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Description
The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.
Description
An advanced and wholly cohesive software suite that functions smoothly both as a unified platform and as standalone modules. The Prosoft software suite is a component of the extensive array of services offered by Builder Incubator, equipping home builders with a comprehensive system of services tailored to their sector, all while delivering substantial cost efficiencies. By offering a complete set of essential tools, Builder Incubator enables home builders to simplify their processes, allowing them to dedicate more energy to creating stunning homes and expanding their enterprises. This support ultimately fosters innovation and efficiency within the industry, ensuring builders can meet the evolving demands of their customers.
API Access
Has API
API Access
Has API
Integrations
Sepio
Pricing Details
$25 per user per month
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
Evolved Metrics
Founded
2015
Country
Canada
Website
evolvedmetrics.com/crm/
Vendor Details
Company Name
Builder Incubator
Country
United States
Website
www.prosoftinc.com
Product Features
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
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
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
Construction Accounting
Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
Home Builder
Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management