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Simple Lead Tracking & Follow‑Up Marketing System for Small Contractors

Stay on Top of Every Lead and Never Miss a Follow‑Up!

Simple SalesBuilder is a simple CRM software program for smaller home builders and contractors looking to streamline & manage their sales and follow-up marketing processes and procedures to close more sales.

Simple SalesBuilder is sold individually or as part of the Simple Series, a complete suite of CRM, estimating, scheduling and job cost accounting software.

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

We can also host Simple SalesBuilder on the cloud on a monthly basis or you can purchase it and host it yourself for total control.

SIMPLE SALESBUILDER -SIMPLE CRM SOFWARE FEATURES

Overall Features

  • Schedule follow-up calls, meetings and contract tasks with shared calendar
  • Allows exporting of e-mail addresses to external broadcast e-mail services (New)
  • Create and setup follow-up action plans of calls, e-mails, letters and contract tasks
  • Imports client information from Excel, CSV format or QuickBooks (New)

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 clients and job opportuntities
  • Allows users to add notes, pictures, other contacts, additional information and documents to job opportunities (New)
  • Set follow-up marketing action plans to clients or a job opportunities (New)

Outlook Integration (New) - Improved Communication

  • Tracks e-mail history by client and/or by job
  • Tracks e-mail’s information, which includes:
    • Date/time
    • Event
    • Sent by
    • Received by
    • Subject
    • E-mail body detail
    • E-mail attachments

Marketing Action Plans

  • Create standard marketing action plans of phone calls, e-mail, direct mail and or to-dos
  • Assign Action Plans to clients and/or jobs

Shared Calendar - Schedule Tasks

  • Schedule phone calls, meetings and contract tasks
  • View client meetings, calls and contract tasks on shared client calendar
  • View location of client meetings
  • Integration to Microsoft Outlook for Mobile device access

Reporting

  • Track open, closed, lost, completed and cancelled job opportunities (New)
  • Track sales by job type, sales stage, sales person and by date
  • Lead summary by month
  • Closing time frame report

Scheduling Project Management Integration (New)

Simple Scheduling Project Management Module (New)

  • Syncs job notes with Simple SalesBuilder client’s jobs
  • Syncs job attachments with Simple SalesBuilder client’s jobs

CRM to Estimating Integration

  • Client and job information is available in Simple Estimating
  • Bid information including contract amount and contract date flows back from Simple Estimating

Microsoft Office Integration

  • Integrated with Microsoft Word to create contracts, letters, documents and/or standard e-mails
  • Integrated to Outlook to create e-mails and client e-mail history
  • Integration to Microsoft Outlook for Mobile device access
  • Integrated to Excel for reporting

Remote Connectivity

  • Remote accessibility with any mobile device via the Internet with RDP connectivity

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