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Top Sales Pipeline Management Tools for General Contractors of 2026 - 9 Products Analyzed

Albert Richer
Curated by :
Albert Richer
Updated Jan 17, 2026

For more options, view the complete software list in our Sales Pipeline Management Tools section.

Sales Pipeline Management Tools for General Contractors
Albert Richer

Discovering the Top Sales Pipeline Management Tools for General Contractors: What Research Suggests Market research shows that general contractors face unique challenges in managing their sales pipelines, and the right tools can make all the difference. Analysis of thousands of customer reviews indicates that tools like Buildertrend and CoConstruct frequently stand out for their user-friendly interfaces and robust features designed specifically for construction professionals. In fact, industry reports show that Buildertrend often receives high marks for customer satisfaction, largely due to its ability to integrate project management with sales processes. But why does everyone think you need to spend a fortune on software? Research suggests that while premium options may offer advanced features, many users report that budget-friendly tools like JobNimbus also deliver solid performance without breaking the bank. For contractors needing to juggle multiple projects, the flexibility and scalability of these platforms can be a game changer. Discovering the Top Sales Pipeline Management Tools for General Contractors: What Research Suggests Market research shows that general contractors face unique challenges in managing their sales pipelines, and the right tools can make all the difference.

Similar Categories
1
Expert Score
9.8 / 10
730
73
AI-DRIVEN INSIGHTS
CUSTOMIZABLE FEATURES
1
Pipedrive Sales CRM
9.8

Pipedrive Sales CRM

Pipedrive Sales CRM
View Website
Pipedrive is a perfect fit for general contractors who need a robust sales pipeline management tool. With its ability to track sales, manage deals, and automate processes, it addresses the key needs of the industry - efficiency, organization, and clear oversight.
Pipedrive is a perfect fit for general contractors who need a robust sales pipeline management tool. With its ability to track sales, manage deals, and automate processes, it addresses the key needs of the industry - efficiency, organization, and clear oversight.
AI-DRIVEN INSIGHTS
CUSTOMIZABLE FEATURES

Best for teams that are

  • Sales-focused teams needing a highly visual, intuitive pipeline
  • Small to mid-sized firms prioritizing ease of use over complexity
  • Contractors who want to customize sales stages without coding

Skip if

  • Firms needing built-in construction project management tools
  • Large enterprises requiring custom objects and complex data models
  • Businesses needing advanced marketing automation out of the box

Expert Take

Our analysis shows Pipedrive excels by strictly adhering to a 'sales-first' philosophy, avoiding the bloat of generic ERPs. Research indicates its visual pipeline and drag-and-drop interface significantly reduce onboarding time for sales teams. Based on documented security certifications like SOC 2 and ISO 27001, it offers enterprise-grade protection accessible to SMBs. While it requires add-ons for full marketing functionality, its core focus on deal velocity makes it a top-tier choice for pure sales organizations.

Pros

  • Intuitive visual pipeline management
  • SOC 2 & ISO 27001 certified
  • 400+ native marketplace integrations
  • Highly rated mobile application
  • AI-powered sales assistant tools

Cons

  • No permanent free plan available
  • Add-ons significantly increase cost
  • Limited native marketing automation
  • Reporting basic in lower tiers
  • Support response times vary
2
Expert Score
9.7 / 10
669
142
STREAMLINED SALES
BUDGET-FRIENDLY
2
Housecall Pro Sales Pipeline
9.7

Housecall Pro Sales Pipeline

Housecall Pro Sales Pipeline
View Website
Housecall Pro's Sales Pipeline Management Software is specifically designed for contractors. It efficiently tracks leads, automates follow-ups and enhances job-winning potential by providing a streamlined sales pipeline. It caters to contractors' unique needs by simplifying complex sales processes and offering easy-to-use automation tools.
Housecall Pro's Sales Pipeline Management Software is specifically designed for contractors. It efficiently tracks leads, automates follow-ups and enhances job-winning potential by providing a streamlined sales pipeline. It caters to contractors' unique needs by simplifying complex sales processes and offering easy-to-use automation tools.
STREAMLINED SALES
BUDGET-FRIENDLY

Best for teams that are

  • Residential service businesses like HVAC, plumbing, and electrical
  • Small contractors needing integrated scheduling and dispatching
  • Teams wanting a mobile-first solution for field technicians

Skip if

  • Commercial general contractors managing large-scale projects
  • Firms focused solely on pre-construction bidding and sales
  • Businesses that do not perform service or maintenance work

Expert Take

Our analysis shows that Housecall Pro's Sales Pipeline stands out for its visual, drag-and-drop interface that simplifies complex sales processes for field technicians. Research indicates that the integration of 'Good, Better, Best' proposal options directly into the mobile workflow significantly aids in upselling on the job site. Furthermore, the automated follow-up features address a critical gap in the home service industry, ensuring leads are nurtured without manual administrative effort.

Pros

  • Visual drag-and-drop pipeline dashboard
  • Automated lead follow-up sequences
  • Full mobile app sales functionality
  • Integrated 'Good, Better, Best' proposals
  • Smart recommendations for lead nurturing

Cons

  • Pipeline often requires paid add-on
  • Sales Proposal Tool costs extra ($40/mo)
  • Limited workflow customization options
  • Support primarily chat-based
  • Can get expensive for small teams
3
Expert Score
9.7 / 10
498
139
3
TrebleHook CRM
9.7

TrebleHook CRM

TrebleHook CRM
View Website
TrebleHook is a CRM specifically designed for general contractors, leveraging the power of Salesforce to manage pursuits, subs, clients, and financials in one centralized platform. It addresses the industry's need for efficient pipeline management, streamlined communication, and comprehensive financial oversight.
TrebleHook is a CRM specifically designed for general contractors, leveraging the power of Salesforce to manage pursuits, subs, clients, and financials in one centralized platform. It addresses the industry's need for efficient pipeline management, streamlined communication, and comprehensive financial oversight.

Best for teams that are

  • Commercial GCs and AEC firms managing complex project pursuits
  • Firms wanting Salesforce power pre-configured for construction
  • Teams needing to track long sales cycles and relationships

Skip if

  • Small residential contractors with simple sales processes
  • Firms with low budgets looking to avoid Salesforce licensing costs
  • Businesses focused on short-cycle service work

Expert Take

Our analysis shows TrebleHook effectively bridges the gap between the power of Salesforce and the specific needs of the AEC industry. By building directly on the Salesforce platform, it inherits enterprise-grade security (SOC 2, AES-256) and ecosystem extensibility while delivering purpose-built workflows for project pursuits that generic CRMs lack. Research indicates it solves the 'clunky' adoption issues of competitors like Cosential by offering a streamlined, 30-day implementation process and deep integrations with industry standards like Procore and OpenAsset.

Pros

  • Built on Salesforce with enterprise-grade security
  • Deep bi-directional integration with Procore
  • Rapid 30-day implementation timeline
  • Specialized for AEC project pursuits
  • Managed admin services available

Cons

  • Mandatory one-time implementation fee
  • Pricing requires demo/contact vendor
  • OpenAsset integration lacks thumbnail previews
  • Confusing pricing data on AppExchange
  • Relatively low review volume (approx 47)
4
Expert Score
9.6 / 10
742
139
FORECASTING PRO
4
Pipeline CRM
9.6

Pipeline CRM

Pipeline CRM
View Website
Pipeline CRM is tailor-made for general contractors as it allows for seamless sales tracking, efficient project management, and robust sales forecasting. Its cloud-based setup and easy integrations make it an ideal choice for contractors looking to streamline their sales processes and improve efficiency.
Pipeline CRM is tailor-made for general contractors as it allows for seamless sales tracking, efficient project management, and robust sales forecasting. Its cloud-based setup and easy integrations make it an ideal choice for contractors looking to streamline their sales processes and improve efficiency.
FORECASTING PRO

Best for teams that are

  • Small general contractors focused on bid management and sales
  • Teams needing a simple, visual tool to track leads and deals
  • Contractors who want an affordable, sales-focused solution

Skip if

  • Contractors needing built-in job tracking or field coordination
  • Large firms requiring complex automation or enterprise features
  • Businesses looking for invoicing and post-sale project management

Expert Take

Our analysis shows Pipeline CRM distinguishes itself in the crowded SMB market through its commitment to support and security. Unlike many competitors that tier their support, Pipeline CRM offers unlimited phone, chat, and email assistance to every user, which is a significant value add. Furthermore, maintaining SOC 2 Type 2 compliance provides enterprise-grade peace of mind for small businesses. While the entry-level deal limits are a tradeoff, the platform's focus on visual simplicity and robust core features makes it a reliable choice for sales-focused teams.

Pros

  • Unlimited support (phone/chat/email) on all plans
  • Unlimited file storage for all users
  • SOC 2 Type 2 security certification
  • Intuitive, visual sales pipeline interface
  • Quick setup and ease of use

Cons

  • Strict 250 active deal limit on Start plan
  • Only 1 sales pipeline on Start plan
  • Email sequences reserved for highest tier
  • Limited automation on entry-level plans
  • Mobile app has mixed historical ratings
5
Expert Score
9.5 / 10
639
47
24/7 SUPPORT
5
NetHunt Construction CRM
9.5

NetHunt Construction CRM

NetHunt Construction CRM
View Website
NetHunt is a robust Construction CRM specifically designed for contractors to manage projects, budgets, and teams efficiently. It addresses the industry's needs by providing a centralized system for tracking job progress, interacting with clients, and making data-driven decisions.
NetHunt is a robust Construction CRM specifically designed for contractors to manage projects, budgets, and teams efficiently. It addresses the industry's needs by providing a centralized system for tracking job progress, interacting with clients, and making data-driven decisions.
24/7 SUPPORT

Best for teams that are

  • Small contractors heavily reliant on Google Workspace and Gmail
  • Teams needing an affordable, customizable CRM inside their inbox
  • Businesses wanting to automate workflows directly from email

Skip if

  • Firms needing deep construction bid management features
  • Companies that do not use Google Workspace or Gmail
  • Large enterprises requiring complex project management tools

Expert Take

Our analysis shows that NetHunt Construction CRM uniquely bridges the gap between simple email management and complex project tracking. Research indicates it is particularly effective for teams already embedded in the Google Workspace ecosystem, allowing them to manage bids and projects without leaving their inbox. Based on documented features, its ability to customize pipelines for construction phases—from initial inquiry to post-construction—offers a flexible alternative to rigid, heavy ERP systems.

Pros

  • Seamless integration inside Gmail interface
  • Customizable pipelines for project tracking
  • Automated lead capture from multiple sources
  • Mobile app for on-site access
  • Google Cloud Partner security status

Cons

  • Complex WhatsApp/LinkedIn integration setup
  • Email sending limits reported
  • Not a dedicated construction ERP
  • Price scales linearly with users
  • Occasional sync issues with tools
6
Expert Score
9.2 / 10
654
94
LEAD TRACKING EXPERT
6
Sunbase Construction CRM
9.2

Sunbase Construction CRM

Sunbase Construction CRM
View Website
Sunbase Construction CRM Software is specifically tailored to meet the needs of contractors in the construction industry. It aids in capturing leads, assigning reps, automating follow-ups, and centralizing client communication, thereby streamlining the sales process and enhancing client relationships.
Sunbase Construction CRM Software is specifically tailored to meet the needs of contractors in the construction industry. It aids in capturing leads, assigning reps, automating follow-ups, and centralizing client communication, thereby streamlining the sales process and enhancing client relationships.
LEAD TRACKING EXPERT

Best for teams that are

  • Subcontractors and small GCs needing an all-in-one platform
  • Solar, roofing, and specialty contractors managing leads
  • Firms wanting to consolidate multiple tools into one system

Skip if

  • Large firms needing advanced scheduling and project management
  • Companies requiring complex accounting integrations
  • Businesses looking for a specialized, best-of-breed sales tool

Expert Take

Research indicates Sunbase stands out as a comprehensive "all-in-one" solution specifically tailored for solar and roofing contractors, effectively replacing the need for separate CRM, design, and project management tools. Our analysis shows it excels in unifying field operations with back-office administration through features like automated proposals and mobile canvassing. Based on documented features, it offers significant value for niche contractors who need specialized workflows like PV design integrated directly into their CRM.

Pros

  • All-in-one CRM and project management
  • Specialized solar design and proposal tools
  • Mobile app for field team coordination
  • Automated lead follow-up and tracking
  • Integrates with QuickBooks and Zapier

Cons

  • Pricing is not publicly transparent
  • Reports of slow technical support resolution
  • Allegations of fake user reviews
  • Less extensive PM than Procore
  • Steep learning curve for advanced features
7
Expert Score
9.2 / 10
683
160
CONTRACTOR'S CHOICE
USER-FRIENDLY DESIGN
7
Bolster Construction CRM
9.2

Bolster Construction CRM

Bolster Construction CRM
View Website
Bolster is an all-in-one CRM solution designed specifically for general contractors, providing a unified platform for managing client relationships, projects, and data. It caters to the unique needs of the construction industry with features such as estimating, project tracking, and document management.
Bolster is an all-in-one CRM solution designed specifically for general contractors, providing a unified platform for managing client relationships, projects, and data. It caters to the unique needs of the construction industry with features such as estimating, project tracking, and document management.
CONTRACTOR'S CHOICE
USER-FRIENDLY DESIGN

Best for teams that are

  • Residential remodelers and custom home builders
  • Teams wanting interactive estimates and online payment options
  • Contractors looking for an end-to-end sales and project tool

Skip if

  • Commercial contractors managing non-residential projects
  • Very small teams sensitive to higher monthly software costs
  • Firms that do not need estimating or proposal features

Expert Take

Our analysis shows that Bolster differentiates itself by transforming the standard construction bid into an interactive, e-commerce-style shopping experience. Research indicates this approach not only modernizes the client presentation but actively drives higher profit margins by allowing homeowners to 'upsell' themselves on finishes and options without contractor intervention. While the setup requires effort, the documented ability to automate change orders and selections makes it a powerful tool for residential remodelers.

Pros

  • Interactive 'shoppable' proposals for clients
  • Backed by Y Combinator
  • Real-time cost updates based on dimensions
  • Integrates with QuickBooks Online & Zapier
  • Client portal for selections and payments

Cons

  • No native mobile app (buggy web mobile)
  • Steep learning curve for setup
  • High starting price ($299/mo)
  • No QuickBooks Desktop integration
  • Strict no-refund policy on contracts
8
Expert Score
9.1 / 10
666
87
CLOUD-BASED EFFICIENCY
INTEGRATION READY
8
iDeal Construction CRM
9.1

iDeal Construction CRM

iDeal Construction CRM
View Website
iDeal CRM is a comprehensive solution designed specifically for construction companies of all sizes, trades, and types. It offers sales, bid, and project management functionalities that cater to the unique requirements of the construction industry.
iDeal CRM is a comprehensive solution designed specifically for construction companies of all sizes, trades, and types. It offers sales, bid, and project management functionalities that cater to the unique requirements of the construction industry.
CLOUD-BASED EFFICIENCY
INTEGRATION READY

Best for teams that are

  • Subcontractors who need to bid multiple GCs for a single job
  • Small to mid-sized construction teams managing proposals
  • Firms wanting a construction-specific tool with bid tracking

Skip if

  • Enterprise firms requiring deep financial controls and ERP features
  • General contractors who do not self-perform work
  • Teams looking for a general-purpose CRM without industry focus

Expert Take

Our research indicates iDeal Construction CRM solves a specific industry pain point with its 'Bid Multiple Clients' feature, allowing contractors to track one opportunity across several potential payers without data duplication. Based on documented features, the built-in Word and HTML proposal generators streamline the bidding process significantly. Analysis of pricing shows it offers exceptional value with a functional free tier for smaller contractors.

Pros

  • Bid multiple clients for one job
  • Built-in Word & HTML proposal generators
  • Free plan for single users
  • Transparent monthly pricing
  • Construction-specific sales pipeline

Cons

  • Low volume of verified reviews
  • Limited documented ERP integrations
  • No native mobile app documented
  • Smaller user community than competitors
  • Focuses on sales over project management
9
Expert Score
8.8 / 10
425
134
PROJECT LIFECYCLE MANAGER
9
Salesforce CRM for Contractors
8.8

Salesforce CRM for Contractors

Salesforce CRM for Contractors
View Website
Salesforce CRM for Contractors is a robust, industry-specific solution designed to streamline sales pipelines for general contractors. It automates sales processes, manages the entire project lifecycle from initial inquiry to job completion, and provides real-time updates, catering to the unique needs of contractors.
Salesforce CRM for Contractors is a robust, industry-specific solution designed to streamline sales pipelines for general contractors. It automates sales processes, manages the entire project lifecycle from initial inquiry to job completion, and provides real-time updates, catering to the unique needs of contractors.
PROJECT LIFECYCLE MANAGER

Best for teams that are

  • Large enterprise construction firms with complex workflows
  • Companies needing extensive customization and integration
  • Firms with dedicated IT budgets for implementation and support

Skip if

  • Small businesses with limited budgets and technical resources
  • Teams wanting an out-of-the-box solution with no setup time
  • Contractors who find complex enterprise software overwhelming

Expert Take

Salesforce CRM for Contractors is an absolute game-changer for the contracting industry. It's specifically designed to handle the complex, multi-stage sales and project management processes that contractors deal with daily. With real-time updates and automated sales tools, it significantly reduces manual work, boosts efficiency, and helps win more projects. Its scalability makes it a reliable long-term solution for growing businesses.

Pros

  • Automated sales tools
  • Real-time updates
  • Comprehensive project management
  • Industry-specific features
  • Scalability

Cons

  • May be overkill for small businesses
  • Cost could be prohibitive for some
  • Steep learning curve

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Pipedrive Sales CRM
Yes No Yes - 14 days Yes Yes Yes SOC 2 Slack, Google Workspace, Microsoft 365, HubSpot Yes $12.50/user/month
2 Housecall Pro Sales Pipeline
Yes No Contact for trial Yes Yes Yes Not specified QuickBooks, Google Calendar, Mailchimp No $49/month
3 TrebleHook CRM
No No Contact for trial No No Email/Ticket only Not specified Salesforce Yes Contact for pricing
4 Pipeline CRM
Yes No Yes - 14 days Yes Yes Yes Not specified Slack, Google Workspace, Microsoft 365 Yes $25/month
5 NetHunt Construction CRM
Yes No Yes - 14 days Yes Yes Yes Not specified Gmail, Google Workspace, Slack Yes $24/user/month
6 Sunbase Construction CRM
No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Contact for pricing
7 Bolster Construction CRM
No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Custom pricing
8 iDeal Construction CRM
No No Yes - 14 days No No Email/Ticket only Not specified Limited integrations No $99/month
9 Salesforce CRM for Contractors
Yes No Contact for trial Yes Yes Yes Both Slack, Google Workspace, Microsoft 365, HubSpot Yes Contact for pricing
1

Pipedrive Sales CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Google Workspace, Microsoft 365, HubSpot
Supports SSO
Yes
Starting Price
$12.50/user/month
2

Housecall Pro Sales Pipeline

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Google Calendar, Mailchimp
Supports SSO
No
Starting Price
$49/month
3

TrebleHook CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
4

Pipeline CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Workspace, Microsoft 365
Supports SSO
Yes
Starting Price
$25/month
5

NetHunt Construction CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Gmail, Google Workspace, Slack
Supports SSO
Yes
Starting Price
$24/user/month
6

Sunbase Construction CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Contact for pricing
7

Bolster Construction CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Custom pricing
8

iDeal Construction CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
$99/month
9

Salesforce CRM for Contractors

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Slack, Google Workspace, Microsoft 365, HubSpot
Supports SSO
Yes
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

In selecting and ranking sales pipeline management tools for general contractors, the evaluation methodology focuses on several key factors, including product specifications, essential features, customer reviews, and overall ratings. Specific considerations for this category include the tool's ability to integrate with construction management processes, ease of use, customization options, and the effectiveness of revenue forecasting capabilities. The research approach utilized comprehensive comparative analysis, drawing on data from customer feedback, industry ratings, and a thorough review of each product’s features and pricing to assess their value relative to performance. This ensures a balanced and objective evaluation of each tool's suitability for general contractors.

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Score Breakdown

0.0 / 10

What This Award Means