SalesBuilder
SalesBuilder: Tracks sales prospects through buyer contracts, service, and warranty work. Ranked #30 of 41 in Construction CRM Software by our editors (5.7/10); pricing: Pricing on request; best for builders tracking buyers, contracts, and warranty work.
At a glance
- Editor score5.7 / 10
- PricingPricing on request
- Best forBuilders tracking buyers, contracts, and warranty work
- Bid trackingYes
- Facts checked23 Sep 2026
Where it wins
- Tracks bids, lead sources, prospects, and multiple job opportunities
- Connects buyer selections and change orders to contract workflows
- Carries customer service into warranty tracking and work orders
Where it doesn't
- Pricing requires contacting sales
- Mobile access is described through remote connectivity, not a dedicated app
- Professional cloud or self-hosted options may not suit every deployment need
Our verdict on SalesBuilder
SalesBuilder is a construction-focused CRM from Contractors Software Group for builders and contractors. It follows prospects, clients, and multiple job opportunities, then extends into buyer contracts, selections, change orders, customer service, and warranty work. That span makes it relevant to small and mid-market builders looking to keep sales follow-up and post-sale work in related workflows, rather than treating the CRM as a lead list alone.
Sales workflows include follow-up action plans for calls, emails, letters, and tasks, alongside bid information and lead-source tracking. A shared calendar covers appointments and sales tasks, while Outlook integration keeps email history by client or job. The product also connects with Microsoft Word and Excel, plus Takeoff Professional and Scheduling Professional. Estimating and scheduling integrations may help connect CRM activity with related construction processes; CSG Central supports remote sharing of job information. Mobile-device access is described through remote connectivity and CSG Central, not as a dedicated SalesBuilder app.
The product line has Simple, Plus, and Professional editions, but the Professional edition is the one specified as available standalone or in an integrated suite, cloud-hosted or self-hosted. SalesBuilder is also offered as a web and Windows product, and the vendor provides phone and email support. According to the vendor's pricing approach, buyers need to request pricing rather than compare publicly listed edition prices. Builders that need a linked path from opportunity tracking to contracts and warranty workflows may find the breadth useful; teams seeking a dedicated mobile app or transparent, self-service pricing should compare alternatives.
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SalesBuilder pricing
SalesBuilder fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Mobile app | Not verified |
| Bid tracking | Yes |
| Pipeline customization | Not verified |
| Email sync | Yes |
| Lead capture | Yes |
| Custom fields | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web, Windows |
| Support | Phone, Email |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 6 integrations: Microsoft Outlook, Microsoft Word, Microsoft Excel, Takeoff Professional, Scheduling Professional, CSG Central |
| Pricing | Pricing on request (source) |
| Website | contractorssoftwaregroup.com |
| Facts checked | 23 Sep 2026 |
SalesBuilder integrations
SalesBuilder lists 6 integrations on its own site.
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Takeoff Professional
- Scheduling Professional
- CSG Central
Alternatives to SalesBuilder
- ProcoreA broad construction management platform with strong project controls and mobile access.9.4
- Deltek VantagepointA broad project-finance and staffing system for firms that can work with sales-led pricing.9.1
- CMiCBroad construction project and financial controls suit contractors seeking one connected ERP.8.9
See all SalesBuilder alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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