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SALESBUILDER PROFESSIONAL - CONSTRUCTION CRM SOFTWARE TO COMMUNICATE BETTER WITH THE FIELD

A Complete CRM Software System Connecting Sales, The Field and the Office!

SalesBuilder Professional isn’t just a CRM — it’s the sales engine built for builders and contractors who want to close more deals, eliminate chaos, and deliver a world‑class client experience.

It streamlines every part of your sales and production workflow: lead management, follow‑ups, marketing, buyer selections, contract management, and customer service. The result is simple — more sales, faster cycle times, and happier clients who refer more business.

You can purchase SalesBuilder Professional as a stand‑alone solution or as part of the Professional Series, our fully integrated suite that includes CRM, Estimating, Scheduling, and Job Cost Accounting. Together, they give you a seamless, end‑to‑end system with zero double entry.

Choose the deployment that fits your business:

  • Cloud‑hosted for low upfront cost and instant access from anywhere
  • Self‑hosted for companies that want total control and ownership

If your team needs to share job information with remote salespeople, vendors, project managers, and/or clients, pair SalesBuilder Professional with CSG Central.

CSG Central is your branded web portal that keeps everyone — employees, vendors, and clients — connected and informed from any smartphone or mobile device. Job details, schedules, documents, photos, and updates are always available in real time.

Request a demo today, you’ll be glad you did!

SALESBUILDER PROFESSIONAL - CRM SOFTWARE - FEATURES AND MODULES:

Overall CRM Software Features

  • 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
  • CSG Central Integration – Synchronizes information with CSG Central, a web application that shares job information with remote sales people, project managers, field employees, vendors and/or clients
  • Sales to estimating integration – Salesbuilder Professional integrated to Takeoff Professional
  • Estimating to sales integration – Takeoff Professional integrated to Salesbuilder Professional

Prospect Management and Follow-up Marketing Module

  • 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
  • Shares information with CSG Central for remote access with smart phone or mobile devices with internet connectivity
  • Plus much more!

Buyer/Contract Management Module

  • 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 sales people, project managers, clients and/or vendors can access job information remotely with smart phone or mobile device with Internet connectivity

Customer Service/Warranty Tracking Module

  • 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 customer request for service information with CSG Central so there is no re-entry of information
  • Plus much more!

Sales/Advertising Management Module

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!

Optional (Home Builders Only) Finance/Contract Management/Build a Home Module

  • 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!

CRM Software and Builder/Client Web Portal Integration (NEW)

SalesBuilder Professional synchronizes with CSG Central, a web portal to share information with your remote 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
  • Task Reminders

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

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