Welcome to Knowledge Base!

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Categories
All

Products-Builder Prime

Builder Prime: Revolutionizing Home Improvement CRM with Automated Workflows and Reporting Capabilities

Seal your 'leaky' sales pipeline with Builder Prime

Builder Prime offers a comprehensive CRM solution that helps companies effectively manage their leads, jobs, and appointments. With over 2 million leads managed, 500k jobs completed, and 1.2 million appointments set, Builder Prime has proven to be a game-changer for businesses in the home improvement industry. By automating lead management and follow-ups, Builder Prime enables business owners to focus on business growth rather than manual tasks.

Builder Prime's CRM covers you from lead to referral

Unlike traditional CRMs that focus on specific stages of the sales process, Builder Prime provides end-to-end support from lead generation to post-project follow-ups. By nurturing customers throughout their journey, Builder Prime ensures that clients not only become referrals but also repeat customers, fostering long-term relationships and loyalty. The platform's powerful automation and customizable templates streamline the entire customer lifecycle.

Automated CRM Workflows Do the Work for You

Builder Prime's automation capabilities revolutionize lead management by offering instant notifications for incoming leads and setting up workflows to engage with leads automatically. This feature minimizes the risk of missing out on potential opportunities and significantly improves speed-to-lead conversion rates. Additionally, the platform automates follow-ups through various channels such as email confirmations, text messages, e-signatures, and thank you messages post-job completion, ensuring a seamless customer experience.

Built-in Reporting for Data-Driven Decisions

Builder Prime's CRM is equipped with built-in reporting tools that provide valuable insights into key performance metrics. From appointment set rates to net sales per lead issued, businesses can access easy-to-understand reports that help in monitoring and optimizing their sales processes. By leveraging data-driven decision-making, businesses can identify areas for improvement, capitalize on successful strategies, and drive exponential growth in their operations.

Transform Your Payment Processes with Builder Prime Payments

Streamlined Back Office Efficiency

Builder Prime Payments offers a seamless integration with QuickBooks, allowing you to effortlessly manage batch transactions with precise matching of deposits and payments. By treating processing fees as separate expenses, the reconciliation process becomes hassle-free, saving you time and minimizing errors.

Read article

Maximizing Contractor Efficiency: Builder Prime vs. Improveit 360

CRM Solutions

Builder Prime and Improveit 360 both offer CRM solutions for contractors, but Builder Prime focuses on automation to streamline processes. Unlike the manual lead tracking in Improveit 360, Builder Prime automatically advances and categorizes leads into specific categories, provides follow-up tools like email and SMS automation, and detailed reporting on KPIs. Additionally, Builder Prime seamlessly integrates with top contractor apps for a comprehensive CRM experience.

Read article

Maximizing Sales with Builder Prime's Automated SMS Follow-Up Solution

Effortless Communication with Automation

Builder Prime offers a cutting-edge solution for businesses looking to optimize their sales processes through automated SMS follow-ups. With over 5 million automations executed, 5 million emails sent, and 3 million SMS messages sent, Builder Prime's platform ensures seamless communication with your leads and customers. The system is designed to help you beat out competitors and land more jobs by reaching out with a method that boasts a 98% open rate.

Read article

Builder Prime vs. Estimate Rocket: Comparing CRM, Estimating, and Production Management Solutions

CRM Features

When comparing Builder Prime and Estimate Rocket, CRM features are an essential aspect to consider. Estimate Rocket offers some CRM functionalities such as email automation, client tracking, scheduling, and reporting. However, Builder Prime surpasses Estimate Rocket with its comprehensive set of contractor-focused CRM features. Builder Prime provides fail-safe lead tracking, worry-proof follow-up tools with email and SMS automation, precision reporting on key performance indicators (KPIs) for leads, customers, sales, and production, and seamless integration with top contractor apps like Angi Ads, Angi Leads, CompanyCam, Google Calendar, and Apex Chat. With Builder Prime, contractors have a complete CRM software solution that leaves them wanting for nothing.

Read article

Streamline Your Project Management with Builder Prime's Gmail Integration

Enhancing Communication Efficiency with Builder Prime and Gmail

Builder Prime's integration with Gmail offers a seamless solution for contractors and business owners looking to optimize their project management and communication processes. By syncing your Gmail account with Builder Prime, you can send emails directly from the platform, with all sent emails conveniently stored in your Gmail Sent folder. This integration not only simplifies the email sending process but also ensures that all customer correspondence is centralized and easily accessible within a single interface.

Read article