CRM for Construction and Contractors

Be more organized when you're on the move with a CRM that makes managing construction businesses effortless no matter where you are. From winning clients to fulfilling work orders, right through to receiving payment, Capsule's with you every step of the way. Our CRM for construction and contractors can help you accomplish more and reach greater heights.

Construction worker looking into a levelling tool

Information at your fingertips

Keep everyone informed and up to date with all your business information in one place. Connect all your favorite apps so all your customers' data is synced with Capsule automatically, giving you one complete picture of your business.

Feel more organized too with all your tasks and follow-up activities stored in Capsule alongside all your project and client information. By having all your contacts in one place, you can make data-driven decisions and optimize your operations for greater efficiency and profitability.

Build relationships on the move

Stay in control of your construction company's projects and contacts whether you're on the road or onsite with Capsule's mobile app. Stay organized and productive no matter where you are, so you can focus on delivering high-quality projects and services to your clients.

Access your customer information, calendar, tasks and sales pipeline from your phone in real time. Plus, you can even use it when you're offline, Capsule Mobile will sync any changes when you reconnect.

Capsule Mobile App
Example of a Capsule Track showing a completed email task with a follow-up call task set to remind the user in 7 days

Standardize your winning approach

The key to winning a project, delivering it on time and within budget and increasing customer satisfaction is precision. And to achieve precision, construction companies must be able to accurately estimate project costs and timelines, effectively manage their resources and closely monitor project progress.

Send emails straight from Capsule and use our email templates for things like estimates, customer onboarding and frequently asked questions.

Once you've won that construction project, define your step-by-step processes for each stage of a project and share with the team so deadlines are no longer missed and everyone follows a winning approach. Record notes, emails and files relating to every stage of a project, making it easier to keep on track.

Do even more with integrations

Get more done in a day by connecting Capsule to all your favorite software - giving you one complete view of your customer. Add your preferred apps to Capsule to work the way you need to.

See all our integrations
Tidy Build

Tidy Build is a cloud-based project management software tailored for the construction industry.

Cin7 Core

Cin7 Core simplifies product, supplier, customer, contact, purchase, and sales management.

Xero

Use the Capsule CRM integration for Xero and get one complete view of your business.

Better Proposals

Quickly and simply send beautiful proposals that make you stand out and win business.

Why Construction companies need a CRM

The construction industry is highly competitive–with multiple companies vying for the same projects and contracts. As such, construction companies in the commercial or residential sectors and currently maintaining long-term relationships with clients can find construction CRM software beneficial.

Here are the top reasons why Construction companies need a CRM:

Build more client relationships with Capsule on mobile

Construction employees are often working in the field or at remote locations. Projects typically involve many different stakeholders, including architects, engineers, contractors, subcontractors and suppliers, and each key member is often required to work outside the office to complete certain tasks. This can make it challenging to keep track of project details, communicate with team members and manage customer relationships. This is where Capsule CRM's mobile app can be a game-changer for construction companies.

Free CRM for construction companies

If you're still in the process of exploring the various possibilities offered by a CRM, then Capsule is the ideal platform for you. Our free version is available for construction companies with up to 250 contacts. Capsule provides access to all the fundamental features of a construction CRM, allowing you to enhance your client management process, automate administrative tasks, and begin adopting new technologies.

We also offer a free trial for all our paid plans, valid for 14 days. This free period gives you access to both the website version and mobile app. If you want to move forward with a plan, you can choose one of our four paid plans: Starter, Growth, Advanced and Ultimate.

Trusted by construction companies worldwide

Capsule CRM is one of the best CRMs for construction companies. Our name is synonymous with integrity, productivity and functionality. That's why we're trusted by thousands of construction companies worldwide—by construction managers, engineers, finance managers and more.

CRM for construction: Frequently asked questions