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What is Evolved Metrics CRM?

The available options in the market were not just costly but also complicated in ways that did not meet the actual requirements of the organization. Moreover, the typical implementation of a CRM system often necessitated the involvement of an external consultant, complicating the user experience further. Key features should include the ability to emphasize important messages from both prospective and current clients, along with a powerful search capability for quick access to past communications. Integrating a calendar is essential for offering a full view of upcoming meetings and sales activities. It’s crucial to have access to the most pertinent data and insights required for executing tasks effectively. Reporting should clarify rather than confuse, as our goal is to present sales metrics in a way that is not only transparent but also promotes actionable strategies and inspires innovative thinking. With a simple overview, users can easily track their latest interactions with clients and arrange follow-ups to sustain strong connections. Additionally, when a new staff member is assigned to manage an account, transferring all historical communications and activities can be executed seamlessly, ensuring continuity and client satisfaction. It is imperative that communication tools are user-friendly and clear to support a thriving work environment, as this ultimately enhances overall productivity. By prioritizing these aspects, organizations can cultivate a culture of effective communication and collaboration.

What is BuilderGM?

BuilderGM provides an all-encompassing software solution specifically designed for local and regional home builders and remodelers who typically construct up to 100 homes each year. This cloud-based software-as-a-service platform significantly improves back-office project management by streamlining a range of processes, thereby enhancing overall operational efficiency. Key features include estimating, seamless integration with QuickBooks for accounting, bidding, budget management, document and reporting oversight, change order tracking, scheduling, communication with clients, vendor oversight, customer relationship management (CRM), sales functions, and online storage for photos and videos, all aimed at fostering team collaboration. The estimation of job scopes becomes more straightforward with BuilderGM’s intuitive, template-based approach and easy-to-use planning tools. Furthermore, the software fosters enhanced client interaction by creating automated Client Questionnaires based on customer choices, which helps builders gain deeper insights into their clients' needs. By employing a checklist system within BuilderGM, you can deliver a polished and professional proposal to your clients, ensuring that all their requirements are adequately addressed and fulfilled. Ultimately, BuilderGM not only streamlines project management but also significantly enhances the overall customer experience throughout the home building journey, making it an invaluable tool for builders aiming for excellence.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Evolved Metrics

Date Founded

2015

Company Location

Canada

Company Website

evolvedmetrics.com/crm/

Company Facts

Organization Name

Hyphen Solutions

Date Founded

1999

Company Location

United States

Company Website

www.hyphensolutions.com/info/products/builder-gm/

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Home Builder

Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

Categories and Features

Home Builder

Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

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