• 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!

SalesBuilder Professional Integrates to CSG Central, a web portal to share information with your clients, employees and/or vendors so there is no re-entry of information. SalesBuilder Professional shares the following information with CSG Central:

• 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

CSG Central  can be accessed remotely with any smart phone or device with Internet connectivity