks. Take control of complex tasks like bidding, planning and maintenance with its available offerings. It offers capabilities like schedule management, field reports, cost tracking and punch lists for construction projects.
ClickHome
ClickHome is a web-based solution designed to manage construction processes from inquiry to managing various processes and handling suppliers, trades and subcontractors. It is built specifically for the residential construction segment. It takes care of all steps from sales to warranty. Procedures become easy to implement as clients, staff and leads are on the same page. It helps control the quality of all of users’ projects and automates tasks, helping users save money and time. It supports iOS devices and can be installed on Windows desktops.
Contractor Foreman
Contractor Foreman is a cloud-based, full-service solution designed for general contractors and subcontractors. Its online panel and apps enable contractors to access data from anywhere via web browsers and internet-enabled devices. It supports over 35 modules like project, document, contact and safety management along with reporting, accounting and financials.It helps create accurate estimates and invoices and process payments electronically. Additionally, it integrates with QuickBooks to reduce data entry errors.
eCMS
eCMS is a cloud-based platform that leverages financial and project management tools to bring organization and efficiency to your daily processes. Contractors of all sizes can gain actionable insights by tapping into their data with a foundation of information management software. Its cloud-based deployment gives users secure access to their data while providing mobile, browser-based tools to view your information on the move. Save time and money by automating many of the non-productive tasks that use up valuable employee time.
Microsoft Dynamics SL
Microsoft Dynamics SL combines the power of an ERP solution with robust project and financial management features. It helps users deal with fluctuating demand while providing accurate budgeting support to keep financial records organized. It functions within businesses of any size and can help boost sales, reduce job costs, provide insight into company data and ensure all compliances are met. It comes in two versions, Business Essentials or Advanced Management, that can come as a complete package or users can choose a la carte.
VPO
VPO provides a single platform to manage a construction project’s complete life cycle — from inception to completion. It is designed for architects, engineers, suppliers, vendors, owners, contractors and construction management firms. It is an easy-to-use, secure and cloud-based workspace used by project stakeholders to view, publish and measure progress. It leverages Microsoft’s cloud-based modules and combines them with project management, providing a scalable workspace that works for small and large scale operations.
Roots Software
Roots Software is an estimating, accounting and project management tool for subcontractors and general and government contractors. It provides estimation and helps anticipate work procurement requirements, track progress analytics and other business management processes. It has a built-in CRM and manages leads for contractors allowing them to manage their bids and allocate resources accordingly. It also has budgeting inclusions that allow for predicting expenses and recording financial transactions. Integrating it with third-party services to maintain records and accounting details is easy and according to industry standards. It has templates for labor and compliance reports, among others.
iSqFt
iSqFt is a web-based management suite that works with contractors of all sizes. It brings together every piece of the bidding, pre-construction and takeoff processes to streamline and optimize them. Contractors can track all relevant information about a project up to bid day and easily share information with interested bidders. Subcontractors can also benefit from modules that give them access to prequalification inclusions based on ConsensusDocs. General contractors, construction managers, utility contractors and design firms can leverage multiple modules concentrated on creating an effective and streamlined bidding process. It helps users discover and lockdown commercial leads while building relationships.
JD Edwards EnterpriseOne
Oracle JD Edwards EnterpriseOne is an enterprise resource planning (ERP) software designed to streamline business processes and facilitate data-driven decision-making. It is predominantly used by medium to large enterprises looking to manage various aspects of their operations, including finance, manufacturing, and human resources. Key features include financial management, supply chain management, and mobile applications for remote access. Users appreciate its robust functionality, scalability, and ability to support multi-country and multi-language operations. Compared to similar products, JD Edwards EnterpriseOne is often favored for its adaptability and the breadth of modules available, but it may require more extensive IT support and resources for implementation and maintenance. Pros Robust Functionality Scalability Multi-Country Support Cons Complex Implementation Resource-Intensive Extensive IT Support
SAMPro Enterprise
SAMPro Enterprise, by Data-Basics Inc., is an end-to-end integrated field service and construction module that automates and streamlines field operations while increasing revenue and lowering costs. It offers contractors workspaces to accommodate all of their daily processes in a single package. It has management functions and analytics to improve business efficiency and increase profits. It eliminates compatibility issues and creates a single-source module for contractors. It ties multiple aspects of the user's service and management tasks into a single package.
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