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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 Buildxact?

Buildxact is an intuitive construction management software designed specifically for contractors, residential builders, and remodelers, facilitating seamless project management from start to finish. By utilizing this platform, users can transform their operations, managing everything from initial takeoffs to the final billing process with ease. With Buildxact, estimation processes are streamlined, allowing for quicker takeoffs and quotes, achieving speeds up to five times faster. Being a cloud-based solution means that you can easily set up and begin using it without delay. Say goodbye to cumbersome paper plans and spreadsheets! The digital takeoff feature enables users to scale plans and measure with just a few clicks, ensuring accuracy in material counts and measurements. Effortlessly transfer material quantities into your estimates using online tools and pricing that significantly outpace traditional methods. Furthermore, Buildxact offers estimates that clearly delineate materials, labor, and overhead costs for clients, resulting in polished quotes that help secure more contracts. Discover the advantages of Buildxact for yourself by signing up for a free trial today, and experience the ease of modern construction management firsthand!

Media

Media

Integrations Supported

Deputy
MYOB
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Vergo
Xero

Integrations Supported

Deputy
MYOB
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Vergo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$199 per month USD
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

Buildxact

Date Founded

2011

Company Location

Australia, Canada and the United States

Company Website

www.buildxact.com

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

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

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

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Construction Scheduling

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task 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

Remodeling Estimating

Cost Database
Quote Management

Residential Construction Estimating

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Takeoff

3D View
Assembly Takeoff
Cross Section Creation
Electronic Plans
Elevation Checking
Error Checking
Site Balancing
Slope Routines
Subcontractor Management

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