ProjectMark review

ProjectMark is a CRM for business development rather than homeowner sales. It organizes every pursuit in a standardized pipeline showing project value, stage, fit and probability, so leadership can make go or no-go calls and forecast revenue from live and historical data. Contact management shows the companies, people and history behind each opportunity, and task management and a shared calendar keep proposal work on schedule. The mobile app adds tap-to-dial, voice-enabled AI note taking and business card scanning with contact enrichment, and enrichment credits are included in each plan. Paid integrations connect to Vista, Procore and BuildingConnected, and there is a public API. Every plan includes implementation and onboarding. The weakness for this list is cost transparency: Starter (up to 6 users), Scale (up to 10) and Enterprise are all priced on request, so we score value conservatively. Smaller residential contractors will find it more than they need.

Who it is for

Business development teams at general contractors, specialty contractors and AEC firms pursuing larger commercial projects.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Pipeline dashboard with project value, stage, fit and probability
• Deal and revenue forecasting from live pipeline and historical data
• Mobile app with voice-enabled AI note taking and business card scanning
• Contact enrichment credits included in every plan
• Paid integrations with Procore, Vista and BuildingConnected, plus a public API

Strengths and weaknesses

• Strength: Built for go or no-go decisions on commercial pursuits
• Strength: Implementation, onboarding and support included
• Strength: SOC 2 Type II certified
• Weakness: No published prices on any plan
• Weakness: Integrations are paid add-ons
• Weakness: Starter covers up to 6 users, so larger teams move up a tier

Key facts

• Plans: Starter (up to 6 users), Scale (up to 10 users), Enterprise (10+ users), all by request
• Security: SOC 2 Type II certified
• Integrations: Vista, Procore, BuildingConnected and Adobe InDesign as paid add-ons
• Mobile: iOS and Android app with an Outlook plugin

Where it ranks

ProjectMark is No. 8 in our Best CRM for Construction verdict.