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SalesBuilder
What SalesBuilder is
SalesBuilder is construction CRM software from Contractors Software Group for builders and contractors. It manages sales and marketing from first lead contact through job completion, keeping client information, lead sources, job opportunities, and follow-up action plans in one workflow. The maker offers Simple SalesBuilder, SalesBuilder Plus, and SalesBuilder Professional. It positions the Simple Series for smaller contractors, the Plus Series for growing builders and contractors, and the Professional Series for builders and contractors.
SalesBuilder Plus adds buyer and contract management, including selections, change orders, construction notes, deposits, and allowances. It can also create and track service work orders and warranty-related work. The product pages list integrations with Microsoft Word, Excel, and Outlook, as well as with the maker’s estimating and scheduling products. Simple SalesBuilder can import client information from Excel, CSV, or QuickBooks. Simple and Plus describe remote access over the internet through RDP connectivity. The software is available for web and Windows, cloud hosted or self hosted, and can be purchased alone or as part of its corresponding software series. Pricing is available by request. Training, implementation help, and ongoing support are offered through certified distributors, dealers, and consultants.
Who it suits
SalesBuilder suits contractors who want to manage client details, leads, job opportunities, and follow-up through job completion. The maker positions its Simple Series for smaller contractors and Plus for growing builders and contractors; the Professional Series is positioned for builders and contractors.
What it does well
- Tracks lead sources, client information, opportunities, and follow-up plans.
- Plus manages buyer contracts, selections, change orders, deposits, and allowances.
- Plus can track service work orders and warranty-related work.
- Integrates with Word, Excel, Outlook, and the maker’s estimating and scheduling products.
- Simple SalesBuilder imports client data from Excel, CSV, or QuickBooks.
- Available cloud hosted or self hosted.
What to know first
- Pricing is available only by request.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Monthly Hosting | flat rate per month · SalesBuilder Plus hosting | $150 a month |
| One Time Purchase | flat rate one time · SalesBuilder Plus license | $995, paid once |
As contractorssoftwaregroup.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the SalesBuilder product page.
- Choose Simple SalesBuilder, SalesBuilder Plus, or SalesBuilder Professional.
- Request pricing from the maker.
- Choose cloud hosted or self hosted deployment.
- Purchase SalesBuilder standalone or as part of its corresponding software series.
- Arrange training or implementation assistance through a certified distributor, dealer, or consultant.
Verdict
Choose SalesBuilder if your contracting business needs CRM coverage from lead contact through job completion, with additional buyer, contract, and service tracking in Plus. The main reason to look elsewhere is if you need a displayed price before contacting the maker.
Questions
How much does SalesBuilder cost?
SalesBuilder pricing is available by request; the product pages do not display a price.
What editions does SalesBuilder offer?
The maker lists Simple SalesBuilder, SalesBuilder Plus, and SalesBuilder Professional.
Which platforms does SalesBuilder support?
The listed platforms are web and Windows.
Can SalesBuilder be hosted in the cloud?
Yes. It is offered cloud hosted or self hosted.
What does SalesBuilder Plus add?
Plus tracks buyers under contract, selections, change orders, construction notes, deposits, and allowances. It can also generate and track service work orders and warranty-related work.
What can Simple SalesBuilder import?
Simple SalesBuilder can import client information from Excel, CSV, or QuickBooks.
Facts from SalesBuilder's own pages
- Buyer and contract management
- SalesBuilder Plus tracks buyers under contract, selections, change orders, construction notes, deposits, and allowances. · contractorssoftwaregroup.com, 4 Oct 2026
- Buyer contracts
- SalesBuilder Plus tracks buyers under contract, multiple contracts, selections, deposits, notes and change orders. · contractorssoftwaregroup.com, 21 Oct 2026
- Calendar
- A shared calendar schedules sales calls, meetings and contract tasks for staff. · contractorssoftwaregroup.com, 21 Oct 2026
- Cloud security
- Hosted workspaces are described as having daily offline backups, a three-layer firewall, DDoS protection, two-factor authentication, antivirus and security updates. · contractorssoftwaregroup.com, 21 Oct 2026
- Cloud storage
- Hosted workspaces include 100 GB of storage and redundant mirroring to another location. · contractorssoftwaregroup.com, 21 Oct 2026
- Company founding
- LinkedIn lists Contractors Software Group, Inc. as founded in 1995. · linkedin.com, 21 Oct 2026
- Company headquarters
- LinkedIn lists the headquarters in Stillwater, Minnesota. · linkedin.com, 21 Oct 2026
- Company history
- Contractors Software Group says its parent company, J. Knutson & Associates, launched in 1984 and that CSG was formed after more than a decade of construction-software experience. · contractorssoftwaregroup.com, 4 Oct 2026
- Company size
- LinkedIn lists the company size as 2-10 employees. · linkedin.com, 21 Oct 2026
- Construction-suite integrations
- SalesBuilder integrates with the maker's Takeoff and Scheduling products and can synchronize with CSG Central. · contractorssoftwaregroup.com, 21 Oct 2026
- CSG Central portal
- CSG Central shares client, job, contract, selections, change orders, notes, attachments, work orders and reminders with remote users. · contractorssoftwaregroup.com, 21 Oct 2026
- Customer base
- The maker claims hundreds of customers across the United States and Canada. · contractorssoftwaregroup.com, 21 Oct 2026
- Customer service
- SalesBuilder Plus can generate and track service work orders and warranty-related work. · contractorssoftwaregroup.com, 4 Oct 2026
- Custom programming
- The maker offers paid custom programming and can build interfaces to third-party applications. · contractorssoftwaregroup.com, 21 Oct 2026
- Data import
- Simple SalesBuilder imports client information from Excel, CSV files or QuickBooks. · contractorssoftwaregroup.com, 21 Oct 2026
- Deployment
- SalesBuilder can be run as a cloud-hosted service or installed and hosted by the customer. · contractorssoftwaregroup.com, 21 Oct 2026
- Documentation and support
- Support is delivered through certified distributors, dealers, consultants and resellers, with implementation, training and technical assistance. · contractorssoftwaregroup.com, 21 Oct 2026
- Editions
- The maker lists Simple SalesBuilder, SalesBuilder Plus, and SalesBuilder Professional. · contractorssoftwaregroup.com, 4 Oct 2026
- Follow-up automation
- Users can define recurring follow-up plans containing calls, emails, letters and contract tasks. · contractorssoftwaregroup.com, 21 Oct 2026
- Home-builder module
- An optional Build a Home module selects lots, plans and options and can generate customer sales agreements. · contractorssoftwaregroup.com, 21 Oct 2026
- Independent complaint
- A Software Advice reviewer praised customization but reported that training questions often required research and that client-list transfer and Thunderbird email attachment setup were glitchy. · softwareadvice.com, 21 Oct 2026
- Integrations
- The product pages list Microsoft Word, Excel, and Outlook integration, plus integrations with the maker’s estimating and scheduling products. · contractorssoftwaregroup.com, 4 Oct 2026
- Lead management
- The CRM tracks client information, lead sources, multiple job opportunities per client, and follow-up action plans. · contractorssoftwaregroup.com, 4 Oct 2026
- Limit: learning curve
- Several G2 reviews describe a steep learning curve and a need for substantial training. · g2.com, 21 Oct 2026
Where SalesBuilder stands on Freedom251
- Construction CRM Software#32 of 41