SalesBuilder review
Tracks sales prospects through buyer contracts, service, and warranty work.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
SalesBuilder pros and cons
- 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
SalesBuilder fact sheet, pricing and score →
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