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CRM & Sales Management

Project-Management-Software

The CRM solution designed for home builders’ needs, including generating leads, managing contracts and selections and performing service and warranty.

Impress customers and improve your bottom line by efficiently managing data related to campaign management, contact management, quoting, selections, contracts and inventory.

Help customers and help yourself by:

  • Filling and managing your pipeline with HomeFront Campaign Management.
  • Maximizing your upgrade opportunity for every sale with HomeFront’s selection wizard.
  • Offering a professional solution to all agreements with HomeFront’s routable DocuSign.
  • Reducing design costs by embedding HomeFront’s Live Lot, Inventory Maps and Product Book on your website.
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Features

Campaign Management
  • Design and execute blast and drip campaigns.
  • Monitor success of campaigns with real time data.
  • Design and use email templates.
Contact Management
  • Capture leads from builders' websites, Excel lists or direct entry
  • Create dynamic interview scripts to capture information as data
  • Convert contacts to opportunities for closer tracking
  • Communicate with emails or texts, either free form or using a branded template
Quoting
  • Create and track multiple quotes per opportunity
  • Keep an eye on your pipeline of opportunities and quotes
  • Quote standard options or submit request to estimating for custom options
Selections
  • Design a selection and upgrade process with the HomeFront selection wizard
  • Select models and options from price book with images and specs
  • Information provided can be included on related trade purchase orders
  • Capture general selections, colors and upgrades in the same interface
Contracts
  • Convert a quote into a contract
  • Distribute contracts for e-signatures
  • Evaluate margins and schedule impact of options and changes orders
  • Approved contract and change orders cue up related budget and POs
Inventory
  • Track lot inventory with real-time graphic area maps
  • Manage available spec homes, inventory homes and sales centers
  • Connect HomeFront’s real time graphic lot area maps to your website

Accounting Software Integration

HomeFront fully integrates with the most widely used accounting software available including;

  • Sage 300 Construction and Real Estate
  • Sage 100 Contractor
  • Sage 50 – Canadian Edition
  • QuickBooks
  • MYOB
  • Zero

Contact us for more information, support documents and available product demos.

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