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 using - even included custom inputs that are specific to our company. Our manager is in his fifties and he’s someone who loves doing things the old school way; he has adopted the software quickly and he loves it. We’re picky about software, we’ve stayed with our last system for 7 years because it’s not enough to switch for small improvements, because it’s “cool,” or just because it’s digital. Some parts of our company still utilize the old school way because that’s what works best in those contexts. We can see every lead so no one is falling through the cracks. Builder Prime allows us to build bids in 15 minutes, accept credit cards, sign in person or over email, order changes, track lead sources, and keep record of all proposals ever sent to the customer. If it isn’t obvious, we’re fans.
The only things missing are the things they’re already developing such as google calendar integration, additional email and communication features, and zappier integrations.
Response from Builder Prime
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 :)