Learn the main parts of Buildxact, capture client leads, and start an estimate.
Centralized customer relationship management
Understanding your customers starts with your customer data. With Buildxact’s CRM, you can easily store, manage and track all your customer data in one place.
- Store all customer contacts, job information, notes, emails and SMS communications in one, central location, for easy reference.
- Track all customer projects, leads, estimates and project details to gain insights into buying behaviors.
- Create automatic notifications – to customers or employees to keep sales up and deliveries on time.
Supply forecasts
Go above and beyond, using customer data to predict what your customers will need – so you’re always ready and waiting to supply it.
- Proactively support customer needs with sales pipeline management and inventory requirements predictions, using data stored in Buildxact.
- Forecast demand based on customer quotes and orders.
Stay ahead of the game
The partnership between Epicor and Buildxact will establish a managed ecosystem, by enabling stronger partnerships between dealers and custom home builders, and by providing deeper insights to help boost supply chain efficiency.
Supply chain managers, builders, and contractors must be aware of current trends and issues to communicate with their clients and set the right expectations effectively. People get upset when they are surprised, and custom home builders can significantly diminish the element of surprise with effective and constant communication.
Pro dealer integration in the platform makes life easier for both custom home builders and pro dealers. It provides transparency into pro dealers so builders can make informed decisions and communicate directly with their pro dealers whenever convenient to them.
Once a builder and pro dealer establish a strong relationship, most builders continue purchasing with that specific pro dealer, becoming a customer for life. Pro dealers like nothing more than having a solid and consistent customer base they can rely on to sell their materials.
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A simple monthly payment includes customer support, training and upgrades.
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