Contractors Software Group

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85 reviews
  • 10 profiles
  • 18 categories
Average star rating
4.2
Serving customers since
1995

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SalesBuilder Plus

83 reviews

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.

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SalesBuilder Plus

83 reviews

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.

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TakeOff Plus

1 review

TakeOff Plus is an estimating software that allows you to estimate by stick, unit price, assembly and/or by lump sum by generating summary and detailed estimates, proposals, and change orders, track job cost, update vendor pricing, and more.

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Job Accounting Plus

1 review

Job Accounting Plus is an integrated single-entry construction job cost accounting system for builders and contractors that allows you to configure modules you need to manage your business.

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CSG Central Remote Time Card

0 reviews

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The Plus Series

0 reviews

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The Professional Series

0 reviews

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CSG Central

0 reviews

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Contractors Software Group

0 reviews

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Simple Scheduling

0 reviews

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Star Rating

37
40
7
1
0

Contractors Software Group Reviews

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Profile Name
Star Rating
37
40
7
1
0
Verified User in Construction
UC
Verified User in Construction
Enterprise (> 1000 emp.)
09/02/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great sales tool

It's a good tool to use if you are looking for potential clients. UI is great and simple. It's also loaded with features that you can use.
Sanjaya P.
SP
Sanjaya P.
Lead Business AnalystSmall-Business (50 or fewer emp.)
01/06/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

SalesBuilder Plus review

SalesBuilder Plus is a CRM software application for home builders and contractors looking to streamline and manage their sales, marketing, buyer management, and customer service/warranty tracking to close more sales and build happier referring clients.
Pooja V.
PV
Pooja V.
Senior Implementation SpecialistMid-Market (51-1000 emp.)
09/19/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Want happier clients - Go for Sales Builder Plus

It helps create complex sales proposals with organization and efficiency. It provides a comprehensive view of the customer journey from lead generation to post-sale service. It integrates with other construction software such as BuildTopia and Procore. It offers a free trial and flexible pricing options.

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HQ Location:
Stillwater, MN

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What is Contractors Software Group?

Contractors Software Group (CSG) offers three series of integrated but modular CRM, Estimating, Scheduling and Job Cost Accounting solutions, which include the Simple Series, Plus Series and Professional Series. The Professional Series also offers CSG Central, a builder branded portal to share job information with remote employees, vendors and/or clients. It also offers CSG Central Remote Time Card Entry module to capture time in the field for processing payroll, job cost and financial reporting

Details

Year Founded
1995