Builder Prime vs. LeadPerfection

Contractors Switching from LeadPerfection to Builder Prime are Seeking a Modern All-in-One Business Management Software Solution

Builder Prime and LeadPerfection are two popular CRM software solutions for home improvement contractors. But which one is the best fit for your company?

No matter if you’re selecting a home improvement CRM the first time or considering switching from LeadPerfection to Builder Prime – here’s what you need to know…

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What is LeadPerfection?

Created back in 2000, LeadPerfection was one of the earliest contractor CRM software solutions on the market.

It helps contractors manage leads, track customer interactions, schedule appointments, and streamline business processes.

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What is Builder Prime?

Builder Prime is an all-in-one business management software solution designed specifically for home improvement businesses, handling everything from lead tracking to production management, to referral and beyond.

An “all-in-one” solution means it not only has a CRM. Contractors with Builder Prime also get estimating software, marketing automation including SMS, scheduling, production management, payments, and reporting in one platform – eliminating the need for multiple, disconnected software tools.

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Differences Between Builder Prime And LeadPerfection

CRM vs. All-in-One Solution

As a CRM, LeadPerfection manages and tracks large volumes of leads efficiently. Its automation features assist with scheduling, reminders, and lead source tracking, while reporting tools provide valuable insights into lead performance.

However, LeadPerfection focuses heavily on the front end of the pipeline – capturing and assigning leads. For other business functions such as creating estimates, job execution, and processing payments, users may need to purchase additional software or create manual processes. Its complexity can also pose a learning curve, making it less accessible for teams seeking quick, user-friendly solutions without extensive training.

Builder Prime doesn’t limit its capabilities to the lead-to-sales pipeline only. Builder Prime goes a step further by offering an end-to-end solution that covers not just lead management, but also the entire sales and job lifecycle. It’s designed to seamlessly guide leads from initial contact to job execution to payment, all the way to requesting a referral after the job is complete. The pipeline is highly visual and intuitive, allowing sales and production teams to see exactly where every lead, customer, or project stands at any moment.

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Compare Automation Capabilities

LeadPerfection offers automation tools that help simplify lead management for contractors. Its workflow system lets businesses customize processes with rules that fit their needs from “Lead” to “Sale.” However, the system can be less intuitive compared to more modern platforms. This can make it challenging for teams to get the most out of its features without investing significant time in setup and training. Further, LeadPerfection’s customer communication abilities are limited, which could result in the need to purchase additional apps, such as an SMS/texting software.

Builder Prime, on the other hand, offers a fully automated workflow that covers the entire sales and project lifecycle. Its intuitive, user-friendly interface makes it easy to automate follow-ups and ensure every lead, customer, and project is always immediately up to date without your team having to lift a finger. Additionally, Builder Prime’s automation is designed to adapt to a company’s evolving processes, ensuring that no lead slips through the cracks while also streamlining operations after the sale. Further, SMS is seamlessly integrated into Builder Prime’s capabilities. The result of this all-in-one solution is a smoother, more efficient workflow that empowers teams to focus on closing deals and delivering quality work.

With Builder Prime, you get to spend less time on manual tasks, and more time growing your home improvement business.

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Compare Estimating Capabilities

Creating an estimate in LeadPerfection requires the use of third-party apps that are compatible with their CRM software. The estimates you create in the external program can be synced to your LeadPerfection account. While it can be done, some contractors dislike the clunkiness of flipping between apps and the additional cost involved.

With Builder Prime’s built-in estimating software, it’s easy to create detailed estimates. Our Price Book lets you pre-set your rates for everything, and you don’t have to flip back and forth between your CRM and your estimating software. Not only that, it automatically handles your job costing, so you always know where you stand from a gross profitability perspective. Furthermore, built-in estimating allows Builder Prime to drive additional automation capabilities around one of your most critical workflows.

By having estimating baked right into Builder Prime’s software, there’s no need to use a separate program simply to generate an estimate.

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Compare Reporting Capabilities

LeadPerfection provides some reporting capabilities that show a few key metrics. However, the depth and flexibility of those insights are limited. Home improvement businesses that must rely on LeadPerfection reports may be disappointed by how challenging they can pull, their lack of detail, and the inability to pull complex reports that can reveal helpful, actionable insights.

Builder Prime knows a home improvement company is only as good as its data, which is why it offers a comprehensive suite of reporting capabilities designed to empower contractors.

Enjoy having all of these pre-built reports right at your fingertips:

Lead Summary Report
Lead Performance Report
Leads by Lead Source and Project Type Report
Customer Acquisition Costs by Lead Source Report
Lead and Customer Acquisition Cost Reporting
Total Sales (Contracts) Report
Meeting Results Report
Sales Pipeline Report
Commission Summary Report
Sold Jobs vs Sold Contracts
Setting Goals in Builder Prime
Lead Performance (Month over Month) Report

You can also create custom reports with select Builder Prime plans. Plus, you can save those custom reports so they are easy to run at any time, giving you all the information you need, right at your fingertips.

Also, if you have multiple locations right now, or plan to in the future, Builder Prime has the ability to display multi-location data by individual location or aggregated together - simply by toggling between them!

With these data-driven insights, your home improvement company will have the clarity to make smarter decisions and drive even greater growth.

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How to Choose the Right CRM for Your Home Improvement Business

While LeadPerfection is an option for businesses seeking a CRM software that only handles data up to the point the sale is made, Builder Prime offers home improvement companies the swiss army knife of contractor software. From lead to job completion and beyond, Builder Prime helps scale home improvement businesses with all-in-one business management software that can’t be beat.

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