SalesBuilder
SalesBuilder is construction CRM software for builders and contractors, organizing sales and marketing from initial lead contact through job completion.
What SalesBuilder is
SalesBuilder is construction CRM software for builders and contractors, organizing sales and marketing from initial lead contact through job completion. It records client details, lead sources, multiple opportunities for each client, and follow-up action plans. Editions include Simple SalesBuilder, SalesBuilder Plus, and SalesBuilder Professional, with the maker positioning them for smaller contractors, growing businesses, and builders and contractors. Plus tracks buyers under contract, selections, change orders, construction notes, deposits, allowances, service work orders, and warranty work. Simple can import client information from Excel, CSV, or QuickBooks. Integrations include Microsoft Word, Excel, Outlook, and the maker’s estimating and scheduling products. SalesBuilder runs on web and Windows, with cloud-hosted or self-hosted deployment, standalone purchase or inclusion in its software series, and RDP remote access described for Simple and Plus. Pricing is available on request.
Good
- Tracks leads, sources, opportunities, and follow-up plans
- Plus manages contracts, selections, and change orders
- Imports client data from Excel, CSV, or QuickBooks
- Integrates with Word, Excel, Outlook, estimating, and scheduling
- Cloud-hosted or self-hosted deployment
Watch out
- Pricing is available only on request
- Windows client installations require Windows 10–11 Professional
- RDP remote access is described for Simple and Plus
Who it suits
It suits builders and contractors needing lead, buyer, contract, and service tracking. The Simple Series targets smaller contractors, while Plus is positioned for growing businesses.
Verdict
SalesBuilder combines construction-focused CRM records with optional contract, service, and warranty management. Its editions and deployment choices let contractors select a scope that fits their operation, but pricing requires contacting the maker.
Plans and prices
From SalesBuilder's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Monthly Hosting | $150 a month | SalesBuilder Plus hosting · flat rate per month |
| One Time Purchase | $995, paid once | SalesBuilder Plus license · flat rate one time |
The facts
Each one read from SalesBuilder's own pages, with the date it was checked.
What it does
- Buyer and contract management
- SalesBuilder Plus tracks buyers under contract, selections, change orders, construction notes, deposits, and allowances.checked 4 Oct 2026
- Buyer contracts
- SalesBuilder Plus tracks buyers under contract, multiple contracts, selections, deposits, notes and change orders.checked 21 Oct 2026
- Calendar
- A shared calendar schedules sales calls, meetings and contract tasks for staff.checked 21 Oct 2026
- Cloud security
- Hosted workspaces are described as having daily offline backups, a three-layer firewall, DDoS protection, two-factor authentication, antivirus and security updates.checked 21 Oct 2026
- Cloud storage
- Hosted workspaces include 100 GB of storage and redundant mirroring to another location.checked 21 Oct 2026
- Construction-suite integrations
- SalesBuilder integrates with the maker's Takeoff and Scheduling products and can synchronize with CSG Central.checked 21 Oct 2026
- CSG Central portal
- CSG Central shares client, job, contract, selections, change orders, notes, attachments, work orders and reminders with remote users.checked 21 Oct 2026
- Customer base
- The maker claims hundreds of customers across the United States and Canada.checked 21 Oct 2026
- Customer service
- SalesBuilder Plus can generate and track service work orders and warranty-related work.checked 4 Oct 2026
- Custom programming
- The maker offers paid custom programming and can build interfaces to third-party applications.checked 21 Oct 2026
- Data import
- Simple SalesBuilder imports client information from Excel, CSV files or QuickBooks.checked 21 Oct 2026
- Deployment
- SalesBuilder can be run as a cloud-hosted service or installed and hosted by the customer.checked 21 Oct 2026
- Documentation and support
- Support is delivered through certified distributors, dealers, consultants and resellers, with implementation, training and technical assistance.checked 21 Oct 2026
- Editions
- The maker lists Simple SalesBuilder, SalesBuilder Plus, and SalesBuilder Professional.checked 4 Oct 2026
- Follow-up automation
- Users can define recurring follow-up plans containing calls, emails, letters and contract tasks.checked 21 Oct 2026
- Home-builder module
- An optional Build a Home module selects lots, plans and options and can generate customer sales agreements.checked 21 Oct 2026
- Independent complaint
- A Software Advice reviewer praised customization but reported that training questions often required research and that client-list transfer and Thunderbird email attachment setup were glitchy.checked 21 Oct 2026
- Integrations
- The product pages list Microsoft Word, Excel, and Outlook integration, plus integrations with the maker’s estimating and scheduling products.checked 4 Oct 2026
- Lead management
- The CRM tracks client information, lead sources, multiple job opportunities per client, and follow-up action plans.checked 4 Oct 2026
- Limit: learning curve
- Several G2 reviews describe a steep learning curve and a need for substantial training.checked 21 Oct 2026
The company
- Company founding
- LinkedIn lists Contractors Software Group, Inc. as founded in 1995.checked 21 Oct 2026
- Company headquarters
- LinkedIn lists the headquarters in Stillwater, Minnesota.checked 21 Oct 2026
- Company history
- Contractors Software Group says its parent company, J. Knutson & Associates, launched in 1984 and that CSG was formed after more than a decade of construction-software experience.checked 4 Oct 2026
- Company size
- LinkedIn lists the company size as 2-10 employees.checked 21 Oct 2026
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