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In an industry like engineering, where the administrative and personnel side is often overlooked in favour of the physical construction management, it is important to use an appropriate CRM system. By investing in customer interaction and improving client support, you should benefit from augmented sales and overall performance.

Upfront Conclusion

The best crm for engineering firms right now is CAS Engineering and tiny+

Top 6 Best CRMs For Engineering Firms

  1. CAS Engineering – Best CRM for Small Engineering Firms
  2. tiny+ – Best CRM for Advanced Functionality
  3. Maximizer CRM – Best CRM for Communication
  4. Capsule CRM – Best CRM for Organisation
  5. Really Simple Systems – Best CRM for B2B transactions
  6. TopBuilder – Best CRM for Saving Time

1. CAS Engineering CRM – Best CRM for Small Engineering Firms

PRICING: On request.

Following the successful CRM system CAS genesisWorld, CAS Engineering offers a uniquely industrial version of the software. It’s customisable to suit your business, whilst maintaining high standards of security.

KEY FEATURES:

  • Centralised project management
  • Order updates
  • Turnover reports

REASONS TO BUY:

  • Tailored to engineering needs
  • Easy for all employees to access, including via mobile

REASONS TO AVOID:

  • Limited visual appeal

2. tiny+ – Best CRM for Advanced Functionality

PRICING: Free trial, plans from $99/month for five users.

tiny+ markets itself as offering an elegant approach to engineering firms, and this is certainly true of its sleek and user-friendly interface. Not only is it a pleasure to use, tiny+ delivers advanced functionality to its clients and their customers.

KEY FEATURES:

  • Bird’s eye view
  • Team management
  • Centralised customer communication point

REASONS TO BUY:

  • Heavy focus on building strong client relationships
  • Easy to use
  • Organised

REASONS TO AVOID:

  • Pricey

3. Maximizer CRM – Best CRM for Communication

PRICING: Free 30-day trial, plans from $29/month.

Maximizer CRM is a particularly useful system for engineering firms who frequently liaise with other engineers and contractors, or indeed anyone involved in a project.

KEY FEATURES:

  • Synced files updated instantly
  • Central communication dashboard
  • Sales analytics

REASONS TO BUY:

  • Cloud-based
  • Organised
  • Scalability

REASONS TO AVOID:

  • Metrics could be better presented
  • Customisation is time-consuming
  • Customer support is invoiced

4. Capsule CRM – Best CRM for Organisation

PRICING: Free version available, more advanced plans available from $18/month.

Capsule CRM is a system adept at storing and categorising information pertaining to client relations.

KEY FEATURES:

  • Allocate specific tasks to different team members
  • ‘Sales pipeline’ management
  • Integrations available with premium plans

REASONS TO BUY:

  • Easy to learn
  • Remote accessibility

REASONS TO AVOID:

  • Limited file storage in free version

5. Really Simple Systems – Best CRM for B2B

PRICING: Free trial, plans from $14/month.

With a focus on nurturing B2B and B2C relations, Really Simple Systems offers a simple way to organise communication and interactions.

KEY FEATURES:

  • Centralised activity and communication hub
  • Appointment scheduling
  • Calendar system

REASONS TO BUY:

  • Streamlines daily tasks
  • Value for money

REASONS TO AVOID:

  • Difficult to search files

6. TopBuilder Solutions – Best CRM to Save Time

PRICING: Free trial, plans from $35/year.

TopBuilder Solutions processes data gathered from employees and clients to reconcile in a centralized, easy-to-read database.

KEY FEATURES:

  • Revenue projections
  • Automation
  • Newsletter functions

REASONS TO BUY:

  • Helpful customer service
  • Tracks customer interactions
  • Access from all devices

REASONS TO AVOID:

  • Lacks customisation facilities

Frequently Asked Questions

What are the benefits of CRM?

The utilisation of CRM ultimately works to grow your business through the nurturing and maintaining of strong, professional relationships with clients. Staying on top of previous meetings, discussions, and business decisions will show your clients and other firms that you value organisation. This increased trust can only yield positive consequences for your business, from a growing client base to the diligent management of those already involved.

Industry specific or universal CRM?

The ubiquity of CRM systems means that there is an option for everyone. There are plenty of CRMs built specifically for the engineering and construction industry, which ostensibly perform better in areas such as contractor management and equipment coatings. Generally speaking, these curated systems deliver unique and thorough approaches to account management that remain unmatched by non-specific CRMs.

Even so, a CRM not specifically designed for your industry can be just as beneficial. The lack of a niche naturally widens the target audience, and with a greater number of users comes more advanced features. Ultimately, when selecting a CRM, the most important factor is finding a system that you find simple to ease and which suits your needs.