CRM.Construction
crm.construction
What it is
CRM.Construction manages construction leads, estimates, invoices, payments, service work and project records. Its visual pipeline tracks opportunities by probability and value, with follow-up reminders and win/loss analysis. Users can create estimates and invoices with line items, quantities, tax calculations and discounts, then produce PDFs and email them. Clients can use a portal to check project status, download documents and pay invoices through Stripe; payment status and history are recorded in the CRM. Service tools cover requests, appointments, technician dispatch and recurring maintenance. Project records include status, priority, budget, timeline, calendars, schedules and deadlines. The product also offers document attachments, cloud storage and dashboards for pipeline analytics, revenue, conversion rates and team performance. It runs on web, Android and iOS. The maker describes its mobile-first PWA as supporting offline access with later syncing. Professional costs $99 a month and includes unlimited users, contacts, companies and projects. A 14-day free trial is available without a credit card; there is no free plan.
Spec sheet
- Purpose
- CRM.Construction manages construction leads, proposals, invoices, payments, and client access to projects.Read 8 Oct 2026 · support.construction
- Intended users
- The maker lists general contractors, subcontractors, remodelers, specialty trades, service companies, and suppliers as intended users.Read 8 Oct 2026 · support.construction
- Trial
- The maker offers a 14-day free trial without requiring a credit card and says users can cancel anytime.Read 8 Oct 2026 · support.construction
- Backups and uptime
- The maker states that data is backed up daily and the service has 99.9% uptime.Read 8 Oct 2026 · support.construction
- Client portal
- Clients can log in to view project status, download contracts and documents, and pay invoices.Read 8 Oct 2026 · support.construction
- Documents and reporting
- It supports document attachments and cloud storage, plus dashboards for pipeline analytics, revenue, conversion rates, and team performance.Read 8 Oct 2026 · support.construction
- Estimates and invoices
- Users can create estimates and invoices with line items, quantities, tax calculations, and discounts, then generate PDFs and email them.Read 8 Oct 2026 · support.construction
- Integration
- The feature page names Stripe for online payments and email sending from company, contact, or project pages; it does not list other CRM integrations there.Read 8 Oct 2026 · support.construction
- Offline and mobile use
- The maker says the mobile-first PWA works on phones and tablets, supports offline access that syncs when connected, and can be added to a device home screen.Read 8 Oct 2026 · support.construction
- Payments
- Clients can pay invoices through the portal using Stripe, with payment status and history tracked in the CRM.Read 8 Oct 2026 · support.construction
- Project tracking
- Project records include status, priority, budget, timeline, calendar views, scheduling, and deadlines.Read 8 Oct 2026 · support.construction
- Sales pipeline
- Its visual drag-and-drop pipeline tracks opportunities with probability, value, follow-up reminders, and win/loss analysis.Read 8 Oct 2026 · support.construction
- Service work
- The product tracks service requests, schedules appointments, dispatches technicians, and manages recurring maintenance.Read 8 Oct 2026 · support.construction
- Setup and support resources
- The maker says users can import contacts by CSV and provides a video training library with getting-started guides and feature walkthroughs.Read 8 Oct 2026 · support.construction
Plans and prices
Strong points and limits
Strong points
- Tracks opportunities, reminders, probability and outcomes
- Estimates and invoices include tax and discount calculations
- Client portal supports project access and Stripe payments
- Offline mobile access syncs when connected
- Professional includes unlimited users and projects
Limits
- No free plan
- Professional costs $99 a month
- Pipeline customization is basic
Who it suits
It suits general contractors, subcontractors, remodelers, specialty trades, service companies and suppliers managing sales and project activity. Teams needing mobile access, client self-service or service scheduling may find its listed tools relevant.
Verdict
CRM.Construction combines construction sales, project, service and billing workflows with a client portal. The paid Professional plan is $99 a month, with a 14-day trial and no free tier.
Where Specifiction places it
- Construction CRM Software#7 of 418.0