The benefits of a paperless system

We know that the shift to a completely paperless system can feel a little daunting, but as the leading and longest standing housebuilder management solution, ContactBuilder allows you to make the transition to a totally paperless system very easy for your whole team. From online payments and e-signatures to options and extras choices, there is no need for printing, saving not only time and money but also reducing the risk of error. 

Digitised options and extras 

Customisation has never been easier. ContactBuilder offers a “shopping list" of your options and extras, allowing you to compile the purchaser’s choices for each room of their home. The order form can be digitally signed, and your team can raise a works order to issue to site – all within ContactBuilder, eliminating the need for reams of paperwork.  

To help make the process even smoother, images can be uploaded along with full product descriptions to show the purchaser all the options available to them. 

E-signing  

Waiting for physical signatures can cause unnecessary delays, ContactBuilder’s seamless integration with industry-leading e-signature providers such as DocuSign and Signable ensures a swift and secure signing process. Your sales team can obtain signatures electronically, reducing turnaround times and enhancing collaboration. Just one of the many digital shortcuts that speed up sales.  

Lancet Homes made the transition to Signable earlier this year, Rachael Hardley, Sales Administrator said: “Signable has been very beneficial to us as we have been able to get paperwork singed remotely. Not only that, but it also helps the environment as we aren’t having to print and retain paper copies. ContactBuilder automatically saves the signed documents into the system, so there are no missing forms either. It really has helped with efficiency.” 

Payment Portals  

Streamlining payment processes is crucial to improve efficiency and customer satisfaction. ContactBuilder integrates with several leading payment gateways including Stripe, Opayo and Worldpay. Through these integrations your team can accept payments digitally, reducing manual errors and provide a seamless experience. These integrations can also provide automatic payment reminders, meaning one less admin task and reducing time and money creating physical reminders.  

Easy Contact Management 

As a complete housebuilder management solution, ContactBuilder allows your team to manage contacts from various sources in one place, recording the entire contact relationship automatically. The addition of custom fields ensures the data that matters to your business is captured. A centralised data store means no more searching through folders or trying to decipher someone’s handwritten notes and ensures that all stakeholders have access to the latest updates, reducing the risk of outdated or conflicting information. This also makes it easier for shared responsibility within teams, or for seamless handovers if one of your sales team is away.   

How our integrations aid paperless working 

Our commitment to user convenience is evident throughout extensive integration capabilities. By connecting with third-party apps, websites and tools such as Rightmove and Zoopla, housebuilders can easily synchronise data from multiple platforms. And our two-way website integation saves you even more time by offering one single source for your sales and marketing data.  

Pennyfarthing Homes have recently made the transition to a completely paperless system, their Sales and Marketing Manager, XXXXX, said: “ 

Making the transition to a completely paperless system has never been easier with ContactBuilder, our team are on hand to help support you and with constant updates to help improve the system, you will find the move simple.