Customers and Sales Process

Simplify your customer management and sales pipeline with Builders Excellence and Zoho. Keep every client record accurate, accessible, and automatically updated — no duplicates, no missed leads.

From first contact to final contract, your sales process becomes seamless and predictable. Automations take care of follow-ups, approvals, and reminders, so your team can focus on what matters most — building relationships and closing deals. With integrated emails, digital forms, and payment tools, you’ll deliver a professional, customer-first experience that turns opportunities into long-term partnerships.

Process

Client Record Management (CRM)
Manage Client and Contact Groups
Nurture Client and Business Relationships
Multi-Site Location Management
Tender Opportunity Management
Blueprints for Sales Process
Sales Pipelines and Tracking
Sales Team Productivity Management
Email and SMS Automations
Digital Scope and Discovery Forms
Digital Signatures and Payments
No Customer Duplication

Leading Edge Solutions Using Trusted Technology


Provided Training to over 300 Australian Builders


Custom Processes designed for Australian Builders

BOOK A DEMONSTRATION

Want to see what Builders Excellence can do for your business? Fill out the form, and we’ll send you a link to book your personalised demonstration at a time that’s convenient for you.

During the demo, we’ll walk you through how Builders Excellence, powered by Zoho, helps builders manage everything from sales and estimating to project delivery and job management — all in one connected system.

Take a peek

Watch the videos and let us show you some examples of what we do.


Enquiry Pipeline Management

Make managing sales enquiries quick and easy, with our exclusive Enquiry Pipeline widget in Zoho CRM. All the information you need, including preferred contact details, enquiry information and progress updates is easy to see.

You don’t need to open records to read the last note, using the Quick Comment feature can you add notes, view history, and reply to previous comments. You can also send comments in an SMS.

The pipeline is automatically updated with any new enquiries. It’s simple to filter, search and drill down on all sales opportunities, to find enquiries and see your pipeline value.


Find and Add

Many businesses struggle with duplicate customers in software applications. We are passionate about never duplicating data, so we have developed an exclusive solution called the 'Find and Add'.

The Find and Add widget creates a new Enquiry record, for each new sales opportunity. It automatically searches your database, for matching Leads, Accounts and Contacts.

This means every individual or business you deal with, only has one customer record. That customer record links all relationships, enquiries, sales and financial transactions.

Customers are never duplicated and in one click, you can see the full history of all their records.


Preliminary Agreements

Businesses often struggle with creating preliminary agreements, a crucial step in securing deals. That's why our exclusive Preliminary Agreement is the ultimate solution. With it, we ensure smoother transactions and solidify commitments from the get-go.

The Preliminary Agreement simplifies the entire process, allowing you to input client details effortlessly and customise services and pricing with just a few clicks. Its seamless functionality not only saves time but also enhances the overall client experience, leading to quicker deal closures.

Experience the efficiency of our Preliminary Agreement, streamlining processes and accelerating deal closures. Enjoy the benefits of smoother transactions, increased client satisfaction, and more time for core business activities.