Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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