Staying organised with ContactBuilder  

As the end of the year approaches, it's essential to stay on top of new enquires, follow-ups and on-going customer service and aftercare. When information is spread across several spreadsheets, inboxes and multiple third-party platforms, staying on top of everything can quickly become a challenge. 

That’s where ContactBuilder comes in.

As the leading and longest-standing housebuilder management solution, ContactBuilder brings everything together in one central system, helping your team stay organised, reduce time intensive admin tasks and brings you complete visibility across the customer journey.

Your leads, in one place

ContactBuilder brings your leads together, whether they've come directly from your website, a property portal or other source. Creating one central database where your team can easily access the information they need within a few clicks.

Our integrations with leading property portals allow enquires to feed directly into the system, reducing manual data entry and the risk of valuable leads getting missed. And thanks to our two-way website integration, you can link with your website CMS, meaning ContactBuilder becomes your single point of data entry. 

With everything in one place, your team can quickly see where an enquiry has come from, previous interactions and what needs to happen next.

Staying in touch

ContactBuilder's task and calendar management functionality helps your team stay on top of appointments, follow-ups and other important actions. Tasks act as a reminder for your team to keep in contact with leads and purchasers. Contacts can automatically be assigned to a predefined custom workflow, creating a series of tasks against the individual to be carried out sequentially.

The customisable dashboard makes staying organised even easier. Upcoming tasks, appointments, new contacts, active reservations and more can all be displayed at-a-glance, with dashboards tailored to different roles within your business.

Communication made simple

How much time does your team spend switching between your CRM and inbox? ContactBuilder's integration with Outlook eliminates the need to have several applications open. Emails can be sent, replied to and forwarded within ContactBuilder, with communication linked to the relevant customer record. This gives greater visibility of previous conversations and makes it easier for team members to pick up where someone else left off.

And communication doesn't stop there. ContactBuilder also integrates with third-party marketing platforms including Campaign Monitor and ClickSend, helping you stay in touch with your leads and purchasers throughout their journey.

Easy plot management

Staying organised isn't just about managing contacts. ContactBuilder allows you to manage your developments and plots too, bringing key information into one system. Your team can upload files, track build-stage progress, manage deadlines and record important milestones against individual plots.

This not only helps your sales team but also allows your wider team to work together, with real-time information available within just a few clicks.

From tracking a purchaser's progress to keeping on top of important dates for optional upgrades or payments, ContactBuilder helps you maintain a clear picture of what's happening across your developments.

Everything you need, in one complete solution

ContactBuilder is the complete housebuilder management tool, with no more searching through spreadsheets, switching between different systems or trying to remember you last spoke to a purchaser – ContactBuilder provides the central hub for your team.

That means less time spent on admin, better visibility across your business and more time for your team to focus on what they do best, selling homes.