5 best UK construction CRM systems #StartUps - The Entrepreneurial Way with A.I.


Friday, May 6, 2022

5 best UK construction CRM systems #StartUps


Our independent reviews and recommendations are funded in part by affiliate commissions, at no extra cost to our readers.

We here at Startups are experts in CRM. We’ve spent the past half-decade researching this vast marketplace, in collaboration with an independent analyst.

Based on our results, the top construction CRM system is Freshsales. As a user-friendly platform, it is ideal for employees needing to balance onsite and desk work.

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Best for:
Price per month (billed annually):
Price per month (billed monthly):
Free trial?
Get started:


Larger teams with lots of trainees or apprentices

Teams working on longer projects for 8+ months

Equipment rental or leasing companies

Main contractors billing lots of suppliers

House building companies

Free plan, or £12 per user

£38 (flat rate)

£42 (flat rate)

  • Unlimited contact each month
  • Multi-factor authentication
  • Autoresponses
  • Excellent ecommerce integration
  • Webforms
  • Email integration
  • Unlimited contacts
  • Communication integration
  • Custom fields
  • 2 million contact limit
  • 3 user limit
  • Unlimited CRM tasks
  • Unlimited users
  • Unlimited dashboards
  • Real-time chat
  • 2,000 emails per month
  • 5 active contact lists
  • Up to 3 dashboards permitted
  • Chatbots

Construction SMEs make up 16% of the UK’s business population, according to ONS data. But despite this dominance, today’s building firms are facing a cocktail of challenges including supply chain delays and a growing skills gap.

Construction CRM software takes the spanner out of these works. Platforms streamline contractor-client relationships and simplify delivery. But which is the best system to use?

Read on for our top construction CRMs, based on precise pain points for the industry.

Or, save time with our specially-designed online quote-matching tool. It’s 100% free and will find you the best provider to suit your company’s unique needs in just one minute.

Freshsales for usability

Best for: larger teams with lots of trainees or apprentices

Freshsales Suite
Freshsales' huge list of features means you'll never be caught short when it comes to CRM.
  • Free trial? Yes
  • Brilliant customer support
  • Automated workflows make managing work easy
Summary Freshsales (formerly Freshworks CRM) organises your customer and sales processes into one easy-to-use platform – from sales and marketing to data management. It boasts a genuinely impressive list of features, including an advanced AI tool, and is unparalleled in terms of the number of capabilities.
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Freshsales screenshot

Freshsales dashboard

Historically, the construction industry has been underserved by technology, which has made some workers resistant to new products.

Freshsales was our highest-scoring CRM system for usability. Its innovative design is easily navigable, without sacrificing functionality.

Because of this, we’d most recommend it for companies with lots of apprentice or trainee construction workers that need to get new users up and running quickly.

Our testers liked Freshsales for simplifying basic CRM admin tasks, like contact management. It took just six minutes to input all of our mock customer data into the app’s dashboard.

Other helpful features include:

  • Custom fields for recording particular contact details, like service descriptions
  • Auto-assignment rules for allocating tasks to project leads
  • Company-wide notifications in case of delivery or shipment delays
  • Internal SMS, phone, and email communication

Freshsales is also extremely popular amongst users for its smart automation assistant, named Freddy. You can use Freddy to build your own automatic processes, saving you time and money spent on fiddly administration tasks.

For example, once you’ve marked an invoice as paid in your database, the Freddy tool could be set up to send an email with the receipt to your customer.

Freshsales pricing

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Price per month (billed annually)
Price per month (billed monthly)

Freshsales Free

Freshsales Growth

Freshsales Pro

Freshsales Enterprise


£12 per user

£35 per user

£55 per user








Trial Freshsales for free for 14 days Try for free

Costing £12 per user, per month (billed annually) Freshsales is an affordable CRM that we scored 3.5 out of 5 for value for money.

As the name suggests, Freshsales is specifically designed for sales teams. Its lowest-priced tier, Freshsales Growth, permits an unlimited number of users, so it’s a good option for larger teams.

monday.com for project tracking

Best for: teams working on longer projects for eight months or more

monday sales CRM is an all-in-one platform that enables business owners and sales teams to manage all their CRM functions in one central location.
  • Free trial? Yes
  • Ecommerce integrations offered - rare for a CRM tool
  • Excellent customisation means you won't have to redesign your existing CRM process
Summary Monday.com offers well-designed creative tools that make it an endlessly customisable CRM system, perfect for tailoring to clients’ needs. The app also uses a visually appealing traffic light system to help you track customers throughout the pipeline, and has over 200 dashboard templates, making it a particularly stylish tool to use.
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monday.com is the perfect sales CRM for tracking the lifecycle of a project from early-stage bidding to the final ribbon-cutting ceremony. Because of this, we recommend it for teams working on long-term projects.

Users benefit from a huge library of fully customisable templates and 15 widgets. This means you can install measurements for everything from project progress to budget tracking.

As it’s all in one place, this also makes project manager workloads considerably more efficient, as you won’t be constantly chasing down updates from colleagues.

However, a project is not just owned by its manager. In terms of team-working tools, monday.com has:

  • Automatic data sync so that every dashboard shows the full picture
  • Slack integration for internal communication
  • Mobile app to keep staff up to date, wherever they are
  • Time tracking so you can keep an eye on employee productivity

Another one of monday’s finest traits is its eye-catching traffic light task management system. The status of a task can be given as either red, green, or orange. Due dates and any necessary notes, such as upcoming client meetings, are also shown.

If you need to display sensitive information, you can also introduce user permissions to ensure only the necessary individuals have access to a dashboard.

monday.com pricing

0 out of 0
Price Per Month (billed annually)
You can typically save by paying for a year or more in advance
Price Per Month (billed monthly)
Paying monthly is usually the more expensive option
The total number of users for this plan level
Free Trial

monday.com Individual

monday.com Basic

monday.com Standard

monday.com Pro

monday.com Enterprise


£12 seat/month

£27 seat/month

£42 seat/month

Contact sales

Up to 2

Minimum of 3







Trial our top small business CRM, monday.com for free for 14 days Try for free

We recommend monday.com Basic. It permits unlimited users for just £7 per seat, per month (billed annually).

Complaints about monday.com’s confusing pricing structure are common amongst users. If you want to know more about how much the platform will cost you, read our monday.com pricing guide. 

Zendesk Sell for cross-site communication

Best for: equipment rental or leasing companies

Zendesk Sell
Strong business support tools and high-performing features make Zendesk a good option for SMEs providing specialist services
  • Free trial 30-day
  • Price from £19 per month
  • Long list of integrations
  • Excellent analytics tools
  • Unparalleled support services
Summary Zendesk is a powerful name in the business software market and it has a fantastic array of integrations, spanning across a huge range of categories including analytics and reporting, e-commerce, email and social Media, IT and project management, and tons more. Perhaps Zendesk’s best known feature however, is its excellent support tools. New users at any payment tier can utilise a vast library of handy materials including onboarding and adoption resources, guided learning paths, and on-demand training courses.
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Zendesk screenshot

Construction workers spend very little time behind desks. Largely, they’re based onsite and only intermittently checking mobiles or computers – which can cause siloing.

This is particularly true for equipment rental firms, who come with a designated driver. For them, we recommend Zendesk Sell.

The app’s extensive list of communication tools includes the ability to:

  • Make and receive calls
  • Record conversations for call analytics
  • Assign collaborators
  • @mention colleagues to notify them of an update
  • Integrate calendars across the organisation

The same is also true for client communications. Zendesk’s list of messaging tools helps to massively reduce email response time and ensure customers feel listened to.

For example, you can add custom fields to track the number of days you’ve gone without sending an SMS response.

Working on multiple projects, likely with different managers or architects, can lead to details becoming confused. Thankfully, Zendesk provides a unique ‘smart list’ tool that makes it easy to construct detailed lists of notes and criteria for each project.

We also found it took just under two minutes for our testers to import all the necessary information – making Zendesk the fastest CRM system in our research round.

Zendesk pricing

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Price per month (billed annually)
Price per month (billed monthly)

Sell Team

Sell Professional

Sell Enterprise







Up to 3



Try Zendesk for Sales free for up to 30 days Try for free

Zendesk Sell costs £19 per user, per month (billed annually) which makes it a slightly pricier product than budget-friendly construction CRMs like monday.com.

Still, we think Zendesk is worth the cost for large teams making lots of site visits. What it will save your business in avoiding delays means the app will pay for itself in the long term.

ClickUp for document management

Best for: main contractors billing lots of suppliers

ClickUp CRM

ClickUp's full-bodied list of features means it has a solution for virtually every area of project management - even at its 'Free Forever' payment tier.
  • Free trial 'Free forever' plan
  • Price from £3.62 per member
  • High-performing freemium plan
  • Generous functionality and feature list
Summary Small business owners will get outstanding value for money from ClickUp. The platform is well known for its wealthy list of features, with even its Free tier offering advanced tools like automations, custom fields, and Gantt charts. We’d recommend it for budget-conscious users that want a low-cost solution without skimping on functionality.
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As any construction company knows, there is a lot of paperwork involved in planning and building.

ClickUp isn’t strictly a CRM, but as a flexible workflow app it can be employed for plenty of customer management duties.

We like ClickUp most for its state-of-the-art document management system (DMS). You can use it to store, create, and edit any contract or invoice. Because of this, we think it's best for larger contractors that are going to be hiring a lot of third-party suppliers.

User experience is at the heart of ClickUp’s interface. Subscribers have the ability to embed bookmarks to find folders more easily. Our testers also liked that you can connect documents to tasks, populating workflow dashboards with all of the relevant paperwork.

Handily, the ClickUp DMS allows for real-time editing, meaning budget holders and project managers can be instantly updated on any changes to plans.

Because it’s not strictly a CRM, ClickUp is not designed for sales. The platform is harder to customise for deal pipelines.

Still, buyers should think of ClickUp DMS as a knowledge centre. Every blueprint and redesign will be categorised, filed, and easily searchable. Your suppliers can even be added as guests via public permission settings.

ClickUp pricing

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Price Per Month (billed annually)
You can typically save by paying for a year or more in advance
Price Per Month (billed monthly)
Paying monthly is usually the more expensive option
The total number of users for this plan level

ClickUp Free

ClickUp Unlimited

ClickUp Business

ClickUp Enterprise

Contact sales


£13.74 per member

Contact sales

Unlimited – but only 5 spaces




Compare ClickUp deals Compare

ClickUp prides its generous free plan on being ‘forever free’. You could theoretically use the platform for zero charge, forever.

However, the free plan upholds strict feature limits. Users are better off moving to ClickUp Unlimited for just £3.60 per user per month (billed annually) to remove all caps.

HubSpot for marketing

Best for: house building companies

HubSpot email editor

An innovative marketing solution that's completely free.
  • Free trial? Yes
  • Intuitive user interace
  • Brilliant email marketing features that make it easy to attract new business
Summary Aimed at SMEs, HubSpot Free is an innovative CRM solution that offers lots of add-ons to supplement its core focus on email and marketing outreach. Because of this, it doesn't have as much feature depth as other products. However, advanced UX-focused tools like its live and historical data sync mean it's an intuitive and affordable CRM choice.
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As building SMEs are usually competing against larger companies, it is important to not let your marketing strategy sit on the back burner while your competitors capture nearby leads.

For consumer contracts, getting higher on search engines is easy thanks to HubSpot’s SEO elements. Even with the app’s free plan, you’ll get:

  • Topic suggestions to increase your search engine rank
  • Webforms to gather customer information and queries
  • Chatbots to ensure an immediate response
  • Website visitor tracking to monitor ad success
  • Social media integration to target advertisements locally

Make use of all of these features to build up a strong localised presence and stand out on Google business listings and other popular directories.

HubSpot’s premier marketing email design editor can also craft attractive and personalised email outreach lists, advertising your services to the right contact.

Target your consumer base with pricing and product information, or example case studies.

Do you use timber materials to ensure you are building sustainably? These are the kind of unique selling points that can swing a curious customer.

If you don’t think things are working as planned, you can also use HubSpot analytics to study traffic and see how you might need to adapt your communications or content.

HubSpot pricing

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Price per month (billed annually)
Price per month (billed monthly)

HubSpot Free

HubSpot Marketing Hub

HubSpot Sales Hub

HubSpot Service Hub


£38 (flat rate)

£38 (flat rate)

£38 (flat rate)


£42 (flat rate)

£42 (flat rate)

£42 (flat rate)



Two free users

Two free users

Compare quotes on these, and other CRM plans, with our online tool. Compare

Construction SMEs can use HubSpot Free to get access to premium marketing tools for zero cost. But, be warned, you’ll have to put up with HubSpot branding on campaign materials.

Our HubSpot review outlines the pros and cons of the more professional-looking HubSpot Marketing Hub Starter pack (£38 per month, billed annually).

What is a construction CRM?

Construction customer relationship management software, or construction CRM, is a type of software that helps building firms to nurture relationships with their leads and customers.

Given the competitiveness of the construction industry, attracting new business is becoming increasingly difficult for construction SMEs. As contractors look for new ways to remain profitable, investing in CRM software can be key to winning contracts.

What can a construction CRM do for my firm?

The best CRM systems for small businesses, as outlined above, will enable you to assemble and store all project information in one easily accessible database.

Rather than having to search through crowded email inboxes and outdated spreadsheets, you’ll be able to spot delays or issues at a glance via a clear dashboard layout. 

Another benefit CRM systems offer is improved customer leads. It is important for construction SMEs to cultivate and maintain a positive relationship with their vendors, suppliers, distributors, and subcontractors during early stage procurement.

Sales CRM systems like monday.com create customised client profiles that can tell you everything about your existing customer relationships. This is useful for personalising outreach and securing new contracts.

How do you choose the best CRM for your construction business?


We’ve previously written about the construction skills crisis. Finding a builder CRM that is easy to use, such as Freshsales, means you can quickly train new employees or trainees in your existing sales process.

Similarly, look for software that has good navigation and formatting. This is enormously helpful for creating and managing your sales pipeline.

Communication capabilities

Construction workers are, more often than not, working on-site or away from the office.

Remote work can lead to miscommunications. Internal communication tools are ideal for ensuring strong collaboration between workers, no matter where they’re based. We recommend Zendesk Sell for this reason.

Document management system

Few sectors have more red tape than construction. Keeping on top of paperwork is the bane of most building SMEs. Getting it wrong can also cause significant payment and time delays.

ClickUp performs particularly well for document management tools. These help you to store and share project bids, delivery slips, and receipts. You’ll be able to stay on top of deals and maintain a healthy cash flow.

Marketing tools

Marketing isn’t often considered by construction firm owners, but it’s essential for attracting new business. Look for a CRM system that can integrate with social media platforms and send out email marketing campaigns. 

These are a great way to showcase your employees’ fine craftsmanship, excellent pricing, and impressive client portfolio.


We think Freshsales is the best CRM for construction SMEs. Its workflow automation keeps tasks effortless for construction employees, who are often busy onsite and need a CRM that’s easy to master.

We recommend it to small construction businesses with lots of apprentices or trainees.

  • monday.com is the best option for SMEs working on large-scale projects lasting more than eight months, thanks to excellent project tracking tools
  • Zendesk is a good CRM for construction businesses working with plant hire or equipment rental, as an unrivalled option for those visiting lots of sites
  • ClickUp is our top CRM software for main contractors that are billing lots of subcontractors, boasting a top-quality DMS centre
  • We recommend HubSpot for brand-building in competitive service offerings, like house building

Construction is one of many industries that demonstrate specialist CRM needs. That’s why we also designed our online comparison tool, so you can be certain your CRM choice will produce the best value for your money.

It’s 100% free to use and gives you direct quotes from the top providers on the market – a much quicker way to compare costs.

Construction CRM FAQs
  • Why do contractors need CRM?
    Supply chain management is a top priority for building companies. Construction CRM platforms are used to oversee every aspect of your customer and sales pipeline, helping you to anticipate future delays and target new business opportunities.
  • What is the best construction CRM?
    We think Freshsales is the best CRM for construction companies. We gave it top marks for usability – it's easy for all employees to get the hang of, regardless of their level of training.
  • How much does a construction CRM cost?
    The importance of good customer relationships in building projects means we recommend construction companies don’t go for a free CRM. Economical options, like monday.com or Freshsales, mean you can still access premium tools for a bargain fee.
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May 6, 2022 at 10:35AM by Helena Young, Khareem Sudlow