Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Buildxact Reviews & Ratings
    254 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,386 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,199 Ratings
    Company Website
  • Bidtracer Reviews & Ratings
    39 Ratings
    Company Website
  • Visual Visitor Reviews & Ratings
    250 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    134 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Creatio Reviews & Ratings
    524 Ratings
    Company Website
  • KonstructIQ Reviews & Ratings
    7 Ratings
    Company Website
  • Clazar Reviews & Ratings
    95 Ratings
    Company Website

What is SalesBuilder CRM?

SalesBuilder CRM is an all-inclusive cloud-based solution designed specifically for homebuilders, effectively addressing every aspect of marketing and sales. With this software, you can effortlessly capture and nurture leads, manage sales records, track option selections, and generate contracts seamlessly. Its marketing capabilities enable you to engage with prospects and document various activities, such as email follow-ups, phone logs, and mailing letters. You can easily record prospect details and assign specific actions to enhance follow-up efforts. The system allows for manual registration at sales offices, as well as importing leads from your website or third-party sources like Zillow, Realtors, and BDX. SalesBuilder CRM encompasses all essential tools to facilitate the entire sales process, from creating scenarios and managing sales specifics to adding options and generating contracts, complete with optional DocuSign integration for ease of use. This comprehensive CRM solution helps homebuilders effectively capture leads, store critical information, and present prospects to potential homebuyers, while also enabling users to design custom registration cards to ensure all relevant data is collected. Overall, SalesBuilder CRM streamlines the process, making it more efficient and user-friendly for homebuilding professionals.

What is Fractional Workspace?

Fractional Workspace is specifically crafted for fractional executives, distinguishing itself from typical CRMs or project management tools. This innovative platform streamlines the entire engagement lifecycle, leveraging AI for opportunity analysis that deciphers your prospect notes while recommending offers from your pricing library. It also automates the proposal generation process with auto-fill capabilities, facilitates online signatures without relying on DocuSign, and provides dedicated client workspaces that feature action items, meeting summaries, and a decision log. By integrating pipeline management alongside proposal creation and daily client operations, this tool allows independent professionals managing multiple clients to maintain a smooth and efficient workflow tailored to their unique requirements. Unlike generic solutions, it is exclusively focused on the specific needs of fractional executives, significantly boosting their productivity and organizational capabilities. Moreover, this specialized approach ensures that fractional executives can maximize their effectiveness while navigating multiple client engagements, making it an indispensable resource in their professional toolkit.

Media

Media

No images available

Integrations Supported

Docusign
Zillow
eCard Systems
realtor.com

Integrations Supported

Docusign
Zillow
eCard Systems
realtor.com

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29/month
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

Computer Presentation Systems

Date Founded

1985

Company Location

United States

Company Website

www.cpsusa.com

Company Facts

Organization Name

Fractional Workspace

Date Founded

2026

Company Location

United States

Company Website

www.fractionalworkspace.com

Categories and Features

Construction CRM

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Popular Alternatives

SalesBuilder Plus Reviews & Ratings

SalesBuilder Plus

Contractors Software Group

Popular Alternatives

AgencyPitch Reviews & Ratings

AgencyPitch

GrahAI Systems
Contract Express Reviews & Ratings

Contract Express

Thomson Reuters
HomebuilderONE Reviews & Ratings

HomebuilderONE

sa.global
Hyphen HomeSight Reviews & Ratings

Hyphen HomeSight

Hyphen Solutions