---
title: "The Professional Series Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about The Professional Series Software - reviews, pricing plans, popular comparisons to other Construction Management products and more."
source_url: "https://www.capterra.com/p/10031433/The-Professional-Series/"
page_type: "product"
language: "en"
---

# 

 The Professional Series Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

The Professional Series

## What is The Professional Series?

The Professional Series is CSG’s most advanced, fully integrated construction management system, built for contractors who need deeper control, stronger coordination, and a single source of truth across their entire operation. It combines SalesBuilder Pro, Takeoff Pro, Scheduling Pro, and Job Accounting Pro with CSG Central—a branded web portal that lets staff, subs, and clients access real‑time schedules, documents, selections, change orders, and job updates. The system streamlines CRM, estimating, scheduling, and job cost accounting so every department works from the same data without double entry. Contractors gain tighter cost control, clearer communication, predictable schedules, and a scalable platform designed for higher volume and more complex projects.

## What is The Professional Series used for?

[Home Builder](https://www.capterra.com/home-builder-software/)[Construction Management](https://www.capterra.com/construction-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$400

Flat Rate, Per Month

Free trial  
not available

Free version not included

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## The Professional Series Overview

Updated September 2026

AI summary

The Professional Series supports small and midsize construction businesses with tools for project management, estimating, scheduling, job costing, and document management. It accommodates multiple projects and integrates financial and CRM functions, aiming to centralize operations. Available via cloud or Windows deployment, it also offers mobile access and integrations with several third-party platforms to enhance workflow coordination.

## FAQs about The Professional Series

Overview

### What company size and specific industries is The Professional Series built for?

The Professional Series is designed for builders and construction businesses that need CRM, estimating, scheduling, and job cost accounting in one system. It targets companies that manage job information for field teams or clients, making it a fit for small to mid-sized building and contracting firms.

Features and Usability

### What are the key features of The Professional Series?

The Professional Series offers project management and scheduling features such as task management, job management, project planning/scheduling, and multiple projects. It also includes financial tools like accounting, billing & invoicing, expense tracking, job costing, and budget tracking, plus CRM, document management, mobile app access, and third-party integrations.

Pricing

### How much does it cost and what fees or limitations are included?

The Professional Series starts at $400 per month for the Monthly Hosting plan, billed as a flat rate. This cloud-server hosting option includes CRM software, estimating software, job cost accounting software, and scheduling software. No other fees or pricing limitations are listed in the provided plan details.

Integrations

### Which third-party tools and platforms does The Professional Series integrate with?

The Professional Series integrates with 7 third-party tools and platforms, including CSG Central, Chief Architect, SoftPlan, Stratosphere, Microsoft Excel, Microsoft Outlook, and Microsoft Word. The catalog covers design, business, and office productivity software, giving teams connections across project documentation, planning, and communication.

Getting Started and Support

### What training and onboarding options does The Professional Series offer?

The Professional Series provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars cover grouped instruction, documentation offers written reference, and videos provide self-paced learning materials.

Getting Started and Support

### What customer support options does The Professional Series offer?

The Professional Series provides email/help desk and phone support. Support is available through direct contact channels for users who need assistance with setup, troubleshooting, or account questions. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations.

## Features

AI summary

Based on 4,165 Construction Management reviews

Capterra data shows that buyers of Construction Management software rank the following features as their top priorities:

-   **Project Management** (**57%** of reviewers rated this feature as critical)
-   **Multiple Projects** (**56%**)
-   **Document Management** (**44%**)

The Professional Series supports all three of the features reviewers rate highest: **Project Management**, **Multiple Projects**, and **Document Management**. Together, these capabilities help businesses coordinate job timelines, oversee several projects at once, and keep important files organized and accessible, allowing teams to stay on schedule, reduce confusion, and maintain better control over construction work.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

API

Application programming interface that allows for integration with other systems/databases

Bid Management

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

The Professional Series 40 features

### All Features
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- API: Application programming interface that allows for integration with other systems/databases
- Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Budget Tracking: Track actual spending to ensure it's in line with the planned budget
- Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Commercial: Specialized for organizations who focus on commercial projects and processes
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contract/License Management: Track, store, and access client contracts or licenses
- Contractor Management: Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Estimating: Estimate expected cost based on various factors before a project begins
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- For Residential: Specialized for organizations who focus on residential projects
- Inventory Management: Track and manage inventory levels to maintain proper supply
- Job Costing: Calculate total itemized costs, including initial costs and any changes
- Job Management: Manage and track all job information and associated tasks
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Multiple Projects: Ability to handle several projects simultaneously
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Purchase Order Management: Create, send, and track purchase orders and their statuses
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Subcontractor Management: Track information, qualifications, and contact details of subcontractors
- Task Management: Create, manage and track all task activities and progression
- Task Scheduling: Track and manage the scheduling of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Timesheet Management: Track the amount of time spent on a job or task
- Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Pricing

[View pricing plan details](https://www.capterra.com/p/10031433/The-Professional-Series/pricing/)

Monthly Hosting

$400.00

Flat Rate,Per Month

It includes:

-   CRM Software
-   Estimating Software
-   Scheduling Software
-   Job Cost Accounting Software

Purchase Options

$2,995

Flat Rate,One Time

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Chief Architect](https://www.capterra.com/p/80035/Chief-Architect/)[

SoftPlan](https://www.capterra.com/p/2021/SoftPlan/)[

CSG Central](https://www.capterra.com/p/10028947/CSG-Central/)

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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