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Description

SP CRM is an intuitive yet comprehensive customer relationship management tool designed for Office 365, offering an all-encompassing view of sales activities and pipeline management. This solution facilitates the entire journey from marketing campaigns to lead acquisition, opportunity monitoring, and managing customer accounts. Since it is embedded within Office 365, it seamlessly integrates with Microsoft Teams and SharePoint, allowing your sales team to engage with the platform without the hassle of logging into a separate application. Being part of the Office 365 Digital Workplace enables sales representatives not only to monitor potential deals but also to access essential documents, information, and insights necessary to finalize transactions. Furthermore, the collaborative features of the portal empower various sales roles, including sales engineers, development teams, and management, to work cohesively. Additionally, when combined with SP Projects and SP Customer Service, it creates a holistic solution for managing customer relationships effectively. This integration enhances the overall efficiency of the sales process and fosters a more productive working environment.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Zillow
eCard Systems
realtor.com

Integrations

Docusign
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Zillow
eCard Systems
realtor.com

Pricing Details

$15 per user per month
Free Trial
Free Version

Pricing Details

Cost effective per lot pricing
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

SP Marketplace

Founded

2012

Country

United States

Website

www.spmarketplace.com/office-365-sharepoint-crm.html

Vendor Details

Company Name

Computer Presentation Systems

Founded

1985

Country

United States

Website

www.cpsusa.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product 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

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