Top 7 Best CRM for Engineering Firms | Updated (2024)

Best CRM For Engineering Firms

Getting the best CRM software for your engineering firm depends on your unique needs and preferences. While some people prefer a budget-friendly CRM, others prefer a customer support-based one.

Nevertheless, in whatever category you belong, we have curated the best CRM software to solve your immediate business needs.

Table of Contents

So, What is the Best CRM for Engineering Firms?

Hubspot CRM is the best CRM software for Engineering firms, enabling them to strengthen their relationship with clients. Building a genuine connection with clients is the only key to delivering an exceptional engineering experience. That’s why top Engineering firms choose Hubspot CRM as the best for the industry.

With Hubspot CRM, these Engineers were able to learn how to engage in meaningful conversations with their clients, ask open-ended questions, and allow space for them to express themselves fully. This has enabled them to tailor their Engineering solution to their client needs.

Alongside the overall best, we have listed other incredible CRMs with their unique advantages.

HubSpot – Best overall

Pipedrive – extra feature

Zoho – highly customizable

Freshsales – budget option

Zendesk – Best for Customer Service


Salesforce–third-party integration

Hubspot CRM —(Best overall)

Best CRM for Engineering Firms

1. Hubspot CRM —(Best overall)

Best Crm For Law Firms

HubSpot CRM is one of the world’s leading CRM software, generally known for its ability to build and strengthen relationships with clients. Top Engineering firms finds immense value in its unique nature of nurturing connections, enabling them to track all communications and nurture relationships with their clients.

Hubspot CRM is the only software with 100% connection nurturing capability. This makes it an ideal CRM for Engineers as it helps them to deliver successful Engineering outcomes that meet clients’ expectations and contribute to their overall Engineering business success.

How Hubspot CRM benefits Engineering Firms

Relationship nurturing: As an Engineer, Hubspot CRM will enable you to delve into your clients’ aesthetic preferences by discussing their desired method. This approach strengthens the client-engineering relationship and leads to more successful outcomes.

Relationship tracking: As an Engineer, you need software that can track interactions so you can take action according to your firm’s journey map. Interaction tracking collects data about client’s experiences at all company levels and keeps track of clients’ communication with the company.

Email marketing: Hubspot CRM makes the clients on your email list aware of your latest style. It also allows you to educate your audience on the value of your brand and keep them engaged.

Live chat: To facilitate relationships with your clients: In a world where clients are craving near-instant responses from brands, Hubspot CRM permits you to be there for your clients, always.

Email tracking: With intelligent insights, It lets you get in-depth details into what appeals the most to your email subscribers.

Pricing Details

Free Plan: Yes

2. Pipedrive CRM – (Extra feature)

Best Crm For Real Estate Canada

Pipedrive CRM is a full-stack CRM suite for Engineers to streamline their Engineering processes collaboratively. Over 100,000 companies use Pipedrive as one of the most preferred CRM for Engineers globally. It empowers them to automate repetitive tasks, gain deeper insights into clients, manage leads, and delight them.

Getting a client who is excited by your engineering solution and has complete faith in you may take a lot of work. The lack of detailed information can damage your business plan, so Pipedrive CRM has an extra feature that makes your invisible network visible to clients and lets you see each connection’s outcome.

How Pipedrive CRM Benefits Engineering Firms

Location tracking: Pipedrive CRM uses GPS to track the location of the job site and the movements of your employees on the site. It also enables the Engineers to gain real-time visibility into activities going on on the site. This Pipedrive technology can pinpoint the target location’s longitude, latitude, ground speed, and course direction.

Work order management: Engineering firms’ work order contains information such as the job description, the employees in charge of completing the job, the completion timeline, and any material required to complete the job. So, Pipedrive CRM tracks and manages this information until the job is completed.

Pipeline and Deals: With Pipedrive CRM, you can visualize, track and organize your business process and pipelines. It comes with featured tags to enable you to name your contacts according to their stages in the life cycle.

Automation: The Pipedrive automation feature helps you improve your workflow, save time, and cut operating expenses. You can also set triggers and desired actions that automate your routine tasks.

Insights and Reporting: A firm can only do with actionable client insights. So, Pipedrive CRM provides these insights with no or no extra effort.

Other features of Pipedrive CRM include chat integration, invoice and billing, contact management, email and communication tracking, etc.

Pricing details

Free Trial: 14 Days

3. Zoho CRM (Highly-customizable)

Zoho Crm Top Rated

Zoho is a fusion of A.I. and innovation. It’s an end-to-end, fully customizable CRM solution for Engineering firms. It is an award-winning CRM trusted by a global network of over 300,000 firms in 150 countries to convert more leads, engage with clients, and grow their revenue. It offers a massive range of customization options that can be leveraged to fit your business processes; you can create a page tailored to your business needs and save it as a template..

How Zoho CRM benefits Engineering Firm.

Customizable reports: Zoho CRM enables you to monitor the productivity of your employees to ensure you’re on top. It gives you a top-level overview of all the activity completed on your OnePageCRM account. You can generate save email reports tailored to your needs.

Sales Enablement: Empower your employees with the tools to execute their jobs. With Zoho CRM, you can quickly raise and send quotes, access calendars, book appointments, and integrate Google Workspace and Office.

Omnichannel: Spark real-time conversations with clients and prospects that interact with your brand via website, email, telephone, and social media. All from your central dashboard.

Customizable templates: Zoho CRM Custom templates are a page (or group of pages) you create and then save as a template. This is an effective way to set up pages with typical content, layout or sub-page hierarchy.

Other features include analytics, customer journey orchestration, process management, predictive sales and intelligence, team collaboration, and integrations.

Pricing details

Free Trial: 14 Days

4. Freshsales CRM–(Best for Extra feature)


Freshsales CRM is an affordable CRM that Engineering firms love. It helps teams increase productivity and build lasting client relationships. The software offers many free features that others charge. So, It’s excellent for Engineering firms on an operational budget but can easily be enhanced when necessary.

Freshsales CRM is a great vehicle to ensure all opportunities are documented and tracked. Scheduling follow-up ensures that communication errors are mitigated and that the email templates support marketing initiatives.

How Freshsale CRM benefits Engineering Firms.

Client Contract Management: Contracts are core to every Engineering firm’s transaction, so Freshsales CRM offers suite tools that help you to generate, sign, store, and maintain contracts within the ecosystem. This enhances client acquisition and retention processes for businesses.

Project Management: Freshsales CRM helps you manage projects by giving you real-time insights into client feedback and improving communication across the cycle. It also allows you to deliver the customer’s needs on time and within budget.

Project templates: With Freshsales CRM, you can manage your work more efficiently. You don’t have to enter the same tasks repeatedly; you can save time and be more productive. Project Templates can be accessed from the project list view.

Pricing details

Free Trial: 21 Days

5. Keap CRM–(best for its usability)

Crm For Engineering Firms

Keap (formerly Infusionsoft) is a customer relationship management (CRM) platform well-suited for Engineering firms to simplify and effectively manage clients, leads, and prospects. Keap is in the top tier for its usability; its easy automation saves Engineers a reported 10 hours per week by eliminating manual tasks such as sending texts and recording new leads immediately after they complete a form on your landing page or social media account.

Setting up Keap CRM is also very easy, as it has how-to-do videos that can assist you. Its Simple drag-and-drop sales pipeline builders make it easy for you to stay organized and get a clear picture of your Engineering firm.

How Keap CRM Benefits Engineering Firms

Quote/estimates: With Keap CRM, you can give quick & easy estimates during walkthroughs and on-site. This makes you win more clients and gets you ahead of the competition.

Marketing automation: Keap CRM lets you target clients with personalized campaigns by leveraging data. It streamlines marketing activities, runs effective campaigns, and increases consumer engagement, thereby driving high profits for pressure-washing business owners.

Reminder: Owners of Engineering Firms usually send reminder emails to their clients to complete a significant action such as requesting a service, renewing a subscription, signing up for a webinar, paying their invoice, etc. Keep automating sending these emails, reducing the stress of sending them manually.

Pricing details

Free Trial: 14 Days

6. Zendesk – (Best for Customer Service)

Crm For Mergers And Acquisitions

Zendesk CRM is a dedicated customer relationship management software that empowers Engineering firms to take control of their entire business cycle. It allows you to get all the relevant client information and every interaction you’ve had with them, all in a single view. With Zendesk, Engineering firms deliver superior customer service without extra effort. All they need to delight their client is already available on Zendesk.

How Zendesk CRM Benefits Engineering Firms

Superior Customer Experience: When it comes to customer experience, no one does it better than Zendesk. It gives you a 360% view of your customers and lets you manage them from a single dashboard.

Live chat: Zendesk CRM allows you to have real-time conversations with potential and existing clients, which can lead to more clients becoming interested in your company. It has several benefits for your firm. It allows you to gather and store information from all the clients you have been chatting with.

Call management: with Zendesk CRM, you can handle incoming calls effectively. It ensures clients receive timely and satisfactory responses to their calls and tracks callers to build relationships with clients and prospects.

Communication management: Zendesk CRM ensures a smooth flow of information between you and your clients. It focuses on reaching a company’s target audiences by planning and implementing different methods of communication.

Pricing details

Free Trial: 14 Days

7. Salesforce—(best for third-party integration)

Salesforce The Customer Company

Software that operates independently of your CRM software requires repetitive manual entry for all transactions. Integrating the software with your CRM software can simplify that process.

As a salesforce CRM user, you can easily connect to the other application through third-party integration. You can connect to Google Drive, DocuSign, LinkedIn Sales Navigator, Google Ads, MailChimp, HubThunder, Adobe Sign, PandaDoc, and many more with REST services.

How Salesforce CRM Benefits Engineering Firms

Third-party integration: Integrating third-party apps can open up a whole new range of ideas your firm didn’t previously have. These ideas can be translated into new services.

Additionally, Salesforce CRM supports integration with various third-party applications such as Microsoft Calendar, iAWeber, Mad Mimi and more. It also offers mobile applications for iOS and Android devices, allowing your firm to manage their firm’s operations remotely.

Contact management: Salesforce CRM assists you in importing contact details from Google, mobile and Excel files, storing them in a central data repository, and tracking their interactions with the company. You can assign contacts to your team, and the solution’s pipeline view allows you to view, organize, prioritize and automate the creation of follow-up tasks for various stages of your job.

Task management: Salesforce CRM allows you to create reminders in your customer accounts that sync with your calendar. You can set up tasks for yourself and also send an email reminder. You can set up recurring jobs, flagging an expiry date.

This allows for collaboration and coordination between teams, and it helps keep track of progress and ensure that tasks are completed on time. All your units can view outstanding tasks, so you’ll always know the subsequent communication and when it’s due.

Pricing details

Free Trial: Yes

Here is a few other software you’ll need:

  1. FreshBooks:

Freshbooks is intuitive and pocket-friendly accounting software for business owners and organizations. Some of its top features include invoicing, expenses, time tracking, projects, payments, reporting, accounting, and reconciliation.

Essentially, Freshbooks takes the burden of accounting off your shoulders.

Get a 30-day Free Trail of Freshbooks here

  1. OnPay:

With OnPay, you can automate everything from payroll and human resource management. And it doesn’t matter whether you’re a 5-man business or an enterprise, OnPay makes payroll management look like a piece of cake.

The best part is that you can also use it to take care of your employee – from their first day until retirement.

Get a 30-day Free trial of OnPay here

  1. Vonage:

Vonage is a business phone system that enables businesses to link their VoIP phone system to online-powered devices for communication via text or video conferencing.

Basically, Vonage supercharges your phone system for effective local and international communication.

Get a 30-day Free Trial of Vonage here.

Final Thoughts on the Best CRM for Venture Capital 

CRM software is a powerful tool for customer engagement and sales acceleration. It has the potency to transform your business when used rightly.

The best CRM for your Venture Capital firm is the one that helps you achieve your business goals. And that’s why we carefully handpicked five CRM software with unique strengths to help you make a faster and better decision.

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