SalesBuilder Professional is one of the only fully integrated prospect tracking, follow-up marketing, buyer/contract management, customer service/warranty tracking and sales management software solutions for larger builders. It can be purchased as a stand-alone software application or as part of the complete Plus Series.
SalesBuilder Professional is modular so you can pick and choose the modules you need today and add-on as your needs grow.
SalesBuilder Professional can be accessed internally on your computer or via the Internet on any mobile device or laptop that has Internet connectivity.
- Manages the sales, marketing and customer service from start to finish
- 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 under contract
- Tracks and manages your hottest prospects/clients
- Tracks all client information
- Handles multiple job opportunities per client
- Track source of leads
- Tracks buyers under contract to completion
- Tracks complete buyer information including: contract information, option selections, change orders, notes and deposits
- Create contract to-do tasks
- Tracks complete customer history from start to finish
- Generates and tracks completed and uncompleted work orders
- Complete history of customer notes and attached documents.
- 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!
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
- Prequalify 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