SalesBuilder

Spec sheet

What it does

SalesBuilder is construction CRM software for builders and contractors covering prospects, sales, contracts, customer service and warranty work.Read 21 Oct 2026 · contractorssoftwaregroup.com

Deployment

SalesBuilder can be run as a cloud-hosted service or installed and hosted by the customer.Read 21 Oct 2026 · contractorssoftwaregroup.com

Integrations

The product pages list Microsoft Word, Excel, and Outlook integration, plus integrations with the maker’s estimating and scheduling products.Read 4 Oct 2026 · contractorssoftwaregroup.com

Support

The maker offers training, implementation assistance, and ongoing support through certified distributors, dealers, and consultants.Read 4 Oct 2026 · contractorssoftwaregroup.com

Buyer and contract management

SalesBuilder Plus tracks buyers under contract, selections, change orders, construction notes, deposits, and allowances.Read 4 Oct 2026 · contractorssoftwaregroup.com

Buyer contracts

SalesBuilder Plus tracks buyers under contract, multiple contracts, selections, deposits, notes and change orders.Read 21 Oct 2026 · contractorssoftwaregroup.com

Calendar

A shared calendar schedules sales calls, meetings and contract tasks for staff.Read 21 Oct 2026 · contractorssoftwaregroup.com

Cloud security

Hosted workspaces are described as having daily offline backups, a three-layer firewall, DDoS protection, two-factor authentication, antivirus and security updates.Read 21 Oct 2026 · contractorssoftwaregroup.com

Cloud storage

Hosted workspaces include 100 GB of storage and redundant mirroring to another location.Read 21 Oct 2026 · contractorssoftwaregroup.com

Company founding

LinkedIn lists Contractors Software Group, Inc. as founded in 1995.Read 21 Oct 2026 · linkedin.com

Company headquarters

LinkedIn lists the headquarters in Stillwater, Minnesota.Read 21 Oct 2026 · linkedin.com

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.Read 4 Oct 2026 · contractorssoftwaregroup.com

Company size

LinkedIn lists the company size as 2-10 employees.Read 21 Oct 2026 · linkedin.com

Construction-suite integrations

SalesBuilder integrates with the maker's Takeoff and Scheduling products and can synchronize with CSG Central.Read 21 Oct 2026 · contractorssoftwaregroup.com

CSG Central portal

CSG Central shares client, job, contract, selections, change orders, notes, attachments, work orders and reminders with remote users.Read 21 Oct 2026 · contractorssoftwaregroup.com

Custom programming

The maker offers paid custom programming and can build interfaces to third-party applications.Read 21 Oct 2026 · contractorssoftwaregroup.com

Customer base

The maker claims hundreds of customers across the United States and Canada.Read 21 Oct 2026 · contractorssoftwaregroup.com

Customer service

SalesBuilder Plus can generate and track service work orders and warranty-related work.Read 4 Oct 2026 · contractorssoftwaregroup.com

Data import

Simple SalesBuilder imports client information from Excel, CSV files or QuickBooks.Read 21 Oct 2026 · contractorssoftwaregroup.com

Documentation and support

Support is delivered through certified distributors, dealers, consultants and resellers, with implementation, training and technical assistance.Read 21 Oct 2026 · contractorssoftwaregroup.com

Editions

The maker lists Simple SalesBuilder, SalesBuilder Plus, and SalesBuilder Professional.Read 4 Oct 2026 · contractorssoftwaregroup.com

Follow-up automation

Users can define recurring follow-up plans containing calls, emails, letters and contract tasks.Read 21 Oct 2026 · contractorssoftwaregroup.com

Home-builder module

An optional Build a Home module selects lots, plans and options and can generate customer sales agreements.Read 21 Oct 2026 · contractorssoftwaregroup.com

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.Read 21 Oct 2026 · softwareadvice.com

Lead management

The CRM tracks client information, lead sources, multiple job opportunities per client, and follow-up action plans.Read 4 Oct 2026 · contractorssoftwaregroup.com

Limit: learning curve

Several G2 reviews describe a steep learning curve and a need for substantial training.Read 21 Oct 2026 · g2.com

Limit: missing capabilities

A G2 reviewer says the product lacks bid management, construction estimating and field-service-management features.Read 21 Oct 2026 · g2.com

Limit: performance

G2 reviewers report slow loading, freezes or cumbersome operation when bandwidth is limited or detailed reports are generated.Read 21 Oct 2026 · g2.com

Limit: pricing and customization

G2 reviewers mention high pricing, limited customization and dashboards that need more reporting options.Read 21 Oct 2026 · g2.com

Microsoft integrations

The product integrates with Microsoft Word, Excel and Outlook for documents, email history, mobile Outlook access and reporting.Read 21 Oct 2026 · contractorssoftwaregroup.com

Mobile access

The hardware and software requirements document lists Windows 10–11 Professional for client installations and Windows Server 2016 or newer for server installations.Read 4 Oct 2026 · contractorssoftwaregroup.com

Ownership

Crunchbase describes Contractors Software Group as a private, for-profit company with 1-10 employees.Read 21 Oct 2026 · crunchbase.com

Parent company history

The maker says its parent J. Knutson & Associates began as a construction-software reseller in 1984 and CSG was formed after more than a decade of experience.Read 21 Oct 2026 · contractorssoftwaregroup.com

Praise: integration

G2 reviewers value Microsoft Office connectivity, construction-software integrations and centralized sales-to-service workflows.Read 21 Oct 2026 · g2.com

Praise: usability

G2 reviewers repeatedly praise the simple interface, ease of use, proposal creation and broad CRM feature set.Read 21 Oct 2026 · g2.com

Pricing availability

The SalesBuilder product pages provide a request-pricing option rather than a displayed SalesBuilder price.Read 4 Oct 2026 · contractorssoftwaregroup.com

Product editions

The maker offers Simple SalesBuilder, SalesBuilder Plus and SalesBuilder Professional editions.Read 21 Oct 2026 · contractorssoftwaregroup.com

Prospect management

The CRM tracks prospects, clients, lead sources, multiple opportunities per client and follow-up activities.Read 21 Oct 2026 · contractorssoftwaregroup.com

Public API

The official product pages describe integrations and custom interfaces but do not publish a public API or SDK.Read 21 Oct 2026 · contractorssoftwaregroup.com

QuickBooks and imports

Simple SalesBuilder can import client information from Excel, CSV, or QuickBooks.Read 4 Oct 2026 · contractorssoftwaregroup.com

Rating on G2

4.2 out of 5 from 83 reviews.Read 21 Oct 2026 · g2.com

Rating on GetApp

No rating is displayed; the listing reports no reviews and a 0.00/10 recommendation breakdown.Read 21 Oct 2026 · getapp.com

Rating on Software Advice

No rating is displayed; the listing says Sales Builder Plus has no reviews yet.Read 21 Oct 2026 · softwareadvice.com

Remote access

Remote access is provided over the internet through Remote Desktop Protocol and mobile-device connectivity.Read 21 Oct 2026 · contractorssoftwaregroup.com

Reporting

Simple SalesBuilder reports opportunities by status, job type, sales stage, salesperson, date, monthly leads and closing timeframe.Read 21 Oct 2026 · contractorssoftwaregroup.com

System requirements

The current requirements PDF specifies Windows 10-11 Professional clients, Windows Server 2022 or newer servers, 16 GB server RAM and Microsoft Office integration.Read 21 Oct 2026 · contractorssoftwaregroup.com

Updates

Customers on annual maintenance agreements receive software updates and enhancements, including operating-system and hardware changes.Read 21 Oct 2026 · contractorssoftwaregroup.com

Warranty service

The software creates and tracks customer-service and warranty work orders, including open and completed status.Read 21 Oct 2026 · contractorssoftwaregroup.com

Who it is for

The maker positions the Simple Series for smaller contractors, the Plus Series for growing builders and contractors, and the Professional Series for builders and contractors.Read 4 Oct 2026 · contractorssoftwaregroup.com

Plans and prices

Every SalesBuilder plan and price →

Where Specifiction places it

• Construction CRM Software#10 of 418.0