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.
USE CRM TO DRIVE TRAFFIC
After all, sales agents optimize their marketing efforts when they’re thinking: I’m prospecting for the long haul
Read moreCOMMUNICATION ISN’T ALWAYS CONVERSATION
Smaller builders can leverage technology to provide home shoppers and buyers with a more personalized experience
Read moreSTAY FOCUSED!
Industry stats say only 50% of home shoppers hear back after a sales office visit – CPS CRM will help your agents do better!
Read moreFeature Gallery
View a gallery of CPS•CRM features and screenshots
CONTACT US
Want to learn more about a product, or set up a demo? Contact us now, or use form below.