SALESBUILDER PROFESSIONAL - Construction CRM Software

CRM SOFTWARE FOR BUILDERS AND CONTRACTORS

PROSPECT MANAGEMENT + FOLLOW-UP MARKETING + BUYER/CONTRACT MANAGEMENT + CUSTOMER SERVICE/WARRANTY TRACKING + SALES MANAGEMENT

SalesBuilder Professional is one of the only fully integrated prospect tracking, follow-up marketing, buyer/contract management, customer service/warranty tracking and sales management software solutions for larger builders. It can be purchased as a stand-alone software application or as part of the complete Plus Series.

SalesBuilder Professional is modular so you can pick and choose the modules you need today and add-on as your needs grow.

SalesBuilder Professional integrates with CSG Central,a builder/client web portal to share job information with customers. (NEW)

SalesBuilder Professional can be accessed internally on your computer or via the Internet on any mobile device or laptop that has Internet connectivity.

We can host SalesBuilder Professional on a monthly basis or your can purchase it. Please call or request pricing!


SALESBUILDER PROFESSIONAL SERIES FEATURES AND MODULES:

  • Manages the sales, marketing and customer service from start to finish
  • Mail Merge – Ability to merge in Client and Job information into standard e-mails or documents
  • Outlook Integration
    • Stores e-mail history by client and by job (New)
    • Email documents to clients quickly and easily
  • Shared Calendar – Appointment Scheduling for sales people and staff
  • Remote accessibility over the Internet
  • Handles multiple sales offices/centers/communities per company
  • Menu Driven easy to use system
  • Pop up pick lists to speed up data entry
  • User defined follow-up marketing action plans – calls, e-mails, letters and contract tasks
  • Sales to estimating integration – Salesbuilder Professional integrated to Takeoff Professional
  • Estimating to sales integration – Takeoff Professional integrated to Salesbuilder Professional
  • Manages the sales process from initial contact through to completion and beyond
  • Tracks and manages your hottest prospects/clients
  • Tracks all client information
  • Handles multiple job opportunities per client
  • Track Job information including
    • Job Types
    • Notes
    • Pictures
    • Completed and uncompleted tasks of to-dos
    • E-mail history
    • Bid information
  • Track source of leads for both clients and jobs
  • Plus much more!
  • Tracks buyers under contract to completion
  • Tracks complete buyer information including:
    • Contract information
    • Options (Selections)
    • Change orders
    • Notes
    • Pictures and attachments
    • Deposits
    • Plus much more!
  • Create contract to-do tasks
  • Shares information with CSG Central so there is no re-entry of information
  • Tracks complete customer history from start to finish

  • Generates work orders that can be e-mailed to vendors or employees

  • Tracks completed and uncompleted work orders

  • Complete job history of

    • Selections (Options)

    • Job Contract Information
    • Customer notes and attached documents

    • Both completed, uncompleted Tasks
  • Shares information with CSG Central so there is no re-entry of information
  • Plus much more!

Track sales by:

  • Job type
  • Sales/Center Office
  • Sales by salesperson
  • Media (Lead) source
  • Monitor completed and uncompleted tasks by person responsible

    Plus much more!

  • Build a Home Feature – Select available lots, floor plans and options to automatically create customer sales agreements

  • Handles custom options
  • Pre-qualify buyers with specific loan types
  • View Homes in inventory along with homes under contract
  • Display monthly payments/move in costs
  • Convert prospects to buyers under contract
  • View “Picture Perfect” models/floor plans and options as you’re creating sales agreements

  • Integrated to Takeoff Professional to create budgets and purchase orders
  • Plus much more!

CSG Central is a web site to share job information with your clients. Both SalesBuilder Professsional  and CSG Central share the following information so there is no re-entry of information:

  • Client Information
  • Job Information & Contract Information
  • Option Selections
  • Change Orders
  • Job Notes
  • Job Attachments – Documents and Pictures
  • Work Orders – Request for service or warranty work

Why invest in stand-alone CRM software when you can invest in fully integrated software from Contractors Software Group!