Construction CRM Software
Ditch the spreadsheets and manual follow-ups. Manage leads, proposals, site visits, and client communication—all in one place, built specifically for contractors.
- Residential & Commercial Projects
- Real-Time Lead Assignment
- Mobile Access for Field Reps
Trust Sunbase to Accelerate Your Construction Deal Flow
52%
Faster Lead-to-Contract Time
Speed up your entire project lifecycle.
37%
Increase in Conversion Rates
Turn more bids into booked projects.
53%
Reduction in Follow-Ups
Save time with automated reminders
86%
Boost in Client Response Rate
Enhance communication with real-time updates
Essential Tools to Simplify Your Construction Business Workflow
Centralized Client & Project Management
Track every client, job site, and interaction in one place — from first contact to project closeout .
Advanced Lead Management
Track every interaction, follow-up, and bid status in a single dashboard built for construction workflows.
Efficient Proposal Generation
Create accurate estimates and proposals using predefined cost templates, line items, and branded layouts.
Seamless Communication Tools
Maintain consistent communication with clients and teams via built-in email, SMS, and activity logs.
Task & Workflow Management
Assign, track, and complete tasks with due dates, reminders, and progress updates during pre-construction or active projects.
Scheduling & Resource Management
Coordinate job walks, inspections, crew assignments, and appointments with visual calendars and real-time tracking.
Secure Document Management
Organize contracts, permits, drawings, and compliance documents securely within each client or project record.
Mobile Access for Field & Sales Teams
Give your field crews, reps, and managers on-the-go access to client data, task checklists, job photos, and status updates.
Client Portal Access
Empower your clients with a self-serve portal to view job updates, approve estimates, upload documents.
Comprehensive Reporting & Analytics
Gain insights into your sales funnel, close rates, rep performance, and lead sources with real-time, customizable dashboards.
Why Choose Sunbase Construction CRM Software?
Purpose-Built for Construction Workflows
Unlike generic CRMs, Sunbase is designed specifically for contractors — with tools that match how you sell, schedule, and manage projects in the field.
Streamlined Sales-to-Project Handoff
Seamlessly transition from signed proposals to project kickoff without duplicate entries, lost files, or miscommunication.
Real-Time Visibility & Performance Tracking
Monitor deal progress, rep activity, and project status with visual pipelines and real-time reports that keep everyone accountable.
The All-In-One Construction CRM for Contractors Needs
Capture and Organize Every Opportunity
Automatically log inquiries from web forms, calls, or canvassing — and assign them instantly.
Convert Estimates into Signed Jobs in One Flow
Build estimates, send proposals, collect e-signatures — all from a single connected system.
Track Every Interaction Across the Sales Journey
From the first call to the final invoice, see a full timeline of communication, task history, and updates.
Maintain Full Visibility Across All Sales Pipelines
Monitor multiple pipelines for different services or divisions, giving you control at every stage.
Without Sunbase Construction CRM Software
- Leads scattered across spreadsheets, and emails
- No clear visibility into job or sales progress
- Manual copy-paste, delays, and errors in proposals
- Lost paperwork & difficult retrieval of documents
- Security risks with shared documents
- Limited Integration
With Sunbase Construction CRM Software
- Centralized, real-time tracking of incoming leads
- Drag-and-drop viual sales pipeline
- One-click conversion with pre-built templates
- Centralized storage for all documents
- Role-based access ensures each team member
- Seamless Integration
Simple & Powerful Features for Construction Success
Drag-and-Drop Sales Pipeline
Easily move deals through custom stages like Lead In, Estimate Sent, Proposal Approved, and Job Started.
Crew & Site Scheduling
Schedule site visits, estimations and walkthroughs with synced calendars and automated task reminders.
Job Activity Timeline
Track every touchpoint — including calls, messages, site visits, and document uploads — all in a time.
One-Click Estimate to Proposal
Generate polished proposals directly from your estimates — complete with pricing, scope, and branding.
Integrated Calendar for Scheduling
Coordinate team schedules, job site visits with visual calendar views and automatic reminders.
Mobile Access for Field Teams
Let estimators, supervisors, and reps access project data, upload site photos, and log updates from the field.
Integrated Client Portal
Intuitive portal to review designs, track project progress, and approve or request changes seamlessly.
E-Signature Integration
Effortlessly collect e-signatures for contracts and proposals, speeding up approvals and reducing paperwork.
Real-Time Notification & Alert
Receive instant notifications ensuring timely action and reducing bottlenecks.
