Sales CRM · Premium
What construction CRM fits a dirt work or heavy civil crew?
Andrew Drish, founder
Published . Updated
A construction CRM for dirt work and heavy civil is the list of leads, bids, and follow-ups in the same login the crew already uses. SmartCrew Sales CRM is that list for companies with 5 to 100 employees, and it does not build the estimate.
The short version
- Cards move from lead to in progress, proposal sent, and negotiation, with a value and a close date.
- The won job uses the same crews, cost codes, and machines as the clock-in. You type the bid budget in. SmartCrew does not estimate it.
- Built for the owner who sells the work and runs the crews. Excavation, sitework, grading, utilities, and hauling.
- A house-call quoting app is a better fit when the job is an invoice, not iron.
- The sourced comparison with HCSS bid tools and B2W Estimate is a separate page.
What construction CRM means on a dirt work job
The owner of a dirt company sells and builds. A city, a GC, or a developer asks for a number. Someone has to log it, walk it, and remember to send the price. If you win, the same people have to put a crew on it Monday.
A contact list forgets the job. A field app forgets the invite you have not priced. Construction CRM, in SmartCrew, carries the lead until it becomes a job, then lets the field log hours against that job. Dirt work and dirtwork are the same crews. Heavy civil is the same week when the work is a road, a pipe, or a pad.
Never let another job slip away.
| The job in the office | What you get |
|---|---|
| Lead | A card with the work and a follow-up, so Friday does not depend on memory |
| Pipeline | Lead, in progress, proposal sent, negotiation. A value and a close date |
| Bid and opportunity | The invite stays visible while you price it somewhere else |
| Follow-ups and reminders | The card holds the next call |
| After you win | Crews, cost codes, and a budget you enter. Hours, machines, tickets, and daily reports land on that job |
| Estimating and takeoff | Not included. Keep HeavyBid, B2W, AGTEK, InSite, or your spreadsheet |
| Site planning | Not included |
| Plan | Premium. Sales CRM is a Premium category |
Feature availability varies by plan. Fleet Management, Sales CRM, and Scheduling & Communications are Premium categories. The pipeline screen is the demo account. The dollar figures on it are sample data.
How a bid moves through the week
You do not need a second company to remember a bid. The pipeline is one screen. The field is the rest of the app.
Log the lead
The city, the GC, or the developer goes on a card with the work and a follow-up date.
Track the opportunity
The card stays up while you price the job in your estimating tool. SmartCrew does not take off quantities or write the estimate.
Follow up
The reminder sits on the card. The bid does not die because the estimator was on a job all week.
Win it, then run it
The accepted job picks up crews, cost codes, and the budget you type in. GPS clock-ins, machines, haul tickets, and daily reports land there.
Demo account. The pipeline is the office. The phone chats are crew channels, not the bid board. Dollar amounts on the cards are sample data.
What to look for in any dirt work CRM
Ask these on a demo, with one of your own invites on the screen. A good answer is the card, then the job.
| Ask this | Why it matters on dirt work |
|---|---|
| Where does the lead go after we win? | It should become the job the crew clocks into, not a closed row in another login |
| Does it price the job? | If you need takeoff, that is an estimating tool. A CRM that only stores the contact is a different product |
| Who gets the follow-up? | The owner who also runs trucks will miss a date that lives in email |
| Can the field ignore the pipeline? | Operators need the clock-in, the machine, and the ticket. They do not need every bid |
| Is it a separate subscription? | In SmartCrew it is a Premium category inside the same app |
Who this CRM fits
Pick SmartCrew if
- You do dirtwork or heavy civil with your own crews, about 5 to 100 people.
- The person who sells also runs the work.
- You want leads, bids, and follow-ups next to GPS time tracking, job costing, equipment, daily reports, and haul tickets.
- You already estimate in another tool, and you will type the budget in after you win.
- You use QuickBooks Online for the books.
Pick something else if
- You need takeoff and a priced estimate inside the CRM. Keep your estimating tool.
- You sell house calls, not civil jobs. A field-service CRM is built for quotes and invoices.
- You are one or two people and the whole business is a quote. You may not need a crew app yet.
- You want geofencing, telematics hardware, machine control, or payroll processing. Those are not in SmartCrew.
The CRM sits inside the all in one app
Sales CRM is one Premium category. It is not a different company. The same login has GPS time tracking, live crew locations, job costing, equipment hours, DOT inspections, daily reports, haul tickets, scheduling, dispatch alerts, crew chat, safety forms, and files. Scheduling and crew chat are Premium. QuickBooks Online is connected. SmartCrew does not process payroll.
Read the product as a whole on all in one dirt work software and all in one heavy civil software. The trades are dirtwork software, excavation, sitework, and heavy civil. The other modules on their own pages are file storage, the safety app, and crew communication. The SmartCrew homepage is the tour.
- Dirt work software with a CRM and dirtwork CRM software are the same search. The spelling changes. The crews do not.
- The bid and the crew belong in one app.
- Software, app, and platform, on this page, mean that one login. We are not describing a second product.
Who is SmartCrew for, by crew size?
Dirtwork and heavy civil companies with about 5 to 100 employees. That's who we build for: small to midsized contractors. Small, for us, means a real crew. Not a one-man shop.
| Your company | SmartCrew? | Why |
|---|---|---|
| 1 to 4 people | Probably not yet | If it's you and a helper, a quoting and invoicing app may be all you need. We built SmartCrew for companies with crews to manage. |
| 5 to 20 people | Yes | The owner still runs a machine some days. The office is one or two people. You don't need more software. You need fewer places to look. |
| 20 to 50 people | Yes | A few crews, a shop and trucks on different jobs. Our own family company runs 20 to 30 guys. This is the size we built it for. |
| 50 to 100 people | Yes | More crews, more iron, more tickets. Same simple app for the field. You see every job against the bid. |
| Over 100 people | Probably not | Bigger companies often want enterprise software with a full-time admin. That's not us. See HCSS HeavyJob vs SmartCrew. |
Questions people ask
What is a construction CRM for dirt work?
It is the pipeline for leads, bids, and follow-ups, in the same app the crew uses after you win. SmartCrew calls that module Sales CRM. It is Premium. It does not estimate the job. You price it in your estimating tool and type the budget in when the work is yours.
Is dirtwork CRM software the same as dirt work CRM software?
Yes. Dirtwork is one word. Dirt work is two. Andrew writes it as one word. Owners search both. The product is the same: heavy civil and dirtwork companies with 5 to 100 employees.
Is an all-in-one construction CRM the same as an all in one CRM app?
Yes. All-in-one and all in one are two spellings of the same ask. On this site both mean the pipeline sits with time, machines, tickets, and job cost in one SmartCrew login.
Does SmartCrew's CRM platform estimate the job?
No. Sales CRM does not do takeoff, site planning, or estimating. The comparison with bid tools is dirt work software with crm. Keep the estimator you trust.
Is the construction CRM included on every plan?
No. Sales CRM is a Premium category, with Scheduling and Communications and Fleet Management. Feature availability varies by plan. SmartCrew starts at $99/month. Contact us for team pricing.
Who should skip a heavy civil construction CRM?
A one or two person shop that only writes quotes. A GC, a home builder, or a roofer. And a company that needs the estimate inside the CRM. SmartCrew is for dirtwork and heavy civil crews of about 5 to 100.
Where do I see the rest of the product?
The full module list is on all in one dirt work software and all in one heavy civil software. Trades start at dirtwork software and heavy civil. The tour is the homepage.