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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 Method:CRM?

Method:CRM ranks as the top-rated CRM solution amongst users of both QuickBooks Desktop and QuickBooks Online. Integrations With its patented real-time synchronization technology, Method:CRM seamlessly updates customer data, invoices, and payments between its platform and QuickBooks. It boasts native integrations with popular services such as Gmail, Outlook, Mailchimp, and Zapier, allowing users to link hundreds of applications via Zapier as well. This means that your entire daily operation can be efficiently managed through a single system. Management of the leader Rather than wasting time on administrative tasks and data entry, let Method:CRM empower your sales team to concentrate on acquiring new clients, nurturing leads, and closing deals. By consolidating opportunities, invoices, estimates, and other essential information in one accessible location, Method:CRM simplifies your sales workflow. Customization Completely customizable with no coding needed, Method:CRM features intuitive drag-and-drop tools that enable users to design a personalized CRM. This flexibility allows it to align closely with your specific business processes and evolve alongside your organization's needs as they change. By adapting to your requirements, Method:CRM ensures that your CRM will always serve your business effectively.

Media

Media

Integrations Supported

Docusign
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Online
QuickBooks Online Advanced
Rambox
SmartVault
Vonage Business
Xero
Zapier
doForms
eCard Systems
realtor.com

Integrations Supported

Docusign
Freedom Merchants
Gmail
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
MindCloud
PayPal
QuickBooks Online
QuickBooks Online Advanced
Rambox
SmartVault
Vonage Business
Xero
Zapier
doForms
eCard Systems
realtor.com

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25.00/month/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

Computer Presentation Systems

Date Founded

1985

Company Location

United States

Company Website

www.cpsusa.com

Company Facts

Organization Name

Method Integration

Date Founded

2010

Company Location

Canada

Company Website

www.method.me/

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

Construction CRM

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

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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