Paperless Sales, how ContactBuilder can help you go digital
The shift towards a totally paperless system is becoming the norm. Technological advancements over the past two decades have reshaped the way housebuilders operate. No longer are there stacks of important documents, filed away in a cabinet – using a CRM system is the standard.
Although many people have embraced the shift towards digital, some still find it difficult not to hold a paper copy. But with ContactBuilder, all your files are stored securely in our cloud-based system. You can easily access all documents held for a customer with just a few clicks, saving you the hassle and time-consuming task of shuffling through stacks of paperwork. Our system offers seamless document management, enabling quick data retrieval, editing and sharing of information. This not only accelerates daily processes but also empowers your sales team to focus on value-added tasks rather than time consuming administrative burdens.
Switching to a paperless system also brings financial benefits by eliminating expenses associated with printing, storage and manual data entry.
We understand the evolving needs of housebuilders and have created a suite of features that enable and complement the benefits of a paperless system:
E-Signature Integration
In today's fast-paced environment, waiting for physical signatures can cause delays. ContactBuilder's seamless integration with industry-leading e-signature providers such as DocuSign and Signable ensures a swift and secure signing process. Your sales team can obtain signatures electronically, reducing turnaround times and enhancing collaboration.
Payment Portals Integration
Streamlining payment processes is crucial for businesses seeking efficiency and improved customer satisfaction. ContactBuilder integrates seamlessly with leading payment gateways such as Stripe, Opayo and Worldpay. These integrations allow businesses to accept payments digitally, reducing manual errors and providing a seamless experience for your customers. Our integrations can also provide automatic payment reminders, meaning one more admin task taken off your sales team.
Contact Management
ContactBuilder allows your sales team to manage contacts from various sources in a single place, utilising custom fields to ensure the data that matters to your business is captured. ContactBuilder records the entire contact relationship, automatically logging interactions with the contact delivered via the platform and allowing users to add any manual interactions. There’s no more searching through folders or trying to decipher someone’s handwritten notes. This centralised data store ensures that all stakeholders have access to the latest information, reducing the risk of outdated or conflicting information. This also makes it easier for shared responsibility within teams, or for seamless handovers if one of your sales team is away.
Integrations
ContactBuilder’s commitment to user convenience is evident through its extensive integration capabilities. By connecting with third-party apps, websites and tools such as Rightmove and Zoopla, housebuilders can easily synchronise data from multiple platforms. You can read more about our extensive integrations here.
ContactBuilder offers a comprehensive solution for housebuilders seeking to embrace the advantages of a paperless system. From e-signatures to payment portals, ContactBuilder’s seamless integration with leading third-party providers offers a complete management solution.