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Nutshell is both simple and powerful

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The Best CRM Construction Companies Need

As a construction business, if you want to close more deals, you need to manage long sales cycles, multiple contacts for single projects, and numerous leads at once. Nutshell’s customer relationship management (CRM) platform makes it easy to stay organized, increase efficiency, and turn more leads into new clients.


Construction companies we work with:

How a CRM for construction companies can help your business

The team at your construction company has expert-level skills when it comes to building new homes or offices. But what about building strong relationships with your customers? Customer relationships are the backbone of any business—without those relationships, no one will hire you, and you won’t earn revenue.

That’s why you can benefit from using a customer relationship management (CRM) platform. CRMs exist to help you gather and organize data about your leads and clients so you can focus more on what you do best—selling and completing construction projects.

Implementing a CRM in your construction business can help you see who your best clients are and what they want. That allows you to more effectively market to them, skyrocketing your revenue in the long term. On top of that, CRMs are great for helping you run day-to-day tasks automatically so you can close more deals.

Here are a few of the things your construction company can accomplish with the right CRM:

Features to look for in a CRM for construction companies

Choosing a CRM system for your construction company is a major decision that requires plenty of research. One of the first things to consider is whether you want an industry-specific CRM or a general platform designed for businesses across industries to use effectively. While construction-specific CRMs are tailor-made for your industry, they’re often more expensive and complicated than general software.

Whatever CRM you choose, what matters most is that it provides the features your business needs to succeed. And there are a few core features that all construction companies need from their CRM. Take a look:

Sales automation

a screenshot of a demo pipeline for new customers on the Nutshell dashboard

From generating leads and qualifying prospects to crafting proposals and closing deals, the sales process requires a lot of steps. Don’t saddle your sales reps with long, manual processes that take time away from selling and strengthening bonds with customers. Sales automation features lighten your team’s load so they can get back to the essential tasks.

A CRM with sales automation helps your team keep track of leads as they advance through every step in the sales process so a deal never falls through the cracks.

Sales automation tools can help you:

  • Customize your sales process and provide guidance for sales reps at every step
  • Automatically advance leads to the next stage once they meet your defined goals
  • Send automated emails to leads based on their stage in your sales pipeline
  • Measure the impact of your sales process by analyzing what helps leads advance

Pipeline management

a screenshot of a leads page showing various companies and people

One of the most valuable benefits of using a CRM is that it gives your team greater insight into their pipeline. You need to quickly see what leads are in each pipeline stage and what your team needs to do next to close the deal.

Another critical feature to look for in your CRM is pipeline management. Pipeline management lets your reps easily see, filter, and analyze what’s in their pipeline to more effectively manage the sales process from beginning to end.

Some of the best pipeline management tools let you:

  • Filter and sort leads based on the lead’s age, stage, value, confidence, and more
  • View a map of where your leads are located geographically
  • Chart changes in lead quantity and volume over time
  • Prioritize leads that are most valuable to your business

Contact management

an activity dashboard of a lead in Nutshell

When you bid on a new construction project, the last thing you want to happen is to miss an email from a lead or forget an important detail. Keeping all your customer data in a searchable central location ensures your team always has the most up-to-date information about projects and customers.

The best CRM should offer contact management features to help you find any information you need about a lead or customer. Contact management tools let your team log all their communications with people and companies, upload information from business cards on the go, and centralize contact data in one location.

Sales reporting and analytics

a screenshot of a sales report showing a stacked bar graph

Sales performance data is critical for optimizing your process. When your team needs to drill down into their sales data to figure out what works and what doesn’t, you need reporting and analytics features.

Generating reports from your CRM data can answer questions about your sales team’s performance over the year, your most profitable sales reps and lead sources, and more.

Some reporting features to look for include:

  • Productivity and quota tracking
  • Funnel stage conversion rates
  • Sales forecasting
  • Lost deal analysis

The Best Construction Next-Action Sales & Marketing CRM

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

CRM integrations for construction companies 

At your construction company, you need multiple tools for each job—hand tools, power tools, heavy machinery, and more. The same principle is true in running your business. CRMs are powerful systems, but integrating them with your other software and platforms can take you to even greater heights.

Here are a few types of integrations to look for when researching CRMs for your construction company:

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Why use Nutshell for construction sales and contact management?

Construction CRMs use more of the construction industry terminology that you might be familiar with, but ultimately they provide the same contact management and opportunity tracking features as any CRM. Nutshell is easier to learn than the construction CRMs on the market, it’s more affordable, and it’s flexible enough to fit the needs of any B2B organization.

Nutshell’s excellent value, powerful features, and quality of support also makes us a better option for construction companies than other general CRMs. Visit our compare page to learn more about how we stack up against other CRM solutions.

With Nutshell, you’ll get:

Say goodbye to juggling multiple tools and platforms to grow your business, and say hello to your all-in-one sales and marketing solution with Nutshell.

G2 review from construction industry pro

But don’t just take our word for it.

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like you achieve and exceed their goals!

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
a logo for Nutshell Foundation with an orange acorn

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
Compare plans
See More
a Nutshell Pro logo with an orange acorn on a blue background

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
Compare plans
See More

Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
Compare plans
See More
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No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
Compare plans
See More
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When you choose Nutshell as your construction CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Start growing with the best CRM for construction companies today

If you’re ready to grow your business with the best CRM for construction companies, Nutshell is here to help.

With our user-friendly interface, powerful features, and friendly team, you’ll have everything you need to drive sales and revenue for your business in one platform. Our customer service team is well known in providing world-class customer support when you need it.

Start your free trial to get started with our CRM software right away, or contact us to learn more about how we can help your company make waves in your industry!

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