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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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.

Description

The XO platform is a cloud-based solution tailored for property development and operations, aimed specifically at homebuilders and land developers, functioning as a centralized "digital command center" that integrates data, workflows, and communication throughout the residential community lifecycle. This innovative platform consolidates various aspects of project management into one cohesive system, allowing teams to effectively store, oversee, and utilize information related to lots, inventory, sales, and closings, thus eliminating the need for fragmented tools like spreadsheets and various disconnected systems. By automating and digitizing interactions between builders and developers, it efficiently tracks sales activities, manages lot inventory, simplifies approval processes, and centralizes important documentation, ensuring that all parties involved are working with the same up-to-date information. Among its robust features are interactive 3D inventory maps showcasing live availability and capturing leads, comprehensive dashboards that provide real-time reporting and performance analytics, as well as seamless integrations with CRM, accounting, and other enterprise software systems. The platform not only enhances productivity but also fosters collaboration among stakeholders, leading to a more streamlined and efficient development process overall.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cecilian Residential OS
Docusign
Zillow
eCard Systems
realtor.com

Integrations

Cecilian Residential OS
Docusign
Zillow
eCard Systems
realtor.com

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Computer Presentation Systems

Founded

1985

Country

United States

Website

www.cpsusa.com

Vendor Details

Company Name

Cecilian Partners

Founded

2019

Country

United States

Website

www.cecilianpartners.com/products/the-xo

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

Product Features

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