Construction CRM
Manage projects, contractors, and budgets in one organized spreadsheet. The complete CRM for construction companies, contractors, and project managers.
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- Project pipeline and milestone tracker
- Contractor and subcontractor database
- Materials and cost tracking
- Invoice and payment log
- Site visit and inspection scheduler
- Budget vs. actual dashboard
- Document checklist per project
- Lifetime updates
The Construction CRM keeps every project, contractor, and budget line organized — so you can focus on building, not chasing paperwork.
Whether you’re running one job site or managing a portfolio of projects, this template gives you full visibility from quote to completion.
Why a Spreadsheet?
Construction ERP and project management software can cost $200–$500/month — and usually requires weeks of onboarding. This template tracks every project, contractor, cost, and invoice without the learning curve. Your team already knows how to use a spreadsheet. There’s nothing new to learn.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Active projects, total budget, costs to date, and overdue tasks |
| Projects | Project database with status, client, start/end dates, and value |
| Pipeline | Quote-to-completion stage tracker |
| Contractors | Subcontractor directory with speciality, rates, and availability |
| Costs | Line-by-line materials and labour cost tracker |
| Invoices | Invoice log with issued, paid, and overdue tracking |
| Schedule | Site visits and inspection planner |
Who It’s For
- General contractors managing multiple active projects
- Construction project managers tracking costs and timelines
- Small construction firms without a dedicated ERP system
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.