Features for Builders & Remodelers

Build a customer-centric business

Customers are the key to growing your business – and your reputation.

Put your customers at the heart of your business, with the Buildxact Client Portal and customer management features.

A stylized look at the Buildxact Client Portal's chat function

Goodbye sticky notes, hello centralized customer contacts

Better customer interactions mean better customer relationships. Always stay on the same page as your customers with a customer relationship management tool that keeps all vital data organized in one place.

  • Store customer contact data, project information, notes and images centrally for easy reference.
  • Track all communications, with emails and SMS synced across all your devices, so you don’t waste time searching through old email threads.

Today's lead, tomorrow's biggest job

Treat every new lead like your next big customer, with Buildxact’s lead management.

  • Access, categorize and track your leads digitally, in one place.
  • Track lead conversion timing, budgets and project types to analyze win/loss ratios.
  • Remove double entry by converting leads to estimates and then projects at the click of a button.
  • Ensure no lead is ever overlooked or ages out.
A stylised look at the lead management feature in Buildxact
A stylized look at the Buildxact Client Portal's invoice function

Up the ante on customer service

Deliver exceptional customer service, long after the project is finished, with the Buildxact Client Portal.

  • Keep customers informed from lead through to delivery and beyond, with a secure Client Portal.
  • Customize your Client Portal with your own branding and access directly via a website. 
  • Streamline customer decision-making emails, plans and images in one location.
  • Track bid, invoice and change order approvals effortlessly from anywhere, at any time.
  • Keep a solid record of customer conversations.

How you benefit

Stay ahead of the game

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A simple monthly payment includes customer support, training and upgrades.

A builder using Buildxact on his phone onsite

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