Alternatives to MarketSharp

Compare MarketSharp alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MarketSharp in 2026. Compare features, ratings, user reviews, pricing, and more from MarketSharp competitors and alternatives in order to make an informed decision for your business.

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    Pipedrive

    Pipedrive

    Pipedrive

    Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.
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    Houzz Pro
    Houzz Pro is the #1 construction management solution for residential contractors and designers. Get an all-in-one solution that spans the full customer lifecycle, including marketing, CRM, estimates, takeoffs, 3D floor plans, project management, selections, online invoicing & payments, QuickBooks integration, and a client portal. Start a free trial today to see why thousands of Pros trust Houzz Pro to grow & manage their business. Plans are available for all business sizes starting at $149/month.
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    Buildxact

    Buildxact

    Buildxact

    Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site.
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  • 4
    Act!

    Act!

    Act!

    Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.
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    Creatio

    Creatio

    Creatio

    Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem.
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    monday sales CRM
    Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
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    Starting Price: $10 seat / month
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    HubSpot CRM
    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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    Buildertrend

    Buildertrend

    Buildertrend

    Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since 2006, we’ve empowered contractors to take control of projects and bring efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more on one convenient platform. More than one million users across over 100 countries have chosen Buildertrend as their preferred platform for real-time collaboration throughout the building process. Our software helps construction professionals complete more projects while reducing delays, eliminating costly errors and increasing customer satisfaction. Buildertrend also provides integrations with other valuable software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.
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    Nutshell

    Nutshell

    Nutshell

    Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.
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    Starting Price: $13.00/month/user
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    JobNimbus

    JobNimbus

    JobNimbus

    JobNimbus is the #1 all-in-one roofing app (4.8 stars on app stores) that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication. "This is f$&%ing awesome!" - Dave R. ** MARKETING ** • SEO • Paid ads • Google Business Profile • Website ** SALES ** • Scheduling • Lead tracking • Boards • Custom sales workflows • Sales automation ** PRODUCTION ** • Production boards • Custom job workflows • Production automation • Notes • Tasks • Material ordering directly from Beacon PRO+ and Roof Hub by SRS. • Work orders • Subcontractors • Reports ** BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way sync ** COMMUNICATION ** • Engage texting • Email • Caller ID • @mentions • Job share • Notification center With all this, your whole team will be equipped with the best all-in-one roofing app.
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    Close

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
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    Starting Price: $49.00/month
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    ConWize Estimating and Bid Management
    ConWize is a cloud-based platform that helps construction companies estimate projects more accurately and win more tenders. Estimating construction projects are complex and time-consuming. Overlooked errors can result in losing tenders, or throw you off budget in the execution phase. ConWize simplifies the bidding and estimation process in the tender phase, to protect your company against crucial mistakes, so you can win more tenders, and execute them profitably. We offer: ALL-IN-ONE BIDDING AND ESTIMATING PLATFORM FOR TENDER DEPARTMENTS: Tenders pipeline management, subcontractors bidding automation, advanced estimating tools, indirect costs and profit loading tools, Tender KPI analytics, and more. ESTIMATE PROJECTS AND MANAGE EXECUTION IN ONE PLATFORM: We know that the bottom line of projects is profitability. ConWize's pre-contract management module seamlessly connects the tender and execution phases to maximize control and project monitoring.
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    TopBuilder

    TopBuilder

    TopBuilder

    More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. When it comes to finding new leads and keeping track of your sales pipeline, you need a CRM system that is easy to use and provides you with the ability to segment your leads. TopBuilder’s CRM makes it easy to keep track of your construction projects and sales pipeline. You can easily see which projects are in progress, which ones are complete, and which ones are at risk. The software also allows you to segment your leads by location or type of project. Your decisions are only as good as your data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.
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    Starting Price: $55.00/user/month
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    Repfabric

    Repfabric

    Repfabric

    Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
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    360e

    360e

    360 Enterprises

    Originally created for electrical contractors, 360e is an all-in-one quoting, scheduling, tracking and billing software that is designed by contractors, for contractors. 360e bolsters efficiency and profit while eliminating the daily operational headaches that kill profits. Powerful, flexible and easy-to-use, 360e manages everything from service calls to larger bid jobs through a single system while seamlessly connecting office and field operations. Designed for small-medium sized companies.
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    BidBook

    BidBook

    CRM Evangelist

    Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
    Starting Price: $30.00/month/user
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    Constant Contact Lead Gen & CRM
    At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion. Attract - Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales. Nurture - Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever. Grow - Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.
    Starting Price: $199 per month
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    SalesExec

    SalesExec

    ClickPoint Software

    SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.
    Starting Price: $65.00/month/user
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    monday.com

    monday.com

    monday.com

    Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.
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    Starting Price: $39/month for 5 users
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    Procore

    Procore

    Procore Technologies

    Procore is a leading provider of cloud-based construction management software, designed to connect project stakeholders, including owners, general contractors, specialty contractors, and public agencies. The platform facilitates collaboration across various construction sectors such as commercial, residential, industrial, and infrastructure projects. Procore's comprehensive suite of tools covers project management, quality and safety, design coordination, BIM, field productivity tracking, project financials, invoice management, and accounting integrations, all aimed at enhancing efficiency and accountability throughout the construction lifecycle. With a commitment to advancing the construction industry, Procore serves over 16,000 customers and more than 2 million users across 150+ countries.
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    RedTeam Flex

    RedTeam Flex

    RedTeam Software

    Collaborate anywhere, anytime, with RedTeam Flex, a highly customizable construction management solution designed to help mid to enterprise level contractors maximize communication, performance and productivity in the field. When you choose RedTeam Flex, we help you manage your construction projects from start to finish: improve your overall administration, estimating, and bid solicitation; compare drawings with a few simple clicks; annotate, publish and share drawing files on web or mobile,;share the financial status of the project with clients in an easy, understandable format; and much more.
    Starting Price: $4,200
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    Salesforce

    Salesforce

    Salesforce

    Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
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    Starting Price: $25.00/month/user
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    Xactimate

    Xactimate

    Xactware

    Xactimate, the industry's most powerful and comprehensive solution for property claims estimation, is the number one choice for restoration professionals thanks to its accuracy and flexibility throughout all stages of the repair process. Xactimate can be accessed from a desktop computer, online browser, or mobile device, enabling insurers, loss adjusters, restoration contractors, reconstruction contractors, and specialized service providers to achieve greater speed and accuracy in their claims handling. Small download and streamlined installation gets you set up quickly. Includes all the top features and capabilities for adjusters, insurers, and contractors. Works with or without an internet connection, then syncs with the cloud to stay updated. Fast, full-featured onsite claims handling for contractors and field adjusters.
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    Assured JobCheck

    Assured JobCheck

    Assured Software

    Assured JobCheck automates job files with features that make it easy to share photos, notes, documentation, tasks, team communication, and even contents lists from PackOut. So your job files, your team, and you are current with what's happening on the job. Assured JobCheck is an affordable, quick-start cloud solution for an any-sized restoration company to automate task assignments and information sharing in order to process property loss jobs efficiently. Real-time visibility into claims/job information relating to Insurance, adjuster, loss, and claim information. Real-time updates from your team in Job Feed. Access jobs from anywhere to see job & contact details. Custom workflow engine keeps restoration and contents jobs on track. Real-time updates from your team in job feed. JobCheck is the one place for all your job info. Insurance, adjuster, loss and claim info. Contents lists and CRM for contents jobs. Photos, notes, documentation, contact info.
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    Acculynx

    Acculynx

    Exact Logix

    AccuLynx is the first & only all-in-one roofing business management software designed to empower roofing contractors to streamline their work and grow their business. Packed with powerful project management and collaboration features, it provides all the tools roofers need to effectively manage every aspect of the job, resulting in higher profits & happier customers. AccuLynx is developed & supported in the USA, with in-house dedicated customer success resources.
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    Builder Prime

    Builder Prime

    Builder Prime

    Builder Prime, a customer and project management solution, assists contractors to save time, earn more money, and win more jobs. Contractors can manage their leads and all of their interactions with Builder Prime's Customer Relationship Management feature. Builder Prime enables contractors to monitor and track all of their projects from anywhere and any device with the Project Management feature. Clients can also access Builder Prime via the Client Console feature for eSigning of contracts, viewing and paying of invoices, and submitting new work requests.
    Starting Price: $149.00/month
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    EZinspections

    EZinspections

    EZinspections

    EZ Inspections processing over 8 million orders a year, is the world’s leading cloud and mobile-based system to automate inspection, property preservation and other field services. With EZ's cloud and mobile system, you can manage work on any browser and device. No need for extra software or hardware. Our property preservation software is designed for easy-of-use. We can set you up in a matter of days. Replace paper and spreadsheets with EZ's mobile and cloud platform to manage your insurance loss control inspections, and enjoy the boost of productivity. Extremely high volume and short turn-around of mortgage inspections demands extreme efficiency from the software system. EZ's cloud and mobile apps have been optimized for maximum efficiency and automation.
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    PSA

    PSA

    Canam Systems

    PSA software is designed specifically for the property restoration industry. We provide accounting, job management, CRM, field operations and data analytics in a single package for restoration contractors looking to streamline their performance and maximize profits. PSA continues to provide new and innovative solutions to eliminate duplication and provide real time updates and integrations across the insurance ecosystem. Today, over 1,500 contractors, including a number of franchise groups, across North America are using PSA solutions to advance their business. At PSA, we provide à la carte web based options, for medium to large size businesses, with everything they need to scale and grow. We aim to create a unique customer experience by giving our users a voice and the ability to drive the direction of PSA to better suit the needs of each business.
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    Followup CRM

    Followup CRM

    Followup CRM

    Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.
    Starting Price: $55/user/month
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    Cosential

    Cosential

    Cosential

    Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.
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    KonstructIQ

    KonstructIQ

    KonstructIQ

    KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow.
    Starting Price: $199 per month
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    improveit! 360

    improveit! 360

    improveit 360

    Effortlessly manage customer and prospect relationships, measure performance, and improve your processes with a 360-degree view into your remodeling and home improvement business that you can access anytime, anywhere. Receive your leads instantly, and effectively nurture them to buy. From automated communications to block scheduling, improveit 360 features will cut out tasks that slow you down and help get you to the sale faster by leveraging. Reach homeowners and start getting the most out of every lead and customer. Whether you want to close more deals or simply streamline follow-ups, you can create more selling opportunities for your home improvement business by taking advantage of. Make your cash flow more predictable, increase team collaboration, and manage all jobs in one place using improveit 360’s project management tools.
    Starting Price: $150 per month
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    Vogueboard

    Vogueboard

    Vogueboard

    Vogueboard's cloud-based B2B eCommerce platform connects building material suppliers with motivated buyers for increased online visibility, client engagement, and sales opportunities. Vogueboard users have instant access to the tools needed to attract new customers, develop relationships, and digitize the entire B2B sales process for a completely paperless transaction experience. Vogueboard's SaaS technology eliminates the need to download and oversee an inconvenient hardware installation. Automate your sales processes to create building materials pricelist, manage your product data, and process orders to edge out the digital competition. Develop your digital storefront, display your merchandise for customers to view, and quickly purchase, and seize online sales opportunities. Build and manage customer relationships using our intuitive CRM explicitly designed for manufacturers and distributors of building materials.
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    Casa

    Casa

    Casa

    Launch a website and grow your business using simple software inspired by Contractors across 100 trades. Plus, get $50 in credits every time we fund a loan. Collect leads from social media, search engines, landing pages, etc. or add them manually. Free email and text message marketing and drip marketing to close sales faster. Track your Casa Website visitors and referral sources to master your customer acquisition strategy. Pre-qualify customers with any type of credit at any budget without affecting their credit score. Grow your reputation and display reviews from BBB, Yelp, Google, and Facebook. Gain insights into your conversion rates from estimate-to-payment, financing trends and more. Deploy an interactive website that collects leads and offers financing. Easily customize it in minutes using content and data from Facebook, Instagram, Google and Yelp. Get new customers by generating leads from your search results.
    Starting Price: $99 per month
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    Teknovate CRM

    Teknovate CRM

    Teknovative Solution

    Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.
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    Insightly

    Insightly

    Insightly

    Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
    Starting Price: $29.00/month/user
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    GoCRM

    GoCRM

    GoCRM

    Boost your sales with marketing automation and state-of-the-art communication tools. GoCRM is the only customer relationship management solution that takes on a full-funnel approach by combining powerful marketing and sales features. This means you get a robust platform that supports scalable business growth, streamlines sales processes, and enhances the overall customer experience. Automatically import leads from hundreds of sources, both online and offline, with all the relevant attribution data such as source, channel, and campaign. With a specialized tool kit that includes call tracking, website tracking, Zapier, and CSV import, you can keep accurate track of all leads and the progress of each. Enjoy the option to distribute leads manually or randomly assign them to your team. With advanced workflows, team members automatically receive and follow up on all leads from their personal VoIP phone or email.
    Starting Price: $39 per user per month
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    Knowify

    Knowify

    Knowify

    Knowify is a robust job costing and project management software designed for commercial subcontractors and residential remodelers. Accessible always and from anywhere, Knowify helps increase construction efficiency by offering a wide range of tools covering job costing and estimating, bids, contracts, service work, time tracking and scheduling. Know and grow your business with Knowify.
    Starting Price: $149.00/month
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    Wingmate

    Wingmate

    Wingmate

    Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.
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    Platformax

    Platformax

    Platformax

    Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
    Starting Price: $9.99 per month
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    Restoration CRM
    Cotality’s Restoration CRM is a comprehensive solution designed to help property restoration businesses manage customer relationships and streamline operations. The platform provides an intuitive interface for tracking leads, customer interactions, and project details, ensuring better communication and faster response times. With automated workflows, customizable reporting, and real-time data synchronization, Restoration CRM improves efficiency, reduces manual work, and helps businesses grow their customer base while maintaining high service standards.
    Starting Price: $60 per user per month
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    SalesBuilder Plus

    SalesBuilder Plus

    Contractors Software Group

    SalesBuilder Plus is a CRM software application for home builders and contractors looking to streamline and manage their sales, marketing, buyer management, and customer service/warranty tracking to close more sales and build happier referring clients. SalesBuilder Plus can be purchased as a stand-alone application or as part of the Plus Series, a complete suite of integrated CRM, Estimating, Scheduling and Job Cost Accounting software. We can host the SalesBuilder Plus on a monthly basis or you can purchase it and host it yourself. Please call or request pricing.
    Starting Price: $995.00/one-time
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    Trimble Metrics MEP

    Trimble Metrics MEP

    Trimble MEP UK

    Integrated end-to-end profitability management for MEP contractors. Deliver MEP projects on time and on budget using Metrics MEP, the cloud-based takeoff, estimating and contract management solution designed to gain visibility on the profitability of your business. Perform digital takeoff in a user friendly environment and manage your jobs to ensure profitability. 30% of MEP contractors are going out of business.  Too many MEP contractors go out of business because of inaccurate estimating, out of date material pricing and poor job cost management. How do you make sure you are not one of them? Your focus is on producing highly accurate estimates to ensure the profitability of every job as this can make or break your business. There is no room for error with Metrics MEP. Bad estimates lead to unprofitable jobs. You need an estimating program that allows you to perform takeoff accurately and create estimates from it without having to redo work. Spreadsheets and manual takeoff methods
    Starting Price: $622 per user, per year
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    ClientTether

    ClientTether

    ClientTether

    ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.
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    Smart Contractor

    Smart Contractor

    Smart Construction Software

    The designers of SmartContractor software have worked in the construction and software industries for over 30 years. We’ve been through it all, so we know exactly what you’re dealing with. And we work with construction professionals who use SmartContractor every day, to constantly improve and enhance the program to meet your needs. Integrated construction estimating, accounting, and project management software specifically designed for small to medium construction businesses. Integrated software means that you only enter data once, and data entered in one part of the program is available to all other parts of the system. The data that you enter in a job estimate is used in everything that SmartContractor does, so the estimate is the core of the SmartContractor system. This is what we mean when we say that SmartContractor is “integrated” construction estimating software. You enter the data once, and then use it in everything the program does.
    Starting Price: $495 one-time payment
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    Jobba

    Jobba

    Jobba Trade Technologies

    Jobba’s roofing software is more than just software. It’s a powerful roofing technology platform designed to help commercial roofing contractors and larger community roofers generate new business, build stronger customer relationships, and save valuable time by automating manual processes. Whether it’s for helping sales deliver accurate estimates, keeping service on schedule, multiplying inspections, or providing vital details to the office staff, Jobba’s software is the best roofing technology for contractors that want to streamline manual processes and accelerate growth. Jobba keeps everyone connected during each stage of a project. You and your team members can see job statuses, outstanding items and more – from anywhere, on any device, at any time.
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    UDA ConstructionSuite

    UDA ConstructionSuite

    UDA Technologies

    For more than 22 years, UDA Technologies has been the leading provider of desktop, web, and mobile solutions for construction estimating, scheduling, CRM, and project management. As business needs and software preferences across the industry continue to evolve, UDA reports that construction pros are choosing UDA’s web-based solution - ConstructionOnline™ - as their preferred project management solution 50 to 1 over desktop solutions like ConstructionSuite™ 13. Accordingly, UDA has announced that ConstructionSuite™ will likely be phased out in the coming year(s). Since the launch of ConstructionSuite™ in 2007, each new version has empowered construction pros with powerful desktop tools for construction estimating, scheduling, job costing, contracts, documents, and more - and ConstructionOnline™ carries on this outstanding legacy of success, with even more advanced tools and exclusive features. ConstructionOnline™ currently serves nearly 900,000 construction pros worldwide.
    Starting Price: $1500/seat
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    Bizns Tool
    Bizns Tool Software best fits for list of specialty trade contractors like Electrician, Foundation and structure, Steel Structural, Framing, Masonry, Glass and Glazing and much more. Requesting bids and managing proposals is overwhelming if done using emails. Bizns Tools for construction subcontractors helps organize and participate in the projects. With Bizns Tool, creating quotes for bid invites has been made seamless. It makes it easy to keep the project managers and general contractors up to date. All charges, be it the Initial Approval Estimate or ongoing approved change orders. Bizns Tool gives a clear picture of the charges of the project. This is where Bizns Tool stands out. Simple yet powerful, it allows you to manage daily project tasks and resource scheduling.You never have to worry about missing payments again. With Bizns Tool, it enables you to keep track of project invoices and payments.
    Starting Price: $28 per user per month
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    Methvin

    Methvin

    Methvin

    Methvin is a Collaborative Portal for Clients and Contractors. Shift from the adversary approach of managing clients to one of open communications. This will foster and improve relationships and outcomes for both parties. The shared goals will establish the basis for a motivated team and encourage individual contribution to the end goal of delivering your project on-budget and on-time. Methvin Agile is a project management tool that enables you to visually organize your project in a way better and easier than other expensive software packages. Methvin Agile will provide you with a place to deposit and use critical drawings and documents. Relax knowing that once loaded, these cannot be deleted; but can be retired and replaced with a new version. Further to this, Agile will facilitate the management of incidents on site through to closure including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register Client RFIs
    Starting Price: Free for single users
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    TriBuild

    TriBuild

    TriBuild Systems

    Project Management Software for Contractors. Increase profits with TriBuild’s web-based and mobile contractor software for construction project management at your fingertips. Pull your RFIs, Submittals, Change Orders, Documents, Drawings and Field issues or delay updates together into one centralized, standardized, and organized source. Contractor software intelligently designed to collaborate, document and report with time saving simplicity and accuracy. Our training and support team consists of experienced project managers and customer service experts that are here every day to ensure that you get the best value out of your TriBuild software subscription. Here a few of the ways we work to help make you a success.