SalesBuilder CRM Overview

SalesBuilder CRM is a robust customer relationship management solution designed to help businesses of all sizes manage their customer interactions more efficiently. This platform enables companies to centralize all customer data, providing a 360-degree view of every customer, which allows sales teams to better understand customer needs, behaviors, and preferences. With SalesBuilder CRM, businesses can track leads, manage contacts, automate sales processes, and improve customer service with seamless communication tools. The software includes features such as task and calendar management, sales forecasting, email integration, and reporting, all of which contribute to an improved sales pipeline. Customizable dashboards allow businesses to visualize key metrics in real-time, enabling teams to make data-driven decisions and drive better results. Additionally, SalesBuilder CRM integrates easily with other tools and platforms, making it an excellent choice for companies looking to scale their customer relationships while optimizing their workflows. This powerful CRM enhances both sales and customer support efforts, increasing efficiency, satisfaction, and revenue.

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Contact Details

  • Vendor Name Computer Presentation Systems
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Financial Services, Information Technology & Services

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SalesBuilder CRM Features

  • Arrow Icon CRM
  • Arrow Icon Change Order Management
  • Arrow Icon Bid Management
  • Arrow Icon Subcontractor Management
  • Arrow Icon Supplier Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Client Portal
  • Arrow Icon Warranty Tracking
  • Arrow Icon Job Costing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Project Tracking
  • Arrow Icon Contract/License Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Accounting
  • Arrow Icon 3D Modeling
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

SalesBuilder CRM Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

SalesBuilder CRM FAQs

SalesBuilder CRM is a robust customer relationship management solution designed to help businesses of all sizes manage their customer interactions more efficiently. This platform enables companies to centralize all customer data, providing a 360-degree view of every customer, which allows sales teams to better understand customer needs, behaviors, and preferences. With SalesBuilder CRM, businesses can track leads, manage contacts, automate sales processes, and improve customer service with seamless communication tools. The software includes features such as task and calendar management, sales forecasting, email integration, and reporting, all of which contribute to an improved sales pipeline. Customizable dashboards allow businesses to visualize key metrics in real-time, enabling teams to make data-driven decisions and drive better results. Additionally, SalesBuilder CRM integrates easily with other tools and platforms, making it an excellent choice for companies looking to scale their customer relationships while optimizing their workflows. This powerful CRM enhances both sales and customer support efforts, increasing efficiency, satisfaction, and revenue.

  • No, SalesBuilder CRM does not offer a free version.

  • Yes, SalesBuilder CRM offers a free trial.

  • No, Credit Card details are not required for the SalesBuilder CRM trial.

  • No, SalesBuilder CRM does not offer an API.

  • SalesBuilder CRM offers support with the following options:
    • Email , Phone

  • SalesBuilder CRM offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • SalesBuilder CRM supports the following languages:
    • English

  • Following are the typical users of the SalesBuilder CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • SalesBuilder CRM supports the following deployment:
    • Cloud Hosted

  • SalesBuilder CRM supports the following devices and operating systems:
    • Web-Based