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features
design
support

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Write a Review

Description

The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.

Description

Homebuilders that produce high volumes of homebuilders can optimize their business processes, operations and margins by leveraging the power HomebuilderONE. This single, end-to-end modern enterprise planning (ERP), solution is built on Microsoft Dynamics 365 and connects all aspects of the business. HomebuilderONE provides native mobile device access. HomebuilderONE provides complete system functionality from any device. Users can access data and input information on the go, whether they are at work or in the field. The most complete ERP solution on the market, HomebuilderONE leverages the flexibility of cloud hosting and mobile accessibility. The HomebuilderONE ERP solution is the best in the homebuilding market. HomebuilderONE allows more homes to be built with greater efficiency, consistent repeatability, and a higher quality. It also reduces the time it takes to create new plans, open new communities and expand into new markets.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BuildPro No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Power BI No 
Salesforce No 

Integrations

BuildPro Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Power BI Yes 
Salesforce Yes 

Pricing Details

$25 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

Pricing follows a subscription model aligned to production volume and users starting at $88/user/month. Best of all the platform runs within your Microsoft tenant; you retain full data ownership, enterprise-grade security, and infinite scale.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Evolved Metrics

Founded

2015

Country

Canada

Website

evolvedmetrics.com/crm/

Vendor Details

Company Name

sa.global

Founded

1990

Country

United States

Website

homebuilderone.saglobal.com

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Home Builder

Accounting Management No 
Bid Management No 
CRM No 
Contract Management No 
Job Costing No 
Job Scheduling No 
Permit Management No 
Quotes / Estimates No 
Subcontractor Management No 
Supplier Management No 
Warranty / Service Management No 

Product Features

Construction Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Billing & Invoicing Yes 
Budgeting & Forecasting Yes 
Cash Management Yes 
Construction Breakdowns Yes 
General Ledger Yes 
Job Costing Yes 
Overrun Projections Yes 
Payroll Management Yes 
Purchase Order Management Yes 
Quotes / Estimates No 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential Yes 
Subcontractor Management Yes 
Timesheets Yes 

Home Builder

Accounting Management Yes 
Bid Management Yes 
CRM No 
Contract Management Yes 
Job Costing Yes 
Job Scheduling Yes 
Permit Management No 
Quotes / Estimates No 
Subcontractor Management Yes 
Supplier Management Yes 
Warranty / Service Management Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking No 
Purchase Order Management Yes 
Quotes / Estimates No 
Time Tracking Yes 
Work Order Management Yes 

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