CRM for construction businesses

From tracking bids to managing documents to communicating with clients, Method:CRM helps construction companies streamline every part of the building process.

Method CRM for construction companies

Turn more leads into projects

The more you know about each lead in your pipeline, the better your chances of winning the job.

Automate lead collection

Add a form to your website to capture new leads.

Know every prospect

Keep all your lead data in one place, including contact details, past interactions, and quotes.

Manage opportunities

Easily view the status and value of each project you’re bidding on.

Opportunity screen in Method CRM for construction companies
Payment screen in Method CRM for construction companies

Stop passing paperwork around

Method’s QuickBooks integration helps your business run more efficiently. Add customers, create quotes, or receive payments in Method, then watch the changes sync instantly to QuickBooks — no double data entry required.

Client details at your fingertips

Satisfied clients lead to more business. Method makes it simple to access client history anytime, so you can deliver top-notch service.

Get a complete picture

Manage linked relationships by adding multiple contacts per company.

Stay connected on the go

Use the Method app to update quotes or send follow-up emails from anywhere.

See 360-degree history

Get a centralized view of past interactions, QuickBooks transactions, and project details.

Mobile CRM for construction companies
Invoice screen in Method CRM for construction companies

Get paid faster

In the construction industry, cash flow is king. Not only can you email invoices right from Method, but your clients can pay them through secure online portals. The payments even sync to QuickBooks in real time.

Optimize your productivity

Every construction business is unique, so why should you settle for one-size-fits-all software? Method lets you go beyond CRM to create a custom solution that matches your workflows.

Streamline your sales process

When it comes to renovations, there’s a lot to learn before construction can begin. Adding a custom form to your website allows leads to provide context about their projects, so your team can close sales sooner.

Custom web form in Method CRM for construction companies
Document management in Method CRM for construction companies

Simplify document management

Construction projects involve plenty of documentation, from floor plans to change orders. Keep everything organized by allowing your clients to view and approve documents through Method’s online portals.

Streamline your business with Method:CRM

Start your 30-day free trial — no credit card, no contract.