Blu Banyan

BuilderSuccess Logo

CRM & Sales Automation Software Built for the Construction Industry

Standardize your customer service and sales processes with powerful workflow automations features built for construction.

Benefits of BuilderSuccess CRM & Sales Automation Software for Construction and General & Trade Contractors

From sending automated emails and notifications to updating customer records, our CRM & Sales Automation features will help you streamline your operations and improve efficiency.

With our BuilderSuccess CRM & Sales Automation features, you’ll be able to automate processes, update customer records quickly, build custom workflows with our easy-to-use interface, and streamline your sales operations for improved efficiency.

Sales & CRM for Solar Installation Companies

BuilderSuccess CRM & Sales Automation Feature Showcase

Customer Service Management

Manage all your customer service conversations, including support cases and other customer interactions in a single application.


Increase leads and sales performance with BuilderSuccess marketing automation for construction companies.

Customer Relationship Management

BuilderSuccess helps you manage your customer relationships and complex sales cycles to increase sales and tender win rates.

Supplier Relationship Management

BuilderSuccess makes it easy to manage, maintain and improve your relationship with suppliers by centralizing communications and giving your team access to historical interactions.


With a powerful NetSuite automation engine, BuilderSuccess helps businesses to increase win rates, maximize profits and close more opportunities.

Estimating Management

Streamline your estimate management by integrating or uploading your estimating software templates.

Tender Response Management

Automate tender response management and track progress as your opportunities track through the sales cycle including question responses, price lists, vendor data and supplier information. 

Kanban Boards

Quickly see where each opportunity is at across the full spectrum of your lead management and sales cycle. Easily drag & drop to update the lead's status as they progress through the sales funnel.

Profit by Lead Source Visibility

Get complete visibility into your projects profitability by lead source to make better decisions around marketing and sales activities. 


Keep track of meetings, appointments and other events with sophitocated scheduling tools that integrate with your work calendar.

Field Photos and

Empower your sales reps with the ability to upload photos and completed checklists to the platform while on site with clients or prospects. 

Docusign Integration with Project Data

Make contract creation and sign off easier than ever with the BuilderSuccess deep integration with DocuSign. 

BuilderSuccess Brochure

Download the BuilderSuccess Product Brochure

Explore the BuilderSuccess Modules

BuilderSuccess software is a cloud ERP, CRM, and project management software for the residential & commercial construction industry, including general and trade contractors. We’re powered by NetSuite, the world’s leading cloud Business Management Platform built with modern, scalable technologies.

Get Started!

In a hurry? Call for a quick chat on 510.929.1075

Form bg pattern