CRM for Construction & Contractors
Win more bids, manage client relationships, and keep projects on track from estimate to final walkthrough
A workflow to start with
From an inquiry to an estimate follow-up
Use a project inquiry to plan the contact records, staff handoff, and follow-up you need.
Configure and test this workflow for your business before turning on messages or reminders.
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Capture the inquiry
Collect basic contact details and the request in a form. Assign a person to review it.
Explore forms and lead capture -
Track the proposal
Use stages that show whether a conversation is planned, a proposal is sent, or a decision is pending.
Explore contacts and pipelines -
Follow up after staff review
Configure a reminder after the proposal is sent. Stop on reply so a person can answer questions.
Explore follow-up workflows
Where SMBcrm fits
Use SMBcrm for bid inquiries and estimate follow-up. Keep takeoffs, project schedules, site safety, subcontractors, and job costing in your construction tools.
Before turning it on
Have the project owner check scope and bid status. A pipeline stage does not approve the estimate or authorize work.
Plan the setup and checksSee the CRM screens behind the steps
The product tour shows an estimate-follow-up sequence. Adapt the records and handoffs to the process your team has approved.
Challenges in Construction
These common pain points hold construction businesses back from growing. SMBcrm was built to solve them.
Estimates That Disappear
You spend hours creating detailed estimates only for prospects to go silent. Without structured follow-up, you lose jobs to the contractor who stayed in touch.
Client Communication Chaos
Project updates scattered across texts, emails, and phone calls create confusion. Clients feel out of the loop and trust erodes before the project even finishes.
Referral Revenue Left on the Table
Satisfied homeowners are your best lead source, but without a system to ask for referrals and reviews after project completion, that pipeline stays dry.
How SMBcrm Solves It
Purpose-built tools for construction businesses to automate, engage, and grow.
Bid & Estimate Pipeline
Track every bid from initial inquiry through proposal, follow-up, and signed contract with visual pipeline boards built for construction workflows.
Explore contacts and pipelinesAutomated Estimate Follow-Ups
Send timely follow-up texts and emails after sending estimates so prospects don't forget about you -- without your team lifting a finger.
Explore follow-up workflowsClient Update Sequences
Keep clients informed with automated project milestone updates, schedule reminders, and completion notifications that build trust throughout the job.
Post-Project Review Requests
Automatically request Google reviews and referrals after project completion to turn every finished job into your next lead source.
Lead Capture & Qualification
Capture leads from your website, Google ads, and social media with forms that qualify prospects by project type, budget, and timeline.
Explore forms and lead captureMeasurable Impact for Construction
Of calls to small businesses go unanswered — missed-call text-back wins them back
Source: 411 Locals study
More likely to qualify a lead when you respond within 5 minutes
Source: MIT/InsideSales Lead Response Study
Built for Construction Businesses
SMBcrm works for a wide range of construction businesses, from solo practitioners to multi-location organizations.
Ready to win more bids and grow your construction business?
See how SMBcrm helps your construction business capture more leads, automate communications, and grow revenue — backed by a 60-day money-back guarantee.
60-day money-back guarantee
Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.
No setup fees
Plan your setup with training and support
Cancel anytime
No long-term contracts, stay because you want to