Name: Builder Prime
Price: 79 USD
Rating: 6 (1 reviews)
Author: Builder Prime

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Software Configuration Management

WebOps

Development

Higher Education

Education

Business Intelligence (BI)

Collaboration

File Sharing

Streaming Analytics

Visual Collaboration

VoIP

Enterprise

Accounting

Payment Orchestration

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bug Bounty

C/C++ Integrated Development Environments

Cloud Storage

Data Recovery Service

Database Management

Enterprise Architecture Management

Fraud Detection

Hadoop-Related

High Availability Cluster

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

IoT Security

MLOps

Network Performance Monitoring

Network Virtualization

Non-Relational Databases

Process Mining

Session Border Controllers

Threat Hunting

Web Access Management

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Demand Generation

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Personalization Engines

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Insurance Underwriting and Rating

Library Management

Medical Billing

Military and Defense

Moving Software

OSS/BSS (Operations Support/Business Support)

Vertical-Specific

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Builder Prime is an all-in-one CRM software suite designed specifically for contractors. This comprehensive platform is tailored to meet the needs of contractors of all sizes, from small businesses to large enterprises. According to the vendor, Builder Prime is used by various professions and industries, including home improvement contractors, specialty contractors, commercial contractors, and more.

## Key Features

**Fail-Safe Lead Tracking Software**: According to the vendor, Builder Prime's lead tracking software automatically records, updates, and advances leads in the sales pipeline to minimize the risk of leads being overlooked.

**Worry-Proof Follow-Up Software**: Builder Prime offers follow-up software that automates tasks for timely and effective communication with leads and customers. Contractors can customize the system and use branded templates for emails and text messages.

**Streamlined Scheduling Software**: Builder Prime's scheduling software simplifies the coordination of sales and production schedules with drag-and-drop calendars and provides a clear overview of appointments and tasks.

**Customized Estimates Software**: Builder Prime provides comprehensive tools for creating customized, branded, and professional estimates, contracts, invoices, and change orders. Contractors can generate professional PDFs and utilize electronic signatures for contract signing.

**Precision Reporting Software**: According to the vendor, Builder Prime's reporting software provides accurate and detailed reporting on key performance indicators (KPIs), eliminating the need for manual data entry and ensuring data accuracy.

**Proven Workflows Software**: Builder Prime's workflows software comes with pre-built workflows that can be used out of the box. Contractors can customize and fine-tune workflows, automations, and settings to align with their specific operations.

**Comprehensive Production Management Software**: Builder Prime's production management software includes features for payment management, GPS time clock tracking, job costing, work order management, and subcontractor management, aiming to streamline operations and enhance project management.

**Go Fully Digital**: According to the vendor, Builder Prime enables contractors to go fully digital by allowing email proposals, online credit card payments, e-signatures on mobile devices, and a paperless workflow. It also integrates with other apps for enhanced efficiency.

**Painless Management**: Builder Prime offers a user-friendly interface for managing contracts, invoices, and estimates. The vendor claims it provides an easy process for change orders and is designed with a contractor-focused approach.

**Company-Wide Sharing**: Builder Prime allows access to contracts, estimates, and paperwork from any online device. Contractors can customize permissions for team members and control access to specific documents.

Basic

A provider of software and services in the building industry, Constellation HomeBuilder Systems has two goals: to empower builders with information to drive business objectives and to simplify the process of building homes and condos.

Constellation HomeBuilder Systems

Builder Prime

Construction CRM

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

Construction Document Management

This feature helps users to store, manage, and track electronic documents and images. It is essential in construction projects where there are numerous documents such as contracts, blueprints, and permits.

Construction Time Tracking

This feature allows users to record the time spent on different tasks. It is crucial in construction projects to ensure that all tasks are completed within the set timelines.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Builder Prime

Overview

What is Builder Prime?