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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

8P’s Marketing is a comprehensive business management platform enhanced by AI, tailored for companies in the trade and field service sectors. This all-in-one solution integrates various functionalities such as CRM, field service management, scheduling, dispatching, work orders, estimates, invoicing, financial management, marketing automation, AI-driven processes, customer interactions, and detailed reporting into a cohesive system. By utilizing this platform, trade businesses can efficiently oversee their customers, technicians, tasks, appointments, estimates, invoices, payments, and daily operations without the hassle of juggling multiple, uncoordinated tools. Additionally, its Revenue Recovery Engine is designed to help organizations capitalize on missed opportunities by implementing strategies like recovering missed calls, automating follow-ups on estimates, re-engaging leads, sending service reminders, requesting reviews, and streamlining customer communication workflows, all of which enhance overall operational efficiency. Ultimately, this platform empowers businesses to optimize their processes and improve customer satisfaction significantly.

Description

BuilderLync is a comprehensive CRM and contractor platform specifically tailored for roofing professionals, enabling users to manage leads, jobs, and crews seamlessly within a unified system. This innovative solution eliminates the need for separate tools for CRM, estimating, scheduling, invoicing, proposals, and follow-ups by integrating all functions into a single operating environment for residential contractors. Every interaction, whether it be a call, a completed form, a referral, or a walk-in, is captured in one streamlined pipeline where Sierra AI efficiently qualifies leads and promptly follows up via text, email, and calls, ensuring that no potential client is neglected. Contractors benefit from the ability to access satellite measurements through EagleView, create detailed estimates automatically, and issue branded proposals in under five minutes directly from their vehicles. The platform's scheduling feature utilizes a user-friendly drag-and-drop calendar that synchronizes in real time with crews, incorporating weather-sensitive adjustments to maintain project timelines and keep team members informed about their schedules. In addition to these capabilities, BuilderLync offers convenient one-click invoicing, integration with QuickBooks, options for online payments, as well as tools for tracking revenue and assessing ROI by lead source and marketing strategy. Ultimately, BuilderLync empowers roofing contractors to enhance their operational efficiency and improve client relations with its all-encompassing suite of tools.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

EagleView
Google Workspace
QuickBooks Online
Twilio

Integrations

EagleView
Google Workspace
QuickBooks Online
Twilio

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$497 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

8P’s Marketing

Country

Canada

Website

8psmarketing.com

Vendor Details

Company Name

BuilderLync

Founded

2025

Country

United States

Website

builderlync.com

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Product Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Alternatives

Alternatives

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