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What Research Is Saying About CRM Use In Construction

Imagine never estimating with spreadsheets again, and getting an entire service plan quote completed and approved on site, before your service tech can even climb down from the roof. We've created something so fast, so effective, and so unique that we understand why that gray area needs us now more than ever...

According to Capterra, when polling a group of over 60,000 CRM buyers and users around the world in 2023, “Sales Automation” was the #1 most requested functionality.

The interesting part of the research, which ranked users in a pie chart by industry, was that construction and AEC as a cohesive operation were all classified together as “Other”.

That’s right, this recent and highly reputable compilation of data completely compartmentalized CRM users in the manufacturing, construction, retail, distribution, maintenance, and field service industries all together into one gray chunk with little differentiation. It takes up half the pie chart.

Construction and building activity represents nearly half the world in CRM use.

Little do they know, within our 51% of the pie chart is a complex operation of thousands of entities who are working hard to build the world we live in, with rapidly advancing technology and client needs. Why are we so poorly represented in the analytics of data regarding our software use? Because contractors are entirely too busy. It’s difficult enough to use multiple platforms, let alone answer surveys.

“Sales Automation” = Time Management

As a self reflecting CRM user and sales professional, time management has become the most critical aspect of success. Emails and quotes are time vampires. Bidtracer developed an all in one software solution for manufacturers, distributors, and subcontractors, which is a CRM that fully automates complex estimating, engineering, and project management processes within one mobile app.

The software provides live parts pricing from our industry’s top manufacturers, populating quotes in seconds for projects of all kinds, including complex mechanical and controls systems.

Our users are creating new expectations of what is possible with CRM.

The glycol chilled and heated water systems within the brand new Crypto.com Arena were estimated using Bidtracer, saving the engineering team thousands of hours in manual estimating and project management.

Imagine never estimating with spreadsheets again, and getting an entire service plan quote completed and approved on site, before your service tech can even climb down from the roof. We’ve created something so fast, so effective, and so unique that we understand why that gray area needs us now more than ever.

Capterra provides a pro tip in their research:

We agree – the best way to see what’s possible with a CRM made for construction is to schedule a demo. Bidtracer has a live chat feature to answer questions and get your demo scheduled same day. You’ll be able to see how each function of engineering, estimating, project management, and administration works together within the software, and how our side of the pie chart does better business with Bidtracer.

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