SalesBuilder Plus is a comprehensive Customer Relationship Management (CRM) software tailored for home builders and contractors aiming to enhance their sales, marketing, buyer management, and customer service processes. By integrating these functions, SalesBuilder Plus facilitates closing more deals and fostering satisfied clients who are likely to provide referrals. The software can be utilized as a standalone application or as part of the Plus Series, which includes integrated CRM, Estimating, Scheduling, and Job Cost Accounting modules. Users have the flexibility to host SalesBuilder Plus on their own servers or opt for a monthly hosting service.
Key Features and Functionality:
- Prospect Management and Follow-up Marketing: Manages the sales process from initial contact to contract, tracks multiple job opportunities per client, and allows for user-defined follow-up action plans, including calls, emails, letters, and tasks.
- Buyer/Contract Management: Monitors buyers under contract, handles multiple contracts per buyer, and tracks comprehensive job information such as contract details, selections, change orders, construction notes, additional contacts, and deposits.
- Customer Service/Warranty Tracking: Manages customer and job histories, generates and tracks work orders, and monitors open and completed work orders by client, job, or responsible person.
- Sales/Advertising Management: Tracks sales by job type, sales office, salesperson, and media source, and monitors completed and uncompleted tasks by responsible individuals.
- Integration Capabilities: Integrates with Microsoft Word, Excel, and Outlook for generating contracts, emails, and reports; synchronizes with Scheduling Plus for project management; and offers improved communication through Outlook integration, tracking email history by client and job.
- Remote Accessibility: Provides remote access via the internet using any mobile device through Remote Desktop Protocol (RDP) connectivity.
Primary Value and Solutions Provided:
SalesBuilder Plus addresses the need for an integrated system that streamlines various aspects of the sales and customer management process for home builders and contractors. By consolidating prospect tracking, follow-up marketing, contract management, and customer service into a single platform, it reduces manual data entry, minimizes errors, and enhances communication between sales teams and clients. The software's integration with other modules like Estimating and Scheduling ensures a seamless workflow from initial contact to project completion. Its remote accessibility allows teams to manage information and tasks efficiently, regardless of location, leading to increased productivity and improved client satisfaction.
