Monthly Basis CRM | Construction
Organize, win, and deliver more construction projects — starting at $0/month.
Why Construction Businesses Choose Monthly Basis CRM
Construction projects are complex — shifting timelines, multiple stakeholders, piles of documents, and constant back-and-forth between the office and the job site.
Monthly Basis CRM | Construction keeps everything in one place so you can focus on building, not juggling spreadsheets and scattered notes.
Key Features for the Construction Industry
1. Contact & Relationship Management
Keep all your important contacts — clients, subcontractors, suppliers, and prospects — in one easy-to-search database. Track calls, meetings, emails, and bids sent. Tag and segment your contacts for quick targeting.
2. Project & Job Tracking
Link every contact to active projects. Monitor stages from bid to close. Store blueprints, contracts, and permits. Add notes or photos directly to the job.
3. Estimating & Quoting
Send professional proposals in minutes. Save templates for common job types. Track bid status and get automatic reminders for follow-ups.
4. Scheduling & Calendar Integration
Book site visits, inspections, and meetings. Assign tasks to your team. See project timelines in Gantt or calendar view. Sync with Google and Outlook.
5. Pipeline & Opportunity Management
Visual Kanban pipelines show your leads and jobs at a glance. Forecast revenue. Score leads by size, urgency, and likelihood to close.
6. Field Access & Mobile App
Your team can update job progress, upload photos, and log daily reports right from the job site — even offline.
7. Document & Compliance Management
Securely store permits, contracts, and insurance documents. Track expiration dates so you never miss a renewal.
8. Communication & Collaboration
Keep the office and field connected. Send updates via email or SMS. Get instant notifications for key project events.
9. Change Order & Budget Tracking
Request and approve change orders in minutes. Update budgets in real time. Track labor and material costs as they change.
10. Reporting & Analytics
Get clear, actionable reports on job profitability, bid performance, lead sources, and project delays.
Designed for Simplicity
No steep learning curve. No bloated features you’ll never use. Just the tools you need to run your construction business more efficiently.
Start for $0/month
We believe every construction business — big or small — should have access to tools that help them succeed. That’s why Monthly Basis CRM | Construction starts at $0/month. Upgrade only when you need advanced features.
Get Started Today
Stop managing your construction projects with scattered tools. Keep your bids, projects, contacts, and budgets organized — all in one place.