Search
Generic filters
Exact matches only
Search in title
Search in content
Filter by Custom Post Type
Real Estate Managers & Developers Customer Relationship Management Solutions

Real Estate Managers & Developers

Customer Relationship Management (CRM) is more than just a software application. It is a business solution that gives you the ability to connect with and track all of the people your business interacts with, whether customers, prospects, tenants, vendors, municipal and regulatory agencies, associations, and so on.  When properly implemented, a CRM solution enables improved business processes, closer management of new and existing relationships, increased revenues and decreased inefficiencies

Customer Relationship Management Challenges

CHALLENGE
Having one central database of all the business contacts of our company: vendors, subcontractors, owners, general contractors, developers, etc.

SOLUTION
A “centralized” database of all the contacts and companies with whom your company does business, eliminating redundant data.

CHALLENGE
Providing the business development team with a historical view of clients.

SOLUTION
To provide business developers a complete picture of a potential customer. In addition, managing the pipeline of opportunities, and related dates and amounts, allows business developers visibility into the future backlog.

CHALLENGE
Tracking all the emails and associated documents on a company, contact or project is almost impossible.

SOLUTION
Email integration will allow users a very easy way to file emails, ensuring the likelihood that the email will be filed.

We Have the Solution You Need

Sage CRM

Award-winning Sage CRM equips businesses with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels. Sage CRM also works with your Sage CRE Accounting software to provide seamless integration between your front and back offices, so everyone sees the same information, whether dealing with AR Customers, AP Vendors, JC Jobs lists, SM Sites, and so on.  All areas of your business can leverage this visibility so that everyone is on the same page and collaborating effectively as a team.

Expand & Enhance the Functionality of Your Sage Software

Stay Linked In & Accessible

Sage 100 Contractor

Sage 100 Contractor (formerly Sage Master Builder) is an accrual-based, construction-specific accounting system that can perform all of your advanced construction accounting requirements as well as manage much of your operations. It gives you the confidence you need to run your business, your projects, and your payroll with optimum efficiency and accuracy. Designed for small to medium sized construction companies.

Learn More

Sage 300 Construction & Real Estate

With Sage 300 CRE (formerly Sage Timberline Office) Accounts Payable, Accounts Receivable, General Ledger, and Job Cost serving as the backbone of an integrated financial and operations management solution, Sage 300 CRE puts all your business and project metrics in sharp focus so you can maximize profitability. Designed for medium to large sized construction companies.

Learn More

Get Access to All Sage 300 CRE Data

CRM4CRE

CRM4CRE Integrator provides integration between Sage CRM and Sage 300 Construction and Real Estate. CRM4CRE Integrator gives you access to all essential Sage CRE data anywhere that CRM access is available. With CRM4CRE Integrator, you can easily and securely track customer and company data throughout the system.

Learn More

Why Work With United Solutions and Sage?

%

of the ENR top 400 contractors use Sage

local clients

construction projects are managed each year with Sage software

%

years in business