Best Construction CRM Software for Freelancers - Page 3

Knowify is a powerful job costing and project management tool for residential remodelers and commercial subcontractors. Knowify is accessible from anywhere and anytime. It offers a variety of tools that can be used to estimate and cost jobs, as well as service work tracking, scheduling, billing, and time tracking. Knowify helps you to grow your business.

Project-SalesAchiever stands out as the top CRM software tailored for the construction sector, offering a cloud-based platform that streamlines the intricate sales processes associated with construction projects. This comprehensive tool integrates key CRM functionalities with effective management features for activities and project leads, enabling teams to optimize their performance and attain superior business results. With versatile deployment options, Project-SalesAchiever is accessible both in the cloud and on local servers, ensuring that users can connect through their smartphones or tablets, making it a flexible choice for modern teams. This adaptability enhances collaboration and efficiency in managing construction-related sales activities.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

InterAcct InterAcct Software Pty Ltd, an Australian company that develops integrated accounting and business software systems under the name InterAcct. It was established in 1983 and remains a small business that focuses on providing a personal level of service to its customers. In 1990, they were awarded the prestigious Australian Small Business Award. This was in recognition of their marketing success and ability to tailor systems to suit customer needs. InterAcct believes that they sell (in part), a "problem". It is not a problem that the software won't work properly, but rather a problem that the software must be properly implemented in a business to reap the full benefits. InterAcct is not just a "sell and forget" company. They have developed training techniques that enable their customers to fully utilize the most advanced accounting and management software in the world.

Twenty20 is the first fully-featured ERP solution that contractors of all sizes can use. It is 100% customizable to meet your needs. Twenty20 is easy to learn, easy to set up, and easy to use. Modules include: -Accounting - Project Management Document Management - Estimating - Scheduling Service Management and Work Order Management - Equipment & Fleet Management Management - Human Resource Management - Leave Management Time and Attendance Tracking - Expense Report Management - Sales and CRM Our ideal customer is a contractor who has multiple systems for managing their business and is looking for ONE solution that is fully integrated and customizable to meet their specific needs.

The creators of SmartContractor software bring over three decades of experience in both the construction and software sectors. Having encountered a wide range of challenges, we possess a deep understanding of the issues you face. Furthermore, we collaborate closely with construction experts who utilize SmartContractor daily, continually refining and enhancing the software to align with your requirements. This integrated software solution encompasses construction estimating, accounting, and project management, specifically tailored for small to medium-sized construction firms. The integration means that data only needs to be entered once; information input in one area is accessible throughout the entire system. The details you provide in a job estimate serve as the foundation for everything SmartContractor undertakes, highlighting the essence of what we refer to as “integrated” construction estimating software. By entering the data a single time, you can seamlessly apply it across all functionalities of the program, making your workflow more efficient and streamlined. This approach not only saves time but also enhances accuracy across the board.

SalesBuilder Plus is a comprehensive CRM software designed specifically for home builders and contractors who aim to optimize their sales processes, marketing strategies, buyer management, and customer service, ultimately leading to increased sales and satisfied clients who refer others. This application can be acquired as an independent program or as a component of the Plus Series, which encompasses a full range of integrated solutions including CRM, Estimating, Scheduling, and Job Cost Accounting software. Additionally, users have the flexibility to choose between monthly hosting options or purchasing the software for self-hosting. For further information regarding pricing, please do not hesitate to reach out or request a quote. By investing in SalesBuilder Plus, businesses can enhance their operational efficiency and client satisfaction significantly.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

Realx ERP is the cloud-based application that helps your organization to optimize the business process & improve the staff accountability through work assignment tracking. It is highly customizable, affordable, self-serviceable, easily-integrated,superior customer support and easily reportable,hassle-free and with shortest implementation time.

Marketing automation and state of the art communication tools can help you increase sales. GoCRM is the only customer-relationship management solution that combines powerful sales and marketing features. This allows you to build a robust platform that will support scalable business growth, streamline sales processes, and improve the customer experience. You can automatically import leads from hundreds online and offline sources with all relevant attribution data, such as source, channel, campaign, and channel. You can keep track of all leads and their progress with a specialized toolkit that includes Zapier, call tracking, website tracking, Zapier and CSV import. You have the option to either distribute leads manually or randomly assign them your team. Advanced workflows allow team members to automatically receive and follow-up on leads via their personal VoIP phone or email.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Enhance profitability with TriBuild’s contractor software, a user-friendly web-based and mobile solution for managing construction projects at your convenience. Consolidate your RFIs, Submittals, Change Orders, Documents, Drawings, and updates related to field issues or delays into a single, coherent, and efficient platform. This contractor software is thoughtfully crafted to facilitate collaboration, documentation, and reporting with ease and precision. Our dedicated training and support team, composed of seasoned project managers and customer care professionals, is available daily to ensure you maximize the benefits of your TriBuild software subscription. We are committed to providing you with the tools and guidance you need to achieve success in your projects. Our goal is to empower you through streamlined processes and exceptional support.

RedTeam is a complete construction project management software. RedTeam is a construction management software designed by contractors for contractors. It comes with a wealth o tools that enable teams to deliver the best possible building experience for clients and key stakeholders. It covers all aspects of business development, project management, financials and closeout.

BSI CRM provides a comprehensive 360° perspective on your customers, accessible at any moment across all departments and interactions. Its modular design, extensive configurability, and open technology make it a standout choice, garnering accolades from both industry experts and satisfied clients. The greatest satisfaction for us comes from the positive feedback of our users, as we have been passionate about CRM solutions for nearly 25 years. Currently in its 16th generation, BSI CRM benefits from advanced platform capabilities and innovative development practices. For organizations with intricate requirements, particularly large enterprises, we are the ideal partner. Our extensive ecosystem and numerous standard interfaces showcase our expertise, reflected in favorable total cost of ownership (TCO) metrics. Regardless of whether you operate in B2B, B2C, or B2B2C sectors, BSI CRM is designed to seamlessly integrate with your business model, workflows, and IT infrastructure, ensuring it aligns with your needs rather than forcing a change. Our commitment to adapting to your unique circumstances sets us apart in the CRM landscape.

Effortlessly manage notes, schedule appointments, and automatically track leads. Utilize our Mailparser integration to ensure leads are entered without manual effort. New clients have the flexibility to schedule appointments either online or by phone, with seamless syncing to Google Calendar. Once set up, any new appointments will automatically synchronize. Impress your clients with professional custom proposals, as Cork simplifies the process of creating comprehensive proposals. During an estimate, just fill in the required fields and send it directly to the client via email. Clients have the option to sign contracts immediately or later through email correspondence. Collecting electronic signatures is convenient, as it can be done using a phone, laptop, or tablet. When paired with our online payment functionality, estimators can avoid the hassle of making a second trip to the site. Stay organized with our integrated job scheduling feature, allowing you to set start and end dates while assigning crews. This way, your crews can easily see their assignments and know where they need to be at all times. Furthermore, this system enhances overall efficiency, ensuring that no appointments or tasks are overlooked.

We recognize the requirements of businesses and offer consultancy services that align with our clients' perspectives to foster improved business solutions and ensure customer loyalty. Our Customer Relationship and Workflow Management system, tailored for small to medium enterprises, is designed with features that allow you to assess the success of your marketing initiatives, boost customer satisfaction, facilitate quick after-sales support, and allocate more resources toward strategic growth. BinCRM integrates technology, processes, systems, and personnel to enhance the interactions between your organization and its customers. This CRM solution allows for swift and straightforward access to essential customer information. With BinCRM, this information is transformed into actionable insights, facilitating informed decision-making and ensuring the highest levels of customer satisfaction. Ultimately, this leads to a significant boost in both productivity and revenue for your business. By utilizing such a comprehensive system, organizations can stay ahead of the competition and adapt to ever-changing market demands.

Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages. We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.

Vogueboard's cloud-based B2B eCommerce platform connects motivated buyers with building material suppliers for increased online visibility, client engagement and sales opportunities. Vogueboard users have immediate access to the tools they need to attract new customers, build relationships, and digitize the entire B2B transaction process for a paperless experience. Vogueboard's SaaS technology makes it easy to manage and download inconvenient hardware installations. Automate your sales processes to create a price list for building materials, manage product data, and process orders. Your digital storefront will allow customers to browse your merchandise and make purchases. This will help you capitalize on online sales opportunities. Our intuitive CRM is specifically designed for builders and distributors of building material. It helps you build and manage customer relationships.

BasisBoard revolutionizes bid tracking by eliminating the need for data entry, specifically designed for subcontractors and material suppliers to manage all their bids collaboratively in a single workspace. It serves a broad spectrum of users, from small family-run businesses to major corporations, enhancing the bidding process for estimating teams of varying sizes. Are you still relying on spreadsheets to keep track of bid invitations? With general contractors inundating you with invites from platforms like iSQFT, BuildingConnected, and Procore, our bid board seamlessly integrates with your email, automatically identifying bid invite messages and transferring crucial details—such as deadlines, participants, and addenda—into an organized dashboard with no manual data input required. This means you can access all your bid invitations in one centralized location, streamlining your workflow. BasisBoard's intelligent system sorts these emails into actionable opportunities, making the interface user-friendly and efficient. The shift towards online bid boards represents the future of bidding, as many subcontractors currently squander significant time on repetitive administrative duties. By transitioning to this automated solution, you can ensure that no job opportunities are overlooked, thereby optimizing your bidding strategy.

Texada Software will help you manage your Heavy Equipment Rental and Dealership Management. Texada Software is a comprehensive heavy equipment management solution that bridges seamlessly your sales, rental, and service divisions. Get a 360-degree overview of your business and gain clear insights into the customer journey to optimize your business performance. Connect your teams with integrated solutions designed and developed by industry veterans that understand the independent needs and holistic needs of heavy machinery sales, service and rental organizations. Smart solutions for equipment dealers can help them increase sales, attract new customers and manage the entire customer relationship.

Jobba's roofing software goes beyond software. It's a powerful platform for roofing technology that helps commercial and community roofers to generate new business, strengthen customer relationships, and save valuable times by automating manual processes.

Amidst the ongoing labor shortage, enhancing efficiency stands out as the optimal method for boosting profit margins. We have crafted three targeted feature sets designed to ensure your business remains efficient and outshines competitors. Anticipate your workforce requirements to attract and retain the ideal talent precisely when needed. Collaborate seamlessly by sharing real-time notes and files. Automate task management to maintain team alignment. Strategically bid to gain a competitive advantage and enhance your profit margins. As competition intensifies, it’s increasingly crucial to operate with maximum efficiency. Contractors nationwide utilize Thunderbolt Pipeline to refine daily operations, forecast labor needs, collaborate in real-time, and maximize profit margins on every project. With effortless integration into popular platforms like Online Plan Service and Procore, you can hit the ground running. Take advantage of Thunderbolt Pipeline through our extensive network of trusted partners across the country. This is your chance to elevate workforce management to unprecedented levels!

Transform that cluttered drawer filled with product manuals and various paper documents into a sleek, digital profile for your homeowners! With AxisPointe’s HomeProfile system, you can effortlessly share, organize, and manage all your essential construction documents, ultimately saving both time and money. The information can be accessed online, or you can even design a personalized printed binder or booklet for your clients. HomeProfile simplifies the process of compiling and distributing all the necessary details your customers should know about their new homes. You have the power to select which documents are shared with the homeowner while keeping certain files securely stored in HomeProfile for liability protection. Additionally, templates make it straightforward to replicate documents, and the product library is rich with digital files such as warranties, usage instructions, and other valuable manufacturer information. By utilizing this system, you can enhance your clients' experience and ensure they have all the resources they need at their fingertips.

COINS Construction Cloud enterprise software is for the construction industry. It includes contracting, home-building and property development. COINS provides a complete range of mobile and desktop applications for managing opportunities, construction, supply chain, operations and projects, accounting and financials as well as asses, human capital, customer service, and customer care. It can be used by any trade or division of construction, from MEP to general to industry. COINS works with its customers to win and perform work, manage projects, maximize job profitability, improve employee performance, eliminate inefficient processes, control cash flow, and manage overall company financial performance. COINS supports more than 62,000 users across 21 countries, with its headquarters in the UK, and offices in the US and Ireland, Australia, and Dubai.

We provide innovative software solutions designed to effectively manage customer relationships and all related activities. This software is particularly beneficial for construction firms and is currently utilized by more than 5,000 companies. We pride ourselves on offering competitive pricing along with robust security measures. The software can be tailored to meet individual user requirements, allowing you to concentrate on your tasks without worrying about data management. While CRM systems enhance overall business profitability by prioritizing customer needs, ERP systems streamline business operations. MELCRM has evolved to align with contemporary business demands and incorporates a modern perspective in its design. Our company specializes in delivering comprehensive technology solutions and business process outsourcing services. Additionally, ERP systems enable the swift exchange of standardized information across various departments, ensuring seamless communication and efficiency. This dual focus on technology and service empowers businesses to thrive in today's competitive landscape.