Builder Prime Plans & Pricing
The Does-It-All Contractor CRM Software Suite
Starts At Just $79 A Month!
Builder Prime CRM software comes in subscription plans for contractors of all sizes—big, small, and everywhere in between.
- Are you a “one-man show”? We’ve got a plan for that.
- Do you have 25 employees? We’ve got a plan for that.
- Are you an $80MM company with five locations? We’ve got a plan for that.
Explore your options below to see which Builder Prime plan is right for YOU.
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Builder Prime Plan Pricing & Features Comparison
Pricing | Startup | Essentials | Growth | Enterprise |
---|---|---|---|---|
Summary Overview Overview of our highlighted features Overview Of Our Feature-Rich CRM Software | Tons of features including:
| Everything in Startup, plus:
| Everything in Essentials, plus:
| Everything in Growth, plus:
|
Starting Price This is the minimum subscription price each month. | $79/Month $99/Month | $159/Month $199/Month | $239/Month $299/Month | Custom |
Users Included In Starting Price Employee records only count as active users when you give them access to the CRM and they log in with their own username and password. | 1 Office User | 1 Office User | 1 Office User | Custom |
Additional Office Users Officer users are typically for owners, managers, sales reps, project managers, foremen, and lead setters. Basically, any type of user other than an installer in the field. | $24/Month $30/Month | $28/Month $35/Month | $32/Month $40/Month | Custom |
Additional Field Users Field users are typically for installers in the field to clock in and out, update job photos and logs, and view their tasks and schedules. | $8/Month $10/Month | $8/Month $10/Month | $8/Month $10/Month | Custom |
SMS Messages (Batches Of 250 Messages) Text messaging is available on the Growth and Enterprise plans. Send automated and one-off text messages to leads, customers, and employees. Manage conversations in a convenient SMS Conversation Dashboard. | $20/Month $25/Month | Custom | ||
Free E-Signature Requests Included Each plan includes a certain number of documents (contracts, purchase orders, etc.) that can be sent out for e-signature each month at no additional cost. The count will reset at the start of each month. | 10/Month | 25/Month | 100/Month | Custom |
Additional E-Signature Requests If you exceed the allotted number of e-signature requests for your plan in a month, each additional request will be billed at the rates relevant to your plan. | $1.00 each $1.25 each | $0.80 each $1.00 each | $0.60 each $0.75 each | Custom |
Ready To Get Started? | ||||
Main Features | Startup | Essentials | Growth | Enterprise |
Create, Track & Manage Unlimited Leads, Customers, Projects & Work Orders There’s no limit to the number of data records you can create, track, and manage in the software. | ||||
Simple PDF Generation For Contracts, Change Orders, Invoices & More Create beautiful, professional documents for your customers. | ||||
Integrated Legally Binding E-Signatures With the click of a button, send contracts, change orders, or subcontractor purchase orders for legally binding e-signatures. | ||||
Client Portal Login For Every Lead Or Customer Your customers can access the client portal to e-sign their contracts and securely pay their invoices. | ||||
Unlimited Email Templates Create professional and beautiful email templates in a snap to make communication much simpler. Pair with custom automations for drip email campaigns and other operational efficiencies. | ||||
Sales & Production Calendars Tracking and managing both your sales calendar and your production calendar has never been easier. | ||||
Track Meetings & Schedules For Unlimited Employees & Subcontractors Make sure your employees and subs are attending their meetings and sticking to schedule. | ||||
Access To All Reports & Dashboards All data, reporting, and dashboards are right there when you need them. | ||||
Job Costing Compare estimates to actuals and know your profits to the penny. | ||||
Timesheets Timesheets automatically include the jobs your employees are assigned to. Timesheets automatically update job schedules and costs. | ||||
GPS-Based Time Clock For Field Employees Field employees can use the GPS time clock to clock in and out of different jobs. Optionally restrict the time clock if they are not at their assigned worksite for that day. Time automatically transfers to their timesheet. | ||||
Unlimited Storage For Photos & Documents There is absolutely no limit on how many photos, documents, and files you can store. | 10 MB Limit Per File | 25 MB Limit Per File | 50 MB Limit Per File | Custom Limit Per File |
Self-Service Lead & Customer Import Use our simple and powerful import tool to get your existing leads and customers imported from a spreadsheet. | ||||
Standard Workflow Automations Use the pre-configured automations to ensure your leads and projects are always in the right status without having to manually move them. | ||||
Custom Automations Set up your own custom automations to send email sequences, meeting reminders, e-sign reminders, to-dos, and automatically process your leads and projects through your workflow. | Up To 25 | Up To 100 | Custom # | |
Custom User Roles & Permissions Assign users to different roles with different sets of permissions to make sure your employees can see and do exactly what they’re supposed to, and nothing more. | Up To 5 User Roles | Up To 10 User Roles | Custom # | |
Customize Lead & Project Workflows Easily add or remove different stages to your lead and project workflows for more fine-grained control and oversight. | ||||
Custom Fields for Clients & Projects Add as many custom fields as you want to the client screen or the project screen. | ||||
Email Automation Send leads and customers automated emails for worry-proof communication. Excellent for setting appointments, sending reminders, follow-up, and more. | ||||
SMS Automation Send automated text messages to your leads and customers for better, faster responses than email communication. SMS automation is great for Speed-To-Lead, rehash, appointment reminders, customer review acquisition, estimate follow-ups, and more. | ||||
SMS Conversion Dashboard Manage all of text message conversations with leads and customers (including automated messages) in one easy to use dashboard. | ||||
Advanced Estimate Builder Create advanced estimates with our fully customizable Price Book, which uses powerful formulas for accurate and efficient estimating. | ||||
Support For Multiple Companies Or Company Locations Under One Account Customize your contracts, invoices, etc. with different logos and company and/or location information. The already powerful reporting and scheduling can also be filtered by company. No need for a separate CRM or separate account. | Up To 2 | Custom # | ||
Available Custom Data Import If the powerful built-in data important engine doesn’t cut it, we can provide you with a quote for a custom data import plan. | ||||
Available Custom Contract & Invoice Design Templates Want a contract or invoice template that’s 100% personalized for your business and workflows? We can provide you with a custom quote so we can build them from scratch. | ||||
Multiple Project Pipelines If you have multiple project types that require different sales and/or production workflows, this will allow you to track those different types of projects through their own distinct pipelines. | ||||
Subcompany and Location-Based Permissions Run multiple companies or locations under one Builder Prime account, while controlling access permissions across those different companies and locations on a user-by-user basis. | ||||
Subcompany and Location-Based Phone Numbers Get a different SMS phone number for each of your different locations. | ||||
Ready To Get Started? | ||||
Support & Training | Startup | Essentials | Growth | Enterprise |
Fast & Friendly Email Support We always respond in less than one business day, but usually within an hour or two. | ||||
Live Chat Support Get help faster during regular business hours with our live chat support. | ||||
Dedicated Account Manager Your dedicated account manager will get to know how your company operates to provide superior and customized support, and to recommend best practices for your company to get the most out of the CRM. | ||||
Phone Support & Live Screen Sharing When email and live chat support just won’t cut it, we are also available by phone during US business hours. We can even spin up a quick screen-share meeting to help out as efficiently and easily as possible. | ||||
Remote Training For Key Employees You receive on-location training from a Builder Prime representative. | ||||
Custom Training Plan For clients on Custom Plans, we develop special training programs 100% geared toward their specific needs and operations. | ||||
Ready To Get Started? | ||||
Integrations | Startup | Essentials | Growth | Enterprise |
Gmail (For Sending) Connect your Gmail or Google Workspace account to send all emails directly from your email account as if you typed it yourself. This is optional, so if you don’t use Gmail, you can still send emails using your custom assigned Builder Prime email address. | ||||
Google Calendar Sync your sales calendar appointments with Google Calendar using our two-way sync. | ||||
Accept Credit Card Payments Online Getting paid couldn’t be easier. | ||||
QuickBooks (Online Or Desktop) Eliminate double entry for customers, estimates, invoices, and payments into your accounting software using QuickBooks integration. | ||||
CompanyCam View and manage your CompanyCam photos right from your Builder Prime projects. | ||||
Zapier Send data from your website or thousands of other apps using the Zapier integration. | ||||
Lead Generators (e.g. Angi, Thumbtack, etc.) Your leads from the most popular lead generation services get automatically created instantly in Builder Prime. No need for manual entry and endless copy/paste. | ||||
Gmail (Import/Sync) Automatically import all emails to/from your leads and customers from your connected Google Workspace account. All emails, regardless of whether they were sent via Builder Prime or not, will be shown in the client details screen to keep everyone on the same page. | ||||
ProVia Import orders from your ProVia EntryLink app directly into your Builder Prime estimates and projects. | ||||
Open API Use the Open API for more advanced functionality with your Builder Prime data, outside of Builder Prime. Other apps can query, create, or update your leads and other types of activity. | ||||
Ready To Get Started? |
Builder Prime Pricing FAQ
We understand that there is no “one-size-fits-all” solution that will work for every contractor. That’s why we offer plans for home improvement companies of every size and in every situation. It doesn’t matter if you have one employee or over 100—we’ve got a plan that’s perfect for you.
You can set up two different types of Users in Builder Prime: Office/Sales Users and Field Users.
Office/Sales Users may have access to client and lead records, detailed project information including contracts and invoices, meetings, to-do tasks, reports, and more. Typically, company owners, managers, salespeople, marketing managers, project managers, etc. would be set up as Office users.
Field Users, on the other hand, have access to a much more limited set of functionalities. They will have the ability to clock in and out based on their GPS location, the capability to see their assigned tasks schedule, upload job photos, and update the project log and their timesheets.
Each subscription plan includes one Office User. Each additional Office User requires a small monthly fee. Adding Field users is only $10 per user per month.
Not necessarily. You can set up as many employees as you like on a single user account.
An employee only counts as a user if they are designated as an Active User within the software and have logged in at least once. You can remove Active Users at any time, and those removed will no longer count toward your bill starting the following billing period.
Nope! Clients and subcontractors can log into separate portals you can give them access to. These do not count as Active Users, so you will not be billed for them.
Your monthly invoice will count the maximum number of users that you had active at any given point during the billing period.
Example: If you have 10 additional users active on day one of the billing period, but remove access to three of them on day five, you will still be invoiced for 10 users at the end of the current billing period. You would be billed for 7 users in the following billing period if you do not add or remove any other users.
Yes! You can store as much data in the system as you want—period. The only limitation is on the individual file size you’re uploading. Size limits for individual files are as follows:
- Startup Plan: 10 MB limit per file
- Essentials Plan: 25 MB limit per file
- Growth Plan: 50 MB limit per file
- Enterprise Plan: Custom size limit
Yes. One of the best reasons to do a free trial is to see which plan and renewal term is right for you. You can change your subscription plan and billing period from the My Account page at any time during the free trial period. And remember, You don’t have to input credit card info or commit to anything to start your free trial, so you risk nothing.
You can also change your plan from the My Account page even after the free trial is over. Once you start a subscription with annual renewals, though, you cannot downgrade or switch to monthly renewals until the end of the period.
Not sure which plan is right for you? Don’t hesitate to reach out to us for a friendly chat or schedule a free live demonstration.
When you create contracts or purchase orders in Builder Prime, you can send them to your customers and subcontractors for simple and legally binding e-signatures with just a couple of clicks. Each Builder Prime subscription plan comes with a number of free e-signature requests that are included at no additional charge. If you exceed that initial allotment, there will be an additional overage charge for each signature request.
An e-signature request is counted for each document that you request signatures on, regardless of how many signatures are on the document and how many signatures are obtained (or not obtained).
When you choose to switch from monthly renewals to annual renewals, you will get a 20% discount on your Builder Prime subscription. The base subscription amount is paid upfront for the year.
To give you the flexibility to add and remove users in your account throughout the year, we still bill for those on a monthly basis at the end of each month. You will still get your 20% discount for users and e-signature requests since you opted for the annual renewals.