PBooksPro is now BuilderOnesame company, same team, a much bigger product. What this means

BuilderOne
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CRM

The pipeline in front of the sale, not beside it

CRM holds the part of the relationship that happens before an agreement exists: the lead, the pursuit, the stage it is in and the follow-up that is due. It runs on the platform’s shared contact model, so a lead who buys is the same record as the customer who then owes instalments.

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Screens
6
Governed reports
3
Posting adapters
0
Lifecycle stage
Sell

CRM in the product

The CRM module: open leads, follow-ups overdue, a configurable six-stage pipeline with value by stage, a follow-up agenda, deals to watch, team workload and a lead-to-handoff conversion funnel.
A real BuilderOne screen. Demo data throughout.

The flow

How the work runs

  1. LeadA prospect is captured against a shared contact record.
  2. PursueAn opportunity opens with an owner.
  3. StageIt moves through your configured pipeline stages.
  4. Follow upScheduled actions keep it moving.
  5. WinIt becomes a reservation or booking in Project Selling — same contact, no re-entry.

What it does

CRM capabilities

Everything below is implemented and running. Nothing here is planned.

Leads and opportunities

A lead is captured once; the pursuit against it is the opportunity. One open pursuit per lead, which is what keeps a pipeline honest.

Configurable pipeline stages

Stages are configuration, not code. The board reflects how your sales process actually runs.

Heat sheet

A working view of what is hot, what has gone quiet and what needs an action today.

Follow-ups

The next action is a record with an owner and a date, so nothing depends on somebody’s memory.

Shared contacts

The same contact record carries through to Project Selling and Rental. Winning a deal does not mean re-entering the customer.

Accounting

Where it sits in the ledger story

This module does not post to the general ledger itself. It feeds the modules that do.

A won opportunity becomes a reservation or a booking in Project Selling, and it is there that the money starts moving. Stating that plainly is more useful than claiming an accounting integration this module does not have.

Screens in this module

  • Heat Sheet
  • Leads
  • Opportunities
  • Pipeline
  • Follow-ups
  • CRM Reports

Works closely with

Project SellingUnit inventory, reservations, bookings, agreements, instalment invoicing, receipts, transfers and the customer ledger.RentalBuildings and units, agreements, recurring rent invoicing, receipts, deposits, and owner settlements that account for themselves.

See CRM on your own numbers

Tell us how your business runs today. We will set up your company, switch on the modules you need and send your administrator an activation link.

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