Builder Prime Erfahrungen

I've used Market Sharp, Zoho and Salesforce in the past and all of them didn't offer the custom features Builder Prime's team has built out for our company.

There is tons of options to use through builderprime and it’s great. Everything is self explanatory and easy to figure out.

I don’t like how fast it will log you out so you have to log back in.

New to Builder Prime and so far easy to navigate. Help center also very usual.

None at the moment that I have come across.

Its great for overall management of leads and projects and tasks etc. Data has helped a lot and is only as good as the data you enter and how organized you are.

It only has the capability to be automated by the system administrator and can only be implemented company wide taking away the capability of the individual sales people using it for quoting and crm to actually automate personalized follow-up programs, messages, scripts, to dos and signatures less personalized depending on what piece of info or what selection of contract you decide to send. intigration with other softwares seems to be less than ideal and

Once your in it its very useful/helpful and easy to use but there is def. a learing curve

Theres still some glitches with the systems at times and some commands can be a bit redundant

Everything is integrated into one spot Contracts, payments, pipelines, to-dos Other than an external companycam integration ha most of what we need in one spot

Reporting flexibility. Need to download and run external reports for dashboards since system logs out every 30 min.Mobile app uses a lot of data

CUSTOMER SERVICE -

TIME CARD - CLOCK IN CLOCK OUT

Easy to use and very sophisticated
When you want it to be!

Don’t really have any bad experience from memory

The CRM is very easy to use & customizable. There are videos to teach you the CRM. The Account Manager provides training to owners & key personnel. They reply quickly whenever you have questions. Our subcontractors also enjoy using Builder Prime to submit bids.

There are a few features that need to be revised. However, the team at Builder Prime listens to your requests and will update future versions based on your feedback.

Being able to fully customize the job info page was big for us because at a glance we can get a full overview of scope of work and product selection for each job.

Getting financials set up correctly could probably be easier.

Comprehensive CRM tailored for contractors and home improvement professionals.
Streamlines project management, from lead tracking to job completion.
Great integration options and reporting tools for business insights.

Initial setup can be a bit time-consuming.
Some advanced features may require a learning curve.

My husband has owned a painting company for 30 years. He's employed 6 or less employees at any given time. Having started his company in the 80's, he has been using a yellow pad to operate his business on. When he asked me to work with him last year, I immediately set out to bring him in to the 21st Century. Builder Prime provided the tools to be able to do that. We are now organized and professional thanks to Builders Prime. The program walks you thru each step of the natural process and keeps track of each step. The program is extremely easy and the customer service has been top notch.

There have been no cons so far. Whenever I have not understood how the program works, [sensitive content hidden] has been readily available to answer any questions.

Price book is by far BP's best feature.

Scheduling and reporting. Also feel like better API integration would be extremely helpful.

Builder Prime is user friendly and allows all employees to review information as needed. The support staff of Builder Prime is always available to assist with trouble shooting if necessary

The billing tab did not allow a credit to be used later, so another invoice had to be created and an explanation had to be provided to customers. Very minor

Being able to look up customers contact information while on the road (If Service Is Available).

When I click on a customers appointment on the calendar using my phone & I

Most everything available is very useful

Takes A bit to learn, and still have a lot to learn

I like builder prime because it gives me the ability to include the customer with any quote in home. I am able to build a price and project right then and there with the customer.

I wish there was an app with constant log in. I don’t mind logging in every time but it would be helpful if I didn’t have to each time.

Makes quoting easy, simple to use as long as you have service and it doesn’t log out on you

Would love a app, and also to not log out every minute and then take forever to log back in when with a customer. Embarrassing

Builder Prime allows us to connect to several add-ons and keep a clean system. Due to the simplification this CRM has, our company has been able to see results in how it has changed the work style. The CRM allow sus to stay involved and track progress for projects.

Our company provides concrete repair services and therefore the CRM is technically not built for our industry, however, we have made additions to our system that allows us to use it to its potential.

My number one thing that I like most is the customer support. There are a ton of feature on it and the team has been amazing anytime I have a question, no matter how big or small. Also, ease of use for most things is great.

My biggest complaint is that you can’t send an automated e-mail or text a certain amount of time before a scheduled appointment, only a certain amount of time after. For example: I really want to be able to send an automated message the Friday before a job starts telling them what to expect and when we will be there and that the job is still on for the next week and I’m not able to do that. I really want to be able to automate that.

Really like and use the automations for tracking purposes, scheduling is easy and simple, program has lots of potential that we continue to learn about every day

I would really like to see the discount applied as a single line item rather than a percentage of the overall invoice. This is very confusing for clients to understand which means we spend time explaining the discount to them. Would also really like to be able to add attachments to any email sent not just certain ones- this can probably be done but I haven't figured it out in the configuration process yet. Lastly, being able to forward an email that has already been sent to the client by another team member would also be very beneficial.

I love the layout and design. It's easy to understand. I also like how many modules tie together, like the jobs & production calendar, with team assignments.

Many requested features from our company are yet to be implemented.

Reports are great. Client and project progression are very easy to work with.

I would like it to be integrated with Microsoft Office. The inventory management system needs to be tweaked to allow us to delete product if entered incorrectly. Work orders to be connected to the employees timecards so they don’t have to be manually entered

It is very easy to navigate in creating estimates, contracts, invoices and recording payments.

I feel more information could be placed on the front page, customers phone number and email.