Pivotal CRM for Home Building and Real Estate

Pivotal CRM for Home Building and Real Estate is an award-winning industry-specific solution that enables home builders and real estate businesses to develop deep insight into their customers' needs and preferences, accompanied by tools that help them attract more high-quality leads, shorten sales cycles by streamlining the sale process, and deliver outstanding customer care that helps create customers for life.

Pivotal CRM for Home Building and Real Estate enables single- and multi-family home builders, title and mortgage companies, commercial property managers, and other real estate businesses to better manage relationships throughout the customer lifecycle and across the enterprise, creating "customers for life."

A leader in the home building and real estate market, Pivotal has worked with the country's top builders to develop an enterprise solution that fits the unique requirements of the industry, right out of the box, while also offering the flexibility to customize to individual companies' needs. Our team, which includes a professional-services group dedicated specifically to the home building and real estate market, boasts unrivaled domain expertise and experience, extended even further through partnerships with leading firms such as integration specialists Pervasive Software and options-management solution Envision by New Home Technologies.

Complete CRM for Home Building and Real Estate

  • Automated Marketing
  • Lead Capture and Profiling
  • Lead Qualification and Distribution
  • Lead Nurturing
  • Literature Fulfillment
  • Marketing ROI Tracking
  • Productivity Tools
  • Structured Sales Methodology
  • Territory Management
  • Quote and Contract Management
  • Service and Warranty Tracking
  • Service-Request Analysis
  • Service-Request and Work-Order Management
  • Home Inspection Management
  • Event Management
  • Contact Management
  • Company Management
  • Activity Management
  • Sales Management
  • Product Administration
  • Options Management
  • Financial Calculator
  • Warranty Service
  • Homebuyer Surveying
  • Risk Management
  • Handheld CRM 

Use Online Channels Effectively

The Pivotal CRM for Home Building and Real Estate marketing suite enables builders to launch sophisticated, highly targeted multi-wave e-mail campaigns and to use their websites to effectively capture lead information. Make sure you're reaching the 77% of homebuyers searching for homes online.

Integrating and Pursue Leads from Online and Offline Sources

Pivotal CRM for Home Building and Real Estate captures rich lead information in a central location to ensure coordinated lead management and consistent follow-up.

Respond to Changing Market Conditions

With tools to help streamline processes and automate operations across marketing, sales, and customer care, Pivotal CRM for Home Building and Real Estate enables businesses to accomplish more with less, taking advantage of cost-effective channels and implementing best practices across the enterprise. This helps builders thrive regardless of market conditions.

Manage Complex Sales Structures

Mergers and acquisitions often leave companies with complex structures for territories, divisions, and communities. Pivotal CRM for Home Building and Real Estate lets sales managers customize complex rule-based sales assignments and easily realign them to adapt to changes.

Increase Sales Productivity and Effectiveness

Pivotal CRM for Home Building and Real Estate includes a wealth of productivity tools, including a personalized one-stop sales dashboard packed with key information and activities. With a comprehensive understanding of prospect interests and preferences, sales agents can work faster and smarter.

Lower Customer Care Costs while Increasing Customer Satisfaction

Pivotal CRM for Home Building and Real Estate enables companies to resolve service requests rapidly and track recovery of vendor warranty work seamlessly, improving the efficiency and cost-effectiveness of processes that affect the customer experience. Manage post-sales service and warranty costs while effectively maintaining customer satisfaction.