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ease
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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

Swiftly and precisely create and price deals that progress more smoothly through the sales pipeline. Trilogy SalesBUILDER offers innovative configuration software that equips build-to-order and engineer-to-order enterprises with a distinct advantage, establishing a benchmark for product configuration and pricing solutions. Expedite the process of assembling and pricing deals to enhance their flow through your pipeline. Enable your sales team and channel partners to generate tailored product configurations that meet the unique needs of your most discerning clients. Through its patented Configuration Engine, you can implement build-to-order and engineer-to-order workflows, positioning your organization at the forefront of your industry and product sector in terms of configuration capabilities, while also driving overall efficiency. This leads to increased customer satisfaction and a more streamlined sales process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Synoptos
Zillow
eCard Systems
realtor.com

Integrations

Docusign
Synoptos
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

IgniteTech

Founded

2000

Country

United States

Website

www.ignitetech.com/trilogy-salesbuilder/

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

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