6/18/2023 0 Comments Construction crm systemSeamlessly Connect Your Office and Technicians Attach photos, videos, PDFs, and custom forms directly to the work order so there’s no question on the work that’s been completed. Speed up the customer approval process with full job history. Managers can identify trends, monitor technician progress, and discover revenue opportunities. With automated real-time reporting, your data works for you. Users can create their own registration cards so that all information is captured.Īll-in-one operational software built by and built for commercial contractors - from service to projects and everything in between! Our CRM software for homebuilders allows you to capture leads, record important information, and promote prospects to potential homebuyers. 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. Register at sales offices manually, import website leads, or import 3rd-party leads from Zillow. Record prospect information and assign actions. These include email follow-up, phone log, and letters for mailing. SalesBuilder CRM has marketing features that allow you to connect with prospects and record activity. You can capture and nurture prospects, manage recorded sales, track option selections, and generate contracts. SalesBuilder CRM, a cloud-based 4-in-1 CRM software for homebuilders, will fulfill all your marketing and sales needs.
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