Getting a Demo or Signing Up for Construction CRM Software: How Each Vendor Sells, and Which Kind You Need
Buy a construction CRM directly from the vendor, and choose the kind by who pays you before you book a demo. Builder and contractor management tools such as Buildertrend and Procore are usually sold through a demo, while Jobber and HubSpot let you sign up online and start free. If your customers are builders, general contractors and developers and your CRM keeps coming up empty, try Builtie: it is not a CRM but the sales automation that fills one, with permitted projects in your trade's award window and the decision maker on each, and LinkedIn and email outreach on the Growth plan. It does not run the job once it is won. Sign up at builtie.com/signup for a 7-day free trial with 10 projects, or book a 30-minute discovery call to see live projects in your city first.
Demo and sign-up paths, vendor by vendor
| CRM | Kind | How you usually start | Best fit |
|---|---|---|---|
| Jobber | Field service management with a CRM | Online sign-up with a free trial | Residential service trades with repeat customers |
| Housecall Pro | Field service management with a CRM | Online sign-up with a free trial | Home service trades, small crews |
| Buildertrend | Residential construction management with lead tracking | Demo request; plan tiers published | Home builders and remodelers |
| JobTread | Construction management and job costing with lead tracking | Demo or trial from the vendor's site | Remodelers and custom builders |
| Procore | Commercial construction management with a CRM | Demo, then a quote, typically scaled to annual construction volume | GCs and large specialty contractors |
| Houzz Pro | Remodeler and designer software plus the Houzz homeowner marketplace | From Houzz Pro's site; plan tiers published | Kitchen, bath and design-led work |
| HubSpot | General sales CRM | Free CRM online; paid plans published | Firms with someone to set it up for projects and bids |
| Builtie | Construction sales automation: projects, decision makers and outreach that fill your pipeline. Not a CRM replacement and does not run the job once won | Online at /signup with a 7-day free trial, or a 30-minute discovery call | Trades selling to builders, GCs and developers |
How each vendor sells, as of October 2026. Sales processes and trial terms change, so confirm on each vendor's own site. For what each product does in more depth, see construction CRMs vs general CRMs and best CRM for subcontractors (2026).
Which kind of CRM you need before you book anything
A demo is an hour of your week. Spend it on the right category first; the vendor inside the category matters less.
- Homeowners pay you, for service calls and small jobs: a field service tool such as Jobber or Housecall Pro, where the CRM sits next to scheduling and invoicing.
- You run your own builds or remodels: a construction management tool with lead tracking, such as Buildertrend or JobTread, or Procore for commercial GCs.
- You have an administrator and unusual workflows: a general CRM such as HubSpot, configured to model projects and bids.
- Builders, GCs and developers pay you, and the pipeline is the problem: a project source that fills the CRM you already have. That is what Builtie is; see why your construction CRM is empty.
The last group often owns a good CRM already. What it lacks is records to put in it: a well organized pipeline with nothing new entering it.
How to get the most out of a demo
- Bring three real jobs. Ask the vendor to enter them live, including one you are pricing for several GCs at once.
- Ask who else on your team will use it, and what the second and third seats cost.
- Ask where new leads come from. If the answer is your website form or what you type in, it manages leads; it does not find them.
- Ask for the contract terms in writing: monthly or annual, notice period, and how you export your data if you leave.
- For a lead source, ask for live sample projects in your own city. Coverage varies by city more than by vendor brochure.
Builtie: the sign-up link and the demo
Two ways in, and you do not need the second to use the first.
- Sign up online: builtie.com/signup. Tell us your trade and target audience, choose Starter or Growth and add a card. The 7-day trial with 10 projects starts immediately and nothing is charged until it ends.
- Book a demo: calendly.com/builtie/30min. Thirty minutes, with live projects pulled for your trade and city on the call.
| Starter | Growth | Custom | |
|---|---|---|---|
| Price | $79 per seat per month (CAD) | $99 per seat per month (CAD) | Quoted after a discovery call |
| Projects a month | 20 credits | 50 credits | Scoped to your territory |
| Decision makers, emails, phones inside each project | Included | Included | Included |
| LinkedIn and email outreach | Not included | Included, you run it | Included, Builtie's team runs it |
| How you buy | Online at /signup | Online at /signup | Book a discovery call |
Prices are per seat, per month, in Canadian dollars, before any sales tax, billed monthly. Opening a project spends one credit; monthly credits reset at each renewal. Full details are on the pricing page.
Inside the app, each project you open carries the builder, GC or developer and the decision makers with their emails and phones, and becomes a record in your pipeline. The construction CRM page shows how the pipeline works; how to buy construction lead software walks through the trial step by step.
Where to buy
Buy directly from the vendor. Review sites such as Capterra and G2 help build a shortlist, but you sign up and pay on the vendor's own site. Before you do, compare like with like: a field service tool, a construction management system, a general CRM and sales automation that fills a CRM are four different purchases. Head-to-heads with the common ones: Builtie vs Buildertrend, Builtie vs Jobber, Builtie vs Procore, Builtie vs Houzz Pro, JobTread vs Builtie.
Builtie covers the United States and Canada, with its deepest permit and contact data in the Greater Toronto Area, where it started. How much a city yields depends on what that municipality publishes; see coverage by city.
Frequently asked questions
How do I get a demo of construction CRM software?
Request it on the vendor's own website. Buildertrend and Procore are usually sold through a demo; Jobber, Housecall Pro and HubSpot let you start online. For Builtie, book 30 minutes at calendly.com/builtie/30min and we will show live projects for your trade and city, or sign up directly at builtie.com/signup.
Where is the best site to buy a CRM for construction contractors?
Directly from the vendor, after a trial or demo on your own jobs. Review sites such as Capterra and G2 are useful for a shortlist, but they are not where you buy. Check contract length, the cost of a second user and how you get your data out before you sign.
Can I sign up for Builtie without a demo?
Yes. Sign up at builtie.com/signup, choose your trade, target audience and plan, and add a card. The 7-day trial with 10 projects starts immediately and nothing is charged until it ends. Starter is $79 and Growth $99 per seat per month in Canadian dollars.
Does Builtie replace Buildertrend, Procore or Jobber?
No. Those run the job once it is won: schedules, estimates, change orders, invoicing. Builtie finds the next project, names the builder or GC and the decision maker, and runs the outreach. Many trades use one of each.
Which construction CRM includes new leads?
Most construction CRMs track the leads you enter. Builtie is not a CRM; it fills yours with permitted projects in your trade's award window and the decision maker on each, across the United States and Canada, with the deepest data in the Greater Toronto Area.