Average Ratings 1 Rating
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Docusign
Yes
Synoptos
No
Zillow
Yes
eCard Systems
Yes
realtor.com
Yes
Integrations
Docusign
No
Synoptos
Yes
Zillow
No
eCard Systems
No
realtor.com
No
Pricing Details
Cost effective per lot pricing
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time Management
No
Home Builder
Accounting Management
No
Bid Management
No
CRM
No
Contract Management
No
Job Costing
No
Job Scheduling
No
Permit Management
No
Quotes / Estimates
No
Subcontractor Management
No
Supplier Management
No
Warranty / Service Management
No
Product Features
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
No
Inventory Management
No
Recommendation Engine
No
eCommerce
No