Builder Prime Erfahrungen

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.

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

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.

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

It is customizable and communicates with everyone internally & externally

I am not able to customize my own report.

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.

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

We have searched for a CRM that connected leads to proposals and contracts, had multiple projects per contact, lead source tracking, project sales pipeline and most importantly, the ability to customize the price after a proposal was built for 3 years and have finally found it. Top notch customer service means they tailored the proposal and contract documents to look exactly like the ones we’ve been using - even included custom inputs that are specific to our company. Our manager is in his fifties and he’s someone who loves doing things the old school way; he has adopted the software quickly and he loves it. We’re picky about software, we’ve stayed with our last system for 7 years because it’s not enough to switch for small improvements, because it’s “cool,” or just because it’s digital. Some parts of our company still utilize the old school way because that’s what works best in those contexts. We can see every lead so no one is falling through the cracks. Builder Prime allows us to build bids in 15 minutes, accept credit cards, sign in person or over email, order changes, track lead sources, and keep record of all proposals ever sent to the customer. If it isn’t obvious, we’re fans.

The only things missing are the things they’re already developing such as google calendar integration, additional email and communication features, and zappier integrations.

All in one solution with ability to work seamlessly with additional softwares like Mail Chimp, Company Cam and more.

The ability to print all the reports would be great. Most of them print, but several must be edited in spreadsheet before printing because there are so many columns of data (which results in super tiny print) . An option to print 'select columns' would be helpful.

All encompassing workspace environment. Automations. Phenomenal customer support.

Lack of customization. System sometimes slow and glitchy.

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.

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.

The software is easy to use with a number of integrations and has esignatures built in. Great for tracking sales and developing a scope of work. Training was very quick and the addition of a custom configurator is great.

Software is missing some key reports and a defined post sales service module. Although you can export almost anything to excel and they have a work around for the service,

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.

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

I like the Biding and Proposal element, which the presentation to the customer is such that it has increased my net sales dramatically. In Addition, it has cut down on the time in putting the bids and proposals together. This software has taken my company to the next level and beyond. I am only utilizing a small portion of the tools, but cant wait to implement many other of the functions available and watch my company grow. Furthermore, whenever I need help with anything product support is there assisting me with all of my needs.

I like the ease of use, the software help and implementation when needed is incredibly fast and always helpful.

At times the software changes without warning or letting us know even after the fact that something was changed. We have been with this program since the beginning of our company and almost the beginning of Jonathans company. I think I would like it if, after all this time, we would get a heads up on things that would make our use with the CRM more beneficial. Perhaps with things that we are not using yet you know are available.

I tried several other CRM and BP was the first one I found that matches the flow of our work. It made it easy to integrate and operate the software. The integration with CompanyCam works great!

The only Con and only thing I wish BP can improve is on a better app for your phone. The app is very slow especially the Sign in page.