HomebuilderONE
Sales: Homebuilder CRM software built for sales and design teams
Benefit from a homebuilder CRM software built on the Microsoft Cloud. Combining proven CRM capabilities with sales and design tools, HomebuilderONE Sales is made specifically for how production homebuilders actually sell. Equip your sales and design teams to prioritize the right leads, personalize every buyer journey, and close more deals, faster.
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Why homebuilders choose HomebuilderONE Sales
HomebuilderONE Sales combines proven residential construction CRM software with functionality tailored to the unique sales and design process of homebuilders: powering teams to execute the fundamentals, personalize the buyer journey, and close more deals while guiding buyers toward high-impact selections that drive margin.
Streamline operations and boost efficiency
- Automate repetitive tasks like lead capture and appointment scheduling
- Reduce manual work across sales and design workflows
- Free up teams to focus on high-value, revenue-driving activities
Convert more leads with smarter prioritization
- Identify and act on the most promising opportunities first
- Prevent leads from slipping through the cracks
- Increase conversion rates
Centralize communication and build buyer trust
- Consolidate emails, texts, calls, and client interactions into one solution
- Build trust with clients with real-time updates
- Track sales progress transparently, from lead to close
Make faster decisions with real-time insights
- Access comprehensive sales and performance analytics
- Optimize strategies with data-driven reporting
- Equip teams with actionable insights, not static reports
Deliver a personalized buyer experience
- Tailor offerings to modern buyer preferences and needs
- Enhance engagement at every step of the journey
- Foster loyalty and referrals
Scale confidently with connected systems
- Seamlessly integrate with other industry tools and platforms
- Adapt to growth with flexible, scalable workflows
- Support community-specific settings without custom work
Homebuilder CRM software for residential construction: built for you, not adapted
Unlike generic homebuilder sales software, HomebuilderONE Sales is built specifically for production homebuilders: connecting sales and design teams with real-time data, modern tools, and seamless workflows that match how you actually sell and personalize homes.
- Real-time access to inventory, pricing, and lot availability
- Shared data model with back-office systems like plans and options
- Native connection with Microsoft 365 tools, like Outlook, Teams, and Excel
- Fully mobile for on-the-go consultants
- Designed for both sales and design center workflows
- Embedded AI to prioritize leads and improve conversions
Everything your sales team needs to move a home sale forward
From lead capture and live inventory to digital contracts and construction handoff, HomebuilderONE sales keeps the entire sale on track.
Lead management
- Capture every lead with its source, broker/agent details, and areas of interest.
- Qualify leads directly in the CRM; once qualified, the Contact, Account, and Opportunity are created automatically.
- Provides one complete view of the prospect from the moment they enter the funnel.
Outcome: Reps can start selling immediately, with no duplicate data entry, and no leads getting lost between inboxes, spreadsheets, and the CRM.
Opportunity management
- Manage the entire buyer relationship in one opportunity, even when the buyer is considering multiple Sales Designs or lots across different communities.
- Keep related lots, quotes, and deposits connected to the same opportunity.
- Provides a complete view of what each buyer is considering and where the deal stands.
Outcome: Keep all buyer’s choices across lots, homes, and communities in one place, giving your team a complete view of the deal and a clear path to close.
Sales selections
- Build a sale directly from live inventory by selecting the available lot, house plan, elevation, and base house.
- Automatically recalculate pricing as selections change, including the base house, lot premium, options, and approved discounts.
- Ensure sales teams only quote combinations that are actually available for the selected community.
Outcome: Every quote is accurate, current, and based on sellable inventory. Reducing pricing errors and preventing double-selling.
Design center selections
- Give buyers a clear catalog of available options and upgrades with pricing built in.
- Automatically enforce construction-phase cutoffs so selections can only be changed when they are still buildable.
- Keep buyer customization aligned with what the construction team can actually deliver.
Outcome: Buyers get flexibility without creating costly rework, late changes, or disputes.
Purchase agreements
- Turn the finalized sale into a version-controlled quotation with all selections and pricing captured.
- Route agreements for e-signature through DocuSign, with configurable signing order and mandatory-signer tracking.
- Track the agreement through signature to confirmed contract.
Outcome: Deals move from quote to signed agreement faster, with everyone working from the same approved version.
Construction handoff and closing
- Connect deposits and payment schedules to construction milestones through delivery.
- Route lot transfers and cancellations through manager approval before they are finalized.
- Maintain a complete, timestamped history of payments, changes, approvals, and lot activity.
- Record occupancy at handover so the sales journey continues cleanly through to closing.
Outcome: Sales, construction, and buyers stay aligned from contract through keys-in-hand, with a clear record of what was agreed, changed, and paid.
Generic CRM vs HomebuilderONE Sales CRM
| Dimension | Generic CRM | HomebuilderONE Sales |
|---|---|---|
| Industry focus | Built for general sales; adapted after the fact | Purpose-built for residential construction from the ground up |
| Data model | Accounts and deals only | Native concepts: hierarchy, lots, house plans, elevations, options |
| Microsoft integration | Bolted on via connectors | Native to Microsoft Dynamics 365 and the Microsoft Cloud |
| Lead prioritization | Generic scoring rules | Homebuilding-specific qualification and broker/agent tracking |
| Mobile access | Limited or add-on | Built-in mobile access for site and sales teams |
| Design workflows | Not supported | Native house plan, elevation, and options/upgrades workflow |
“HomebuilderONE allowed us a single system where all of our business units are now operating out of one system instead of multiple systems. The system allows us to maintain our financials together with our project management and schedules and build homes more effectively.”
Derek Sifre, Vice President – Business Applications
Microsoft Cloud-powered homebuilder CRM software
Work smarter with Microsoft-connected homebuilder CRM software.
HomebuilderONE Sales is built on the Microsoft Cloud, connecting your CRM to the tools your team already uses, like Outlook, Teams, Excel, and Copilot, to streamline work, eliminate friction, and move faster.
With a connected, composable Microsoft solution that offers homebuilder CRM modules, you can:
- Gain real-time visibility into sales activity using dashboards, views, and charts
- Keep sales teams working in one system: no more jumping between solutions
- Prioritize high-potential buyers with AI-powered scoring
- Maintain buyer continuity, even when consultants move between communities
- Access key data from anywhere, with full mobile capability
Related resources
FAQs
What's included in HomebuilderONE Sales?
As homebuilder CRM software, HomebuilderONE Sales brings together lead capture, appointment scheduling, and pipeline management with tools built specifically for the homebuilder sales and design process. Among its homebuilder CRM modules are real-time access to inventory, pricing, and lot availability, a shared data model with back-office systems like plans and options, consolidated client interactions in one place, sales and performance analytics, AI-powered lead scoring, and full mobile access for consultants on the go.
How is this different from a generic CRM?
Rather than adapting a general-purpose CRM to fit homebuilding, this CRM software for homebuilders is built specifically for production homebuilders from the ground up. As homebuilder sales software, it connects sales and design teams with real-time data, a native connection to Microsoft 365 tools, and workflows designed around both sales and design center processes, including support for community-specific settings without custom development work.
How does it integrate with Microsoft and copilot?
Yes. This homebuilder CRM software is built on the Microsoft Cloud and connects natively with Outlook, Teams, Excel, and Copilot. This gives sales teams real-time visibility into activity through shared dashboards and views, keeps everyone working in one system instead of switching between tools, and makes key data accessible from anywhere with full mobile support.
Does it support the design center / options process?
Yes. As a CRM for homebuilders, the platform is designed to connect sales and design center workflows on shared, real-time data, helping teams guide buyers toward selections that support both a personalized buying experience and margin. Consultants can also maintain buyer continuity even when they move between communities.
What are the benefits for residential construction specifically?
Purpose-built homebuilder sales software lets teams automate repetitive tasks like lead capture and scheduling, prioritize the most promising leads so fewer slip through the cracks, and centralize buyer communication to build trust through real-time updates. Combined with real-time performance analytics and AI-powered insights, this helps sales and design teams personalize the buyer journey, adapt to growth with flexible workflows, and close more deals.
Can one opportunity cover lots in more than one community?
Yes. A single opportunity can carry multiple Sales Designs, so a buyer considering lots in two different communities or two lots in the same community can be managed as one relationship.
How does the e-signature process work?
Once a quote is confirmed for signature, HomebuilderONE routes it through DocuSign, following a configurable signing order (e.g. buyer, co-buyer, then manager) and tracking mandatory signers until the contract is complete.
What happens if a buyer wants to change lots after signing?
A lot transfer can be initiated from the original opportunity. It runs through a manager approval step, and once approved, all pricing and property details move cleanly from the original lot to the new one.