Kickstart 2026 – how ContactBuilder transforms and streamlines your sales process

As we settle into a new year, many housebuilders and housing associations are taking stock and reviewing how to work smarter, enhance productivity and convert more leads into reservations, without adding pressure on already busy teams. If your sales process still relies on juggling spreadsheets, scattered emails and fragmented third-party tools, now is the perfect time to rethink. 

That's where ContactBuilder comes into play – the complete housebuilder management solution, designed to reduce admin time, streamline sales workflows and give your team time back in their day to focus on their key priority: making sales.

Centralised enquiries from day one 

From the very first moment a prospective buyer expresses interest, ContactBuilder captures the lead and pulls the data straight into its intuitive system. Whether the enquiry comes directly from your website, live chat, a property portal or Meta advertising – it's automatically logged without requiring time consuming and error prone duplicated data entry. Your sales team can see every lead in one place, ready to be contacted.

This means:  

• No more lost enquiries
• Immediate visibility of new leads
• Better reporting to see where your enquiries are coming from and how they convert

Seamlessly integrate with tools you already use

We know that housebuilders and housing associations rely on multiple platforms – from marketing suites and property portals to email, messaging, e-sign and payment gateways. Contactbuilder seamlessly integrates with a wide range of third-party partners, meaning vital information flows easily into your system. Capture payments smoothly with Stripe Opayo or Worldpay integrations, send personalised emails through Campaign Monitor and receive live chat transcripts through our CommVersion integration. By bringing these systems together, your team avoids time-consuming manual tasks and reduces the risk of errors, meaning time is saved and accuracy is greater. 

Automated customer journeys

Do your sales team spend countless hours chasing follow-ups? ContactBuilder’s automated customer journeys allow you to design intelligent communications that trigger at key milestones, such as:

• Confirmation of enquiry
• Automatically updating buyers on reservation status
• Sending reminders for appointments
• Personalised follow-ups via email and SMS 

Automation ensures leads aren’t forgotten in inbox limbo and ensures purchasers feel informed throughout their buying journey.  

Track progress and stay in control

Real-time, customisable dashboards give you an at-a-glance view of where every lead sits in your sales funnel. Monitor how many enquiries are still open, which plots are reserved and who needs a follow-up – all in one place. 

And with our comprehensive reporting suite you can:

• Pinpoint bottlenecks in your sales process
• Spot trends in enquiry sources and conversion rates
• Understand team performance and resource needs

These insights aren’t just nice to have; they’re crucial to enable smarter decisions.

Reservations and payments made simple 

Long or clunky reservation processes can cost you sales. ContactBuilder’s integration with secure e-payment systems allows buyers to pay reservation fees and options & extras online, either through the sales team interface or the customer portal. This approach means faster, more secure payments, a reduction in admin time chasing payments and offers a smooth experience for the purchasers. 

Ready to get streamlined? 

In this competitive market, housebuilders and housing associations who take a streamlined approach will always have the edge. ContactBuilder doesn’t just replace spreadsheets – it connects the entire sales process, removes friction and gives your team time back to focus on what really drives growth: meaningful conversations and converting leads into purchasers.