Wer nutzt diese Software?
SalesBuilder Plus ist perfekt für Haus- und Wohnungsbauunternehmen oder Auftragnehmer, die ihre Aussichten vom ursprünglichen Vertragsabschluss bis zur Kundenservicegarantie verfolgen möchten.
Durchschnittliche Bewertung14 Bewertungen
- Gesamt 4.2/5
- Benutzerfreundlichkeit 3.6/5
- Kundenservice 4.5/5
- Funktionen 4.2/5
- Preis-Leistungs-Verhältnis 5/5
- Kostenlose Version Nein
- Gratis Testen Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Contractors Software Group
- Gegründet 1997
- St. Paul, MN
SalesBuilder Plus ist ein vollständig integriertes Programm für Lead- und Kundenmanagement, Follow-up-Marketing, Einkäufer- und Vertragsmanagement sowie ein Kundenserviceprogramm, das speziell für kleine und mittlere Bauherren und Bauunternehmer geschrieben wurde. Mit diesem Programm kannst du Kunden und Aufträgen Bilder, Dokumente und laufende Notizen hinzufügen. Du kannst vordefinierte Aufgabenlisten für E-Mails, Telefonanrufe und Direktwerbung einrichten. Es generiert und verfolgt Kundenanfragen nach Service und vieles mehr!
- Angebote / Vorschläge
Die hilfreichsten Reviews für SalesBuilder
Bewertet am 28.9.2018
CSG overview thus far
Kommentare: We are very happy with Customer support and his team. All our questions and needs were always taken care of in a timely fashion. We would highly recommend doing the training to fully implement all the software has to offer as with any new tool in your business
Fully integrated construction management software
Take off Plus saves us a huge amount of time estimating and generating proposals
Sales builder Plus helps us track prospects through job completion with an automated CRM - Our CRM was non existent until we started with SBP
JAP Plus generates our payroll and helps us stay on top of our jobs with job costing reports
Nachteile: Learning curve but that's to be expected with any new software. Occasional bugs but taken care of quickly
Kommentare: I purchased CSG's package in January 2013 and have been working to implement it in my remodeling business. What led me to this package was that I desired a way to have my client/job information flow from the prospect phase all the way through the warranty phase and was frustrated with Quickbooks for not working like a contractor works (estimating, job cost tracking, change orders!) In my previous job, I worked a lot with American Contractor, and though it was clunky and archaic at times, I got used to being able to handle all aspects of a job from one program. CSG offered this capability at a price that a small contractor can afford. CSG is built on the Microsoft Access database platform. Databases can be confusing, but they are highly customizable and provide much better information flow and reporting than Excel. CSG has built the database interface to be pretty straightforward as far as data entry, estimating, accounting, and project management (don't expect all the pretty icons and windows you are used to seeing in QB - this is a workhorse pickup, not a flashy sports car). Make no mistake, this package has a large learning and implementation curve. I am 6 months in, and am just scratching the surface as far as having it fully implemented. The estimating program, for example, may require a good amount of time to update the processes and pricing to better accommodate the way you estimate. Same with the accounting program. If you don't have an accountant to help get you set up, I would recommend it (unless you have a great chart of accounts that works for you). However, the support team is very friendly and helpful. Terry handles the estimating and sales-builder and he is a former contractor and puts the program through the rings to ensure it works for contractors. Robyn is my support for the accounting side and she is very knowledgeable and is great at taking you through the program step-by-step. This is a large investment and commitment! If you don't want to make a serious change in your business don't do it! However, if you are planning for the future and want more control, more accurate accounting and reporting, and a "flowing" business system then by all means talk to CSG.
Like all of us in the business, I grew weary of software designed by folks with little if any actual construction experience. I was using spread sheets, word, and manual calculations to handle the four basics of a real integration. The basic four...Sales, Estimating, Accounting, and a Schedule. There were programs out there that ranged from $500.00 to $30,000. In 1992 I chose CSG's Take Off Plus, Job Accounting Plus, and MS Project for scheduling. I was able to get interfaces with CadSoft and Ms Projct that worked well with Take Off Plus. I used Microsoft Sched+ to track Sales contacts and appointments. After implementing, I was 5% above the average in the Greater Atlanta Hombuilder's Association net profit average, by 1994.
Over the years it has evolved to incorporate new tools and interfaces making it faster, more integrated, and easier to communicate.
Now, the truth about all software, its "soft". It takes real time and effort to set up and anyone who presents you with an "Easy" button should be shown the door. Half of what you spend for software will likely be required in training. Are you willing to change you time consuming processes? You will have to in order to succeed in today's markets. Do you have to be faster, more efficient, and agressive in a 2013 arena, yes. CSG is no different in that respect to time, however, the return investment for time spent is superior to any tool in the industry that I am aware of. They are at least 19 months ahead in system programming of any competitor that is even attempting a truly seamless integration.
Finally, If I were actively Building and Consulting today, would I use CSG as my tool of choice? Yes and I don't consider the truth a conflict of interest. I love teaching the product.
Bewertet am 16.6.2015
Accounting clean up.
Vorteile: My support person was instrumental in getting my accounting Balance Sheet and Income Statement in line. With her gentle and compassionate help I was able to present our 2014 books to our tax accountant in perfect form. She was easy to understand and follow plus she went above and beyond to look at several issues I was having. She also provided tools to help me on the future. My support calls are now at a minimum, as I feel I can breeze my way through the system.
Nachteile: Screens are too busy and software does not seem intuitive or user-friendly.
Bewertet am 25.2.2015
360 degree implementation of software
Vorteile: The software's ability to manage virtually all aspects of the construction process (e.g., client's initial visit, recording and managing their involvement, selections, financing the build to managing vendor costs, and purchasing L&M driving to real cost tracking from forecasting to closure). Because we're using a number of modules in a complex and holistic manner for all business and field operations, it takes time and understanding to integrate the system effectively. However, depending on your specific needs, the software can be used in a far less complex manner.
Nachteile: Some of the terms used within the software are brand-specific but not much more than that.