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Average Ratings 0 Ratings
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
Move beyond the uncertainties to unlock what can be achieved. Whether you choose to purchase and develop your own land, construct on a client's property, operate as a production builder, or create custom homes, having immediate access to your data is essential for propelling your business forward. Discover the tools you need for success with ThreadKore. For homebuilders, a buyer transitions into a customer at the closing stage, and the level of customer satisfaction is ultimately determined by the actions taken post-sale rather than pre-sale. In today’s digital landscape, managing customer care is crucial given the importance of online reviews. It is vital to give this aspect the focus it warrants with builder-centric cash flow tools that do more than just track expenditures. In our sector, effective cash flow management goes beyond simply recording weekly expenses; it also involves forecasting financial needs for upcoming weeks and months. ThreadKore employs a comprehensive approach to software, ensuring that every stage is compatible with existing systems. Our platform is designed to streamline the building process, enhancing efficiency and ease throughout. Furthermore, with ThreadKore, you can focus more on what truly matters—delivering exceptional service and quality homes to your clients.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Fortis
INControl
Mailchimp Transactional Email (Mandrill)
Plaid
TurfHop
Integrations
Amazon Web Services (AWS)
Fortis
INControl
Mailchimp Transactional Email (Mandrill)
Plaid
TurfHop
Pricing Details
$25 per user per month
Free Trial
Free Version
Pricing Details
Free
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
Threadkore
Website
threadkore.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
Home Builder
Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management