Buildertrend

Comentarios: 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.

Puntos a favor: 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.

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

Comentarios: Amazing. Has been a game changer for our small business and has the capacity to grow with us!

Puntos a favor: BuilderTrend is built for us, builders! It has what we need, without hassle. All of our employees, from the most tech savy to those used to pen and paper, have been able to use with ease. All notes, photos, documents and more all in once place, with access to all. So Much Better than the physical folders we were using just a few years ago. So Thankful for BuilderTremd!

Contras: Sales Reports to track year to date, month to date, etc would be helpful for our sales team. The data is there, it just needs programming to make this happen.

Comentarios: Overall, it was great! They were always improving the program and were always available to help.

Puntos a favor: The best thing this offered to my company was clean and clear communication with my clients. It set us apart from other companies - allowing the clients to have their own sites to pay, see updates, track communication, sign documents, and more. As we do renovations, many of our clients are not local enough, so using this program allowed me to keep them updated and get draws without us feeling hounded by them and without them ever worrying about progress.

Contras: The worst part would be the cost/benefit factor - specifically as it pertained to our company. When we changed to do smaller projects ($5K-$20K) the value decreased because we had to pay per project. Our company is just a little too small to truly benefit from the monthly payments.

Comentarios: I would recommend this to other companies. My friend is using it perfectly for her real estate sales and marketing company. They're not even building but I'm finding that this platform is flexible and adaptable like that.

Puntos a favor: My favourite bit about this software is that I can add as many users as I like and not incur extra charges like we do for other software. At one point we had over 40 users. It's extremely helpful to us to have this feature because as a small business, we want to grow and it's difficult to do that if we can't include all the people we need in a system due to cost.

Contras: We had issues with the cost codes. There were issues that could only be dealt with through the backend. I wish we had the ability to fix things like that ourselves including uploading a csv into the system.

Comentarios: We are a boutique custom home builder; each project is unique and personalized. Although I was not involved in the selection of this software, my understanding is that we wanted a program that could be accessed by all the parties involved, handle the scheduling and move us away from paper checklists - ultimately allowing all users to be both informed of changes and to be able to plan for future events without having to directly communicate with each person. As far as scheduling goes this system has failed. It has caused more time consuming questions. My complaint is that you can only link item to item by a (or a couple) predecessor(s) that, ultimately, the program struggles with which item is next in the list if a few of them share the same linked task. Also in a best case scenario, this scheduled list is how you build a house - but in most cases something, whether it be trade related or whether related or inspection related, cause a task to be delayed but the other ones would continue on schedule however the program has linked the start date to the the delayed task and now the whole calender is messed up. Or perhaps the exterior of the house generally starts after framing and roofing but maybe a winter storm makes this impossible so you continue the interior for weeks. Then you try and adjust backwards and because your best case scenario template stated it should commence at framing completion and you delayed that. Thus your left with a domino affect of wrong dates. and a series of emails sent to vendors informing them of the delay that really didn't apply to them. So they change schedules and you are left with no trades to do the interior work that in your mind could and should be fine. I also find that the program doesn't offer enough flexibility in the selection section. It allows me to upload a previously created document to be stored that a homeowner could then log on and download. They then fill out and can't re-upload this document, so they are forced to fax or scan and email back to us. This is neither time effective nor practical. Perhaps it would be better if we were able to create a checklist that was interactive in this section, similar to the change orders where we type out the change and the client could update decisions. In our company we don't limit our clients to three choices of floor plans and two cabinet doors and 4 granite selections, they are free to choose anything they can dream of. As a result we cannot load a document that would apply to all builds. However, I believe the change orders tab is well thought out, easy to use and provides all the options to make it a valuable asset. The warranty section does a great job of tracking and notifying and saving time and assuring that service and warranty items are handled and accepted. The daily log and messaging capabilities that allow us to keep a record of notes or messages in one area logged by date and job site is extremely valuable and a good system. Furthermore, the software as a whole is easy to learn, has a logical and simple layout so even those who are not computer savvy can fumble through without creating errors and won't be too intimidated by the complexity of the software to attempt to use it. Finally, the technical support and training provided is always quick to help resolve an issue or aid in a question. New training is scheduled in a very quick time frame for free and is tailored to the person that requires it. This is handled exceptionally well in a time when often companies forget you exist once the purchase is complete. So, we have decided that we will use BuilderTrend for those things that they excel at and don't use it as a scheduling tool.