The SalesBuilder Professional is a professional CRM software for builders and contractors looking to streamline and manage their sales, marketing, buyer/contract management, customer service/warranty tracking and sales management to close more sales and build happier referring clients.

SalesBuilder Professional can be purchased as a stand-alone software application or as part of the  Professional Series, a complete suite of CRM, Estimating, Scheduling and Job Cost Accounting software

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

SalesBuilder Professional synchronizes with CSG Central,a web portal to share job information with remote employees, vendors and/or clients via smart phone or mobile device with internet connectivity. (NEW)

We can host SalesBuilder Professional on a monthly basis or you can purchase it and host it yourself. Please call or request pricing!


  • 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
  • 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!
  • 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
  • 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!

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 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 fully integrated software from Contractors Software Group!