Complete CRM Solution Built for Construction Companies

Manage leads, projects, subcontractors, and budgets seamlessly. From first contact to final inspection, unify your entire construction operation on one powerful platform.

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22+
Years Serving Construction
3,500+
Businesses Worldwide
159
Countries Served
24/7
Expert Support

The Complex Challenges Facing Construction Companies Today

Building construction companies operate in one of the most complex business environments, juggling multiple projects, teams, subcontractors, and stakeholders simultaneously. Traditional management approaches using spreadsheets, disconnected software, and manual processes create chaos that costs time, money, and customer satisfaction.

Operational Challenges

The challenges are severe and interconnected:

  • Tracking leads from multiple sources while managing lengthy sales cycles
  • Coordinating simultaneous projects with different timelines and budgets
  • Managing subcontractors, materials, permits, and inspections without missing deadlines
  • Handling change orders while maintaining accurate pricing and client communication
  • Maintaining document control across contracts, permits, blueprints, and specifications
  • Ensuring effective communication among teams, subcontractors, clients, and suppliers

The Cost of Disconnected Systems

Without integration, construction companies face:

  • Missed opportunities from poor lead tracking and follow-up
  • Project delays caused by poor coordination and communication
  • Cost overruns from inaccurate budgeting and expense tracking
  • Frustrated clients due to lack of transparency and responsiveness
  • Lost profitability from uncaptured change orders
  • Difficulty scaling operations with manual processes
  • Inability to make data-driven decisions without integrated reporting

Holistic CRM and Project Management for Construction

Salesboom delivers a comprehensive construction management platform that integrates CRM, project management, and back-office operations into one unified system. Purpose-built for residential and commercial construction companies, the platform eliminates data silos and streamlines every phase of the construction lifecycle.

The Integrated Approach

Our platform connects critical business functions:

  • Lead capture and sales pipeline management with project execution
  • Subcontractor coordination with scheduling and task management
  • Materials ordering with inventory control and budget tracking
  • Change order management with pricing and client approvals
  • Document storage with version control and stakeholder access
  • Time tracking with labor cost allocation and payroll
  • Project financials with accounting system integration

Real-Time Visibility

Benefits of unified construction management:

  • Single source of truth for all project information
  • Elimination of duplicate data entry across systems
  • Real-time visibility into project status and financials
  • Improved coordination between office and field teams
  • Reduced errors from manual data transfer
  • Faster decision-making with accurate, current information
  • Nothing falls through the cracks with automated workflows

Powerful CRM Tools for Construction Sales

Win more projects and grow your construction business with CRM capabilities designed specifically for the building industry's unique sales cycle.

Lead Management

Capture leads automatically from your website, referrals, trade shows, and other sources.

  • Automatic lead capture from web forms and email
  • Lead source tracking for ROI analysis
  • Lead scoring based on project criteria
  • Automated follow-up reminders
  • Lead assignment routing rules
  • Complete interaction history

Sales Pipeline

Visualize your entire sales pipeline with drag-and-drop kanban boards.

  • Customizable sales stages
  • Weighted revenue forecasting
  • Win/loss analysis
  • Sales activity tracking
  • Team performance dashboards
  • Bottleneck identification

Quoting & Estimating

Generate professional, accurate quotes and estimates directly within the CRM.

  • Pre-built cost templates
  • Line-item detail with markups
  • Multiple estimate versions
  • Professional PDF generation
  • Electronic signature capability
  • One-click conversion to project

Comprehensive Project Management for On-Time, On-Budget Delivery

Salesboom's construction project management tools provide the control and visibility needed to deliver projects successfully while maintaining profitability.

Task Management and Assignment

Break projects into manageable tasks, assign responsibilities, set deadlines, and track progress. Team members receive notifications and updates automatically.

Task Management Includes:

  • Task creation with descriptions, priorities, and deadlines
  • Assignment to internal team members or subcontractors
  • Checklist items for multi-step tasks
  • File attachments for specifications and instructions
  • Comment threads for task-specific communication
  • Status updates visible to project managers in real-time
  • Completion percentage tracking for partial progress

Project Planning and Scheduling

Create detailed project schedules with task dependencies, milestones, and critical path visibility. Gantt charts and calendar views help you coordinate activities and allocate resources efficiently.

Planning Features:

  • Template-based project creation for faster setup
  • Task dependencies and predecessor relationships
  • Milestone tracking for key project phases
  • Resource allocation and workload balancing
  • Schedule conflict alerts when resources are overbooked
  • Baseline comparison to track schedule variance
  • Mobile access for on-site schedule updates

Budgeting and Cost Control

Monitor project costs in real-time, comparing actual spending against budgets. Track labor hours, material costs, subcontractor invoices, and equipment rentals to protect your margins.

Cost Control Features:

  • Budget creation from estimates with category breakdowns
  • Real-time cost tracking as expenses are recorded
  • Budget versus actual reporting with variance analysis
  • Cost allocation by project phase or work breakdown structure
  • Committed cost tracking for purchase orders and subcontracts
  • Profit margin monitoring with alerts for at-risk projects
  • Change order impact on budget and timeline
Construction budget and cost control dashboard

Streamlined Subcontractor Coordination

Managing subcontractors effectively is critical to construction project success. Salesboom centralizes subcontractor information, contracts, scheduling, and performance tracking.

Comprehensive Subcontractor Database

  • Centralized database of subcontractor contacts, licenses, and insurance
  • Contract management with document storage and renewal reminders
  • Work assignment and scheduling integrated with project timelines
  • Performance tracking including on-time completion and quality ratings
  • Communication logs showing all interactions and agreements

Performance Tracking & Compliance

  • Invoice tracking and payment history
  • Compliance monitoring for insurance, licenses, and certifications
  • Preferred vendor lists based on performance history
  • Subcontractor portal for bid invitations and work updates
  • Mobile notifications for schedule changes and job updates

Efficient Change Order Processing

Construction projects inevitably require changes. Salesboom makes change order management transparent, accurate, and efficient, protecting both your profitability and client relationships.

Request & Analysis

Change requests are captured and analyzed for cost and schedule impact before presentation to clients.

Automated Pricing

Calculate pricing automatically based on cost factors and markup rules, ensuring accurate and consistent pricing.

Approval Workflow

Multi-stakeholder approval workflows with electronic signatures speed up the approval process.

The Salesboom Advantage for Construction Companies

With 22+ years serving the construction industry, Salesboom understands your unique challenges and delivers advantages that separate us from generic software.

True Unified Platform

Single integrated system for CRM, project management, and back-office operations—no separate applications, no data synchronization issues, complete information flow from lead to closeout.

Construction-Specific

Purpose-built features for construction including subcontractor management, change orders, job costing, and retention tracking—not generic tools adapted for construction.

Scalability for Growth

Platform grows from small contractors to large commercial builders without requiring reimplementation—add users, projects, and functionality as you expand.

Transparent Pricing

Predictable monthly costs starting at $14/user with no hidden fees, no vendor lock-in, and no surprise charges as you grow.

Expert Support

Construction industry specialists provide support and training—not scripted call centers, but experts who understand your business.

Proven Track Record

3,500+ businesses across 159 countries trust Salesboom, including hundreds of successful construction companies managing thousands of projects.

Track What Matters with Construction-Specific KPIs

Salesboom helps you monitor the metrics that determine construction business success. Built-in dashboards and reports track the KPIs that matter most.

Sales Pipeline Conversion Rate

Measure the percentage of estimates that become signed contracts, identifying opportunities to improve your close rate.

Quoting Accuracy

Show variance between initial estimates and final project costs, improving future estimating precision.

Project Completion Rate

Track percentage of projects delivered on-time and within budget, demonstrating operational excellence.

Customer Satisfaction

Measure through surveys, referral rates, and repeat business to ensure client delight.

Change Order Volume

Monitor change order impact on project profitability and identify patterns for future improvement.

Project Profitability

Analyze margin by project type and size, focusing resources on most profitable work.

Subcontractor Performance

Track on-time completion and quality ratings to build preferred vendor lists.

Schedule Variance

Identify projects ahead or behind schedule, enabling proactive management.

Cost Variance

Highlight projects over or under budget, protecting profitability.

Labor Productivity

Measure output per labor hour by trade, optimizing crew efficiency.

Resource Utilization

Track billable versus non-billable time, maximizing revenue generation.

Cash Flow Metrics

Monitor days sales outstanding and work-in-progress for financial health.

Ready to Transform Your Construction Operations?

See how Salesboom's integrated CRM and project management platform can streamline your construction business. Schedule a personalized demo to discover how we help builders deliver projects on-time, on-budget, and profitably.

Construction & Supply Case Studies

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