A CRM for Builders
Easily Capture Buyer Information and Close More Sales
Prosoft PSClient is built for home builders. The CRM system contains all of the requirements for a home building sales system including, many User Definable Fields, To-Do follow up reminders, Sales letters and all Sales Contracts, Change Orders and Addendums.
- When a new prospect is entered a STATUS is assigned (Hot, Medium or Cold)
- Your prospect list can be filtered based on Sales Person, Sales Team, Subdivision, Status
- TRANSACTIONS show a detail list of all activities for each client. Activities completed, as well as To-Do activities that are scheduled to be completed
A New Prospect's Initial Entry Screen
- The GENERAL tab shows the initial entry screen for the new prospect
- The prospect's home address and phone, email information
- The subdivision visited, the Sales Associate is assigned (Please note "Sales Person 1" is a generic name for our demo database and would be replaced with the actual names of your sales people)
- The Realtor, including the option to indicate "No Realtor"
Additional Tabs Provide More Screens
- Collect your prospect's demographic data with user definable PROFILES
- The ENTRY tab and DATE tab offer more user definable fields
- The CONTRACT tab is used when printing a Sales Contract
- The CO-BUYER tab is used to capture additional buyer's contact information
Even More Powerful Features Provided Here
- MODEL OPTIONS is used to select the model, standard options, custom options, and color selections
- DEPARTMENTS brings up a second window with security enabled fields for entries from Construction, Design, Finance and Closing departments
- SCHEDULE is used to load the Construction Schedule to this buyer
- CLIENT DOCUMENTS can be stored here to allow your team to easily and securely access documents for this buyer
Client Documents
In PSClient the CLIENT DOCUMENTS is a document management solution where all types of documents and images related to the entire process of the purchase, construction, and warranty can be saved within the PSClient database. These documents can be sorted based upon each stage of the homebuilding process.
Change Orders
In Gemini CHANGE ORDERS document a customer's desire to make construction changes to their job. A change order updates the job's revised budget, cost and revenue.
Model Options
PSClient MODEL OPTIONS are structural and design options available to a specific model.
Contract
The PSClient CONTRACT tab for a client on the client list. On this tab, PSClient tracks the original contract and any pending or approved addendums made to the model options. This tab is also used to store the required deposit detail information of amounts and dates due.
Client
A CLIENT is a sales prospect in PSClient, they could be a "HOT" lead, or a person who has signed a sales contract for the construction of a new home.
To-Do
To-Do is a term used interchangeably with Transaction. These transactions are assigned to a customer (Client) record in PSClient.
To-Dos are reminders for upcoming events like a meeting or a scheduled phone call. To-Dos are also a log of events that have occurred, so they become a permanent record of what happen, when it happened and who was involved.
Visit
A VISIT is a particular type of To-Do used to create traffic reporting in PSClient
A Visit indicates a person (or persons) physically stopped by one of your model centers. This could be used to track the visitation by a home buyer prospect or by a realtor.
To-Do
To-Do is a term used interchangeably with Transaction. These transactions are assigned to a customer (Client) record in PSClient.
To-Dos are reminders for upcoming events like a meeting or a scheduled phone call. To-Dos are also a log of events that have occurred, so they become a permanent record of what happen, when it happened and who was involved.
