Business operating system
ALL GROWTH
NO CEILING
Lead capture, in-home estimate, signed contract, production, invoice, payment. Builder Prime runs all of it on one record, so nothing gets retyped between tools and nothing falls through the gaps between them.
Leads go cold.
Work gets redone.
Nobody trusts the numbers.
Running a lead to paid business across five disconnected tools leads to:
Leads go cold
Your CRM logs the lead. It does not work the lead. Speed to lead still comes down to whether a rep remembers, and the homeowner books whoever called back first.
Work gets redone
A job sells, then somebody retypes it into production. Scope details drop. The customer goes quiet after the deposit because nobody owns the next update.
Numbers disagree
Reporting sits downstream of the CRM, so the sales number and the production number never match. Leadership spends the meeting reconciling instead of deciding.
The seams are the problem.
Builder Prime takes them out.
One record carries the job from first call to final payment. No export, no re-entry, no second version of the truth for anyone to argue with.
Handoffs with nothing retyped
Marketing to sales, then sales to production, inside one system. The sold job becomes the scheduled job with the scope, the pricing, and the customer history already attached.
Automation past the lead stage
Set the rule once and Builder Prime sends the text, creates the task, and alerts the manager. It keeps running through production updates and payment reminders.
Reporting past lead counts
See which lead source produced installed, paid, margin positive jobs. Ask Bolt Insights a question in plain English and get the answer off live data, with no warehouse and no sync lag.
What contractors say after the switch
We also appreciated how smoothly the lead tracking and follow-ups are automated ... it keeps things from falling through the cracks.
We searched for over 2 years looking for a tool that could combine CRM with Sales and Builder Prime nails it ... From lead creation to appointments to sales to production, this system flows logically and succinctly through the process.
If someone asked me 6 months ago to pull a report on deposits from sales from a week prior, or show me sales from a specific lead source, or outstanding payments on installations, I would have manually looked it up. Now it is the click of a button.
Close the tabs.
Get back to building.
Five solutions, one system, one record. Start with the one that hurts most. The other four are already in the box.
Work the lead
Lead capture and pipeline, speed to lead, automated text and email follow-up, real time lead source alerts, and a built in call center.
Win the job
Estimates and proposals with a price book carrying material and labor cost, reusable templates, on site estimating, and e-signatures with automatic reminders.
Run the job
The sold job moves into production without re-entry. Crew and multi-project scheduling, work orders, subs and POs, GPS clock in and out, job costing against actuals.
Get paid
Text to pay, e-invoicing, card and ACH, financing through Wisetack and GreenSky, and a QuickBooks sync that matches deposits exactly.
Track performance
Real time reporting across sales, marketing, and production, full lead to payment attribution, margin reporting, and Bolt Insights.