Our Greatest Hits of 2021

After the adjustment of 2020, 2021 saw most of us continue to work from home and adapt to a new normal. At ContactBuilder we ensured that our system adapted to suit you and your new needs.

In 2021, we:

- Introduced one new partner integration with Signable and a new property portal integration with WhatHouse?

- Released four development and plot updates 

- Made two customer journey updates

- Made ten email updates including six new placeholders 

- Made six updates to contact forms 

- Created two new reports and two enhanced reports 

- Made four Worldpay updates 

- Developed two completely new modules

As always, our clients can see details about all our enhancements after logging-in and visiting the ‘stay up to date’ area of the dashboard.

A CRM system that has you in mind 

Built as a specialist housebuilder customer relationship management tool, ContactBuilder has been designed to make your job easier, that’s why we continually update the system to make everything from initial lead management through to completion, and aftercare as smooth as possible. 

Making ContactBuilder work for you 

ContactBuilder is a tool to help you complete sales smoothly and in less time, freeing up your team to work on new leads and potential buyers. That’s why we introduced the ability to bulk update plots, upload development specific logos and the option to add phases and apartment blocks to developments. We now also offer a GDPR compliant e-signing capability through Signable and online payments via Worldpay, allowing your purchasers to sign legal documents and make payments that are then recorded straight into the system. 

New modules

During 2021, we released two new modules based on your feedback. One being online forms, which allow you further digitise the customer journey. The forms include a sales handover checklist, house sale details, a memorandum of sale and for our housing associations clients, a staircasing form. The other was our options and extras module, which allows you to add your choices and upgrade options to ContactBuilder for the purchaser to complete their order and make payment through the system.

To learn more, or arrange for a demo of our system to see for yourself how we can make your CRM life easier, please get in touch. 

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