The single CRM solution that helps you turn home shoppers into home buyers

Easy-to-use and extensive customization options give CPS CRM the capability to meet your specific needs.

Capture every lead, nurture the home shopper with automated followup, prepare move-in/monthly cost estimates, generate purchase agreement docs and close the sales — then report on all of it!

CLOUD-BASED SOFTWARE

24/7, Anywhere/Anytime customizable access for sales agents, sales & marketing managers, corporate staff and home shoppers.

SCALES WITH YOU

Backed by a Microsoft SQL Server database, ideal for builders of any size, from NYSE-listed to regional and local homebuilders.

EFFICIENT TOOLS

From prospect registration to purchase agreement generation including DocuSign to a complete reporting package — everything a homebuilder needs to sell and close more homes!

LEAD/PROSPECT MANAGEMENT

Easy-to-use and offering extensive customization options to meet each builder’s specific needs, CPS•CRM facilitates effective and efficient interaction with leads, prospects and homebuyers. We work the way you do!

COLLECT PROSPECT REGISTRATION

Captures leads from multiple sources; record phone calls, log emails, send text messages and record important information in a customer-specific log

DETAILED REGISTRATION

Detailed registration card with customized profile questions

REPLIES and NOTIFICATIONS

Supports integrated mass marketing programs, as well as targeted, one-off, and automated follow-up

ADVANCED DOCUMENT FEATURES

Advanced option/upgrade features based on how you build, such as lockouts, cut-offs, selection sheets for vendors without pricing, automatic addition of standard options at sale

SALES PRESENTATION

CPS•CRM builds a complete purchase scenario calculating Move-in costs and Monthly payments on a lot-by-lot basis based upon community-specific parameters.

VARIETY OF PRICING OPTIONS

Supports a variety of pricing options, such as plan-based, lot-by-lot, phase-based, spec, etc.

OPTIONS and UPGRADES

Offers complete option/upgrade selection process with job initiation and change orders, as well as custom options

LOAN PROGRAM CALCS

Supports multiple loan program displays including PITI, closing cost calculations, seller contributions, city/county/community assessments, etc

COMMUNICATE WITH YOUR CO-OP TEAMS

Includes co-op agent/ broker info with every lead/prospect record, and allows for individual and automated followup activities for your co-op agents

REPORTING and PREPARATION

CPS • CRM provides online, real-time, anytime/anywhere access to to generate purchase agreement docs and offers an extensive range of reports – traffic, sales, sales tracking, escrow and financial analyses.

CONTRACT CUSTOMIZATION

Purchase agreement docs are based on Word templates, making last minute contract changes, when required, quick and easy.

PURCHASE AGREEMENT OPTIONS

Includes print, email and DocuSign — or any combination based on the individual sale’s needs

COMPLETE REPORTING PACKAGE

Provides complete package of standard reports (lot status, traffic, inventory, sales, sales tracking, financial), with most reports including print parameters

WE WORK THE WAY YOU DO

There’s the option of plan, lot and community-specific information as well as across the board parameters — all designed to expedite data setup and document preparation. And, there are API’s for integration with 3rd party systems, as well.