Home Builder CRM Software

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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

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 about HubSpot CRM


Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

monday sales CRM

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to pos...Read more about monday sales CRM

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


EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketin...Read more about EngageBay


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 about Procore

4.48 (2549 reviews)

84 recommendations

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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

4.38 (17 reviews)


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

4.62 (452 reviews)

38 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

4.24 (195 reviews)

20 recommendations

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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

4.45 (432 reviews)

66 recommendations

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BuildingConnected provides the largest crowd-sourced network in commercial construction, empowering builders to save time and increase accuracy while managing bids. BC Pro helps general contractors and owners find the right subcon...Read more about BuildingConnected

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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

4.49 (39 reviews)

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FieldLens is a cloud-based project management solution designed for professional construction builders. Its features include assigning tasks, posting updates on social media platforms and tracking manpower progress, resources and ...Read more about Fieldlens

4.43 (15 reviews)


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 about Knowify

4.51 (78 reviews)

56 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

3.75 (18 reviews)

1 recommendations

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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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 about JOBPROGRESS

4.38 (353 reviews)

4 recommendations

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MarketSharp is a cloud-based CRM solution used by residential remodelers and other professionals in the construction industry. In addition to the core CRM functionalities, the solution also offers project estimation, task scheduli...Read more about MarketSharp

4.38 (47 reviews)

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Buyers Guide

Last Updated: November 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