A Complete Guide To CRM For Builders

4 years ago

A home is one of the most significant investments people will make during their lifetime. When your customer trusts you to be a part of building their home, they are trusting you with a lot more than normal in a typical product or service exchange. It’s an investment that will be the cornerstone of their lives, their families, and their future.

Your customer relationship management (a.k.a your CRM) strategy correlates directly with the success of your business. A top-notch CRM that strengthens customer relationships is essential to reaching your maximum growth potential.

Do You Know How To Make A Professional Builder CRM System?

It’s time to find out how to create a CRM system that supports lasting customer relationships and long-term business success!

What Do Professional Builders Know About Customer Relationships?

Professional builders have a lot of business dealings (lots of customers) and generally know how to handle clients efficiently (make highly satisfied customers).

They’re not, however, used to dealing with marketing, and they don’t have the time or the resources to figure that out on their own. They know how to build houses, they don’t know how to generate leads or sell houses.

Why Is Professional Builders CRM Necessary?

Developing Your Sales/Marketing Funnel

You need the top of your sales funnel in order to make a sale. A top-notch builder leads sales process starts with acquiring lots of leads. If you’re not acquiring a lot of leads, you’re not making a lot of sales.

Professional builders know that having a solid marketing funnel is essential to achieving their long-term building and business success goals.

So, how can CRM help? The CRM process focuses on attracting leads that show interest in your industry, target market, product, and services. And, because builders are business people, they know that each lead is an opportunity to make a sale.

Attracting and qualifying leads is the first thing you need to do

Professional builders know that leads won’t sell themselves. Professional builders know that leads won’t be able to figure out the right things to do to buy their products or services.

Professional builders know they have to communicate with leads in order to qualify (determine if the lead is interested and ready to buy by completing a lead qualification questionnaire ) and satisfy (prove they’re a prospective employee by establishing a legitimate business and verifying their credentials ) their leads.

Advantages Of The CRM System

Developing a professional CRM system provides an advantage as a professional builder. A solid system can help you specialize in servicing customers in a more successful manner. A CRM system can streamline the way you keep track of all activities related to customers.

Professional builders don’t have the time or the manpower to dedicate to this process. They know how to build houses, they don’t know how to market them.

For professional builders, CRM means being able to use a centralized system for organizing all their customer needs into three main categories.

Categorizing all of your current and potential customers saves you time and improves the quality of your service:

Customer Management : Record customer data and activity in one central system. Product Sales : Track new and key customers. Lead Management : Capture and qualify leads through lead capture forms.

How To Manage Your Customers With A Good CRM System

Professional builders don’t have the time to identify every single client and you shouldn’t have to either. You’re spending too much time tracking your leads, your customers, and your service tasks. You can’t stand to waste a second of time that could be better spent actually helping your clients.

Your time is valuable and so is the time of your team. A CRM system will save you both lots of time. Instead of going through stacks of paper trying to figure out what and where you going is going next with a client, use the CRM to log all of your activities. This process helps you and your team stay on top of all of your customer needs.

The CRM doesn’t just keep you and your team organized, it also:

  • Helps you maintain contact with customers and stay on top of their needs: following up with them, tracking their success, and addressing any questions or concerns that they may have keeps customers happy.
  • Generates rapport with current customers and strengthens relationships: the more they see you, the happier they stay.
  • Expands your business opportunities: the CRM helps you and your team better organize your current clients, and better identify and qualify new ones .
  • Helps you reach your long-term business success goals: a reliable CRM system allows you and your team to schedule all your customers’s time slots and resources, which means no more overbooking.

Professional builders know that the process of selling houses isn’t an easy one. It’s a long, hard process starting from the marketing stages to the closing stages. A CRM system can help you with:

  • Gathering lead and client information: the CRM gathers all of your leads in one spot, so you can see them all at once. It also gathers all of your clients in one spot, so you can manage them more efficiently.
  • Analyzing information you’ve gathered: a CRM allows you to track and analyze not just the leads and clients that come your way, but all of the information you’ve gathered about them.
  • Scheduling appointments: a professional CRM system allows you to coordinate a location, time, and a sales strategy for each of your sales appointments.
  • Keeping track of your sales opportunities: make sure you’re proactive in showing your clients that you’re serious about providing the best services in your industry and not just in sales.
  • Gathering information from prospects: having information about a lead prior to their arrival at your office lets you create a sales strategy from the beginning.

Are You Ready To Maximize Your Profitability As A Professional Builder?

Professional builders are always looking for ways to expand their business with the least amount of risk and the most amounts of profit. Maximizing your CRM system with the right software can help you gain a competitive advantage. Making a more effective CRM system for professional builders takes a lot of work. It involves making your CRM system smarter by adding extra features that help you do more business with less time and resources.

Adding a CRM system to your business makes things easier. In this age, builders generally are more profitable when they are more organized. And that’s exactly what you’ll be when you have the right CRM.

Knowing how to make a professional builder CRM is critical to the professional builder success. You’ll be able to identify and respond to your customer’s needs in a more timely manner, generate more sales, and manage your business more efficiently.

For professional builders that want to understand more about how a CRM can make their lives easier, there are lots of courses that they can take.

Professional Builders Also Can Take Advantage Of CRM Demo’s

Now is the time to find out more about how to make a CRM system for professional builders.

From a CRM Demo You Can Get In Contact and Share Information With All The Companies that you see on this site.

I recommend you that you make this list, then you can make a contact with all of them and then choose the one that you like the most.

Choose a software that can help you automate your CRM system including processes such as converting opportunities to new customers. A system that allows you to manage all of your activities from generating new leads to managing your current customers and stand out from the crowd.

Benefits Of A Great CRM

A professional builder’s CRM system streamlines the sale and service processes for the professional builder, allowing them to offers something beyond the next sale. A great software solution, which makes for happier customers and a more lucrative career.

A great CRM helps you build:

Better customer relationships: a CRM system that works for you and your team enables you to opt in clients and customers receive automatic reminders about tasks that need to be completed, such as a reminder about a home inspection.

More effective lead generation: the CRM lets you capture your prospects into a contact list and qualify leads, connect leads to their social networks, and provide prospects with helpful content to review.

Better sales productivity: having one central place to store all customer and prospect information gives you the ability to follow up with customers and prospects at the right times, with the right messages.

Effectively manage clientele: having everything in one spot means that you can more effectively manage the relationships that you build with existing and potential customers and prospects. It also means that you can more effectively map out all of your clients needs and wants.

Maximize your productivity: if you’re on top of every aspect of your potential customers, you can better plan your client’s needs and better allocate your resources to your clients.

This system allows you and your team to effectively manage your clients, track your appointments, identify and send leads you can follow, and re-engage with your leads.

If you are looking for a CRM software for professional builders – and want a software that allows you to make high commissions and generate more leads then go here .

A complete software solution that integrates all of your leads, clients, and customer activities in one easy-to-use CRM. Integrate your website, social accounts, and your local listings to gain every advantage.

An intelligent CRM for professional builders helping you optimize your leads, recapture lost opportunities, and manage your clients.

Affordable CRM Systems That You Can Use

That list is in alphabetical order, below you will see a popular list of top rated CRM systems


If you’re looking for an affordable CRM, Aweber is sure to fit your bill. They offer their services for as little as $19.95 – a small, one-time fee for as long as you need them. Their plans are simple, with pricing depending on either the number of emails you send or the amount of recipients your messages reach. If you like regular Aweber, free tutorials, webinars and how-to videos, then you’ll be glad to know you’ll receive them for free with your Aweber subscription. Whether you are a newbie or a freelance marketer, it is a good choice to start with Aweber.

As of August 16th, AWeber has undergone some major changes. The good news is that they now offer a FREE one-month trial period. Use it to check out their new products up close – including their next generation email marketing platform.


Breeze is a high-end email marketing software with some features similar to Aweber but at a much higher price point. For a personal account, you will pay $49/month. Breeze’s biggest advantage is its team management functionality. You can add your own team and invite as many team members as you want for free.

Constant Contact

If your budget is limited, Constant Contact is a good option. They charge a competitive monthly fee starting from $9.95. Their email marketing package includes website hosting, marketing and analytics reports. If you are a small company, this option is very reasonable. There are also a number of integrations available – with Google Contacts, Google Analytics, eBay, Google Calendar, Paypal and more.


Starting with a basic package at $12/month, MailChimp offers a simple solution for small businesses, big businesses, email marketers and non-marketers alike. Need more room for growth and expansion? Their higher end plans are competitively priced. Updates, account information, and email marketing insights are available within your account.


If you are a small business owner and looking for simplicity, Infusionsoft is a great option for you. Their entry price point is $199/month. Infusionsoft helps you to accomplish almost everything in one place – their all-in-one alignment helps you to improve your business growth. The features that they offer are marketing, sales, customer service, and management.

If you are looking for a more diverse and user-friendly solution, try GenerateWP’s platform – MyContactForm – It is pretty much a full-on CRM

Next in line is KISSmetrics, so let’s take a look at it. 

For a start, you can use Google Docs.

After that, you can start to build a database for private clients, prospects and employees. You can create a dynamic calendar we have talked about in an earlier article.

You can also use Google Docs to organize your employees’ tasks and schedules. You can create a job board gathered from job boards like Idealist, or even job boards run by your company itself. You can also create an interactive office map.

Then, you can move to your 1:1 CRM. You can use one of many like Contactually,

Next In Line, Microsoft, etc.

Then you can move to the world of the enterprise solution like

LiveAgent, Zoho with its integration with Gmail, Zoho CRMs, Zoho Invoice, Product Development, HRMS, Social CRM, etc., Wrike, and the list goes on.

But if you feel you have everything you need, you should continue with Google. Google allows you to create an activity stream for all your company’s social media.

It will allow you to manage all your employees from one place. You can create new leads or follow-ups for your sales team. You can create an image gallery and a virtual office, if needed, or use your Google photos.

By the way, you can also use Google Tasks or Google Docs to create your to-do list and reminders, which will help you to remind your employees about their tasks and daily schedule.

And finally, Google’s Calendars will help you to maintain your weekly schedule, update you on their business and personal appointments, leave you with no excuse for forgetting anything.

You can also use Google Alerts (or create your own alerts at Feedly, Feedbin, or Digg Digg) to help you to track and monitor your brand with an RSS and social media integration.

With all of these tools, you can really have much more control of your business and generate an atmosphere of ease, comfort and confidence. You can focus on business and have more free time for family and friends.

Leave a Reply

Your email address will not be published.