Plot Management Update
As part of our dedication to being the UK's leading management software for housebuilders, we are continually working on our offering and updating ContactBuilder to suit your business needs. Our latest update focuses on plot management and is designed to help your production, sales and customer service teams work seamlessly together.
We have introduced five new screens across plots and developments, and improved interaction and task logging, in addition to adding new fields against the contact card. This enables your production and site teams to add files to the developments and plots as well as update key changes in real-time, so you can ensure nothing is missed.
Your production team can complete inspection and build-stage checks in a simple checklist format (the checklists are fully customisable). Snagging tickets can be added as well as uploading photos and documents, which can then be assigned to specific plots. Once these steps have been completed, your sales team will be able to track progress instantly and provide the purchaser with updates where necessary.
A ‘checklist’ function has been designed to help you provide the purchaser with relevant drawings and information throughout the build lifecycle. This feature allows you to easily record the date that the information was provided, helping to both simplify your process and ensure compliance. And the deadline functionality has been designed to help sales and production work together by setting dates for important milestones, such as selecting optional upgrade choices or taking payments.
Your potential purchasers can also now register interest in specific plots, allowing you to tailor your conversations with them, assisting the streamlining of your sales and marketing processes to get potential purchasers converted.
We know that having a clear view of your tasks and milestones is essential to a smoothly-run sales process, that’s why we have created an improved calendar view that helps your sales team manage their time more effectively.
To help with continued oversight and accountability, we have created five new complimentary reports that help track plot progression with the click of a button, meaning management teams can see progress at development level.
We’re offering existing customers full training on this exciting new update so your team can make the most of the enhancements. To book your training slot, please get in touch with your account manager. Alternatively, if you’re not already a ContactBuilder customer, arrange a demo now.