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Monthly Hosting - Professional Series - Complete Package - $590.00 per month!

Integrated Construction Management Software for Builders and Contractors

CRM + Estimating + Scheduling + Job Accounting

The Hosted Professional Series is a powerful integrated CRM, estimating, scheduling and/or job cost accounting system that is hosted on a secure server in the cloud on a monthly basis. You can access it with any remote desktop, tablet or laptop that has internet connectivity.

The Hosted Professional Series also integrates to CSG Central, a web portal to share job information with remote employees, vendors and/or clients via any mobile device or smart phone.

Since the Hosted Professional Series is modular, you can also select which applications/modules you would like hosted to suit your needs today and add-on as your needs grow.

  • No hardware or software to maintain.
  • Pay by the month with no long term contract.
  • Ongoing updates and enhancements are included with your monthly payment.

We can also host individual applications. Call for pricing!

HOSTED PROFESSIONAL SERIES APPLICATIONS, MODULES AND FEATURES:

SalesBuilder Professional - CRM Software

  • 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 Professional – Modules:

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

We can also host individual modules. Call for pricing!

Takeoff Professional - Estimating, Proposal Writing and/or Purchase Order Creation Software

  • 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
  • Plus much more!

Scheduling Professional - Scheduling and Project Management Software

  • 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
  • Plus much more!

View Screen Shot

Scheduling Professional – Modules:

  • Scheduling
  • Project Management

You can also host individual modules. Call for pricing!

Job Accounting Professional - Job Cost Accounting Software

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

Job Accounting Professional – 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)

You can also host specific modules. Call for pricing!

CSG Central Integration - A Builder/Client/Vendor Web Portal to Share Job Information

CSG Central was designed for builders and contractors looking to expedite the communication accuracy between themselves and their clients. CSG Central currently allows clients to login remotely and do the following:

  • View Option Selections
  • View Contract Information
  • View/Approve/Reject Change Orders
  • View/Enter Job Notes
  • View/Enter Attachments
  • View Schedule Task’s Start and End Dates w/Percentage Completion
  • View/Initiate Work Orders (Request for Service)

CSG Central synchronizes with the Professional Series, an integrated A-Z construction management system for a seamless single-entry solution. It also sends selective e-mail notifications when changes are made in both CSG Central and Professional Series.