SalesBuilder CRM

SalesBuilder CRM

Computer Presentation Systems
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About

Options, CRM, automated contracts, web analytics and more – capable of integrating with your existing business system. Take control of pricing, sales process, and contract documents – even when you can’t be there – so your team can focus on customer experience. Enjoy peace of mind knowing your contracts are actionable and accurate – leading to downstream savings and efficiencies. Build workflows to handle custom options, change orders, lot transfers, reservations, deposits and more. Eliminate the headache of managing data in multiple platforms. Manage leads, prospects, buyers, homeowners and realtors from a single SQL database. Build email campaigns quickly and easily and track critical metrics.

About

SalesBuilder CRM is a cloud-based 4-in-1 homebuilder CRM software that will meet all your sales and marketing needs. Features include capturing & nurturing prospects, managing recorded sales, tracking option selections, and generating contracts. SalesBuilder CRM offers marketing features for connecting with prospects & recording activity: email follow-up, phone logger, & letters for mailing. Record prospect information and assign action items. Register manually at sales offices, import website leads or import 3rd party leads from Zillow, Realtor, BDX, etc. SalesBuilder CRM contains all sale tools needed, from start to finish: creating scenarios, recording sales, managing sale details, adding additional options, and generating contracts with optional DocuSign integration. Capture leads into our CRM software for homebuilders; record important information and promote prospects to homebuyers. Allow users to define their own registration cards to ensure all information needed is captured.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Builders and manufacturers that need a CRM and sales suite

Audience

Homebuilders seeking a CRM solution to record sales, track option selections, and generate contracts

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MiTek
Founded: 1955
United States
salessimplicity.com

Company Information

Computer Presentation Systems
Founded: 1985
United States
www.cpsusa.com

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BuilderMetrix

BuilderMetrix

Constellation HomeBuilder Systems
CT Mobile

CT Mobile

Customertimes
Evolved Metrics CRM

Evolved Metrics CRM

Evolved Metrics

Categories

Categories

Integrations

Docusign
Zillow
eCard Systems
realtor.com

Integrations

Docusign
Zillow
eCard Systems
realtor.com
Claim Sales Simplicity and update features and information
Claim Sales Simplicity and update features and information
Claim SalesBuilder CRM and update features and information
Claim SalesBuilder CRM and update features and information