Builders and general contractors juggle bids, change orders, RFIs, inspections, subs and site meetings across multiple jobs at once. Information is scattered in email threads, text messages, shared drives and paper notebooks. That makes it easy to lose track of who said what, which permit belongs to which job, or when you last spoke to an owner’s rep. A simple, free, mobile-first CRM gives you one place to organise every customer, project and site contact so you stay in control from pre-con to punch list.
Use the Companies module to store owners, developers, architects, engineering firms and key subcontractors. Link project managers, site supers, owner reps and inspectors as Contacts. Each call, meeting, RFI discussion or change order conversation can be logged as an activity, so you can see who you spoke to, what was agreed and which project it relates to before you walk back onto the jobsite.
Generic office software doesn’t think in RFIs, permit numbers or CSI divisions. With flexible custom fields, you can shape the CRM around your construction workflow. Capture project type (ground-up, TI, remodel), contract value, bid number, permit numbers, jurisdiction, building department contact, key dates (notice to proceed, substantial completion, final completion), phase or schedule milestone, CSI division focus, and warranty periods. You can also track safety notes, site access instructions, laydown areas and delivery windows so nothing important lives only in someone’s notebook.
When you’re juggling multiple jobs, you need to find information quickly. Use advanced search and powerful filtering tools to pull up all active projects for a specific owner, jobs in a certain city or ZIP code, high-value contracts above a set threshold, or customers with upcoming warranty walk-throughs. The built-in dashboard gives you a clean overview of how many companies and contacts you’re dealing with and what’s been happening recently, without complex sales charts or pipeline clutter.
Project managers and supers spend their days on-site, not in front of a desktop. This CRM uses mobile-first technology and is built to be fast, so it works brilliantly on phones and tablets. They can look up owner contacts, architect details, recent conversations and key project notes from the truck or job trailer, then add updates immediately after site walks or coordination meetings. Everyone works from the same current information, reducing miscommunication and rework.
Whether you’re a small GC with a handful of projects or a growing builder with multiple PMs, supers and office staff, the CRM is completely free for up to 30 users. Estimators, coordinators and project admins can log new leads and contacts, while field staff update job notes and call history. You get the benefits of a shared, organised system without subscription costs cutting into project margins.
As your construction business scales, you can connect the CRM to the tools you already use. With full API access, you can integrate website enquiry forms, trade partner portals or internal systems where you track bids and jobs. New opportunities and contacts can flow automatically into your CRM, ready to be qualified, assigned and tracked across your project pipeline.
If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can raise questions, report issues or suggest improvements, and track responses in one place. The ticketing is there for you as a CRM user – it’s not intended to manage your own RFIs or project issues – so the focus stays on keeping your data clean and your teams productive.
This free CRM platform is available to companies in the US only, making it a strong fit for American builders and general contractors that want a modern, mobile-first CRM without monthly subscription costs. You get one central system to manage customers, contacts and project-related information, backed by a fast, reliable platform that grows with your workload.