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.

We tailored the software to my specific needs so 10/10 guys you can’t go wrong.

Overall experience is five stars. It has saved me tons of time and gives a much more professional branded experience to my clients.

The automation that is easy to customize to my specific needs for each business I have on the platform.

Eliminated salespeople losing contracts or customer payments.

We love it! and have been using the software for 4+ years now. The builder prime team knows how to build a high quality CRM for contractors that helps save time and money.

I switched to builder prime from another CRM system for my construction company. It is much more user friendly and does everything you would need it to do.

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

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.

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

Great transformed my business and in the first week I captured an additional $7800 deal because the system allowed us not to drop the lead.

My followup sales have noticeably improved the system. I would recommend Builder Prime to anyone, from office administration to the CEO, looking to make their business streamline and more successful.

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.

Amazing Product Changed Multiple Businesses For Me.

I love everything about Builder Prime. From the ease of entering customers to the sale being completed, it’s seamless.

Simple integrations with many parties and easy repotting.

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

I like using it and feel it is a good product.

It helps keep our info and data organized. It helps us streamline the process from creating the lead and estimates to closing the project.

The service has been great, [sensitive content hidden] our AM is the most responsive and kind AE we have ever worked with.

I like the ease of use, the software help and implementation when needed is incredibly fast and always helpful.

Ve got it to the point where updating is just scrolling and a couple of clicks through my templates and I’m done. The tasks are fantastic for follow ups and the automated reminders keep me on track.

Enjoy using builder prime for all my work projects. Very easy to use, and nice to have everything in one spot.

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.

It’s the only CRM that lets you input a manual price. Also only CRM that helps build how your contract and proposal forms.

I love the colors and organizational properties it has. I love that we are able to text, and everyone can see collectively what is happening in each project if used well.

Some of our team members had a hard time learning how to use the system, switching over, and accessing the mobile app.

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.

N/A  I really do not have much to say on what I don't like.

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.

Furthermore, whenever I need help with anything product support is there assisting me with all of my needs.

The customer service is excellent, the team is obviously passionate. I cannot say enough great things about this company.

I also really appreciate the integration of the website and the app. I discovered OnePageCRM through a peer who was able to complete their daily prospect calls much faster than I could.

There is no option to import deals (only contacts). I had to manually enter over 500 of them.

He and I have a little sides argument because I say that OnePageCRM can do all that his more expensive and complex system can do, but he is unwilling to admit he is wrong.

They should use a search system where this problem is solved, especially for salespeople who have large customer portfolios.

You can only sort by last name. There is no quickbooks integration.

The integration with Chrome (auto-filling contact info) got stuck a couple of times. But that could have been on my end.

Working with the team at OP has been a wonderful experience.

Again, OnePage is great for many business types. I've never had a reason to move CRMs for my needs.

The support team is excellent and they continue to roll out features and integrations on a regular basis, including some requests that we have asked for over the years.

I think the live support is one of my favorite things about the company. Especially during setup, when then questions were very important, it was wonderful.

Having worked in the CRM sector and having been a user of multiple CRM platforms, I have to say this is a simple, functional and effective tool.

I like the focus on the next action sales aspects, and the simple integration with Skype, Google Apps, and other simple integrations.

I have had a great experience with Onepage and would recommend this program to any side size operation that wants a very easy to use CRM, at a very low cost.

These innovations are often more meaningful even than a good organizational product on its own.

This alone is very bothersome to me and if I left would be for this. Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time.

The sales funnel/deals/etc aren't calibrated that well to my industry, as if you're going to make a sale you'll usually make it in one phone call.

OnePageCRM has helped us to manage our lead pipeline and to stay focused on following up with prospects each and every day.

Onepage CRM has a low fee and is easy to use. As a small design agency, we have a lot on our plates and no one here really likes selling.

I've been using OnePage for over 4 years and have always liked it for its simplicity and ease of use.

Their customer service can't be beat and the ease of integration of other applications makes our job that much easier.

I am so glad that I discovered OnePageCRM. Our nonprofit has virtually no budget so it was nice to find one that was priced fairly.

With CRMs I've tried them all, some had too much or too little of what I needed, sometimes the learning curve on those CRMs was ridiculous.

OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day).

Easy to use, easy to view information, helpful and reponsive support staff.

Excellent, from the product/user experience through to their sales and support.

I put this in at an affiliate business and it has been a great success. I also like that they continue to upgrade the features on a consistent basis.

US Dollar


Builder Prime is revolutionizing the home improvement industry. Our all-in-one business management solution seamlessly integrates CRM, estimating, production management, invoicing, payments, and more. Businesses can now operate more efficiently, win more jobs and achieve growth goals while delivering a stellar customer experience from lead to cash. To learn more, visit www.builderprime.com. 

LongDescription

Forecasting

Subcontractor Management

Customizable Reports

Document Storage

Activity Tracking

Progress Tracking

Job Costing

Sales Pipeline Management

Contract/License Management

Task Scheduling

Calendar/Reminder System

Project Management

Projections

Pipeline Management

Communication Management

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Client Tracking

Scheduling

Data Import/Export

Contact Management

Project Time Tracking

Lead Management

Email Marketing

Bid Management

Workflow Management

Email Management

Project Tracking

Activity Dashboard

Reporting & Statistics

Estimating

Customizable Templates

Job Scheduling

Accounting Integration

Reporting/Analytics

Contact Database

Quotes/Estimates

Change Order Management

Task Progress Tracking

Third-Party Integrations

Task Management

Document Management

For AEC Industry

Contractor Management

Equipment Tracking

Inventory Management

Purchase Order Management

Timesheet Management

Cost Estimating

Subcontractor Monitoring

Proposal Generation

Cost Database

Mac OS

Web browser (OS agnostic)

Windows 10

14 day free trial available.

Pricing starts at just $79/mo for our startup plan when you choose to pay annually.  We have plans to suit the largest companies in the industry as well.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Builder Prime

In Person

Live Online

Documentation

Videos

OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. 

You can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. 

Unique CRM features:

— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.

— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. 

— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!

— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.

More CRM features:

— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.

— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.

— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.

— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.

— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.

Cataloging/Categorization

Data Enrichment

Lead Capture

Performance Management

Access Controls/Permissions

Data Synchronization

Customer Segmentation

Referral Tracking

Lead Distribution

Call Management

Activity Management

Sales Trend Analysis

Template Management

Email Tracking

Customer Support

Process/Workflow Automation

Lead Generation

Email Templates

Opportunity Management

Mobile Access

Sales Reports

Sales Activity Management

Real-Time Data

Performance Metrics

Territory Management

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Real-Time Notifications

AI/Machine Learning

Source Tracking

Field Sales Management

Alerts/Notifications

Predictive Analytics

Demographic/Firmographic Data

Segmentation

Data Visualization

Reminders

Sales Automation

Calendar Sync

Lead Nurturing

Interaction Tracking

Real-Time Reporting

Commission Management

Monitoring

Batch Processing

Prioritization

Lead Qualification

Appointment Management

Client Management

Drag & Drop

Pipeline Reports

Tagging

Appointment Scheduling

Live Chat

Campaign Management

Sales Forecasting

Web-based Deployment

Prospecting Tools

Search/Filter

Summary Reports

Status Tracking

Professional Plan: $9.95 USD per user/month when billed annually or $15 USD per user/month billed monthly.

Business Plan: $19.95 USD per user/month when billed annually or $29 USD per user/month billed monthly.

Builder Prime vs OnePageCRM

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