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Builder


Managing multiple construction projects, dealing with clients, suppliers, contractors, and managing the day-to-day operations of your building business can be a huge challenge.
With our CRM system tailored for real estate builders, you can take control of every aspect of your workflow, from leads to final project completion, all in one platform.


Project Management & Tracking

Keep track of every project phase, from site preparation to final inspection, and ensure timelines are met.

Client Relationship Management

Build long-term relationships with clients by offering personalized communication, progress updates, and support.

Budgeting & Financial Tracking

Monitor expenses, budgets, and payment schedules to ensure that every project stays on track financially.

Customizable Dashboards & Reports

Get a clear overview of your projects, leads, and business performance with visual dashboards and reports tailored to your needs.


Project & Construction Management

Keep your projects organized and on schedule with tools designed for construction management.


  • Project Phases & Milestones: Define project milestones and track progress from ground-breaking to handover.
  • Task & Deadline Management: Assign tasks to team members, subcontractors, or suppliers, and track deadlines to keep everything on schedule.
  • Document Storage: Store plans, permits, contracts, and invoices in a centralized location for easy access and sharing.


Client & Lead Management

Track leads and manage client communications effortlessly to deliver exceptional service and close more deals.


  • Lead Tracking: Capture leads from your website, referrals, or marketing campaigns, and track them through the sales funnel until they’re converted into contracts
  • Customer Segmentation: Group clients based on project types, budget, or location for targeted communications and follow-ups.
  • Client Communication: Send automated emails, project updates, or reports directly to clients to keep them informed at every stage of the build.


Financial Management

Keep your projects within budget with financial tracking tools.


  • Budgeting Tools: Set up budgets for each project, track expenses in real-time, and ensure you stay within your financial limits.
  • Invoicing & Payments: Create and send invoices for progress payments, final payments, and any additional charges, all while tracking payment statuses.


Team Collaboration & Scheduling

Ensure smooth collaboration with your team and subcontractors, no matter where they are.


  • Shared Calendar: Manage appointments, meetings, inspections, and deadlines with a shared calendar across your team.
  • Task Assignments: Assign tasks to individual team members or subcontractors and track progress.
  • Team Messaging: Keep all communications centralized with in-app messaging and comments on tasks or projects.


Reporting & Analytics

Make data-driven decisions to improve project outcomes and grow your business.


  • Custom Reports: Generate detailed reports on project timelines, budgets, and financial performance.
  • KPI Dashboards: Visualize key performance indicators such as project completion rates, lead conversion rates, and financial health.
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