Seamless Integrations Smooth Your Sales Process

Seamless Integrations Smooth Your Sales Process

ContactBuilder is the complete housebuilder management solution, no other system is better connected. Through its partnerships and integrations with property portals, marketing applications, web-based software systems, and social media platforms, ContactBuilder has everything you need all in one place.

 

The foundation of your ContactBuilder system is its integration with your website. This facilitates lead management straight from your main source of lead generation. Many of our clients also integrate with popular property portals including Rightmove, Zoopla, New Homes for Sale, and more. These integrations enable your sales team to easily follow up on incoming leads - it is as easy as logging into their account and following their new diary tasks that can be automatically generated by ContactBuilder. 

 

Keeping in contact with your leads may require more than just a phone call. With busy schedules, people like to receive updates via email and SMS, your buyers expect a timely response via their preferred medium. Using marketing applications like Campaign Monitor for email and ClickSend for text messaging, your team will be able to contact their potential buyers from a single login and track every communication with the contact. This not only provides you with accountability but also peace of mind. To make it even easier for your sales team, ContactBuilder enables you to create templates for a consistent tone of voice. 

 

For individual email communication, ContactBuilder is the only housebuilder management software to offer full integration with Outlook (through Office 365). This inbound/outbound email integration not only makes your processes easier but crucially it saves time by providing access to everything you need all in one place. This integration allows you to do everything you would normally do in Outlook: send, forward, and reply to emails, you can also attach documents that are stored in the system via a link, allowing you to work completely within ContactBuilder. Learn more about the Outlook integration here. 

 

To make the sales process as smooth as possible, the system offers integrations with Signable and Worldpay. Signable provides a seamless transition to a paperless sales process, the integration enables you to collect signatures legally, securely, and quickly online. Worldpay allows you to take payments through either ContactBuilder or the customer portal module, keeping everything secure and compliant with GDPR. A record of signatures and payments is kept within the system so you can keep track of overdue payments and payments received.

 

We know that there are other web-based software systems that help you throughout the sales process, from Clixifix and Yourkeys for aftercare and real-time sales progression to Loqate for postcode verification. These systems play a vital role in your sales process, which is why we work with them to provide seamless integrations between our software and theirs, making it possible to create a fully integrated, end-to-end sales and aftercare solution. 

 

Social media advertising is a great way to reach your audience and with Facebook’s lead generation campaign objective, it’s an ideal way to capture new leads. With our Facebook integration, these leads can be imported directly into ContactBuilder, which means no file uploads or manual data entry. 

 

We’re continually improving ContactBuilder for the benefit of our clients. If you can’t find an integration on our list for a service that you currently use, please contact our team. We are always happy to consider requests and we’re committed to adding new integrations with services as they become popular with our clients. 

ContactBuilder works the way you do