SalesBuilder

6.3easy start · #20 of 42
in Construction CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web, Windows.

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SalesBuilder is ranked #20 of 42 in construction CRM software on The Geeks Club. It runs on Web, Windows.

Compared on construction CRM software

Bid tracking: Yes
Email sync: Yes
Lead capture: Yes

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The record

What it does: SalesBuilder is construction CRM software for builders and contractors that manages sales and marketing from lead contact through job completion.
Editions: The maker lists Simple SalesBuilder, SalesBuilder Plus, and SalesBuilder Professional.
Deployment: SalesBuilder is offered cloud hosted or self hosted, and the product pages say it can be purchased standalone or as part of its corresponding software series.
Lead management: The CRM tracks client information, lead sources, multiple job opportunities per client, and follow-up action plans.
Buyer and contract management: SalesBuilder Plus tracks buyers under contract, selections, change orders, construction notes, deposits, and allowances.
Customer service: SalesBuilder Plus can generate and track service work orders and warranty-related work.
Integrations: The product pages list Microsoft Word, Excel, and Outlook integration, plus integrations with the maker’s estimating and scheduling products.
QuickBooks and imports: Simple SalesBuilder can import client information from Excel, CSV, or QuickBooks.
Remote access: The Simple and Plus product pages describe remote access via internet using RDP connectivity.
Mobile access: The hardware and software requirements document lists Windows 10–11 Professional for client installations and Windows Server 2016 or newer for server installations.
Who it is for: The maker positions the Simple Series for smaller contractors, the Plus Series for growing builders and contractors, and the Professional Series for builders and contractors.
Support: The maker offers training, implementation assistance, and ongoing support through certified distributors, dealers, and consultants.
Pricing availability: The SalesBuilder product pages provide a request-pricing option rather than a displayed SalesBuilder price.
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.

Where it ranks on The Geeks Club

Best Construction CRM Software in 2026#20 of 42

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Sources

contractorssoftwaregroup.com/construction-crm-software/· checked 4 Oct 2026
contractorssoftwaregroup.com/professional-crm-software/· checked 4 Oct 2026
contractorssoftwaregroup.com/salesbuilder-plus-crm-software/· checked 4 Oct 2026
contractorssoftwaregroup.com/simple-crm-software/· checked 4 Oct 2026
contractorssoftwaregroup.com/wp-content/uploads/2023/10/Hardware-Sof· checked 4 Oct 2026
contractorssoftwaregroup.com· checked 4 Oct 2026
contractorssoftwaregroup.com/services/training-support-services/· checked 4 Oct 2026
contractorssoftwaregroup.com/about-us/· checked 4 Oct 2026