SIMPLE SALESBUILDER

SIMPLE CRM SOFTWARE FOR SMALLER HOME BUILDERS AND CONTRACTORS

Lead Tracking + Follow-up Marketing + Scheduling Appointments + Job Management

Simple SalesBuilder is a simple CRM software program for smaller home builders and contractors looking to manage their sales process from initial contact to job completion and beyond.

Simple SalesBuilder is sold as part of the Simple Series, a single-entry construction management system that expedites and manages the proven processes & procedures in running a successful  construction business.

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


SIMPLE SALESBUILDER -SIMPLE CRM SOFWARE FEATURES

  • Schedule follow-up calls, meetings and contract tasks with shared calendar
  • Allows exporting of e-mail addresses to external broadcast e-mail services (New)
  • Create and setup follow-up action plans of calls, e-mails, letters and contract tasks
  • Imports client information from Excel, CSV format or QuickBooks (New)
  • Manages the sales process from initial contact through to under contract
  • Tracks and manages your hottest prospects/clients
  • Tracks all client information
  • Handles multiple job opportunities per client
  • Generate, print or e-mail lead sheets to sales people
  • Track source of leads for both clients and job opportuntities
  • Allows users to add notes, pictures, other contacts, additional information and documents to job opportunities (New)
  • Set follow-up marketing action plans to clients or a job opportunities (New)
  • Tracks e-mail history by client and/or by job
  • Tracks e-mail’s information, which includes:
    • Date/time
    • Event
    • Sent by
    • Received by
    • Subject
    • E-mail body detail
    • E-mail attachments
  • Create standard marketing action plans of phone calls, e-mail, direct mail and or to-dos
  • Assign Action Plans to clients and/or jobs
  • Schedule phone calls, meetings and contract tasks
  • View client meetings, calls and contract tasks on shared client calendar
  • View location of client meetings
  • Integration to Microsoft Outlook for Mobile device access
  • Track open, closed, lost, completed and cancelled job opportunities (New)
  • Track sales by job type, sales stage, sales person and by date
  • Lead summary by month
  • Closing time frame report

Simple Scheduling Project Management Module (New)

  • Syncs job notes with Simple SalesBuilder client’s jobs
  • Syncs job attachments with Simple SalesBuilder client’s jobs
  • Client and job information is available in Simple Estimating
  • Bid information including contract amount and contract date flows back from Simple Estimating
  • Integrated with Microsoft Word to create contracts, letters, documents and/or standard e-mails
  • Integrated to Outlook to create e-mails and client e-mail history
  • Integration to Microsoft Outlook for Mobile device access
  • Integrated to Excel for reporting
  • Remote accessibility with any mobile device via the Internet with RDP connectivity

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