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ProjectMark

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What ProjectMark is

ProjectMark is a CRM built for construction teams managing relationships, opportunities, and projects. It organizes opportunities in a standardized pipeline showing project value, stage, fit, and probability. Pipeline dashboards, revenue forecasting, real-time analytics, and custom reporting support business tracking. The platform centralizes project details, documents, and files, with task management and a shared CRM-connected team calendar. Listed AI features include voice-enabled note taking and the Bolt+ AI Assistant for adding or updating opportunity information. Native integrations include Procore, Vista, BuildingConnected, Gmail, Outlook, and Adobe InDesign; Spectrum is marked coming soon. A public API and MCP Connect support named connections with OpenAI/ChatGPT, Claude, and Gemini. ProjectMark is available on web, iOS, Android, and as an extension. Starter supports up to six users, Scale up to 10, and Enterprise 10 or more. Prices are available on request, and integrations are paid add-ons.

Who it suits

It is presented for general contractors, specialty contractors, and architecture and engineering firms. Teams needing construction pipeline tracking, forecasting, shared project records, and mobile access may suit its stated scope.

What it does well

  • Construction-focused CRM pipeline
  • Revenue forecasting and real-time analytics
  • Voice notes and Bolt+ AI Assistant
  • Web, iOS, Android, and extension access
  • Public API and MCP Connect

What to know first

  • Prices are available on request
  • Integrations are paid add-ons
  • Starter supports up to six users
  • Privacy policy does not represent personal data as encrypted

Limits

Starter supports up to 6 users, Scale up to 10, and Enterprise 10 or more. Integrations are paid add-ons on the plans page.

Plans

PlanBilled and limitsPrice
StarterUp to 6 users · Core CRM and DataHub · iOS and Android app · Outlook plugin · Implementation and onboarding · Email support · Enrichment credits includedOn request
ScaleUp to 10 users · Everything in Starter · Advanced analytics and forecasting · Expanded implementation and onboarding · Email and video support · Ongoing QBRs · Expanded enrichment creditsOn request
Enterprise10+ users · Everything in Scale · Custom implementation and data preparation · Advanced training · Custom integrations · Enrichment allocation based on planOn request

As projectmark.com lists them, read 2 Oct 2026. The maker's own page has the final word.

Getting started

  1. Open the ProjectMark website
  2. Request pricing for Starter, Scale, or Enterprise
  3. Choose a plan based on user count
  4. Complete implementation and onboarding
  5. Connect available services such as Procore, Vista, BuildingConnected, Gmail, Outlook, or Adobe InDesign
  6. Use the web app, iOS app, Android app, or extension

Verdict

ProjectMark combines construction CRM workflows with forecasting, project records, AI entry tools, and multiple integrations. Buyers should request pricing and review integration costs and stated privacy limitations before choosing a plan.

Questions

Does ProjectMark offer a free plan?

No. ProjectMark lists paid plans, with pricing available on request.

What platforms support ProjectMark?

It is available on the web, iOS, Android, and as an extension.

Which integrations are available?

Native integrations listed are Procore, Vista, BuildingConnected, Gmail, Outlook, and Adobe InDesign. Spectrum is marked coming soon, and integrations are paid add-ons.

How many users do the plans support?

Starter supports up to 6 users, Scale up to 10, and Enterprise 10 or more.

Can ProjectMark connect to AI services?

Yes. ProjectMark offers a public API and MCP Connect, with OpenAI/ChatGPT, Claude, and Gemini named as AI connections.

Facts from ProjectMark's own pages

AI features
Listed AI features include voice-enabled note taking and the Bolt+ AI Assistant for adding and updating opportunity information. · projectmark.com, 2 Oct 2026
API and AI connections
ProjectMark offers a public API and MCP Connect, with OpenAI/ChatGPT, Claude, and Gemini named as AI connections. · projectmark.com, 2 Oct 2026
Company identity
The privacy policy identifies the operating company as Brady Deane Group, Inc., and the about page names Tom Deane, Noel Brady, and Anthony Lynch as co-founders. · projectmark.com, 2 Oct 2026
Content and tasks
The platform centralizes project details, documents, and files and includes task management and a shared CRM-connected team calendar. · projectmark.com, 2 Oct 2026
Forecasting
ProjectMark offers pipeline dashboards, revenue forecasting, real-time analytics, and custom reporting. · projectmark.com, 2 Oct 2026
Integrations
Native integrations listed include Procore, Vista, BuildingConnected, Gmail, Outlook, and Adobe InDesign; Spectrum is marked coming soon. · projectmark.com, 2 Oct 2026
Intended customers
The company presents ProjectMark for general contractors, specialty contractors, and architecture and engineering firms. · projectmark.com, 2 Oct 2026
Pipeline
The CRM organizes opportunities in a standardized pipeline and displays project value, stage, fit, and probability. · projectmark.com, 2 Oct 2026
Plan limits
The listed user caps are up to 6 for Starter, up to 10 for Scale, and 10+ for Enterprise; integrations are paid add-ons on the plans page. · projectmark.com, 2 Oct 2026
Privacy and security policy
Its privacy policy says it uses commercially reasonable security procedures and does not represent that personal information is encrypted. · projectmark.com, 2 Oct 2026
Product
ProjectMark is a CRM built for construction teams to manage relationships, opportunities, and projects. · projectmark.com, 2 Oct 2026
Security
The site states that ProjectMark is SOC 2 Type II certified and describes its security as enterprise-grade. · projectmark.com, 2 Oct 2026
Support
Starter includes email support, Scale adds video support and ongoing QBRs, and Enterprise includes post-launch check-ins. · projectmark.com, 2 Oct 2026

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