Struggling to close more home sales?
Juggling homeowners, suppliers, and subcontractors without a central system makes it easy for your best leads to fall through the cracks.
The real problem is when you miss follow-up opportunities, leading to lost sales and frustrating project delays that hurt your bottom line.
According to Verified Market Research, 67% reporting difficulties in coordinating communications between stakeholders. This directly impacts your ability to sell more homes efficiently.
But a specialized CRM can fix this by helping you streamline your entire sales process from that first lead to the final closing.
In this guide, I’m going to review the best home builder CRM software. These tools are designed to help you manage key relationships and close deals faster.
You’ll find solutions that automate follow-ups, track buyer preferences, and give you clear visibility into your entire sales pipeline.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Buildertrend → | Mid-sized home builders | |
| 2 | Lasso CRM → | Residential sales teams | |
| 3 | Tokara Solutions → | Specialized homebuilders | |
| 4 | Procore → | Large construction firms | |
| 5 | JobNimbus → | Small-to-mid contractors |
1. Buildertrend
Struggling to manage client relationships across projects?
Buildertrend offers cloud-based tools for managing leads, projects, materials and finances to tackle these exact challenges.
This platform helps you attract, capture, and track better leads from initial inquiry to signed contract, ensuring you never miss an opportunity.
It’s time to gain total control over your business.
Buildertrend helps you convert leads into jobs to create proposals and more, streamlining your entire sales process. This means you can track estimated versus actual costs in real-time, making informed financial decisions about each project. You can also collaborate instantly with all key parties, ensuring questions are answered quickly. Additionally, you can manage your projects anytime, anywhere, with their mobile app. Plus, Buildertrend helps free your team, subs, and clients from constant back and forth.
This empowers you to drive higher profits.
Key features:
- Sales management: Attract, capture, and track leads effectively from initial inquiry through signed contracts, turning prospects into proposals and jobs.
- Project management: Plan, track, and complete projects with ease using tools like scheduling, daily logs, and file storage, ensuring streamlined operations.
- Financial management: Improve cash flow and boost your bottom line with features like estimates, budgeting, invoices, and real-time cost tracking.
Buildertrend features, pricing, & alternatives →
Verdict: Buildertrend is an excellent choice as the best Home Builder CRM Software for professionals seeking to streamline operations. Its integrated tools for lead management, financial tracking, and communication help you double the projects taken on and save over 40 hours per week on manual tasks.
2. Lasso CRM
Struggling to convert online interest into qualified home buyers?
Lasso CRM helps home builders centralize lead data, automate nurturing, and forecast sales to improve conversion rates significantly. This means your team can respond faster and sell more homes.
Generic CRMs often demand extensive customization, but Lasso CRM is 100% designed for homebuilding sales and marketing teams. This allows your team to hit the ground running, focusing on sales rather than complex configurations.
This leads directly to streamlined sales from the first click to the close.
Lasso CRM provides the specialized tools you need to capture, nurture, and convert more leads. You can leverage drip campaigns, appointment scheduling, and automated responses to engage prospects at the perfect moment.
The software ensures your sales teams stay in sync, meaning no valuable lead slips through the cracks. Additionally, you gain real-time insight into your team’s performance, buyer activity, and marketing ROI with customizable dashboards and reports.
You can track email campaign performance, including open, click-through, and conversion rates, to refine your strategies. Plus, Lasso CRM tracks lead behavior across various channels like your website and social media, giving you a comprehensive view of prospect engagement.
The result is improved visibility and stronger customer relationships.
Key features:
- Lead Management: Automatically capture and assign leads from all your digital channels, ensuring no inquiry goes unaddressed and your sales pipeline remains full.
- Email Marketing: Send targeted emails and drip sequences branded specifically for your communities, helping you maintain consistent communication with prospects.
- Reporting & Dashboards: Gain real-time insight into team performance, track sales velocity, and analyze buyer behavior to make data-driven decisions.
Lasso CRM features, pricing, & alternatives →
Verdict: Lasso CRM is purpose-built for the residential construction industry, making it an excellent candidate for the best home builder CRM software. Its specialized features, like community workflows and seamless integrations with essential home building tools, directly address the challenges of managing client relationships and accelerating sales for home builders.
3. Tokara Solutions
Are you struggling with scattered client information?
Tokara Solutions offers a HOMEBUILDER CRM solution providing a comprehensive, 360-degree view of your prospects and home buyers. This addresses the pain point of managing multiple client relationships across various construction stages.
Their specialized CRM helps manage the entire customer journey, from initial contact through warranty service, streamlining your sales, contracting, and option selection processes. This means you can track all interactions without lost leads or delayed follow-ups.
This ensures you can convert interested buyers into customers.
Tokara Solutions streamlines your operations, which accelerates response times to potential buyers and increases lead-to-sale conversion rates. Their HOMEBUILDER CRM offers comprehensive coverage from a prospect’s first contact through the sales, contracting, option selection, closing, and even warranty service phases. This means you have a unified system to track every interaction. Additionally, the platform provides deep expertise in the homebuilding industry, ensuring the features directly address your specific needs. This specialized focus helps make informed decisions and ultimately sell more homes faster.
You’ll have a complete customer connection.
While we’re discussing how to boost your sales, understanding best link management tools can be helpful for optimizing your online presence.
Key features:
- Comprehensive CRM Tool: Provides a 360-degree view of prospects and home buyers from initial contact through sales, contracting, and warranty service.
- Industry-Specific Expertise: Offers specialized CRM software tailored for the homebuilding and real estate industry, addressing unique challenges and workflows.
- Sales, Marketing, and Warranty Support: Manages the entire customer journey, ensuring streamlined processes from lead generation to post-sale service.
Tokara Solutions features, pricing, & alternatives →
Verdict: Tokara Solutions stands out as a strong contender for the best home builder CRM software due to its specialized focus on the homebuilding industry. Its comprehensive 360-degree customer view, coupled with support for sales, marketing, and warranty services, directly addresses critical pain points faced by home builders, enabling them to streamline operations and sell more homes.
4. Procore
Are you struggling to convert leads into sales?
Procore offers a unified platform to connect everyone and everything involved in your home building projects. This means you can manage designs, estimates, bids, and budgets from one integrated system.
The struggle of juggling multiple client relationships and communication gaps can be solved, as you gain real-time visibility across all project stages.
Here’s how to build smarter and close more sales.
Procore helps streamline every build, from bidding to closeout, providing crucial insights to maximize efficiency. This platform supports residential construction, giving you the tools to keep projects on track.
You can gain critical insights through Procore Helix, which offers next-gen, AI-powered capabilities for generative AI and analytics. This means automating routine tasks and empowering faster decisions on a single platform. Borrego Solar, for instance, increased their field teams’ productivity by 25% using Procore.
Procore also helps you connect your teams from the field to the office in real time, making project management mobile and improving overall efficiency. You’ll also receive 24/7 customer support via email, chat, or phone.
The result is increased lead-to-sale conversion rates.
Before diving deeper into Procore’s features, you might find my analysis of best social CRM software helpful for deepening customer bonds.
Key features:
- Unified Platform: Connects everyone and everything on one platform, from bid management and estimating to project financials and accounting integrations for a complete overview.
- AI-Powered Insights: Procore Helix provides generative AI, agents, insights, and analytics, helping you surface critical data and automate routine tasks for smarter decision-making.
- Real-time Collaboration: Offers mobile project management that links field and office teams, improving communication and providing real-time visibility into every project step.
Procore features, pricing, & alternatives →
Verdict: Procore’s comprehensive capabilities, including preconstruction, project execution, and financial management tools, position it as a strong contender for the best home builder CRM software. Its AI-powered insights and real-time collaboration features are particularly beneficial for home builders aiming to streamline operations and boost sales, evidenced by a 25% productivity increase for one customer.
5. JobNimbus
Struggling to manage home construction projects and client relationships?
JobNimbus equips your sales team with one-click estimates and professional proposals, streamlining your entire sales process. This means you can quickly send the right message to prospects at critical sales funnel stages.
Imagine how much time you save by eliminating manual data entry and gaining clear visibility into your sales pipeline. Organize every lead and manage all job information in one easily accessible space.
Here’s how you can simplify your workflow.
JobNimbus introduces a “supersuited” workflow, designed to organize leads, optimize sales, manage projects, and streamline billing. This means your contacts are always sorted, accessible, and ready for action.
You can empower your sales team with tools for professional proposals and integrated communication like text messaging and Caller ID. Additionally, you can easily take and annotate photos, keeping them organized by date and location.
You can also offer simple financing options to close more deals, with automated invoicing that syncs with QuickBooks. Plus, you get real-time job profits and cost breakdowns, giving you a bird’s-eye view to boost your efficiency.
The result is increased revenue and more collected payments.
Before diving deeper into features, you might find my analysis of customer reference management software helpful for building lasting brand trust.
Key features:
- Centralized project management helps you keep all job information organized in one easily accessible space, providing a bird’s-eye view for increased efficiency.
- Integrated communication tools including text messaging, email, and Caller ID, ensure you stay connected with customers, improving communication for 5-star reviews.
- Automated financial processes such as quick invoicing, payment collection via text, and financing options streamline billing and help you get paid faster.
JobNimbus features, pricing, & alternatives →
Verdict: JobNimbus stands out as the best home builder CRM software because it centralizes project management, streamlines communications, and automates billing. Customers report saving 8 hours per person per week and an average 43% increase in revenue, making it an ideal solution for accelerating sales and boosting efficiency.
6. Unanet
Struggling to keep your home building projects organized?
Unanet’s CRM solution helps you overcome challenges by centralizing projects, people, and financials. This means your team can track relationships and progress without jumping between systems.
You can streamline your processes, ensuring no leads are lost and follow-ups are timely, which ultimately accelerates your response times to potential buyers. Here’s how you can achieve scalable growth.
Unanet elevates your team, simplifying your operations.
This solution helps you manage and monitor opportunities, providing simplified reporting and forecasting directly from your Outlook inbox. You can also deploy projects faster and manage resources effectively.
Unanet’s project-based tools help optimize schedules and balance workloads, ensuring you maximize your team’s strength across all projects. Additionally, you’ll gain real-time insights into financials and projects, eliminating disparate systems and manual processes. This empowers your team to make smarter decisions, helping you sell more homes.
Close more deals and increase efficiency.
If you’re focused on enhancing efficiency and customer interactions, my article on conversational AI platforms offers valuable insights for streamlining support.
Key features:
- Centralized project, people, and financials management: Gain real-time visibility across all your projects, resources, and financial data within a single, unified application.
- Simplified reporting and forecasting: Easily manage and monitor sales opportunities with streamlined reporting and accurate forecasting capabilities, integrated with your Outlook inbox.
- Optimized resource planning and project delivery: Utilize advanced resource planning tools for real-time updates on availability and skill matching, accelerating project setup and deployment.
Unanet features, pricing, & alternatives →
Verdict: Unanet’s robust CRM for AEC firms, purpose-built for construction, addresses critical pain points like disparate systems and inefficient sales processes. Its unified platform and real-time analytics for projects and financials make it an excellent contender for the best home builder CRM software, helping you enhance your lead-to-sale conversion rates.
7. Houzz
Are you losing leads and sales opportunities?
Houzz Pro offers a robust CRM and lead management system designed to streamline your interactions with homeowners, suppliers, and subcontractors.
This means you can efficiently track customer preferences and communication, leading to faster follow-ups and improved client satisfaction.
Simplify your client relationships today.
Houzz Pro introduces an all-in-one platform for construction and design professionals, offering comprehensive project planning and financial management tools. These capabilities include 3D floor plans, takeoffs, selections, and a powerful CRM. You can also generate estimates, proposals, change orders, and manage invoicing and online payments.
Additionally, the software provides project management features like scheduling, task management, daily logs, and time and expense tracking, allowing you to provide detailed estimates and daily updates with photos of progress, enhancing communication. Plus, client dashboards offer transparency and foster better collaboration.
Speaking of boosting your sales, my guide on best digital marketing tools can help drive more leads to your business.
Key features:
- Centralized CRM and Lead Management: Keep track of all client communications, preferences, and leads in one place to ensure timely follow-ups and nurture relationships.
- Comprehensive Project Planning Tools: Utilize 3D floor plans, takeoffs, and selections to visualize projects accurately, create detailed estimates, and craft professional proposals.
- Integrated Financial and Project Management: Manage estimates, invoices, online payments, and project schedules, along with daily logs, to maintain clear financial oversight and project progress.
Houzz features, pricing, & alternatives →
Verdict: Houzz Pro is an excellent choice for home builders looking for the best home builder CRM software, offering an integrated platform that addresses lead management, project planning, and financial oversight. Its client dashboard and communication tools help streamline operations, leading to improved client satisfaction and faster project completion, as seen with clients like Steve W.
8. FollowUp
Struggling to track leads and close more home sales?
FollowUp CRM integrates sales, estimating, and project management in one place, eliminating spreadsheet chaos. This means you can track every opportunity from bid to invoice, gaining real-time visibility.
With FollowUp CRM, you can easily customize fields, stages, and permissions to match your specific sales process, allowing your team to mirror how you actually sell and estimate. This flexibility lets you scale without rigid templates.
Want to win more contracts?
FollowUp CRM helps you get organized, follow up with leads, and convert them. You can track leads, manage follow-ups, and forecast revenue all from a single dashboard.
Connect Outlook to automatically log activity and link communication to projects, ensuring no more manual tracking or missed follow-ups. Additionally, you get real-time reports on bids, close rates, and team performance, providing actionable insights at a glance to know what’s working.
Plus, it integrates with tools like Foundation, Viewpoint, and Sage, eliminating double entry.
Make faster, more informed decisions.
Before diving deeper, you might find my analysis of best hospital management software helpful for understanding broader industry-specific solutions.
Key features:
- Centralized pipeline visibility: Track leads, bids, and customer interactions from the first bid to the final invoice, providing real-time insight into every opportunity.
- Customizable workflows: Tailor fields, sales stages, and user permissions to perfectly align with your unique selling and estimating processes, promoting team efficiency.
- Integrated communication & reporting: Automatically log emails from Outlook, create contacts, and access real-time dashboards for bids, close rates, and team performance.
FollowUp features, pricing, & alternatives →
Verdict: FollowUp CRM’s ability to streamline sales, estimating, and project management, combined with its robust customization and integration features, makes it a top contender for the best home builder CRM software. It helps you track leads, manage communication, and gain vital insights to close more deals efficiently.
Conclusion
Tired of valuable leads slipping away?
Juggling client communications, project details, and sales follow-ups without the right system is a recipe for missed opportunities and stalled growth in your business.
Cognitivemarketresearch.co reports specialized CRMs can reduce administrative tasks by 30%. That’s a massive time-saver on every single project, freeing you to focus on building homes and relationships.
So what’s the best choice for you?
From everything I’ve reviewed, Buildertrend stands out. It masterfully unifies your sales, project, and financial management into a single, powerful and intuitive platform.
Its ability to save teams over 40 hours weekly on manual tasks is why I recommend it as the best home builder CRM software for streamlining operations.
I highly recommend you book a free demo of Buildertrend to see exactly how it can transform your business firsthand.
You’ll finally gain control over your pipeline.
