Dynamics 365

for Home Builders

(415) 890-5567

Builder CRM

Simple, Powerful, CRM made for Home Builders, by Home Builders

What is Dynamics 365 for Home Builders, how does it work, and most importantly, why?

  • What?  We provide a powerful, yet intuitive and easy to use business app that include state-of-the-art business process flows

  • How?  We leverage the most advanced and secure business automation platform provided by Microsoft Dynamics 365

  • Why?   Our CRM Platform for Home Builders frees your sales reps and service reps to focus on more informed, more productive, and thus more enjoyable customer interactions, boosting employee effectiveness and satisfaction.

Dynamics 365 for Home Builders

Someone utilizing our builder CRM platform

Dynamics 365 for Home Builders is our enterprise version of our business app that includes A.I. for Sales, A.I. for Service, and A.I. for Marketing.

Enable smarter selling with A.I. driven insights

Increase Conversation & Win Rates

Find and prioritize leads and opportunities with the highest likelihood to convert and buy based on advanced scoring models.  

Connect with Prospects

 Increase response rates through warm introductions from colleagues who already have active relationships with prospects as indicated by Office 365 activities  

Keep Track of Relationships

Focus on high priority customers with signals from Dynamics 365, LinkedIn, and Office 365 that reveal relationship health and risks  

Dynamics 365 AI for Sales Video

The world of Artificial Intelligence (AI) is growing at an unprecedented rate. Join this demo for Dynamics 365 AI for Sales to learn about Microsoft’s new portfolio of Dynamics 365 AI applications that deliver out-of-the-box capabilities 

Create better customer service experiences


Build Loyalty

Quickly identify and respond to current and emerging trends with built-in artificial intelligence (AI). Proactively address issues before they impact 

customers with the help of predictive  insights.

Improve Satisfaction

Reduce wait times, improve resolution rates, and increase customer satisfaction. Evaluate contact center health at a glance and improve agent performance through AI-driven insights.  

Increase Operational Efficiency

Quickly evaluate and respond to key performance indicators with out-of-the-box dashboards. Identify opportunities for improvement and impact using performance insights across channels.  


Personalize Engagement

Deliver personalized and relevant interactions based on embedded insights that recommend talking points and next actions to take with the customer.  

Automate Sales Execution

Increase productivity with contextual prompts that suggest new records to create, such as contacts and activities, based on notes entered by sellers.  

Dynamics 365 AI for Customer Service Video

 Join this demo for Dynamics 365 AI for Customer Service to learn about Microsoft’s new portfolio of Dynamics 365 AI applications that deliver out-of-the-box capabilities. 

Make AI real, empower your organization with market insights


Know Your Customers

Find and respond to customer conversations that matter most by drilling down by topic, sentiment, language, and geography. Act on web search insights based on age and gender demographics. Turn social conversations into new leads or support cases to strengthen customer relationships.  


Build Your Brand

Monitor brand sentiment and industry trends with sentiment analysis and web search data. Get instant insights from pre-configured queries that analyze up to last 30 days of social media content and 15 months of web search trends. Enhance the reputation of your products and services by engaging with influencers and sharing content.  


Gain Competitive Advantage

Quickly identify market and consumer trends so you can tailor your business strategy to meet the latest customer needs and get ahead of your competition. Keep track of what’s happening in your industry with email alerts and relevant news highlig

Support Your Unique Business Needs

Use out-of-the-box AI to identify trends or customer purchase intent, or easily create your own intelligent tags to customize the AI to your requirements. Connect social media market insights to other Dynamics 365 data for the most up-to-date view of customers and prospects.  

Dynamics 365 AI for Marketing Video

The world of Artificial Intelligence (AI) is growing at an unprecedented rate. Join this demo for Dynamics 365 AI for Market Insights to learn about Microsoft’s new portfolio of Dynamics 365 AI applications that deliver out-of-the-box capabilities.  


Our Flagship Product

The first truly state-of-the-art CRM product designed specifically for the homebuilding industry.  Built using Microsoft's Dynamics 365 for Sales and Dynamics 365 for Customer Service applications, all the power of Dynamics 365 applications, including the latest A.I. empowered business processes.  

As important as the customer experience is today, Dynamics 365 for Home  Builders brings the ultimate in competitive advantage. 


Highly tailored for Home Builders by Home Builders.  CRM applications that just collect forms over data are no longer adequate.  And sales reps hated using these legacy apps.  This next generation of CRM functionality is highly process-driven, and serve at the benefit and empower the sales rep, instead of imposing additional and unproductive burdens.   

Properly Implemented CRM Systems Commonly Yield a 245% ROI

This statistic from Forrester Research is impressive. When businesses take the right steps to a proper CRM implementation, from selecting the right partner, to clearly defining their goals, to assembling the right project team, and other key steps, they can reach a full potential of even 500% at the enterprise-level with CRM and CRM apps.Our Flagship Product


Our "Lite" Version

 Simple to Start, with endless power!

The obvious choice for home builders from an Outlook and spreadsheets environment, or legacy CRM apps, to a real CRM application, powered by the Microsoft Cloud.

Built on the Microsoft Dynamics 365 Platform

RapidStartCRM for Home Builders is an easy to use solution that is built using the Microsoft Dynamics 365 platform.  As your needs grow, all the power of Dynamics 365 for Home Builders is just a click away.

The key to business success today is speed.  Everything about RapidStartCRM for Home Builders is designed for speed.  Fast Deployment, Fast adoption, Fast to use, and Fast customer response.  Your last migration.  on a platform you can never outgrow, and never have to migrate again. 

RapidStartCRM for Home Builders is our "Lite" version of our CRM solution that is very cost effective at $45 per user. 


Powered by Conversica Sales Assistant

Our Sales Assistant for marketing and sales fosters real conversations to discover your most qualified sales opportunities.  Get a sales assistant that engages every lead, 24/7/365, and never calls in sick.

An automated lead engagement system automatically engages with prospective home buyers as they come in through the top of the funnel, from your marketing website, model home visits, social media, or other source, and seamlessly passes them to your new home sales team when appropriate—all through the power of artificial intelligence (AI).  Even better, AI can nurture that prospective home buyer at the appropriate pace to get everyone on the same page at the same time. 

Marketing and sales have the same goal: both teams want to convert website visitors and others leads into future home buyers in order to boost revenue and enhance the customer experience.

Implementing automated lead engagement allows the marketing team to ensure that leads are nurtured using SLA criteria—and it all happens automatically, quickly, accurately, repeatedly, and with personalization. 

Your automated sales assistant also acts without bias; they do not discriminate based on type of email address or any other factor that can inhibit follow-up. 

With an automated sales assistant, organizations can expect 100 percent follow-up on 100 percent of leads—all without tying up marketing or sales teams.


2014 Microsoft Partner of the Year Award Winner

 Forceworks, a Microsoft Tier 1 Certified Cloud Partner and 2014 Microsoft Partner of the Year Award Winner, is unique among Microsoft Partners. Born in the Cloud, Forceworks exclusively supports Microsoft Cloud Solutions including Office 365, SharePoint Online, Lync Online, Dynamics  365 CRM Online and Azure.

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Home Builder CRM

338 Spear Street, 42D, 42D, San Francisco, CA 94105, US

(415) 890-5567


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