Builder Prime

An Awesome CRM For Contractors

Kommentare: Lead tracking, Sales pipeline management and production management

Vorteile:

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.

Easy to use

Kommentare: It’s fantastic and much better then our old system we used. Builderprime is great!

Vorteile:

There is tons of options to use through builderprime and it’s great. Everything is self explanatory and easy to figure out.

Nachteile:

I don’t like how fast it will log you out so you have to log back in.

Powerful CRM for Contractors and Home Improvement Professionals

Kommentare: Builder Prime has been a game-changer for managing projects and client relationships efficiently. It’s a powerful tool that helps contractors stay organized and grow their business.

Vorteile:

Comprehensive CRM tailored for contractors and home improvement professionals. Streamlines project management, from lead tracking to job completion. Great integration options and reporting tools for business insights.

Nachteile:

Initial setup can be a bit time-consuming. Some advanced features may require a learning curve.

Good System, lacks capability for end user on an individual level

Vorteile:

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.

Nachteile:

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

JR ONE ALUMINUM LLC

Kommentare: i am happy, somethings can be improved, but thats everything in life.

Vorteile:

Once your in it its very useful/helpful and easy to use but there is def. a learing curve

Nachteile:

Theres still some glitches with the systems at times and some commands can be a bit redundant

Goof platform, still building out some needed flexibility

Vorteile:

Everything is integrated into one spot Contracts, payments, pipelines, to-dos Other than an external companycam integration ha most of what we need in one spot

Nachteile:

Reporting flexibility. Need to download and run external reports for dashboards since system logs out every 30 min.Mobile app uses a lot of data

COMPLETELY SATISFIED

Kommentare: BEYOND AMAZING. IT HAS BEEN AN ABSOLUTE JOY WORKING WITH THIS CRM AND THEIR TEAM. AND YES I AM USING CAPITAL LETTERS

Vorteile:

CUSTOMER SERVICE -

Nachteile:

TIME CARD - CLOCK IN CLOCK OUT

WE HAVE BEEN WITH THEM FOR YEARS!

Kommentare: I love the product and staff all the way to [sensitive content hidden]!

Vorteile:

Easy to use and very sophisticated When you want it to be!

Nachteile:

Don’t really have any bad experience from memory

New to Bulider Prime

Vorteile:

New to Builder Prime and so far easy to navigate. Help center also very usual.

Nachteile:

None at the moment that I have come across.

Best CRM for Small to Medium General Contractors

Vorteile:

The CRM is very easy to use & customizable. There are videos to teach you the CRM. The Account Manager provides training to owners & key personnel. They reply quickly whenever you have questions. Our subcontractors also enjoy using Builder Prime to submit bids.

Nachteile:

There are a few features that need to be revised. However, the team at Builder Prime listens to your requests and will update future versions based on your feedback.

Great Workflow & Customization

Kommentare: So far everything has been great. It does exactly what we wanted from a construction CRM and the customer service has been great.

Vorteile:

Being able to fully customize the job info page was big for us because at a glance we can get a full overview of scope of work and product selection for each job.

Nachteile:

Getting financials set up correctly could probably be easier.

Prime Evaluation

Vorteile:

Being able to look up customers contact information while on the road (If Service Is Available).

Nachteile:

When I click on a customers appointment on the calendar using my phone & I

Small Painting Contractor

Vorteile:

My husband has owned a painting company for 30 years. He's employed 6 or less employees at any given time. Having started his company in the 80's, he has been using a yellow pad to operate his business on. When he asked me to work with him last year, I immediately set out to bring him in to the 21st Century. Builder Prime provided the tools to be able to do that. We are now organized and professional thanks to Builders Prime. The program walks you thru each step of the natural process and keeps track of each step. The program is extremely easy and the customer service has been top notch.

Nachteile:

There have been no cons so far. Whenever I have not understood how the program works, [sensitive content hidden] has been readily available to answer any questions.

Still the best option for our business

Kommentare: Been pretty good. It's getting the job done better than any other software we've tried.

Vorteile:

Price book is by far BP's best feature.

Nachteile:

Scheduling and reporting. Also feel like better API integration would be extremely helpful.

Excellent CRM System and I would highly recommend

Vorteile:

Builder Prime is user friendly and allows all employees to review information as needed. The support staff of Builder Prime is always available to assist with trouble shooting if necessary

Nachteile:

The billing tab did not allow a credit to be used later, so another invoice had to be created and an explanation had to be provided to customers. Very minor

Crm standard

Vorteile:

Most everything available is very useful

Nachteile:

Takes A bit to learn, and still have a lot to learn

Builder prime is an absolute GAME CHANGER

Vorteile:

I like builder prime because it gives me the ability to include the customer with any quote in home. I am able to build a price and project right then and there with the customer.

Nachteile:

I wish there was an app with constant log in. I don’t mind logging in every time but it would be helpful if I didn’t have to each time.

Sales

Vorteile:

Makes quoting easy, simple to use as long as you have service and it doesn’t log out on you

Nachteile:

Would love a app, and also to not log out every minute and then take forever to log back in when with a customer. Embarrassing

Uretek ICR

Kommentare: Overall, the company has had a great experience with Builder Prime. We really appreciate the support team for always providing their assistance when needed!

Vorteile:

Builder Prime allows us to connect to several add-ons and keep a clean system. Due to the simplification this CRM has, our company has been able to see results in how it has changed the work style. The CRM allow sus to stay involved and track progress for projects.

Nachteile:

Our company provides concrete repair services and therefore the CRM is technically not built for our industry, however, we have made additions to our system that allows us to use it to its potential.

Game Changer!

Kommentare: Absolutely amazing, this was a game changer in so many ways. I handle a lot when it comes to our company and I have slowly been bringing on 3rd parties to handle lead generation and scheduling and it was a breeze for them to pick up. Any special feature requests that would pertain to our account can be submitted and then the BP team gets to work to make it happen. Customer service is unreal!

Vorteile:

Very easy to learn and implement. Getting everything customized and then adding on the fly was simple.

Nachteile:

employee or subcontractor clock in clock out. We tried this and attempted several times to make this function work with our hourly based sub contractors and employees but eventually removed everyone that has to clock in and clock off builder prime and are currently using the old fashion way.

Everyday use of Builder Prime

Kommentare: It has been overall very good.

Vorteile:

My number one thing that I like most is the customer support. There are a ton of feature on it and the team has been amazing anytime I have a question, no matter how big or small. Also, ease of use for most things is great.

Nachteile:

My biggest complaint is that you can’t send an automated e-mail or text a certain amount of time before a scheduled appointment, only a certain amount of time after. For example: I really want to be able to send an automated message the Friday before a job starts telling them what to expect and when we will be there and that the job is still on for the next week and I’m not able to do that. I really want to be able to automate that.

Overall Satisfaction

Kommentare: I enjoy working with the program and find it easy to navigate.

Vorteile:

Really like and use the automations for tracking purposes, scheduling is easy and simple, program has lots of potential that we continue to learn about every day

Nachteile:

I would really like to see the discount applied as a single line item rather than a percentage of the overall invoice. This is very confusing for clients to understand which means we spend time explaining the discount to them. Would also really like to be able to add attachments to any email sent not just certain ones- this can probably be done but I haven't figured it out in the configuration process yet. Lastly, being able to forward an email that has already been sent to the client by another team member would also be very beneficial.

I enjoy Builder Prime but there are a few things that can be improved

Kommentare: I really love it. It’s very easy to use and the customer support is great.

Vorteile:

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

Nachteile:

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

Mostly Happy - Just Needs Some Developmental Features

Kommentare: Overall it's a very functional and helpful software. There just tend to be little features that would improve the platform.

Vorteile:

I love the layout and design. It's easy to understand. I also like how many modules tie together, like the jobs & production calendar, with team assignments.

Nachteile:

Many requested features from our company are yet to be implemented.

Rosie's Review of Builder Prime

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

Vorteile:

It is very easy to navigate in creating estimates, contracts, invoices and recording payments.

Nachteile:

I feel more information could be placed on the front page, customers phone number and email.