Lead tracking, Sales pipeline management and production management

I've used Market Sharp, Zoho and Salesforce in the past and all of them didn't offer the custom features Builder Prime's team has built out for our company.

BP was our first CRM... easy to learn and use but also customizable at the same time. It wasn't perfect but user error was also part of the problem. We tried switching to another CRM but ultimately came back to appreciate BP as it is a well developed software backed with full integrations and helpful/ friendly customer support.

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.

Its great for overall management of leads and projects and tasks etc. Data has helped a lot and is only as good as the data you enter and how organized you are.

It only has the capability to be automated by the system administrator and can only be implemented company wide taking away the capability of the individual sales people using it for quoting and crm to actually automate personalized follow-up programs, messages, scripts, to dos and signatures less personalized depending on what piece of info or what selection of contract you decide to send. intigration with other softwares seems to be less than ideal and

The service has been great, [sensitive content hidden] our AM is the most responsive and kind AE we have ever worked with! She has helped us without complaint through our set up calls, a hundred emails, syncing QBO, and setting up payment capture.

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.

Overall, Builder Prime has enabled us to manage sales and service for multiple businesses. The customer service received for any issue has been phenomenal.

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,