Top CRM Tools for Directional Boring Contractors to Manage Clients
- Nate Jones
- Oct 16
- 3 min read
Updated: Oct 21
Directional boring contractors handle complex underground utility projects, often across multiple sites, with high-value equipment and tight deadlines. Managing client relationships, tracking leads, and coordinating crews can quickly become overwhelming without the right systems in place. That’s where CRM (Customer Relationship Management) tools come in — helping contractors stay organized, responsive, and profitable.
In this blog, we’ll explore 8 top CRM tools for directional boring contractors and how Contractor Back Office supports CRM setup, client communication, and project tracking. Plus, we’ll highlight how Excavating Insurance Partners protects your operations with tailored insurance coverage.
Why CRM Software Is Essential for Directional Boring Contractors
CRM tools help contractors centralize client data, automate communication, track job progress, and manage leads. For directional boring businesses, this means:
Keeping track of bids, estimates, and client conversations
Managing multiple job sites and subcontractors
Automating follow-ups and reminders
Improving customer satisfaction and retention
Explore the full list of top-rated CRM platforms in this Renoworks guide to the best CRMs for contractors.
8 Top CRM Tools for Directional Boring Contractors
1. BuilderTrend
BuilderTrend is a construction-focused CRM that combines client management with project scheduling, budgeting, and crew coordination.
Estimate generation and job costing
Client communication tools
Subcontractor scheduling and updates
2. JobNimbus
JobNimbus offers mobile-first CRM features tailored for contractors. It’s ideal for field teams needing real-time access to job details and client data.
QuickBooks integration
Document and photo management
Real-time job tracking
3. Procore
Procore is a robust construction management platform with CRM capabilities, perfect for larger directional boring firms managing multiple crews and complex projects.
Contact and subcontractor management
Project timelines and financial tracking
Seamless integration with accounting tools
4. HubSpot CRM
HubSpot CRM is ideal for contractors focused on lead generation and client nurturing. While not construction-specific, it offers powerful automation and marketing tools.
Email automation and follow-ups
Lead tracking and pipeline management
Free plan available for small teams
5. Zoho CRM
Zoho CRM is scalable and budget-friendly, making it a great choice for growing directional boring businesses.
Workflow automation
Sales and service tracking
Custom modules for construction workflows
6. Acculynx
Acculynx is designed for specialty contractors and offers tools for estimating, job tracking, and customer communication.
Integrated estimating and proposal tools
Job progress dashboards
Mobile access for field teams
7. Salesforce Essentials
Salesforce Essentials offers powerful CRM features for small to mid-sized contractors looking for scalability and customization.
Lead and opportunity tracking
Custom workflows and reporting
Integration with third-party apps
8. Jobber
Jobber is a user-friendly CRM for service-based contractors, including those in excavation and boring. It’s great for managing scheduling, invoicing, and client communication.
Online booking and scheduling
Automated reminders and follow-ups
Mobile app for on-site access
How Contractor Back Office Supports CRM Success
Contractor Back Office helps directional boring contractors implement and manage CRM systems that fit their business needs. Our services include:
CRM setup and integration for lead tracking and client communication
Bookkeeping and invoicing tools to sync with CRM platforms
Phone support to manage client calls and scheduling
Bids and estimates assistance for accurate project planning
We ensure your CRM works seamlessly with your operations — from the first inquiry to final payment.
Protect Your Business with Excavating Insurance Partners
Directional boring contractors face unique risks — from equipment damage to job site injuries. Excavating Insurance Partners offers specialized coverage, including:
General liability insurance for property damage and third-party claims
Heavy equipment insurance for drills, boring rigs, and support tools
Workers’ compensation to protect crews and meet compliance requirements
Visit Excavating Insurance Partners to explore coverage options tailored to your business.
Conclusion
CRM tools are essential for directional boring contractors who want to manage clients efficiently, win more bids, and keep projects on track. With Contractor Back Office’s expert support and Excavating Insurance Partners’ protection, you’ll have the systems and coverage needed to grow confidently and serve clients better.
