CRM for Construction

Navigate the complexities of construction and engineering sales with precision and ease. From initial bid to project win, stay ahead at every step with BuddyCRM.


54% of the construction industry report falling profits*, and with the annual spend due to error estimated to be seven times the total annual profit**, it is key that Construction companies leverage a solution built from the ground up for their industry to ensure they win more of the right type of profitable business.

Account record screen of BuddyCRM

Smarter, faster decision-making

BuddyCRM creates a single customer view of all data and interactions relating to an account, which means nothing goes unnoticed. This centralised information ensures efficient teamwork and fosters a proactive environment where opportunities are quickly identified, strategies are aligned, and customer engagement is personalised at every touchpoint.

Stop missing deals and start making sales

BuddyCRM’s opportunity management is tailored to your sales process ensuring leads are progressed through your sales funnel to completion. Automatic follow-ups mean opportunities are never overlooked, improving your team’s efficiency and boosting closure rates.

Opportunities management screen on BuddyCRM
Management overview on BuddyCRM

Better visibility throughout your business

Get improved visibility over your customer interactions, from financial data to sales, marketing, and support tickets – you’ll have accurate, up-to-date information to make real-time decisions. Ditch the spreadsheets and build the reports you need with BuddyCRM’s customisable reporting module. Plus with automatic scheduling, management will know what’s happening at any given point.

Why Your Construction Business Needs BuddyCRM

The unique demands of the construction sector require more than just a one-size-fits-all approach of a generic CRM. Here’s how BuddyCRM empowers your construction business:

  • Built For You: All construction businesses are different. Our customisation features, including unlimited custom fields, allow you to configure the CRM to match your business workflows and sales process.
  • Software Integration: BuddyCRM becomes the central hub for all the data provided by your essential software. Collating the information from your field software, bidding software, project management, and more, you’ll have a single customer view with everything you need in one place.
  • Scalability: BuddyCRM is designed to seamlessly adapt to the evolving needs of a growing construction business, where generic CRMs may struggle.
  • Essential Document Storage: BuddyCRM empowers your team with the right document to hand wherever they are. Store and manage essential documentation like health and safety compliance and blueprints.

BuddyCRM is packed with features and support tailored for the construction sector.

Contact Management

Deliver tailored sales experiences with in-depth contact and account management.

About Contacts >

Tender Management

Organise and manage tender documents, submissions, and communications.

Email Marketing

Target your marketing. Create native HTML emails and email to specific customer segments.

About Email Marketing >

Bid Tracking

Monitor the status of bids and proposals, manage deadlines, and track communications.

Sales Pipeline

From lead to opportunity through to quote and close, track your deals with the sales pipeline.

About Sales Pipeline >


Automate your repetitive tasks, from setting call reminders, emails, and tasks, to sending brochures and adding leads.

About Workflows >


Trigger events in third-party software from actions in your CRM. Reduce admin and speed up tasks.

About Webhooks >


Create detailed quotes within your sales system and send them directly to your contacts.

About Quotes >


Report on everything stored in your CRM. From activities, leads, and tasks to sales and accounting information.

About Reporting >

Case Management

Keep your business in sync with great customer service. Create a ticketed help desk to deliver your support.

About Case Management >

Document Storage

Facilitate easy sharing and collaboration on construction blueprints, contracts, and other critical documents.


Seamlessly connect with your ERP system to synchronise financial data, inventory, and operational processes.

About Integrations >

Plus everything you need from a modern CRM for construction

BuddyCRM integrates with all your essential business tools, including:

Barbour integration logo for BuddyCRM
Glenigan integration logo for BuddyCRM

Got any questions?
Give us a call on 0121 288 0808

Get to know BuddyCRM

Discover how we transform businesses in the construction sector.

Using BuddyCRM to improve subcontractor management

5 Ways You Can Use BuddyCRM to Improve Subcontractor Management

Explore how BuddyCRM enhances construction subcontractor management with streamlined onboarding, task coordination, and financial integration
How CRM Streamlines Compliance in UK Construction

Building with Assurance: How CRM Streamlines Compliance in UK Construction

Learn how a modern CRM solution revolutionises compliance in UK construction. Start simplifying your projects today!
How to guide to successful tender management using a CRM

The CRM Blueprint: A How-To Guide for Successful Tender Management

Explore the synergy of CRM and tender management in construction, including actionable steps and best ensure your success.


Elevating success: Ivor King’s journey with BuddyCRM

Learn how this leading piling contractor in the UK streamlined their sales processes and enhanced client communication with BuddyCRM.

Read the case study ->

Ivor King image

MKG Foods

Our Sales Order Processing (ERP), Stock Control and Accounts packages are all automatically synchronised with BuddyCRM, so our sales team can view all customer information in one place. Knowledge is power, and we have seen our customer retention and performance levels increase significantly.

Gemma Todd
MKG Foods

Monk Conveyors

Grace Miles - Monk Conveyors

“We purchased BuddyCRM with an idea to help the sales team become more efficient and understand more about our sales pipeline. Introducing BuddyCRM into our sales function has saved us almost countless hours in the daily sales meetings, where we used to not have an accurate picture of our business’s potential sales and the introduction of numbering opportunities has allowed our reporting to again save us hours per week in manually creating sales reports. BuddyCRM has also worked with us to make our quoting system even more efficient taking us away from using excel sheets for a more centralised system that allows us to log and control our monthly targets. Easily I would suggest BuddyCRM has saved us four hours per person per day!”

Grace Miles

Knight Electronics

Buddy Finnie

We interviewed five different CRM companies – many of the biggest names in that industry – no option was cost-prohibitive… we were looking for the best option to help our team. We went with BuddyCRM simply because of the value that they would be bringing to our company, and because they made it clear they would be there at the beginning of the process, during the development process, AND once we started using the system. They’ve been there every step of the way.

 If you’re looking for an easy to use & intuitive CRM platform that is customisable; as well as great customer support BuddyCRM are the folks you need to do business with. The team at BuddyCRM have proven to us that they are invested in our company’s success.

Buddy Finnie, Vice President Sales
Knight Electronics

Stay Connected On-the-Go with BuddyCRM's iOS Mobile App

In the fast-paced world of construction, having access to your CRM wherever you are is more important than ever.

BuddyCRM's iOS mobile app ensures you stay connected and informed, even when you're on the move:

  • Real-time access
  • Update information in the field
  • Efficient task management
  • User-friendly interface


How does BuddyCRM help manage and track construction projects?

BuddyCRM offers all the standard features of a modern CRM plus any unique functions you might need. Our team is happy to create bespoke features, such as Site Progress Tracking and Material Inventory Management, to help you monitor project timelines, resources, and stock levels efficiently. Talk to our team to discover how you can mould BuddyCRM into the tool you need it to be.

What kind of integrations does BuddyCRM offer to streamline workflows in construction businesses?

BuddyCRM is designed to integrate with popular construction tools and business software perfectly. Whether it's Procore, AutoCAD, Microsoft 365, or Xero, we can enable seamless data syncs or deploy custom integrations to create a unified workflow that suits your needs.

Is BuddyCRM suitable for teams unfamiliar with CRM systems?

Absolutely! BuddyCRM is designed for ease of use, ensuring a smooth transition for your team. With intuitive features and a user-friendly interface, your team can quickly get on board and start seeing results. We'll also ensure you receive the right training and post-implementation support to get positive results from your CRM investment over the long term.

I have an outdated system and want to modernise our operations with a CRM. How can BuddyCRM help in this transition?

Our platform is not just a CRM but a tailored solution designed to bring your operations into the modern age. Together, we'll customise BuddyCRM to replace any outdated processes efficiently and easily. We're happy to address your specific concerns over a consultation.

I'm too busy to implement a new CRM.

Executives in the construction industry are notoriously always running at 100mph! To have the time to implement a CRM solution properly verges on the impossible. BuddyCRM has you covered. All our plans include scoping, configuration, data uploads, training & support. It’s a five-star service delivering a software solution deeply customised to your business with as much or as little time needed for you to spend on the implementation as you wish.

Get Started with BuddyCRM

Ready to transform your construction and engineering business with a CRM tailored to your needs? 

Please fill out the form so we can discuss how BuddyCRM can bring efficiency, ease, and long-term support to your operations.

  1. Schedule a consultation to discuss your initial CRM requirements.
  2. Join us for a customised demo of our platform configured to your specifications.
  3. Start your journey to CRM success and enjoy long-term support, continued updates, customisation, and training.

Please fill in your details and we'll get in touch to discuss a time for your bespoke BuddyCRM demonstration.

See how BuddyCRM can work for your industry.

Call us on 0121 288 0808.