Builder Prime Features

Full integration with Quickbooks. Estimating and Invoicing within the CRM. Mobile Friendly!! CompanyCam integration.

You'll be hard pressed to find an out-of-the-box CRM that has everything but Builder Prime comes closer than any other that we've tried. Our next most desirable integration would be with PandaDoc and possible SmartDocs.

The software is easy to use with a number of integrations and has esignatures built in. Great for tracking sales and developing a scope of work. Training was very quick and the addition of a custom configurator is great.

Software is missing some key reports and a defined post sales service module. Although you can export almost anything to excel and they have a work around for the service,

Thanks so much for the review Graeme! We have plans to add a lot more to the reports this year, so hopefully we can reduce how often you need to go out to Excel.

I absolutely love all the features of this CRM. We went from having a different CRM, different payments solution, and tracking sales via excel to having it all in one place. But it is more than just having it in one place because many construction CRM's offer that. Builderprime has all these pieces working smoothly together and displays all the data in an easy to access readable format. If someone asked me 6 months ago to pull a report on deposits from sales from a week prior, or show me sales from a specific lead source, or outstanding payments on installations, I would have manually looked it up. Now it is the click of a button. It all syncs to Quickbooks which is very helpful for knowing our numbers. There is more to say but check it out for yourself.

My feedback for them has been to have a slightly different invoice appearance and have customer communication on the dashboard as an option.

This software has made it so simple for our growing construction company to streamline projects, store information and coordinate our subcontractors.

We had a lot of help from the support team when we first purchased this software. Some of our team members had a hard time learning how to use the system, switching over, and accessing the mobile app. Overall, this has been a great program for us.

All in one solution with ability to work seamlessly with additional softwares like Mail Chimp, Company Cam and more.

The ability to print all the reports would be great. Most of them print, but several must be edited in spreadsheet before printing because there are so many columns of data (which results in super tiny print) . An option to print 'select columns' would be helpful.

Builder Prime is the best CRM for contractors. It helps is efficiently manage all aspects of our business from Leads, Sales and Production

They are working on supplying better reporting features

Since we have this software the general operation of our company has improved. And every time we have question or some problem, customer service immidiatly reply.

I don't have anything to fill here. We are very pleased with this software and every time we need something we contact the customer service and they immediately support us.

The software is very user friendly. It is easy to use and creates professional proposals.

We do not use the scheduling as it seems a bit more involved than how we schedule our jobs.

Everything I need is in front of me...LITERALLY. When I have to follow up with a potential customer, it’s such a convenience having everything at my fingertips. From the initial meeting to resulting the appointment to following up, this is the best CRM you could ask for. The customizable tasks and automated management make following up an absolute breeze.

Nothing really. Future upgrades making the system available offline would be the biggest plus.

We have searched for a CRM that connected leads to proposals and contracts, had multiple projects per contact, lead source tracking, project sales pipeline and most importantly, the ability to customize the price after a proposal was built for 3 years and have finally found it. Top notch customer service means they tailored the proposal and contract documents to look exactly like the ones we’ve been...

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The only things missing are the things they’re already developing such as google calendar integration, additional email and communication features, and zappier integrations.

Hi Scott, Thanks so much for the kind words! I am so happy that we can help you save time and make your processes more efficient! Actually the Google Calendar and Zapier integrations are available now. I will reach out to help you get those set up. Gmail integration coming soon :) Regards, Jonathan

Reports are great. Client and project progression are very easy to work with.

I would like it to be integrated with Microsoft Office. The inventory management system needs to be tweaked to allow us to delete product if entered incorrectly. Work orders to be connected to the employees timecards so they don’t have to be manually entered

The workflow from sales & leads, to estimates, to project management, to invoicing integrated into our bookkeeping program simplified what we do from 5 programs to 2 (Builder Prime & QuickBooks)

The task management only allows for individual tasks or job specific tasks. It doesn’t allow for team tasks or an integrated task workflow.

The customer service and attention to detail are fantastic! [SENSITIVE CONTENT] are awesome! We are so glad we switched to Builder Prime for our CRM. No regrets whatsoever. Every time we have a question, one of them replies same-day. When we have feature requests, they try their best to make it happen ASAP.

Nothing so far... After using other CRMs for the construction industry, Builder Prime is definitely the best. No complaints.

Simple integrations with many parties and easy repotting!

Some reports could use a little tweaking but overall great system. They are always making improvements to keep you loyal and up to date!

Easy to use, colors, and the details it provides.

We have needed assistance in scheduling installs or assign task with time frames, it seems to take a lot longer to schedule for different reasons. For instance, if we needed to schedule an installation for one contractor and then schedule a service for another contractor.

Builder Prime has helped me take my business to the next level. The user interface is very easy to navigate and understand. We switched from writing manual contracts to generating contracts in the system and we will never go back. In one snapshot you can get important information about how the company is performing also each employee has his specific metrics and information when they log in. you feel comfortable. We tailored the software to my specific needs so 10/10 guys you can’t go wrong.

Not a lot to be honest. Even when there were features that we wanted to get [SENSITIVE CONTENT HIDDEN] added them to the developer list so they can be added later on. What more can you ask.

The automation that is easy to customize to my specific needs for each business I have on the platform. I am all about process, process, and then some more process and it ensure my team is working in their lane always.

The only least feed back which is funny cause they offer 100% free support is that there is no paid support option. I would gladly pay $1000-$5000 for full set up which may be an option.

The simple functionality of this program makes it easy for all skill levels,

Some of the integration features with other software and the automation

Flexibility and a overall features, professoinal apperance/ formatting.

Integration with more systems, but as long as you have people like [SENSITIVE CONTENT HIDDEN] helping anything can be done.

I had no idea there was software out there that could make my life so much easier. With the click of a few buttons, I'm sending emails, creating contracts, and scheduling jobs in a fraction of the time.

Training video course maybe. There was a bit of an initial learning curve for me.

Very easy to use for calculating stats and sales leads

Initial use a little difficult until you learn the features

Thanks so much for the review Addam! We'd love to hear more about what you found difficult early on. We are always trying to improve this onboarding process and that feedback would be really valuable for us in that pursuit. Please don't hesitate to reach out from your Help page in the app if you'd be so inclined.

The software is developing so quickly it is difficult to single out any one quality. Having said that, having a Gantt scheduling tool sets this apart, even from ProCore.

Quantity of reports may not be enough for some.