SFI Central Alternatives

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

JobNimbus is the #1 all-in-one roofing app (4.8 stars on app stores) that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication. "This is f$&%ing awesome!" - Dave R. ** MARKETING ** • SEO • Paid ads • Google Business Profile • Website ** SALES ** • Scheduling • Lead tracking • Boards • Custom sales workflows • Sales automation ** PRODUCTION ** • Production boards • Custom job workflows • Production automation • Notes • Tasks • Material ordering directly from Beacon PRO+ and Roof Hub by SRS. • Work orders • Subcontractors • Reports ** BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way sync ** COMMUNICATION ** • Engage texting • Email • Caller ID • @mentions • Job share • Notification center With all this, your whole team will be equipped with the best all-in-one roofing app.

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

ConWize is a cloud-based platform that helps construction companies estimate projects more accurately and win more tenders. Estimating construction projects are complex and time-consuming. Overlooked errors can result in losing tenders, or throw you off budget in the execution phase. ConWize simplifies the bidding and estimation process in the tender phase, to protect your company against crucial mistakes, so you can win more tenders, and execute them profitably. We offer: ALL-IN-ONE BIDDING AND ESTIMATING PLATFORM FOR TENDER DEPARTMENTS: Tenders pipeline management, subcontractors bidding automation, advanced estimating tools, indirect costs and profit loading tools, Tender KPI analytics, and more. ESTIMATE PROJECTS AND MANAGE EXECUTION IN ONE PLATFORM: We know that the bottom line of projects is profitability. ConWize's pre-contract management module seamlessly connects the tender and execution phases to maximize control and project monitoring.

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.

Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Everything you need in construction management software. Built by construction pros. With honest pricing. Projul is the trusted tool that companies use to do more with less. By using Projul you can: - Estimate quickly with templates - Increase your bottom line with change orders - Keep your team on track and accountable - Collaborate effortlessly with channeled communications - Access live construction industry cost data for materials and labor - Organized photos & docs - Never miss a lead with a construction-specific lead pipeline - Run your company from anywhere on desktop and mobile - Save time with scheduling by converting proposals to tasks - Slide project timelines and keep jobs on track - So much more… Maximize profit and efficiency with Projul today!

Procore is a cloud-based Construction Management software, which provides a best-in-kind solution that offers a comprehensive tool-set for handling the full scope of a project. From bidding to close out, Procore is built to work with all types of construction, including Industrial Building, Airports, Multi-family Development, and Commercial Structures. In addition, it connects the entire team across the nation or the world, making collaboration seamless. A single annual license gives business access to the full suite, so there is no worry about running out single-user licenses.

Collaborate anywhere, anytime, with RedTeam Flex, a highly customizable construction management solution designed to help mid to enterprise level contractors maximize communication, performance and productivity in the field. When you choose RedTeam Flex, we help you manage your construction projects from start to finish: improve your overall administration, estimating, and bid solicitation; compare drawings with a few simple clicks; annotate, publish and share drawing files on web or mobile,;share the financial status of the project with clients in an easy, understandable format; and much more.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Integrated end-to-end profitability management for MEP contractors. Deliver MEP projects on time and on budget using Metrics MEP, the cloud-based takeoff, estimating and contract management solution designed to gain visibility on the profitability of your business. Perform digital takeoff in a user friendly environment and manage your jobs to ensure profitability. 30% of MEP contractors are going out of business.  Too many MEP contractors go out of business because of inaccurate estimating, out of date material pricing and poor job cost management. How do you make sure you are not one of them? Your focus is on producing highly accurate estimates to ensure the profitability of every job as this can make or break your business. There is no room for error with Metrics MEP. Bad estimates lead to unprofitable jobs. You need an estimating program that allows you to perform takeoff accurately and create estimates from it without having to redo work. Spreadsheets and manual takeoff methods

Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.

Methvin is a Collaborative Portal for Clients and Contractors. Shift from the adversary approach of managing clients to one of open communications. This will foster and improve relationships and outcomes for both parties. The shared goals will establish the basis for a motivated team and encourage individual contribution to the end goal of delivering your project on-budget and on-time. Methvin Agile is a project management tool that enables you to visually organize your project in a way better and easier than other expensive software packages. Methvin Agile will provide you with a place to deposit and use critical drawings and documents. Relax knowing that once loaded, these cannot be deleted; but can be retired and replaced with a new version. Further to this, Agile will facilitate the management of incidents on site through to closure including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register Client RFIs

Boost your sales with marketing automation and state-of-the-art communication tools. GoCRM is the only customer relationship management solution that takes on a full-funnel approach by combining powerful marketing and sales features. This means you get a robust platform that supports scalable business growth, streamlines sales processes, and enhances the overall customer experience. Automatically import leads from hundreds of sources, both online and offline, with all the relevant attribution data such as source, channel, and campaign. With a specialized tool kit that includes call tracking, website tracking, Zapier, and CSV import, you can keep accurate track of all leads and the progress of each. Enjoy the option to distribute leads manually or randomly assign them to your team. With advanced workflows, team members automatically receive and follow up on all leads from their personal VoIP phone or email.

InSimplify is a leading-edge cloud-based software system that integrates every stage of the Home Building process. With the end-to-end solution, it provides a single system to handle every stage from sales, online quotes, online color selection, customer portal, document management, and construction stages to handover and maintenance. Website, marketing templates, iBuildNew, and assign them automatically to the right sales executives. Never lose a lead, set up the right follow-up strategy so every lead is followed up on time by sales executives. Easily import your client information and also export to excel for marketing purposes.

Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.

MarketSharp is a simple-to-use, web-based customer relationship management (CRM) software solution designed specifically for contractors, remodelers, and home improvement professionals. With mobile accessibility and enterprise-level features that include task scheduling, project estimation, lead management, and project management capabilities, MarketSharp helps create satisfied referral-giving customers, generate more qualified leads, close more profitable sales, and increase production volume.

ProDBX is the only true, all-in-one software solution exclusively for Construction companies. Built with your specific needs in mind, and co-designed by the nation’s top pool builders and roofers. Imagine your business software hosted in the cloud and available from anywhere. No need to have your on in-house server for software. No need to rely on dedicated computers in the field that won’t update until your employee returns to the office. No need to install software updates. With ProDBX you can enjoy complete freedom to run your business from anywhere. Fast and efficient on any device you want. Run your entire business off of one platform. From Lead Generation to Job Completion and Beyond. Save time and money. Provide better organization for your whole company. From scheduling and estimating to project management and accounting. The ProDBX software lets you run every aspect of your business from a single, intuitive software solution. ProDBX was made to run on mobile.

Sales1440® provides lead management, sales automation, and customer relationship management (CRM) designed specifically for today’s builder. Easily manage the sales process from start to finish – track new leads, automate sales follow-up, track customer lots, manage floor plans and options selections, and automatically create dynamic sales contracts. The intuitive navigation guides staff through the entire sales process, effectively tracking sales leads and ensuring no opportunities or selections are missed. Capture and transfer new leads into the Sales1440 CRM system, while tracking progress throughout the sales process. Equip your staff with the tools necessary to easily follow-up with prospects, while automatically generating sales and marketing reports to fine-tune strategy and marketing campaigns.

Integrated Business Intelligence Systems for the Construction Industry. Consultants. Digitize workflows to improve productivity. Contractors. Digitize project management for greater efficiency. Suppliers. Digitize sales to specify, track and win projects. Integrate information from multiple sources. Combine business information for sales and project management from internal departments, related companies, vendors, customers and 3rd parties. Automate sales & project management work-flows. Digitize document management, filing, revision tracking and document approvals within your company and across companies working on a project. Construction analytics for informed decision making. Use internal data and the regions's largest construction database to study construction across countries and sectors to identify opportunities, benchmark performance and develop strategy. Create company networks such as supplier networks, distributor networks, sub-contractor networks.

Contractors Cloud is a CRM cloud-based CRM software tool that consolidates and automates all of the things you do with your business such as sales, admin, production. From lead tracking to paying commissions and everything in between, we’ll be there every step of the way.

Take notes, book appointments, and follow up with leads automatically. Enter leads automatically via our Mailparser integration. New customers can book appointments online or over the phone. Sync appointments with Google Calendar. Once setup, new appointments will sync automatically. Impress your clients with sleek custom proposals. Cork makes it really easy to create detailed proposals. When you are at an estimate just fill in the blanks and email it to the customer. Customers can sign contracts on the spot or later on via email. Electronic signatures can be collected from a phone, laptop, or tablet. Used in combination with our online payments feature, estimators can eliminate the second trip back out to the house. Keep your business on schedule with our built-in job schedule. Establish a start/ end date and then assign a crew. Your crews can see for themselves where they need to be.

Build Formula helps with every step of the build from the sales process and project planning to material tracking and client communication. A comprehensive solution that has been built centered on the Real Estate industry’s needs for Management of construction projects. Complete Sales Management makes it easy to organize and grow your customer relationships with tracking, data visualizations for Sales, and more — all in one platform. Build Formula is your partner for stunning customer relationships. Now, close more leads with a highly streamlined process. Your system builds Your Business. Automate your construction process, boost productivity, and build an organized future for your real estate business. Process Build for Your Business.

Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.

Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.

Starting at $4,400 USD, ConstructionOnline is the #1 rated software trusted by 850,000+ pros as the premier construction management platform designed to help finish jobs on time and under budget. Increase profits with integrated estimating & takeoff, change order tracking, and client selections. Win more jobs with easy-to-use sales management tools and custom construction proposals. Avoid delays with Gantt chart scheduling and calendars. Improve collaboration and project workflow with centralized communication, including instant messages and automated notifications. Connect with subcontractors, vendors, and clients with unlimited online logins. Make better business decisions with intelligent dashboards updated in real-time and insightful analytics and reports. Keep projects on track and ensure project quality with powerful project tracking, daily reports, punch lists with digital signatures, and more. Get your demo and see how to build better, faster & smarter.

The most robust and user-friendly estimation and scheduling software for asphalt contractors, Bitumio consolidates your efforts into a single software for job estimation, scheduling, customer management, job costing, and a whole lot more. Bitumio simplifies this for you, and more, by auto-calculating these based on your crew's production rates, job location, and job size. No more guessing how much material to estimate because of varying crack sizes or whether you spraying or squeegeeing. Know exactly how much material, time, and cost to include to produce more accurate and competitive estimates. Create estimates faster and more accurately by simplifying your estimating processes. Consolidate the apps you are using into a single app for estimating, measuring, scheduling, job tracking, prospect/customer follow-up, and more. Manage all your contacts, proposals, and jobs in a single, user-friendly location.

Empower your Heavy Equipment Rental and Dealership Management with Texada Software. Equip your team for success with Texada Software, the comprehensive heavy equipment business management solution that seamlessly bridges your sales, service, and rental divisions. Gain a 360-degree view of your operations and achieve clear insights into your customer journey for optimized business performance. Connect your teams and operations with integrated solutions designed by industry veterans who understand the independent and holistic needs of heavy equipment sales, service, and rental organizations. Grow sales productivity, acquire new customers, and guide the full customer relationship with smart solutions for equipment dealers.

Bauwise construction cost management software is the place where project managers and management work together to understand the construction project financial performance and make sure that the project is operating within the agreed budget. Work with an up-to-date budget and monitor all changes to understand how they impact on the project’s profitability. Track the completion, compare projected and committed costs against actual expenses, and indicate budget lines that need attention. Avoid going over budget or running out of cash in the middle of a construction project. Get insights regarding the latest contracts, change orders, commitments and automatically updated budget lines with expenses form the accounting tool or get feedback from built-in daily reporting tool. Our construction job costing software eliminates the need to copy data between spreadsheets or request an updated statement from your accounting department.

Builder Prime, a customer and project management solution, assists contractors to save time, earn more money, and win more jobs. Contractors can manage their leads and all of their interactions with Builder Prime's Customer Relationship Management feature. Builder Prime enables contractors to monitor and track all of their projects from anywhere and any device with the Project Management feature. Clients can also access Builder Prime via the Client Console feature for eSigning of contracts, viewing and paying of invoices, and submitting new work requests.

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

ClientTether’s leading growth automation platform and CRM was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. Because we’ve been in our clients’ shoes, we made our platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies.

We offer featured new methods software that help manage your customers and all activities that is relating to them. it can be used by Construction companies it is already being used by over 5000 companies. WE offer the best price and a highly secure method. It can be customized as per user needs and It relieves you of the data management and lets you focus on getting your work done without any issues . As they are used to increase both the overall profitability of a business , CRM is focused on the customer and ERP focuses on the business MELCRM has been advanced to satisfy the desire of current business trends. Modern vision has also been kept in mind and formed.Our Company it principally engaged in the business of providing all information that are related to technology solutions and business process outsourcing services. ERP authorize for the rapid sharing of standardized information for the whole departments.

Corecon’s cloud based software suite helps engineering and construction firms manage their projects more efficiently. The software helps people with different roles and responsibilities work together regardless if they are at the office or jobsite. The software suite includes modules for estimating, vendor bid management, contract administration, procurement, time tracking, correspondence, documentation, and scheduling. Being cloud based, contracting firms will have the ability to access their project information anytime anywhere and make quick and informed decisions. With its built-in wizards that automate complex tasks or comprehensive executive dashboards to analyze project budgets, Corecon provides cutting-edge technology to maximize the profitability of one’s projects and make all departments work more efficiently.

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.

As the largest provider of software and services in the building industry, Constellation HomeBuilder Systems has two goals: to empower builders with information to drive business objectives and to simplify the process of building homes and condos so you can maximize your return on investment. Constellation HomeBuilder Systems provides innovative solutions as standalone or integrated systems, and a team of home building software experts bridges the gap between construction and technology. Complete ERP Systems: Enterprise Resource Planning systems for streamlined homebuilding -NEWSTAR -BuildTopia -FAST Homeowner Portals & Surveys: -Homeowner Central -CustomerInsight Listings & Lead Management: -NHLS Distribution Engine Benchmarking and Analytics: -BuilderMetrix Land Management: -LandDev Trade Portals: -TouchPoint -TradeTopia

The options available were overpriced and the features too complex for what the organization needed. To boot, an external consultant was usually required to install and implement the CRM for all the users, and even then it was cumbersome to use for most people. Flag important messages from prospective and current clients & use a powerful search tool to quickly track down past communications. Integrate your calendar to get a full picture of your upcoming schedule and sales interactions. See the data and information that matters most to do your job well. Reporting should be clarifying, not confusing. We make sales metrics meaningful, actionable, and idea-generating. With a glance, see where you left off with prospective and current clients & schedule a follow-up to make sure they are taken care of. When a new team member joins your team and takes over an account, quickly transfer all past communications and activities to them, making the transition simple and seamless.

COINS Construction Cloud is enterprise software for the construction industry, including contracting, home building and property development, engineering, service and facilities management, and equipment/plant management. COINS offers a full range of desktop and mobile applications for construction, managing opportunities, supply chain, operations, projects, accounting and financials, asses, human capital, service and customer care. It is designed for midsize to large firms and can be used by nearly any construction division or trade, from MEP to general to industrial. COINS works in partnership with its customers in the core areas of winning and performing work, managing projects, maximizing job profitability, improving employee performance, eliminating inefficient processes, controlling cash flow and managing overall company financial performance. COINS supports over 62,000 users in 21 countries from its headquarters in the UK and offices in the US, Ireland, Australia and Dubai.

Vogueboard's cloud-based B2B eCommerce platform connects building material suppliers with motivated buyers for increased online visibility, client engagement, and sales opportunities. Vogueboard users have instant access to the tools needed to attract new customers, develop relationships, and digitize the entire B2B sales process for a completely paperless transaction experience. Vogueboard's SaaS technology eliminates the need to download and oversee an inconvenient hardware installation. Automate your sales processes to create building materials pricelist, manage your product data, and process orders to edge out the digital competition. Develop your digital storefront, display your merchandise for customers to view, and quickly purchase, and seize online sales opportunities. Build and manage customer relationships using our intuitive CRM explicitly designed for manufacturers and distributors of building materials.

Turn that drawer full of product manuals and paper documents into a professional, digital profile for your homeowners! AxisPointe’s HomeProfile system allows you to easily share, store and manage all your important construction documents to save you time and money. Information can be displayed via the web or you can create a customized printed binder or booklet for your clients. HomeProfile makes it easy to assemble and publish all the information your customers need to know about their new homes. You decide which documents are shared with the homeowner, and which documents are to be confidentially stored with the HomeProfile for liability protection. Since documents can be easily replicated using templates. Product library includes digital files of warranties, use instructions and other manufacturer information.

PSA software is designed specifically for the property restoration industry. We provide accounting, job management, CRM, field operations and data analytics in a single package for restoration contractors looking to streamline their performance and maximize profits. PSA continues to provide new and innovative solutions to eliminate duplication and provide real time updates and integrations across the insurance ecosystem. Today, over 1,500 contractors, including a number of franchise groups, across North America are using PSA solutions to advance their business. At PSA, we provide à la carte web based options, for medium to large size businesses, with everything they need to scale and grow. We aim to create a unique customer experience by giving our users a voice and the ability to drive the direction of PSA to better suit the needs of each business.

Twenty20 is the first full-featured ERP solution for contractors of all sizes that is 100% customizable to your specific needs. Twenty20 is Easy to learn, Easy to setup, and Easy to use. Modules include: -Accounting - Project Management - Document Management - Estimating - Scheduling - Service Management and Work Order Management - Equipment & Fleet Management Management - Human Resource Management - Leave Management - Time and Attendance Tracking - Expense Report Management - Sales and CRM Our ideal customer: is a contractor that has multiple systems to manage their business and looking for ONE complete solution that is fully integrated and customizable to their needs and requirements.

Project Management Software for Contractors. Increase profits with TriBuild’s web-based and mobile contractor software for construction project management at your fingertips. Pull your RFIs, Submittals, Change Orders, Documents, Drawings and Field issues or delay updates together into one centralized, standardized, and organized source. Contractor software intelligently designed to collaborate, document and report with time saving simplicity and accuracy. Our training and support team consists of experienced project managers and customer service experts that are here every day to ensure that you get the best value out of your TriBuild software subscription. Here a few of the ways we work to help make you a success.

BSI CRM will give you a 360° view of your customers – at any time, from any department, and at every touchpoint. It will win you over with its modular design, high configurability, and open technology. It has received praise for this flexibility from experts and customers alike and has earned CRM awards. The best reward for us, however, is having happy users. We love CRM and have dedicated ourselves to it for almost 25 years. Thanks to its cutting-edge platform and innovative product development, BSI CRM is already in its 16th generation. If your company has complex needs, as they are common in large corporations, we are the right partner for you. We offer a vast ecosystem and many standard interfaces, and our experience is reflected in attractive total cost of ownership (TCO) numbers. Whether you are B2B, B2C, or B2B2C, BSI CRM will adapt to your business, processes, and your IT environment – not the other way round.