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BuilderMate: Construction CRM and Project Management

BuilderMate helps construction business owners organize their sales pipeline and project workflows. It includes tools to track commissions and manage subcontractor portals.

At a glance

Category
Construction
Best for
Home builders, Remodeling contractors, Commercial contractors, Specialty trade contractors, Landscaping professionals
Pricing
Plans start at $99/month for the Starter tier (2 CRM users), with Pro at $269/month and Business at $459/month, billed annually. A 30-day free trial is available.
Key use cases
Lead and Pipeline Management, Bid and Estimate Preparation, Field and Crew Coordination, Financial Tracking
Integrations
QuickBooks Online, Google Calendar, Stripe
Official website
buildermate.io
Screenshot of BuilderMate website

BuilderMate is a CRM and project management tool designed for various construction trades, including home builders, remodelers, and specialty contractors. It combines sales tracking with operational tools to help businesses manage the process from lead capture to final payment.

The platform is designed for contractor teams that coordinate field staff and office administration. It supports common construction workflows such as creating quotes, managing change orders, and tracking project budgets.

Buyers should note that the software includes tools for commission tracking and an AI assistant for business insights. It is designed to help businesses move away from manual spreadsheets and disconnected tools into a centralized system.

Key Features

Client CRM & Lead Management

Tracks leads and opportunities through a pipeline to help organize the sales process.

Estimating & Proposals

Supports the creation of quotes with templates and line items.

Project Scheduling

Includes a master calendar with Google sync to help coordinate crew assignments and appointments.

Invoicing & Payments

Supports invoicing and online payments to help with the collection of funds.

Commission Tracking

Calculates and reports sales commissions, including split and milestone tracking.

AI Assistant

Allows users to ask questions about business data in plain English to receive insights.

Subcontractor Portal

Provides a space for subcontractors to submit bids and sign contracts.

Use Cases

Lead and Pipeline Management

Capturing and tracking new inquiries through a Kanban board to help manage follow-ups.

Bid and Estimate Preparation

Using templates to generate quotes and sending them to clients for digital approval.

Field and Crew Coordination

Scheduling team members via a visual calendar and tracking daily logs and project progress.

Financial Tracking

Managing project budgets, tracking expenses, and syncing data with QuickBooks.

Best For

Home buildersRemodeling contractorsCommercial contractorsSpecialty trade contractorsLandscaping professionalsHVAC and roofing contractors

Integrations

QuickBooks OnlineGoogle CalendarStripe

Pricing

Plans start at $99/month for the Starter tier (2 CRM users), with Pro at $269/month and Business at $459/month, billed annually. A 30-day free trial is available.

FAQ

Who is BuilderMate designed for?

It is designed for construction professionals including home builders, remodelers, commercial contractors, and specialty trades like HVAC, roofing, and landscaping.

Does BuilderMate offer a free trial?

Yes, it offers a 30-day free trial that does not require a credit card to start.

What is the difference between the pricing plans?

The plans differ by the number of users allowed: Starter supports 2 CRM users, Pro supports 5 CRM and 9 field users, and Business supports 8 CRM and 20 field users.

Source category: Construction

Source subcategory: CRM

Categories:

Software Type:

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