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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 Constellation HomeBuilder Systems?

Constellation HomeBuilder Systems offers cutting-edge solutions that function both as independent and integrated systems, with a dedicated team of software specialists who connect the realms of construction and technology. Their software development is heavily influenced by insights and best practices from their clientele, consisting of leading home builders from across North America. As the foremost provider of software and services tailored to the building industry, Constellation HomeBuilder Systems aims to equip builders with essential information to meet their business goals while simplifying the home and condominium construction process to enhance return on investment. This organization operates as a division of Constellation Software, which is publicly listed on the Toronto Stock Exchange. Their offerings include comprehensive ERP systems designed for efficient homebuilding, such as NEWSTAR, BuildTopia, and FAST. Additionally, they provide homeowner portals and surveys through platforms like Homeowner Central and CustomerInsight, alongside listings and lead management solutions via the NHLS Distribution Engine. The company also offers benchmarking and analytics tools with BuilderMetrix, land management solutions through LandDev, and trade portals such as TouchPoint and TradeTopia. Each of these tools is crafted to streamline operations and improve efficiency in the building sector, ensuring that builders can thrive in a competitive market.

Media

Media

Integrations Supported

QuickBooks Enterprise
Sage Intacct
Salesforce
realtor.com

Integrations Supported

QuickBooks Enterprise
Sage Intacct
Salesforce
realtor.com

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$200 / user
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

Constellation HomeBuilder Systems

Date Founded

2004

Company Location

USA & Canada

Company Website

www.constellationhb.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 CRM

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

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

Home Builder

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

Land Management

Code Enforcement
Document Management
For Oil & Gas
GIS
Inspection Management
Lease Management
Permit Management
Planning & Zoning
Project Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

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