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Description

Experience exceptional customer support along with swift delivery of customized agile software development designed to align with your lead program specifications and financial plan, utilizing our proprietary online platform, SFIcentral. We offer flexible solutions that can scale to accommodate any lead generation initiative, whether it’s for a budding startup or a comprehensive national network of manufacturers and dealers. Our clients gain access to proven software code and industry best practices we've accumulated over the years, ensuring a seamless integration process. Furthermore, our system provides automated lead distribution according to your specific territory guidelines, complete with email and SMS alerts. You can monitor lead status in real time, from initial capture to final closure, with immediate filtering options available. Our platform also features tailored reporting for essential categories, enhanced by visual dashboards that underscore your crucial metrics. Additionally, you can efficiently manage your network information, encompassing contacts, territories, communications, documents, and much more, all from a single comprehensive interface. This holistic approach empowers your business to maximize efficiency and achieve its goals effectively.

Description

SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. These include email follow-up, phone log, and letters for mailing. Record prospect information and assign actions. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Realtors, BDX, and others. SalesBuilder CRM includes all the necessary tools to sell, starting from the beginning: creating scenarios, managing sales details, adding options, and generating contracts using optional DocuSign integration. Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. Users can create their own registration cards so that all information is captured.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign No 
Zillow No 
eCard Systems No 
realtor.com No 

Integrations

Docusign Yes 
Zillow Yes 
eCard Systems Yes 
realtor.com Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Cost effective per lot pricing
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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

PlanRight Software

Country

United States

Website

www.planrightsoftware.com

Vendor Details

Company Name

Computer Presentation Systems

Founded

1985

Country

United States

Website

www.cpsusa.com

Product Features

Construction CRM

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

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 

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 

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