Average Ratings 1 Rating

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ease
features
design
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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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