Buildertrend

Revolutionized my sales follow up

Opmerkingen: I used other CRMs in the past, but love using BuilderTrend. Its simple setup has allowed me to keep track of my customers as well as provide better follow up to my clients. I just utilize the Sales section of BuilderTrend, but it has improved my client relationships and increased my overall sales.

Pluspunten:

Buildertrend is great--I love using the Activity Calendar and Lead Report to keep track of my follow up with my customers. I can use activity notes to remember what I discussed with customers when we last spoke, and this helps me engage in better dialogue when I follow up with customers. Our installation team loves using the project management feature to keep track of our installs and provide an easy transition from sales to installation.

Minpunten:

The user interface is kind of clunky, especially on the app. Sometimes it is difficult to find stuff and the filters can get annoying.

Streamlines so many parts of our business

Opmerkingen: Very good. If youre going to integrate BT make sure you take it on a section at a time. Dont try and open up too many sections to your team These guys have given a lot of thought to the software and it forms an amazing backbone for any client facing construction business. We couldnt last the day without it.

Pluspunten:

This software is outstanding in many different areas We initially purchased it initially to manage our clients selections for new homes and it quickly got integrated elsewhere to the point its the backbone of many of our processes We use this now to manage client change order (it pays for itself on this alone every month) selections, materials ordering from site, daily logs, H&S management, RFI's for the design team and photo storage and programming to name but a few We couldn't go back to the old ways of doing many of these There are a lot of different features and you'll certainly find many that'll make it worth your while to use Oh and the customer support is ace

Minpunten:

Overall roll out is great and intuitive but you do need to comit to integrating BT to your business and this takes time and effort. THis is a software that gives back 10 fold what you put in, but it does need your comittment.

Essential (can’t function without it)

Pluspunten:

Lots of help for new comers/employees. Listens to feedback on how to masks software better. Reminders, schedule and to-dos make employee productivity so much higher. Lead management is all in the same software. Financial reports are convienent. Track your POS easily. So much more!

Minpunten:

Nothing. This software makes running and working in a complex industry so much more manageable.

Left after software "upgrade"

Opmerkingen: 90% of customer service associates were amazing. Very friendly, helpful and fun to work with. I will miss working with their team.

Pluspunten:

I used to like how the software was formatted with categories and subcategories. Uploading photos was easy to do. When we saw what the new format was going to be, we immediately researched new software products and choose UDA Construction Online.

Minpunten:

Scheduling New upgrade - one no longer has the ability to organize the estimate. Each line item went to quick books versus categories/subcategories Can't see which items have PO's or not They would do software changes mid day during the middle of the week Entering data was a total pain

Great, simple to use software.

Pluspunten:

This is the easiest software for construction management that I have come across so far. It makes scheduling and assigning task a breeze. The log feature helps to keep all employees on the same page. There is a document file feature that gets documents all in the right place so all can see it. Seeing the documents on mobile is a bit of a challenge but works in a pinch.

Minpunten:

The only thing I don't like is the lack of any connection to a financial software. It makes it so there is some double entry but with my workload, it is currently worth it.