Manage customers, projects, estimates, contractors, and workforce in one unified CRM platform. Customized to your exact construction workflows with seamless accounting integration.
Construction businesses face unique operational challenges that generic software cannot solve. Managing customers, multiple contractors, subcontractors, vendors, employees, and complex projects simultaneously requires specialized tools designed for the construction industry.
The typical construction technology landscape creates chaos with separate systems that don't communicate:
These disconnected systems create serious business challenges:
Construction-specific CRM software eliminates these inefficiencies by unifying all operations on a single platform designed specifically for the construction industry.
Salesboom delivers a comprehensive construction management solution that integrates customer relationship management, project management, estimating, workforce management, and accounting into one unified platform. Since 2003, we've been building construction-specific solutions that adapt to each client's unique workflows.
When we reference Customer Relationship Management, we use "Customer" holistically to include all stakeholders—internal and external—enabling better information management and collaboration across your entire project ecosystem. Everyone works as one unified team toward the same goals.
Manage all business relationships within the same system using different workflows customized for each relationship type. Track existing customers, staff members, contractors, subcontractors, and vendors with comprehensive contact management that captures every interaction and document exchange.
Generate precise estimates and quotes with built-in calculation engines that handle complex construction pricing scenarios. Our estimating tools have been refined over 20 years of working with construction companies across multiple specialties.
Build custom pricing formulas based on materials, labor rates, equipment costs, overhead factors, profit margins, and any other variables specific to your business. If you can model it in a spreadsheet, we can build it into the system with automatic calculations that eliminate manual math errors.
Apply conditional discounts to quotes, contracts, invoices, and sales orders based on customer tier, project size, payment terms, or seasonal promotions. Set automatic markups for materials, subcontractors, and equipment rentals with approval workflows for exceptions.
Manage complex commission programs for sales staff and project managers with customizable payout schedules. Track commission eligibility based on project milestones, payment collection, or completion criteria. Real-time alerts notify stakeholders when commissions are earned and when payouts are due.
Track every phase of your construction projects with integrated tools for planning, execution, monitoring, and closeout. From initial estimate to final invoice, maintain complete visibility and control over all project activities.
Track opportunities from lead through proposal, manage multiple bid versions, and collaborate with estimators and subcontractors.
Define scope, schedule, resources, and budgets. Assign team members, contractors, and equipment to specific tasks and phases.
Monitor progress, costs, and schedule adherence in real-time. Capture field updates, photos, and documents from mobile devices.
Manage punch lists, final inspections, warranty tracking, and customer acceptance. Archive project documentation for future reference.
Empower your field teams with mobile access to project information, time tracking, and real-time updates. Eliminate paper timesheets and improve accuracy of job costing and payroll processing.
Field technicians and project managers access job details, customer information, task lists, and project documents from smartphones and tablets. Update job status, capture photos, collect signatures, and create service tickets without returning to the office.
Capture accurate time against specific projects, tasks, and cost codes for precise job costing and payroll processing. Mobile time entry ensures workers log hours immediately, improving accuracy and reducing administrative burden.
Connect your construction CRM with existing accounting software, creating a unified data flow from project management through financial reporting. Eliminate duplicate data entry and ensure financial accuracy.
Bidirectional sync with QuickBooks Desktop and Online ensures customer, vendor, item, and transaction data flows seamlessly between systems. Create invoices in the CRM that automatically sync to QuickBooks with proper job costing allocation.
Native integration with Sage 100 and Sage 300 provides real-time financial data visibility within the CRM. Project costs, purchase orders, and accounts payable data inform project management decisions without switching applications.
Full Outlook integration syncs emails, calendar events, contacts, and tasks. Access CRM data directly within Outlook, track email communications automatically, and schedule meetings with full context of customer relationships and project history.
Centralize all construction documents, contracts, permits, plans, and compliance records in one secure, searchable repository. Maintain version control, track expiration dates, and ensure all stakeholders access the most current information.
Store all construction-related documents in organized folders linked to customers, projects, contractors, and vendors. Advanced search capabilities find documents quickly using metadata, full-text search, and flexible filtering options.
With 22+ years of construction software innovation, Salesboom delivers advantages that separate us from generic CRM and project management tools.
Every construction company operates differently. Our platform customizes to your exact workflows, terminology, and business processes through both point-and-click configuration and custom development capabilities.
Customer management, estimating, marketing, field service, Google Maps integration, Outlook 365 synchronization, calendar, tasks, and project management—all in one unified solution, not separate applications patched together.
Two decades of building solutions specifically for construction companies means our platform anticipates construction workflows, terminology, and challenges. Not a generic CRM retrofitted for construction.
We build custom solutions, new features, integrations, and applications as part of our core service offering. If your business has unique requirements, we develop the technology to address them.
Pre-integrated with Sage accounting systems, Microsoft Outlook 365, Google Workspace, QuickBooks, DocuSign, and hundreds of other applications through Zapier connectivity.
All reports export to Excel with one click. Your data remains yours, accessible in standard formats for use in any other application or analysis tool. No vendor lock-in or proprietary data formats.
Discover CRM strategies tailored for the construction supply industry.
Discover MoreConstruction businesses face unique risks that can devastate profitability and reputation. Our platform mitigates these risks through comprehensive tracking, compliance management, and proactive alerts.
Real-time cost tracking against budgets with automated alerts when projects exceed thresholds, preventing cost overruns from becoming disasters.
Automated credential tracking with expiration alerts ensures all contractors maintain required licenses, insurance, and certifications before stepping on job sites.
Centralized document management with revision control prevents outdated plans or specifications from causing costly rework or safety issues.
Automated payment tracking and reminders ensure timely billing and collection, improving cash flow predictability.
Incident tracking, safety inspection workflows, and compliance reporting reduce liability exposure and improve workplace safety culture.
Complete communication history and customer satisfaction tracking enable proactive relationship management preventing small issues from becoming public complaints.
Centralized knowledge base and process documentation preserve institutional knowledge when experienced employees retire or leave.
Change order workflows with approval requirements and cost impact analysis prevent unauthorized project expansions.
Whether you're a small specialty contractor or a growing general contractor managing multiple concurrent projects, Salesboom's platform scales seamlessly from 5 users to enterprise deployments without architectural changes or performance degradation.
Store all construction-related documents in organized folders linked to customers, projects, contractors, and vendors. Advanced search capabilities find documents quickly using metadata, full-text search, and flexible filtering options.
The same platform that serves a 10-person specialty contractor also powers 500+ user general contractors managing hundreds of concurrent projects across multiple regions.
Transform disconnected systems into a unified construction management platform customized for your exact workflows. Get started with our Fast Track implementation program and expert professional services team.
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