The Sales Team Tool

Support Your Sales Reps & Strengthen Your Process

Keep your sales team focused, aligned, and ready to close

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Give Your Sales Team the Tools They Deserve

With TaskBeam for task management and SalesIQ for performance visibility, your team doesn’t just work, they work smarter.

TaskBeam™ – Sales Execution, Simplified

Your reps know what’s next—and your managers do too.

TaskBeam is your team's command center for daily follow-ups, home progress tracking, and pipeline momentum. Everything is visible and tied to real opportunities.

SalesIQ™ – Real-Time Sales Performance

Clarity for managers. Coaching for reps. Confidence for your entire team.

SalesIQ gives you real-time visibility into key sales metrics like lead source, rep activity, and buyer conversion rates.

Organize It. Update It. Own It.

Builders manage their full offering—from base pricing to preferred lenders—inside a single system. Update once, and it syncs across your sales team, buyers, and verified realtors.

Why Builders Choose Builtzer

Builtzer isn’t just another CRM—it’s a platform built for new home sales from the ground up.
Reps stay focused with smart task tracking. Sales leaders get instant visibility into progress. And buyers? They experience a streamlined, informed journey while feeling supported every step of the way.

From first contact to contract signed (and beyond), Builtzer helps you stay sharp, save time, and sell smarter.

Review Contact Management

Built for Sales Teams of All Sizes

  • Assign, monitor, and complete tasks tied to buyers, communities, or milestones. Whether it’s a follow-up call, design appointment, or paperwork deadline—your team knows what’s next and who owns it.

  • Keep your team aligned with role-specific views. Sales reps, managers, and admins can each access what they need—nothing more, nothing less.

  • See which buyers are active, where they are in the sales cycle, and which Home Builder Representatives (HBRs) are tied to which deals. No more disconnected CRMs or guessing which agent brought in whom.

  • Log buyer interactions, meeting notes, and internal updates—all tied directly to the contact profile for quick reference by anyone on the team.