Sales & Marketing  SalesBuilder Screenshots
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SalesBuilder Screenshots – Homebuilder Customer Relationship Management |
Buyer and Visitor Card - Name/Address Tab - Sales agents enter information on this card which is displayed on reports, follow up activity items, and the printing of purchase agreements.
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Buyer and Visitor Card - Profile Tab - Sales agents keep track of prospect preferences. Use this information to run demographic reports and perform targeted follow up.
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Follow Up - Today's Activities displays all the automated follow up items ready to be processed plus upcoming appointments.
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Follow Up Campaigns - It only takes a few clicks to set up sophisticated and even automated follow up campaigns via email, letters or phone calls. Spend more time with your prospects and less time managing the follow up process.
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Sample Weekly Traffic Report - Displays all your sources of traffic. Print, create a PDF, send via email, or export to Excel & comma separated values.
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Sample Report Export to Excel - Create custom reports to analyze your prospect data.
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Choose a Home - When working with prospects or printing purchase agreements, selecting the homesite can be performed by either using this sortable list or clicking on the interactive sitemap. Lots already sold are designated in red.
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Loan Selection - Sort this list by loan name, down payment required, move in costs, interest rate or monthly payment.
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Option Selections - Advanced Options Management System allows you to add options to lots or work with prospects on "what if" scenarios. Scenarios can be saved allowing you to finish the presentation with a prospect on subsequent visits without having to re-enter your option selections, or loan and lot selections.
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Move in and Monthly Costs - Calculate total move in costs and monthly costs by entering in the percent or amount of down payment and then print out this personalized handout for prospective buyers. Also input the available funds to close, or the preferred monthly payment, and SalesBuilder will calculate how much down payment is required. .
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Contract Printing Wizard - Print your purchase agreement and disclosures merged with buyer data on the fly. Save money and paper by not preprinting contracts, save time by not having to handwrite repetitive information.
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Print Agreements and Disclosures as needed - Central repository for contracts allows reservation forms and key releases to be at your fingertips. Each time the agent logs into SalesBuilder, the program automatically checks for and downloads new versions of the documents.
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Sample Merged Data onto Purchase Agreement - Quickly print a purchase agreement within minutes.
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Sample Sales Report - Traffic, Net Sales, Cancellations, Reservations, Year to Date Summary
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Sample Escrow Report - Track important dates like loan submission, loan approval, lock expiration, docs ordered, and docs signed.
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Sample Projected Closings Report - Manage homes in escrow.
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Builder Software Collaboration - CPS Home Run Suite
 CPS' HomeRun Suite provides home builders with new tools directed towards increased efficiency, communications and profitability. Package CPS' sales, construction scheduling, warranty and collaboration software together -- and you'll receive the benefits of a totally integrated software package backed by CPS' service and support. And, HomeRun Suite is offered on a per lot basis. Read More
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SalesBuilder Mobile
SalesBuilder is now mobile and
interactive with iOS and
Android tablet use!
The 'tablet revolution' is impacting
how almost every business interacts
with customers - and homebuilding
isn't an exception!
Video Testimonials
 Hear what clients are saying about CPS software.
Videos
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