Evolved Metrics CRM

Evolved Metrics CRM

Evolved Metrics
SalesBuilder CRM

SalesBuilder CRM

Computer Presentation Systems
+
+

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About

The options available were overpriced and the features too complex for what the organization needed. To boot, an external consultant was usually required to install and implement the CRM for all the users, and even then it was cumbersome to use for most people. Flag important messages from prospective and current clients & use a powerful search tool to quickly track down past communications. Integrate your calendar to get a full picture of your upcoming schedule and sales interactions. See the data and information that matters most to do your job well. Reporting should be clarifying, not confusing. We make sales metrics meaningful, actionable, and idea-generating. With a glance, see where you left off with prospective and current clients & schedule a follow-up to make sure they are taken care of. When a new team member joins your team and takes over an account, quickly transfer all past communications and activities to them, making the transition simple and seamless.

About

SalesBuilder CRM is a cloud-based 4-in-1 homebuilder CRM software that will meet all your sales and marketing needs. Features include capturing & nurturing prospects, managing recorded sales, tracking option selections, and generating contracts. SalesBuilder CRM offers marketing features for connecting with prospects & recording activity: email follow-up, phone logger, & letters for mailing. Record prospect information and assign action items. Register manually at sales offices, import website leads or import 3rd party leads from Zillow, Realtor, BDX, etc. SalesBuilder CRM contains all sale tools needed, from start to finish: creating scenarios, recording sales, managing sale details, adding additional options, and generating contracts with optional DocuSign integration. Capture leads into our CRM software for homebuilders; record important information and promote prospects to homebuyers. Allow users to define their own registration cards to ensure all information needed is captured.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an advanced CRM platform that helps build customer loyalty and encourage repeat business

Audience

Homebuilders seeking a CRM solution to record sales, track option selections, and generate contracts

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Evolved Metrics
Founded: 2015
Canada
evolvedmetrics.com/crm/

Company Information

Computer Presentation Systems
Founded: 1985
United States
www.cpsusa.com

Alternatives

Alternatives

SalesBuilder CRM

SalesBuilder CRM

Computer Presentation Systems
HomebuilderONE

HomebuilderONE

sa.global
Hyphen HomeSight

Hyphen HomeSight

Hyphen Solutions
BuilderMetrix

BuilderMetrix

Constellation HomeBuilder Systems
Evolved Metrics CRM

Evolved Metrics CRM

Evolved Metrics

Categories

Categories

Integrations

Docusign
Zillow
eCard Systems
realtor.com

Integrations

Docusign
Zillow
eCard Systems
realtor.com
Claim Evolved Metrics CRM and update features and information
Claim Evolved Metrics CRM and update features and information
Claim SalesBuilder CRM and update features and information
Claim SalesBuilder CRM and update features and information