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SALES BUILDER PLUS - CRM SOFTWARE

SALES + MARKETING + BUYER MANAGEMENT + CUSTOMER SERVICE + WARRANTY TRACKING

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

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

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

SALES BUILDER PLUS - CRM SOFTWARE - MODULES & FEATURES:

Overall Features

  • User defined pick lists – Customize system to meet your needs
  • Microsoft Integration -Integrated with Microsoft Word, Excel and Outlook to generate contracts, e-mails and reports
  • Shared Calendar – Schedule and track meetings, contract tasks and phone calls
  • Handles multiple sales offices/centers/communities per company
  • Outlook Integration (New) – Improved Communication
    • Tracks e-mail history by client and/or by job
  • Allows exporting of e-mail addresses to external broadcast email services (New)
  • User defined follow-up marketing action plans – calls, e-mails, letters and contract tasks
  • Imports client information from Excel, CSV format or QuickBooks (New)
  • Sales to estimating integration – Salesbuilder Plus integrated to Takeoff Plus
  • Estimating to sales integration – Takeoff Plus integrated to Salesbuilder Plus
  • Scheduling Plus’ Project Management Integration (NEW)
    • Syncs job notes with SalesBuilder Plus client’s jobs
    • Syncs job attachments with SalesBuilder Plus client’s jobs
  • Plus much more!

Prospect Management and Follow-up Marketing Module

  • 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
  • Generate, print or e-mail lead sheets to sales people
  • Track source of leads for both clents and job opportunities
  • Allows users to add notes, pictures and documents to clients and job/home opportunities (New)
  • Set action plans for both clients and job opportunities (New)

Buyer/Contract Management Module

  • Tracks buyers under contract
  • Handles multiple contracts per buyer (New)
  • Tracks complete job information including: job information, contract information, selections, change orders, construction notes, additional contacts and deposits
  • Attach pictures, documents, notes, other contacts to jobs/homes under contract (New)
  • Prints and tracks customer approved, pending and rejected change orders (New)
  • Track customer’s option selections including: color, location along with documents or pictures and specifications attached to the options (New)
  • Allows predefined follow-up contract tasks (New)

Customer Service/Warranty Tracking Module

  • Tracks customers/owners and jobs completed
  • Handles multiple locations per customer/owner (New)
  • Tracks complete client and contract history
  • Generates, tracks and prints/emails work orders
  • Track open and completed work orders by client, per job, person responsible, etc. (New)
  • Allows for pre-assigned follow-up marketing plans of e-mails, letters, contract tasks and phone calls

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
  • Can attach pictures, locations, specifications and documents to options (New)
  • Add lots and models on the fly for builders that build on scatter lots (New)
  • 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

Remote Connectivity

  • Access SalesBuilder Plus with any mobile device remotely via the Internet using RDP connectivity

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