CPS • CRM

Lead/Prospect Management

Follow-up

Sales Presentation

Co-Op Agents

Reporting

Extras

Purchase Agreement Prep

CPS • CRM offers many options with a variety of specialized features available:

  • Provides Anywhere/Anytime access; username/password controlled access, of course
  • Features ability to create “user roles” to simplify and refine the administration process
  • Includes many advanced option/upgrade features based on how you build: lockouts, cut-offs, selection sheets for vendors without pricing, automatic addition of standard options at sale,
  • Allows user to either identify options as either requested or ordered thereby allowing admin review and approval of selections
  • Offers advanced notification options including text messaging
  • Talk to us about 3rd party integration – make auto-pay a reality based on schedule, punch, quality and safety tasks. Auto-import lots, trades and option/upgrade selections; auto-export completions and safety assessments.

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CRM Prospect card input from builder website, touchscreen or sales agent

CRM Prospect Card input from builder website, touchscreen or sales agent.

Click to view larger image.

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