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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 SFI Central?

Experience unparalleled customer service coupled with prompt delivery of tailor-made agile software development that aligns seamlessly with your lead program requirements and budgetary constraints, all through our innovative online platform, SFIcentral. We provide adaptable solutions capable of scaling to meet the demands of any lead generation effort, whether it’s for an emerging startup or a vast national network of manufacturers and distributors. Our clients benefit from tried-and-true software code and industry best practices we've gathered throughout our extensive experience, ensuring a frictionless integration process. Additionally, our system automates lead distribution based on your specific territorial guidelines and includes notifications via email and SMS. You can track lead progress in real-time, from initial capture to final closure, with options for immediate filtering. Our platform is designed with customized reporting features for key categories, complemented by visual dashboards that highlight your most critical metrics. Moreover, you can manage your entire network information—covering contacts, territories, communications, documents, and beyond—all from a single, user-friendly interface. This comprehensive approach not only streamlines operations but also empowers your organization to enhance efficiency and achieve its objectives with greater effectiveness. In a rapidly evolving market, leveraging such integrated solutions can significantly boost your competitive edge.

Media

Media

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

Pricing not provided.
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

PlanRight Software

Company Location

United States

Company Website

www.planrightsoftware.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

Construction CRM

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

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