JOB ACCOUNTING PROFESSIONAL
PROFESSIONAL SERIES
CONSTRUCTION ESTIMATING SOFTWARE FOR LARGER BUILDERS AND CONTRACTORS
PROSPECT MANAGEMENT + FOLLOW UP MARKETING + BUYER/CONTRACT MANAGEMENT + CUSTOMER SERVICE/WARRANTY TRACKING + SALES MANAGEMENT
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.
THE PROFESSIONAL SERIES PRODUCTS AND FEATURES:
- 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