ProjectMark
ProjectMark is a purpose-built CRM platform for the construction and AEC industry, serving general contractors, specialty contractors, and architecture & engineering firms with pipeline management, proposal building, AI-assisted data entry, and integrations to Procore, BuildingConnected, and Vista.
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ProjectMark does
ProjectMark is an AI-augmented CRM platform purpose-built for the construction and Architecture/Engineering/Construction (AEC) industry. Founded in 2016 by Tom Deane, Noel Brady, and Anthony Lynch — three founders with combined construction project experience spanning over $5 billion of built work (Deane), a decade of construction management at AECOM and AECOM Tishman (Brady), and 12 years of software engineering including Bitgo (Lynch) — the company is headquartered in San Francisco and sells exclusively into construction-sector buyers. Its platform replaces generic CRMs and spreadsheet-based pipeline tracking for general contractors, specialty contractors, and architecture & engineering firms, providing a Pipeline Dashboard, Deal & Revenue Forecasting, Analytics and Custom Reporting, a centralized DataHub for proposal content, Task and Contact Management, a Team Calendar, a Proposal Builder, and a Bolt AI Assistant for natural-language data entry. Native mobile apps (iOS and Android) and integrations with Procore, BuildingConnected, Vista/Viewpoint, Adobe InDesign, Outlook, and Gmail embed the product in existing construction workflows.
The business model is seat-based SaaS subscription on annual billing, organized into three tiers (Starter up to 6 users, Scale up to 10 users, and Enterprise 10+ users) with pricing quoted on request rather than publicly disclosed; higher tiers include more onboarding hours, training sessions, and quarterly business reviews, plus professional services for data migration and implementation. Go-to-market is sales-led and direct, combining inbound demo and quote requests, a self-guided product tour for smaller teams, field-sales enterprise motion with dedicated onboarding (signaled by the Bartlett Cocke General Contractors enterprise partnership), and co-marketing with SMPS (Society for Marketing Professional Services). The company has raised approximately $7.55 million across disclosed rounds in January 2022 (Heartland Ventures-led $2M seed), September 2023 ($3M led by TenOneTen Ventures with Trimble Ventures and others), and mid-2025 (~$2.55M), and is recognized on BuiltWorlds' Top 50 Project Software list for two consecutive years with a 4.9/5 G2 rating and SOC 2 Type II certification.
ProjectMark firmographics
Firmographics- Name
- ProjectMark
- Legal name
- ProjectMark
- Website
- https://projectmark.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ProjectMark is a purpose-built CRM platform for the construction and AEC industry, serving general contractors, specialty contractors, and architecture & engineering firms with pipeline management, proposal building, AI-assisted data entry, and integrations to Procore, BuildingConnected, and Vista.
- Ownership category
- akta.pro rank
ProjectMark industry classification
Industry- Product category
- Construction CRM Software
- NAICS
- Software Publishers (513210), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success & Account Management CRM (HDAEAFAD)
- akta.pro secondary industries
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), CRM Managed Services & Support (BPAEAGAD)
Keywords
Where ProjectMark is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ProjectMark business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription - CRM Platform: ProjectMark generates revenue primarily through recurring SaaS subscription fees. Pricing is organized into three tiers (Starter, Scale, Enterprise) with user-seat limits. Higher tiers include more onboarding hours, training sessions, and support channels. The model is subscription-based with annual or multi-year billing implied by tier structures. Additional professional services revenue comes from implementation, data migration, training, and onboarding.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Starter Plan: Up to 6 Users |
| Subscription | Annual | Scale Plan: Up to 10 Users |
| Subscription | Annual | Enterprise Plan: More than 10 Users |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
ProjectMark product offering
Product offeringCore offering
ProjectMark sells a cloud-based, AI-powered Customer Relationship Management (CRM) platform purpose-built for the Architecture, Engineering, and Construction (AEC) industry. The platform centralizes opportunity pipeline tracking, deal and revenue forecasting, contact and relationship management, RFP/proposal generation, and content management for general contractors, specialty contractors, and architecture & engineering firms. It is delivered via web and native mobile apps, with tiered subscription plans and integrations to construction tools such as Procore, BuildingConnected, and Vista.
Product overview
ProjectMark is a unified Construction CRM platform purpose-built for the Architecture, Engineering, and Construction (AEC) industry. The core Product consists of the ProjectMark CRM platform, which integrates specialized modules for pipeline management (Pipeline Dashboard), revenue prediction (Deal & Revenue Forecasting), analytics (Analytics Dashboard), and custom reporting. Additional modules include Content Management (DataHub), Task Management, Contact Management, Team Calendar, Proposal Builder, Data Import tools, and a Bolt AI Assistant for automated data entry. The platform also includes a Mobile App for iOS and Android and an ROI Calculator tool. The platform serves General Contractors, Specialty Contractors, and Architecture & Engineering Firms with tiered pricing plans (Starter, Scale, Enterprise).
Differentiator
Problem solved
Functional benefit
Brands
- Bolt: AI assistant feature within ProjectMark CRM that helps users add and update opportunity information using natural language.
- DataHub
Products and services
- ProjectMark CRM The primary Construction CRM platform built specifically for general contractors, specialty contractors, and architecture & engineering firms to manage pipeline, relationships, and RFPs. Sold as a tiered subscription (Starter, Scale, Enterprise).
- ProjectMark Mobile App Native mobile applications for iOS and Android that provide real-time access to pipeline, tasks, contacts, and deal-related activities on the go for existing ProjectMark CRM customers.
Quantifiable outcome
- 90% better user adoption compared to previous CRM
- +8 more outcomes
Companies that use ProjectMark
Customer profileNamed customers16 records
Segments3 records
Ideal customer profiles3 records
ProjectMark technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability4 records
Feature8 records
ProjectMark partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and flagship.
- ProcorecoreNative integration with Procore, a leading construction management platform. The integration syncs project and financial data, enabling seamless data flow between ProjectMark's CRM and Procore's project management system.
- BuildingConnectedcoreBuildingConnected integration available for specialty contractors to streamline data management and sync information bidirectionally for efficient decision-making.
- Vista (by Viewpoint)coreVista (by Viewpoint) integration available on-demand, connecting ProjectMark's CRM with Vista's construction ERP and financial systems for data synchronization.
- SMPS (Society for Marketing Professional Services)corePartnership with SMPS for co-marketing activities including webinars such as 'Beyond AI: The People-First Strategy Your AEC Firm Needs to Win Work Smarter'. SMPS is the premier organization for marketing professional services in the AEC industry.
- Bartlett Cocke General ContractorsflagshipStrategic enterprise partnership signed August 2024 with Bartlett Cocke General Contractors, one of the largest commercial building contractors in Texas (~$1.1B annual revenue). Bartlett Cocke has been described as a 'fantastic early partner guiding our product from innovative idea to enterprise-grade solution.' The partnership demonstrates ProjectMark's readiness to meet the needs of large contractors.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
ProjectMark competitors and assessment
Company assessmentBroad incumbents
- Procore: Dominant construction management platform covering project execution, financials, and field operations. It is both a deep integration partner for ProjectMark and a potential competitive substitute if it expands into BD/CRM workflows for general contractors.
- Salesforce: Global horizontal CRM incumbent. Several ProjectMark customers (e.g., Branco Enterprises) migrated away from Salesforce citing complexity, but Salesforce remains the default enterprise CRM and could narrow that gap with industry clouds and AI agents.
- HubSpot: Horizontal CRM and marketing/BD platform widely used by mid-market construction and AEC firms. Competes for the same BD/marketing-led buyer with a large free/entry tier and aggressive AI roadmap.
- ServiceTitan: Vertical SaaS for trades and specialty contractors with strong CRM/marketing/operations capabilities. Comparable as a successful vertical playbook and a benchmark for what scale looks like in trades-focused software.
Direct peers
- AccuLynx: Construction-specific CRM and operations platform for roofing and exterior contractors. Directly comparable as a vertical CRM serving specialty contractors, with overlapping pipeline, contact, and workflow features.
- JobNimbus: CRM and project management platform built for roofing and specialty contractors. Closely comparable vertical SaaS play targeting the same SMB-to-mid-market contractor BD and operations workflows.
- Pipedrive: Sales-focused CRM popular with SMB and mid-market teams. Competes with ProjectMark for BD-driven construction teams that prefer a lighter, sales-pipeline-first CRM over a horizontal suite.
- Zoho CRM: Broad, low-cost CRM suite used by smaller construction and AEC firms as a budget alternative. Competes on price and breadth against ProjectMark's vertical specialization.
Emerging players
- Buildertrend: Construction project management and customer experience platform for residential builders and remodelers. Adjacent vertical SaaS with overlapping BD/customer relationship functionality for the construction buyer.
- Knowify: Construction-focused operations and project management platform that includes client/proposal workflows for specialty contractors. Partially overlapping value proposition in the same vertical.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
ProjectMark social profiles
Digital presenceProjectMark compliance and trust
Trust signalCompliance1 record
ProjectMark financial estimates
Financial estimateRevenue estimate
Valuation estimate
ProjectMark leadership team
Management profileNumber of profiles
Profiles4 records
ProjectMark funding detail
Funding detailFunding overview
Funding rounds4 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ProjectMark M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ProjectMark
What does ProjectMark do?
ProjectMark sells a cloud-based, AI-powered Customer Relationship Management (CRM) platform purpose-built for the Architecture, Engineering, and Construction (AEC) industry. The platform centralizes opportunity pipeline tracking, deal and revenue forecasting, contact and relationship management, RFP/proposal generation, and content management for general contractors, specialty contractors, and architecture & engineering firms. It is delivered via web and native mobile apps, with tiered subscription plans and integrations to construction tools such as Procore, BuildingConnected, and Vista.
Is ProjectMark a public or private company?
ProjectMark is a private company. It is classified as venture growth investor backed and is currently operating.
When was ProjectMark founded?
ProjectMark was founded in 2019. It employs 11 to 50 people.
Where is ProjectMark based?
ProjectMark is headquartered in San Francisco, United States, in the North America region.
How does ProjectMark make money?
One revenue line is on record: saaS Subscription - CRM Platform.
Who are ProjectMark's main competitors?
Broad incumbents on record are Procore, Salesforce, HubSpot and ServiceTitan. Direct peers are AccuLynx, JobNimbus, Pipedrive and Zoho CRM. Emerging players are Buildertrend and Knowify.
Does ProjectMark have an API?
Yes. Public API available upon request for teams who want deeper integrations. Contact sales to explore technical capabilities.
What industry is ProjectMark in?
ProjectMark's product category is Construction CRM Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support). Its NAICS code is 513210 and its SIC code is 7372.