The Four Core Departments Every Successful Residential Contractor Must Master The core processes and procedures required to run a successful residential construction company have remained consistent for decades. Regardless of size, every residential builder operates through four essential departments, each responsible for a distinct part of the workflow: Sales & Marketing, Buyer Management, and Customer…
Construction Contract Allowances Stop Losing Money on Allowances: The Update Every Builder Needs We’ve recently released a major update to our CRM products and Web Portal that makes it easier to manage and track customer contract allowances. Contract allowances give builders and contractors the ability to present a lump‑sum contract before clients choose finishes such…
In the construction industry, most lost opportunities stem not from poor craftsmanship but from mismanaged follow-ups, disorganized sales activities, or failure to properly qualify leads. That’s where a Contractor CRM becomes essential. It’s not just about storing contacts; it’s about creating a reliable, repeatable sales system from first contact to long after project completion. SalesBuilder…
Why should I invest in CRM Software for my home building business? When you invest in CRM Software for your home building business, you’re implementing processes and procedure to sell more, generate more leads and build happier referring clients. Even if your business is based upon referrals, you still should be tracking your prospects in…
Why should I invest in CRM Software for my contracting business? When you invest in CRM Software for your contracting business, you’re implementing processes and procedure to sell more, generate more leads and build happier referring clients. Even if your business is based upon referrals, you still should be tracking your clients and job opportunities…
Take a hard look at what your company really needs from a software package, or integrated system. What kinds of data do your managers need? What do your data entry personnel think of your existing system? make a list of your “must haves” and your “would like to haves.”