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This topic belongs to a wider category — explore all Customer Success Management Platforms software.

Customer Success Management Platforms for Contractors
Albert Richer

Unpacking the Best Customer Success Management Platforms for Contractors: Insights from Industry Research Market research suggests that the right Customer Success Management (CSM) platform can make a world of difference for contractors looking to streamline operations and enhance client relationships. Analysis of thousands of customer reviews indicates that platforms like HubSpot and Gainsight frequently score high for user satisfaction, particularly when it comes to their intuitive interfaces and robust reporting features. Unpacking the Best Customer Success Management Platforms for Contractors: Insights from Industry Research Market research suggests that the right Customer Success Management (CSM) platform can make a world of difference for contractors looking to streamline operations and enhance client relationships.

Similar Categories
1
Expert Score
9.0 / 10
562
70
LEAD MANAGEMENT PRO
LEAD MANAGEMENT PRO

Why We Love It

Pipeline CRM stands out because of its industry-specific design. It's not just a generic CRM software, but one that understands the unique challenges of the construction industry. Contractors love it because it simplifies the complex process of lead management, project tracking and sales, allowing them to focus more on their core work. Its customizable nature ensures it fits perfectly into any contractor's workflow.

Pros

  • Easy-to-use interface
  • Customizable to specific needs
  • Effective lead management
  • Specifically built for construction industry
  • Efficient sales CRM

Cons

  • Limited third-party integrations
  • Learning curve for tech-challenged users

Enterprise pricing available

Pipeline CRM is a top-rated SaaS solution specifically designed for construction companies and contractors. It offers an easy-to-use, customizable platform for lead management and sales, addressing the unique needs of the construction industry such as tracking material costs, managing projects and scheduling appointments.

Pros

  • Easy-to-use interface
  • Customizable to specific needs
  • Effective lead management
  • Specifically built for construction industry
  • Efficient sales CRM

Cons

  • Limited third-party integrations
  • Learning curve for tech-challenged users
LEAD MANAGEMENT PRO

Why We Love It

Pipeline CRM stands out because of its industry-specific design. It's not just a generic CRM software, but one that understands the unique challenges of the construction industry. Contractors love it because it simplifies the complex process of lead management, project tracking and sales, allowing them to focus more on their core work. Its customizable nature ensures it fits perfectly into any contractor's workflow.

Pros

  • Easy-to-use interface
  • Customizable to specific needs
  • Effective lead management
  • Specifically built for construction industry
  • Efficient sales CRM

Cons

  • Limited third-party integrations
  • Learning curve for tech-challenged users

Why We Love It

Pipeline CRM stands out because of its industry-specific design. It's not just a generic CRM software, but one that understands the unique challenges of the construction industry. Contractors love it because it simplifies the complex process of lead management, project tracking and sales, allowing them to focus more on their core work. Its customizable nature ensures it fits perfectly into any contractor's workflow.

Enterprise pricing available

Pipeline CRM is a top-rated SaaS solution specifically designed for construction companies and contractors. It offers an easy-to-use, customizable platform for lead management and sales, addressing the unique needs of the construction industry such as tracking material costs, managing projects and scheduling appointments.

2
Expert Score
8.5 / 10
484
23

Sage Construction Accounting Software

Sage Construction Accounting Software
View Website
Custom pricing based on business needs and size

Why We Love It

Sage Construction Accounting Software is a comprehensive solution built specifically for the construction industry. It goes beyond basic accounting to include functionalities for bid management, cost control, and risk management. The software is designed to be intuitive, allowing contractors to easily navigate and use the tools effectively. It not only helps contractors stay on top of their business finances, but also provides them with the tools they need to win more bids and manage risk, making it an essential tool for success in the industry.

Pros

  • Industry-specific functionality
  • Intuitive user interface
  • Effective cost control
  • Risk management tools
  • Supports bid management

Cons

  • Can be complex for beginners
  • Custom pricing may be high for small businesses
  • Potential extra costs for added features

Custom pricing based on business needs and size

Sage US offers an intuitive construction accounting software that is designed to cater to the specific needs of the construction industry. The software helps businesses control costs, win more bids, and manage risk effectively by providing powerful and intuitive management tools specifically made for contractors.

Pros

  • Industry-specific functionality
  • Intuitive user interface
  • Effective cost control
  • Risk management tools
  • Supports bid management

Cons

  • Can be complex for beginners
  • Custom pricing may be high for small businesses
  • Potential extra costs for added features

Why We Love It

Sage Construction Accounting Software is a comprehensive solution built specifically for the construction industry. It goes beyond basic accounting to include functionalities for bid management, cost control, and risk management. The software is designed to be intuitive, allowing contractors to easily navigate and use the tools effectively. It not only helps contractors stay on top of their business finances, but also provides them with the tools they need to win more bids and manage risk, making it an essential tool for success in the industry.

Pros

  • Industry-specific functionality
  • Intuitive user interface
  • Effective cost control
  • Risk management tools
  • Supports bid management

Cons

  • Can be complex for beginners
  • Custom pricing may be high for small businesses
  • Potential extra costs for added features

Why We Love It

Sage Construction Accounting Software is a comprehensive solution built specifically for the construction industry. It goes beyond basic accounting to include functionalities for bid management, cost control, and risk management. The software is designed to be intuitive, allowing contractors to easily navigate and use the tools effectively. It not only helps contractors stay on top of their business finances, but also provides them with the tools they need to win more bids and manage risk, making it an essential tool for success in the industry.

Custom pricing based on business needs and size

Sage US offers an intuitive construction accounting software that is designed to cater to the specific needs of the construction industry. The software helps businesses control costs, win more bids, and manage risk effectively by providing powerful and intuitive management tools specifically made for contractors.

3
Expert Score
7.9 / 10
484
135
MOBILE FRIENDLY

HCSS Construction Software

HCSS Construction Software
View Website
Custom pricing model based on customer needs
MOBILE FRIENDLY

Why We Love It

What sets HCSS apart is its sharp focus on the construction industry's unique needs. It addresses the inherent disconnect between on-site operations and office management, providing a platform for seamless communication and data exchange. Its intuitive interface is easy-to-use even in the field, making it a favorite among construction professionals. Moreover, its 24/7 customer support ensures that help is always at hand.

Pros

  • Industry-specific features
  • Real-time collaboration
  • Data-driven decision-making
  • Mobile access
  • 24/7 customer support

Cons

  • May require initial training
  • No free plan available
  • Pricing model may not suit small businesses

Custom pricing model based on customer needs

HCSS Construction Software is a tailored SaaS tool for construction contractors of all sizes. Specifically designed to streamline project management and enhance workflow continuity, HCSS connects the office to the field, facilitating real-time collaboration, data sharing, and decision-making.

Pros

  • Industry-specific features
  • Real-time collaboration
  • Data-driven decision-making
  • Mobile access
  • 24/7 customer support

Cons

  • May require initial training
  • No free plan available
  • Pricing model may not suit small businesses
MOBILE FRIENDLY

Why We Love It

What sets HCSS apart is its sharp focus on the construction industry's unique needs. It addresses the inherent disconnect between on-site operations and office management, providing a platform for seamless communication and data exchange. Its intuitive interface is easy-to-use even in the field, making it a favorite among construction professionals. Moreover, its 24/7 customer support ensures that help is always at hand.

Pros

  • Industry-specific features
  • Real-time collaboration
  • Data-driven decision-making
  • Mobile access
  • 24/7 customer support

Cons

  • May require initial training
  • No free plan available
  • Pricing model may not suit small businesses

Why We Love It

What sets HCSS apart is its sharp focus on the construction industry's unique needs. It addresses the inherent disconnect between on-site operations and office management, providing a platform for seamless communication and data exchange. Its intuitive interface is easy-to-use even in the field, making it a favorite among construction professionals. Moreover, its 24/7 customer support ensures that help is always at hand.

Custom pricing model based on customer needs

HCSS Construction Software is a tailored SaaS tool for construction contractors of all sizes. Specifically designed to streamline project management and enhance workflow continuity, HCSS connects the office to the field, facilitating real-time collaboration, data sharing, and decision-making.

4
Expert Score
7.7 / 10
606
127
PROJECT EFFICIENCY
INTEGRATED SOLUTIONS
PROJECT EFFICIENCY
INTEGRATED SOLUTIONS

Why We Love It

CMiC is unique as it is designed specifically to cater to the complexities of the construction industry. It empowers contractors with integrated control and visibility over financials and operations, which is critical for project success. The software's ability to deliver an integrated project delivery and efficient ERP solution makes it an industry favourite. It's the ideal tool for those looking to streamline their processes, control costs, and enhance productivity.

Pros

  • Industry-specific features
  • Real-time financial visibility
  • Integrated project delivery
  • Comprehensive ERP solution
  • User-friendly interface

Cons

  • Steep learning curve
  • Requires time for adaptation
  • No free plan

Enterprise pricing available

CMiC caters specifically to the needs of general contractors, providing real-time visibility across all financials and operations. It is an integrated project delivery platform that empowers businesses in the industry with control and efficiency. Its unique ERP solution addresses the complexity of construction projects, making it an indispensable tool for industry professionals.

Pros

  • Industry-specific features
  • Real-time financial visibility
  • Integrated project delivery
  • Comprehensive ERP solution
  • User-friendly interface

Cons

  • Steep learning curve
  • Requires time for adaptation
  • No free plan
PROJECT EFFICIENCY
INTEGRATED SOLUTIONS

Why We Love It

CMiC is unique as it is designed specifically to cater to the complexities of the construction industry. It empowers contractors with integrated control and visibility over financials and operations, which is critical for project success. The software's ability to deliver an integrated project delivery and efficient ERP solution makes it an industry favourite. It's the ideal tool for those looking to streamline their processes, control costs, and enhance productivity.

Pros

  • Industry-specific features
  • Real-time financial visibility
  • Integrated project delivery
  • Comprehensive ERP solution
  • User-friendly interface

Cons

  • Steep learning curve
  • Requires time for adaptation
  • No free plan

Why We Love It

CMiC is unique as it is designed specifically to cater to the complexities of the construction industry. It empowers contractors with integrated control and visibility over financials and operations, which is critical for project success. The software's ability to deliver an integrated project delivery and efficient ERP solution makes it an industry favourite. It's the ideal tool for those looking to streamline their processes, control costs, and enhance productivity.

Enterprise pricing available

CMiC caters specifically to the needs of general contractors, providing real-time visibility across all financials and operations. It is an integrated project delivery platform that empowers businesses in the industry with control and efficiency. Its unique ERP solution addresses the complexity of construction projects, making it an indispensable tool for industry professionals.

5
Expert Score
7.6 / 10
742
43
CHURN REDUCTION
FAST IMPLEMENTATION

ClientSuccess

ClientSuccess
View Website
Enterprise pricing available
CHURN REDUCTION
FAST IMPLEMENTATION

Why We Love It

ClientSuccess stands out in the contracting industry for its remarkable ease of use and swift implementation. It’s a software solution that truly understands the unique challenges contractors face in managing customer relationships. It helps businesses to reduce churn—a common problem in the industry—and to increase customer revenue. Its high ratings and customer testimonials reflect its effectiveness and value in the contracting industry.

Pros

  • Easy-to-use interface
  • Fast implementation process
  • Effective churn reduction
  • Boosts customer revenue
  • Top-rated CSM software

Cons

  • Potentially high price point for small businesses
  • Limited customization options

Enterprise pricing available

ClientSuccess is an intuitive yet powerful customer success management platform tailored for contractors. It offers robust features that help reduce churn, increase customer revenue, and ensure swift implementation—providing an edge in managing the complex relationships inherent to the contracting industry.

Pros

  • Easy-to-use interface
  • Fast implementation process
  • Effective churn reduction
  • Boosts customer revenue
  • Top-rated CSM software

Cons

  • Potentially high price point for small businesses
  • Limited customization options
CHURN REDUCTION
FAST IMPLEMENTATION

Why We Love It

ClientSuccess stands out in the contracting industry for its remarkable ease of use and swift implementation. It’s a software solution that truly understands the unique challenges contractors face in managing customer relationships. It helps businesses to reduce churn—a common problem in the industry—and to increase customer revenue. Its high ratings and customer testimonials reflect its effectiveness and value in the contracting industry.

Pros

  • Easy-to-use interface
  • Fast implementation process
  • Effective churn reduction
  • Boosts customer revenue
  • Top-rated CSM software

Cons

  • Potentially high price point for small businesses
  • Limited customization options

Why We Love It

ClientSuccess stands out in the contracting industry for its remarkable ease of use and swift implementation. It’s a software solution that truly understands the unique challenges contractors face in managing customer relationships. It helps businesses to reduce churn—a common problem in the industry—and to increase customer revenue. Its high ratings and customer testimonials reflect its effectiveness and value in the contracting industry.

Enterprise pricing available

ClientSuccess is an intuitive yet powerful customer success management platform tailored for contractors. It offers robust features that help reduce churn, increase customer revenue, and ensure swift implementation—providing an edge in managing the complex relationships inherent to the contracting industry.

6
Expert Score
7.5 / 10
497
39
CUSTOMIZABLE FEATURES

Buildertrend Construction Management

Buildertrend Construction Management
View Website
Pricing starts at $299/month, custom enterprise pricing available
CUSTOMIZABLE FEATURES

Why We Love It

What makes Buildertrend special in the construction industry is its comprehensive, industry-specific features. It simplifies the complexities of construction project management by providing an all-in-one platform for scheduling, budgeting, and communicating. Its cloud-based nature allows for real-time updates, enabling swift decision-making and problem-solving. Users also love it for its 24/7 customer support, ensuring any issues are promptly addressed.

Pros

  • Industry-specific features
  • Real-time updates
  • 24/7 customer support
  • Cloud-based access
  • Comprehensive project management

Cons

  • Steep learning curve
  • Limited customization
  • Higher price point

Pricing starts at $299/month, custom enterprise pricing available

Buildertrend is a comprehensive project management solution specifically designed for construction professionals. It offers a plethora of tools like lead management, project scheduling, and financial tracking, all of which are essential in the construction sector. The software's cloud-based nature ensures easy access and real-time updates, maximizing efficiency in project execution.

Pros

  • Industry-specific features
  • Real-time updates
  • 24/7 customer support
  • Cloud-based access
  • Comprehensive project management

Cons

  • Steep learning curve
  • Limited customization
  • Higher price point
CUSTOMIZABLE FEATURES

Why We Love It

What makes Buildertrend special in the construction industry is its comprehensive, industry-specific features. It simplifies the complexities of construction project management by providing an all-in-one platform for scheduling, budgeting, and communicating. Its cloud-based nature allows for real-time updates, enabling swift decision-making and problem-solving. Users also love it for its 24/7 customer support, ensuring any issues are promptly addressed.

Pros

  • Industry-specific features
  • Real-time updates
  • 24/7 customer support
  • Cloud-based access
  • Comprehensive project management

Cons

  • Steep learning curve
  • Limited customization
  • Higher price point

Why We Love It

What makes Buildertrend special in the construction industry is its comprehensive, industry-specific features. It simplifies the complexities of construction project management by providing an all-in-one platform for scheduling, budgeting, and communicating. Its cloud-based nature allows for real-time updates, enabling swift decision-making and problem-solving. Users also love it for its 24/7 customer support, ensuring any issues are promptly addressed.

Pricing starts at $299/month, custom enterprise pricing available

Buildertrend is a comprehensive project management solution specifically designed for construction professionals. It offers a plethora of tools like lead management, project scheduling, and financial tracking, all of which are essential in the construction sector. The software's cloud-based nature ensures easy access and real-time updates, maximizing efficiency in project execution.

7
Expert Score
7.3 / 10
577
125
FINANCIAL TRACKING
FINANCIAL TRACKING

Why We Love It

Procore stands out in the construction industry for its all-in-one platform that brings together every aspect of project management. Its real-time updates and effective team communication tools mean no detail is missed, and the integration of financial tools helps contractors stay within budget. Furthermore, Procore's scalability makes it an excellent choice for both small and large construction firms.

Pros

  • Construction-specific features
  • Effective team communication
  • Real-time project updates
  • Integrated financial tools
  • Highly scalable

Cons

  • Pricier than some competitors
  • Steep learning curve for beginners
  • Requires internet connection

Enterprise pricing available

Procore is a comprehensive, construction-specific project management platform. It addresses the industry’s unique needs by offering tools for project planning, team communication, task tracking, and financials – all aimed at ensuring quality projects are delivered safely, on time, and within budget.

Pros

  • Construction-specific features
  • Effective team communication
  • Real-time project updates
  • Integrated financial tools
  • Highly scalable

Cons

  • Pricier than some competitors
  • Steep learning curve for beginners
  • Requires internet connection
FINANCIAL TRACKING

Why We Love It

Procore stands out in the construction industry for its all-in-one platform that brings together every aspect of project management. Its real-time updates and effective team communication tools mean no detail is missed, and the integration of financial tools helps contractors stay within budget. Furthermore, Procore's scalability makes it an excellent choice for both small and large construction firms.

Pros

  • Construction-specific features
  • Effective team communication
  • Real-time project updates
  • Integrated financial tools
  • Highly scalable

Cons

  • Pricier than some competitors
  • Steep learning curve for beginners
  • Requires internet connection

Why We Love It

Procore stands out in the construction industry for its all-in-one platform that brings together every aspect of project management. Its real-time updates and effective team communication tools mean no detail is missed, and the integration of financial tools helps contractors stay within budget. Furthermore, Procore's scalability makes it an excellent choice for both small and large construction firms.

Enterprise pricing available

Procore is a comprehensive, construction-specific project management platform. It addresses the industry’s unique needs by offering tools for project planning, team communication, task tracking, and financials – all aimed at ensuring quality projects are delivered safely, on time, and within budget.

8
Expert Score
7.2 / 10
352
49

Openforce Contractor Management

Openforce Contractor Management
View Website
Pricing model information is not publicly displayed. Contact the company for detailed pricing.

Why We Love It

Openforce has been designed with the specific needs of contracting companies in mind. It is not just a generic management platform; it’s a comprehensive solution that includes everything from compliance services to onboarding procedures. Its customizable nature means it can evolve with a business, providing a level of flexibility that is highly valued in the fast-paced world of contracting. Plus, Openforce's world-class support ensures that any issues are quickly resolved.

Pros

  • Customizable platform
  • Tailored insurance solutions
  • Compliance services
  • Specifically designed for contractors
  • World-class support

Cons

  • Pricing not transparent
  • May be complex for beginners
  • May require additional integrations

Pricing model information is not publicly displayed. Contact the company for detailed pricing.

Openforce Contractor Management is a robust platform specifically designed for contracting companies. It offers tailored insurance solutions, compliance services, and onboarding procedures that meet the unique needs of contractors. Its features are customizable and can be adjusted according to the specific demands of the contracting business.

Pros

  • Customizable platform
  • Tailored insurance solutions
  • Compliance services
  • Specifically designed for contractors
  • World-class support

Cons

  • Pricing not transparent
  • May be complex for beginners
  • May require additional integrations

Why We Love It

Openforce has been designed with the specific needs of contracting companies in mind. It is not just a generic management platform; it’s a comprehensive solution that includes everything from compliance services to onboarding procedures. Its customizable nature means it can evolve with a business, providing a level of flexibility that is highly valued in the fast-paced world of contracting. Plus, Openforce's world-class support ensures that any issues are quickly resolved.

Pros

  • Customizable platform
  • Tailored insurance solutions
  • Compliance services
  • Specifically designed for contractors
  • World-class support

Cons

  • Pricing not transparent
  • May be complex for beginners
  • May require additional integrations

Why We Love It

Openforce has been designed with the specific needs of contracting companies in mind. It is not just a generic management platform; it’s a comprehensive solution that includes everything from compliance services to onboarding procedures. Its customizable nature means it can evolve with a business, providing a level of flexibility that is highly valued in the fast-paced world of contracting. Plus, Openforce's world-class support ensures that any issues are quickly resolved.

Pricing model information is not publicly displayed. Contact the company for detailed pricing.

Openforce Contractor Management is a robust platform specifically designed for contracting companies. It offers tailored insurance solutions, compliance services, and onboarding procedures that meet the unique needs of contractors. Its features are customizable and can be adjusted according to the specific demands of the contracting business.

9
Expert Score
6.7 / 10
363
103
24/7 SUPPORT
USER-FRIENDLY INTERFACE
24/7 SUPPORT
USER-FRIENDLY INTERFACE

Why We Love It

In an industry as complex and demanding as construction tech, Visibuild offers a refreshing focus on customer success. The personalized service, complete with dedicated managers, ensures that contractors aren't left navigating tech hurdles alone. This hands-on approach aligns perfectly with the day-to-day realities of the construction industry, where project-specific assistance is often required. This focus on customer success makes Visibuild stand out in a crowded field of SaaS solutions.

Pros

  • Personalized customer service
  • Dedicated customer success managers
  • Tailored for construction tech industry

Cons

  • No basic support options
  • May be overkill for small contractors
  • Pricing information not readily available

Enterprise pricing available

Visibuild goes beyond basic support to offer a hands-on, personalized service tailored to the needs of construction tech. It’s specifically designed to cater to the unique demands of contractors, providing them with dedicated customer success managers to ensure their issues are swiftly resolved and they can maximise the use of the platform.

Pros

  • Personalized customer service
  • Dedicated customer success managers
  • Tailored for construction tech industry

Cons

  • No basic support options
  • May be overkill for small contractors
  • Pricing information not readily available
24/7 SUPPORT
USER-FRIENDLY INTERFACE

Why We Love It

In an industry as complex and demanding as construction tech, Visibuild offers a refreshing focus on customer success. The personalized service, complete with dedicated managers, ensures that contractors aren't left navigating tech hurdles alone. This hands-on approach aligns perfectly with the day-to-day realities of the construction industry, where project-specific assistance is often required. This focus on customer success makes Visibuild stand out in a crowded field of SaaS solutions.

Pros

  • Personalized customer service
  • Dedicated customer success managers
  • Tailored for construction tech industry

Cons

  • No basic support options
  • May be overkill for small contractors
  • Pricing information not readily available

Why We Love It

In an industry as complex and demanding as construction tech, Visibuild offers a refreshing focus on customer success. The personalized service, complete with dedicated managers, ensures that contractors aren't left navigating tech hurdles alone. This hands-on approach aligns perfectly with the day-to-day realities of the construction industry, where project-specific assistance is often required. This focus on customer success makes Visibuild stand out in a crowded field of SaaS solutions.

Enterprise pricing available

Visibuild goes beyond basic support to offer a hands-on, personalized service tailored to the needs of construction tech. It’s specifically designed to cater to the unique demands of contractors, providing them with dedicated customer success managers to ensure their issues are swiftly resolved and they can maximise the use of the platform.

10
Expert Score
6.5 / 10
607
143
CONTRACTOR FOCUSED
REAL-TIME COLLABORATION

Salesforce CRM for Contractors

Salesforce CRM for Contractors
View Website
Free 30-day trial available, Enterprise pricing available
CONTRACTOR FOCUSED
REAL-TIME COLLABORATION

Why We Love It

Salesforce's CRM for Contractors is an all-in-one solution that perfectly understands the needs of the industry. It provides efficient lead management, project tracking, and growth tools tailored for contractors. With Salesforce's reputation for robust and reliable solutions, it offers peace of mind and reduces time spent on administrative tasks, allowing contractors to focus more on their core work.

Pros

  • Industry-specific features
  • Easy integration with other Salesforce products
  • Robust tracking and management tools
  • Comprehensive customer service

Cons

  • Steep learning curve for beginners
  • Pricing may be higher than other options
  • Customization may require additional resources

Free 30-day trial available, Enterprise pricing available

Salesforce's CRM for Contractors is specifically designed to turn leads into contracts, as well as manage and track ongoing projects. It addresses the industry's needs for efficient lead management, project tracking, and overall growth.

Pros

  • Industry-specific features
  • Easy integration with other Salesforce products
  • Robust tracking and management tools
  • Comprehensive customer service

Cons

  • Steep learning curve for beginners
  • Pricing may be higher than other options
  • Customization may require additional resources
CONTRACTOR FOCUSED
REAL-TIME COLLABORATION

Why We Love It

Salesforce's CRM for Contractors is an all-in-one solution that perfectly understands the needs of the industry. It provides efficient lead management, project tracking, and growth tools tailored for contractors. With Salesforce's reputation for robust and reliable solutions, it offers peace of mind and reduces time spent on administrative tasks, allowing contractors to focus more on their core work.

Pros

  • Industry-specific features
  • Easy integration with other Salesforce products
  • Robust tracking and management tools
  • Comprehensive customer service

Cons

  • Steep learning curve for beginners
  • Pricing may be higher than other options
  • Customization may require additional resources

Why We Love It

Salesforce's CRM for Contractors is an all-in-one solution that perfectly understands the needs of the industry. It provides efficient lead management, project tracking, and growth tools tailored for contractors. With Salesforce's reputation for robust and reliable solutions, it offers peace of mind and reduces time spent on administrative tasks, allowing contractors to focus more on their core work.

Free 30-day trial available, Enterprise pricing available

Salesforce's CRM for Contractors is specifically designed to turn leads into contracts, as well as manage and track ongoing projects. It addresses the industry's needs for efficient lead management, project tracking, and overall growth.

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
1Pipeline CRM for Construction
Yes No Yes - 14 days Yes Yes Yes Not specified Google Workspace, Outlook, Mailchimp Yes Contact for pricing
2Sage Construction Accounting Software
Yes No Contact for trial No Not specified Email/Ticket only Not specified Limited integrations Not specified Custom pricing
3HCSS Construction Software
Yes No Contact for trial No Not specified Yes Not specified Limited integrations Not specified Custom pricing
4CMiC Construction Management
Yes No Contact for trial No Enterprise API only Email/Ticket only Not specified Custom integrations only Enterprise plans only Contact for pricing
5ClientSuccess
Web-only No Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Zendesk Yes Contact for pricing
6Buildertrend Construction Management
Yes No Yes - 30 days Yes Yes Yes Not specified QuickBooks, Xero, Dropbox Not specified $299/month
7Procore Construction Management
Yes No Contact for trial Yes Yes Yes SOC 2 Microsoft 365, QuickBooks, Sage Yes Contact for pricing
8Openforce Contractor Management
Not specified No Contact for trial No Not specified Email/Ticket only Not specified Custom integrations only Not specified Contact for pricing
9Visibuild Customer Success Management
Not specified No Contact for trial No Not specified Email/Ticket only Not specified Custom integrations only Not specified Contact for pricing
10Salesforce CRM for Contractors
Yes No Yes - 30 days Yes Yes Yes Both Slack, Google Workspace, Microsoft 365 Yes Contact for pricing
1

Pipeline CRM for Construction

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
Google Workspace, Outlook, Mailchimp
Supports SSO
Yes
Starting Price
Contact for pricing
2

Sage Construction Accounting Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
Not specified
Starting Price
Custom pricing
3

HCSS Construction Software

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

CMiC Construction Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
5

ClientSuccess

Has Mobile App
Web-only
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
Salesforce, HubSpot, Zendesk
Supports SSO
Yes
Starting Price
Contact for pricing
6

Buildertrend Construction Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Xero, Dropbox
Supports SSO
Not specified
Starting Price
$299/month
7

Procore Construction Management

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
SOC 2
Popular Integrations
Microsoft 365, QuickBooks, Sage
Supports SSO
Yes
Starting Price
Contact for pricing
8

Openforce Contractor Management

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
Not specified
Starting Price
Contact for pricing
9

Visibuild Customer Success Management

Has Mobile App
Not specified
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
Not specified
Starting Price
Contact for pricing
10

Salesforce CRM for Contractors

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
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
Supports SSO
Yes
Starting Price
Contact for pricing

Similar Categories

How We Rank Products

How We Evaluate Products

Our Evaluation Process

The "How We Choose" section for Customer Success Management Platforms for Contractors outlines the rigorous methodology used to evaluate and rank products based on a combination of key factors. These include specifications, features, customer reviews, ratings, and overall value. Specific considerations for this category focus on the unique needs of contractors, such as project management capabilities, integration with existing tools, ease of use, and customer support services.

The research and analysis approach involved a comprehensive comparison of product specifications and features, analyzing customer feedback across various platforms, and reviewing aggregated ratings to determine user satisfaction. Additionally, a price-to-value ratio evaluation was conducted to ensure that each product offers a competitive solution tailored to the demands of the construction industry. This structured methodology enables a well-rounded understanding of each platform's strengths and weaknesses, aiding contractors in making informed decisions.

Verification

  • Products evaluated through comprehensive research and analysis of customer feedback and expert reviews.
  • Rankings based on a thorough examination of platform features, user ratings, and customer satisfaction metrics.
  • Selection criteria focus on key functionalities essential for effective customer success management in the contracting industry.

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Frequently Asked Questions About Customer Success Management Platforms for Contractors

What makes a customer success management platforms for contractors the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your customer success management platforms for contractors recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of customer success management platforms for contractors?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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Score Breakdown

0.0 / 10
Excellent

What This Award Means