SALES SIMPLICITY SOFTWARE OVERVIEW
PRODUCT OVERVIEW
USER REVIEWS
FEATURED VENDORS
Sales Simplicity Software delivers customer relationship management (CRM), reporting and lead management tools to production homebuilders, developers and contractors. This construction software system is affordable and user-friendly, two factors that allow for quick and easy adoption. Sales Simplicity was designed to be flexible enough to meet the specific needs of each organization. This means that you can tailor their solution to align with your company's objectives.
Sales Simplicity Software functions include:
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Sales & Customer Relationship Management |
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Reporting & Analysis |
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Design Management |
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Purchase Order Management |
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Change Order Management |
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Lead Management |
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Communication Management |
PRODUCT DETAILS |
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BASIC COMPANY INFORMATION
| Support Offered: | |
| On site | Yes |
| Web | Yes |
| Phone | Yes |
| Core Product Areas: | |
| Collaboration / workflow management | |
| Project management | Yes |
| Scheduling and resourcing | Yes |
| Cost estimating | |
| Document control / management | |
| Job cost accounting | |
| Construction Types Supported: | |
| Commercial | |
| General Contracting | |
| Heavy and Highway | |
| Industrial | |
| Mixed Use | |
| Residential | Yes |
| Specialty - MEP | |
PROJECT MANAGEMENT DETAIL
| Document Management and Control: | |
| Log & track plan changes | Yes |
| Log & track contracts and contract changes | Yes |
| Log & track correspondence, memos, etc. | Yes |
| Track submittals | Yes |
| Track submittal revisions | Yes |
| Submittal additions / changes trigger notifications | Yes |
| Scan images | |
| Read CAD files | |
| Capture / index image files | |
| OCR text images | |
| Direct links to documents (plans, drawings, contracts, etc.) | Yes |
| Change Order Management: | |
| User-defined status codes | Yes |
| Ability to consolidate multple requests into single CO | Yes |
| Link plans, notes, etc. to change order | Yes |
| Historical tracking and commending | Yes |
| Change order triggers events such as cost revisions | Yes |
| Approval management and tracking | Yes |
| Calendar Management: | |
| Schedule integration with Microsoft Outlook | |
| Task notifications / updates | Yes |
| Scheduling: | |
| Critical path management | Yes |
| Exceptions and alerts | Yes |
| Cross-project roll-ups | |
| Cross-project resourcing | |
| Schedule variances | Yes |
| Dependencies analysis & management | |
| Resource Management (subs and suppliers): | |
| Customize standard subcontractor forms | |
| Resource costing | |
| Resource leveling | |
| Time reporting and approval | |
| Contractor / vendor contact management | |
| Vendor performance tracking | |
| Reporting and Analysis: | |
| Reports sent by email | Yes |
| Key metrics reports | Yes |
| Cross-project reporting | Yes |
| CPM analysis | |
| Gantt charts | |
| PERT diagrams | |
| Budgeting and Forecasting: | |
| Earned value analysis | |
| Track actual costs / expenses to date | |
| What-if analysis | Yes |
| Forecast cost-to-complete | |
| Cash flow forecasting | |
| Cost / budget variances | |
ESTIMATING DETAIL
| Take-off: | |
| Takeoff using digitizer | |
| Onscreen takeoff | |
| Mouse takeoff | |
| Digitizer tablet support | |
| Graphics digitized | |
| Custom annotations and libraries supported | |
| Items & Assemblies: | |
| Item lists | |
| Cost items | |
| Markups per item | |
| Unit-price bidding | |
| List / construction unit / composit assemblies | |
| Visual assemblies | |
| User-defined forumlas | |
| User-defined fields and headers | |
| Subcontractor / Vendor Management: | |
| Quote comparison | Yes |
| Purchase order management | |
| Change order costing | Yes |
| Bid tracking | |
| Subcontractor management | |
| Quotes, Bids & Proposal | |
| Proposal generation | Yes |
| Purchase order generation and management | |
| Line item bids | |
| Bid rounding | |
| Lump sum bids | |
| "Ballpark" estimating | Yes |
| Financial allocation / markup "spread" | |
| Change order processing | Yes |