• Lead Management – Track and follow-up on your hottest leads
• Shared Calendar – Appointment Scheduling for sales people and staff
• Marketing Action Plans – Create standard follow-up marketing plans
• Job History – Track jobs notes, pictures and other job-specific contacts, etc.
• Outlook Integration (New) – Stores e-mail history by client and by job
• Generate request for service work orders
• Sales/Advertising Management
• Project Management Integration (New) – Improved communication with the field
• Microsoft Office Integration
• Remote Connectivity – Have remote access via the Internet
• Plus Much more!

SalesBuilder Plus – Modules:

• Prospect Management & Follow-up Marketing
• Buyer/Contract Management
• Customer Service/Warranty Tracking
• Sales Management
• Contract Finance/Build A Home (Home Builders ONLY)

We can also host individual modules. Call for pricing!

• Estimate your way – The Right Way!
• Expedite your estimating process
• Create detailed or summary estimates & budgets to better manage projects
• Allows you to build your specifications/scope of work as you build your estimate
• Generate more professional looking proposals for your clients to sign
• Communicate more effectively with vendors and employees
• Estimate, track and generate change orders
• Integrate to Microsoft Outlook, Word and Excel
• Have remote access via the internet
• Plus Much more!

• Create project schedules from CSG’s estimating and accounting applications and/or from past projects in seconds
• Create projects task’s start dates and end dates with a click of a button
• Interactive Gantt Chart – Easily move tasks and see results of task’s dependencies real time (NEW)
• Create Gantt charts and reports
• Track vendor’s & employee’s start dates and finish dates on selected projects
• Update Purchase Orders received and/or completed
• Enter and view project notes and attachments
• Update % complete
• E-mail project schedules
• Remote access via the Internet
• Plus much more!

View Screen Shot

Scheduling Plus – Modules:

• Scheduling
• Project Management

We can also host individual modules. Call for pricing!

• Bill Paying
• Job Costing
• Printing of Lien Waivers
• Processing Payroll
• Financial Reporting
• Change Order Management
• Billings/Draws
• Plus much more!

Job Accounting Plus – Modules:

• Job Cost/Change Order Management
• Accounts Payable
• General Ledger
• Accounts Receivable
  • Progress Billings
  • Draw Request
  • T&M and Cost Plus Billing
• PO Management/Subcontract Control
• Payroll (Optional)
• Inventory (Optional)

We can also host specific modules. Call for pricing!