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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 Platformax?

Leverage your existing contacts database, whether in an Excel spreadsheet or CSV format, to securely store all your contacts for upcoming projects. With the ability to apply various filters, you can categorize contacts by criteria such as country, company, position, or any other personalized field, and save these segments for future marketing initiatives. After identifying your target audience, you can kick off your first automated email campaign, which utilizes both behavioral and time-based triggers to ensure the messages resonate with recipients through the use of personalized snippets. As your campaigns unfold, monitor their performance with detailed reports that will aid in converting leads into opportunities and ultimately securing finalized deals. Platformax serves as an inside sales CRM, drawing on over four decades of sales experience from our founders, and is designed as a modular sales platform to enhance every phase of your sales journey, from prospecting and lead nurturing to opportunity tracking and post-sales support. By bringing together these essential functions, Platformax not only optimizes your sales workflow but also helps in fostering stronger relationships with clients through effective communication and diligent follow-up practices. Furthermore, its user-friendly interface ensures that you can easily navigate and adapt the platform to suit your specific sales needs.

Media

Media

Integrations Supported

Docusign
Zillow
eCard Systems
realtor.com

Integrations Supported

Gmail
Google Calendar
Google Drive
Mailchimp

API Availability

API Availability

Pricing Information

Cost effective per lot pricing

Pricing Information

$9.99 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
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

Platformax

Date Founded

2009

Company Location

Slovenia

Company Website

www.platformax.com

Categories and Features

Construction CRM

Not specified

Home Builder

Not specified

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project 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

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

Financial CRM

Lead Management
Relationship Tracking

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Segmentation

Sales Enablement

Collaboration
Contact Management
Document Management
Lead Management
Meeting Management
Proposal Management

Sales Force Automation

Call Management
Contact Management
Contract Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Proposal Generation
Sales Forecasting

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