CRM Solution for Construction, Cloud-Based Sales & Customer Management, CRM App on Salesforce® platform

Lead Management

BuilderTek lets you track all the precise information about your CRM leads. It has everything you necessitate to convert more quality leads, swifter.

Superior activity timeline lets you view and way in the latest contact details
Helps understanding finest practices and applicable documents utilizing Sales Path
Track where a marketing campaign lead came from and act on related insights
Create, monitor as well as track emails quickly right from the CRM solution

Quotes

BuilderTek lets you timely manage Requests-for-Information (RFIs), which is the key to effective schedule management and project success.

Enables all RFI communications to be conducted through emails
Help you run projects smoothly on schedule with transparency and accountability
Avoid causing delays which can mean no cost overruns and lost profit
Stores history of all RFIs and automate reminder emails to sustain tracking

Opportunity Management

BuilderTek lets you identify sales opportunities and sell more. It enables you to find the right category of customers who all can make your product flourishing.

Create a clean business profile, so that you can identify groups of people with a want
Generate a targeted customer profile so you can spot the need for your product
Engage with your loyal customers ask them for referrals to boost the conversion rate
Track opportunity conversions and be sure to offer your loyal customers incentives

Account Management

BuilderTek lets you organize all your Accounts in a single place. It helps you capture all information of your existing and new accounts with access to them at your fingertips.

Collect Account Address, Email, Phone Number and much more
Store all account-related documents such as insurance files
Track Jobs, Bids, Invoicing and much more at a quick pace
Easily report on Accounts that have outstanding invoices

Contact Management

BuilderTek lets you create the foundation for building an excellent reputation for excellence in communication, which initiates with a robust and complete contact management system.

Secure cloud contact management system available for accessing customer information
Simple online access to details by anyone in your organization at any time, any place
Effortlessly track a contact’s communication history and internal account discussions
Monitor all pertinent information needed to stay up to date at all times with your contacts