Pivotal® CRM for home building and real estate offers a comprehensive marketing automation and lead management solution that helps home builders execute targeted marketing campaigns and generate higher-quality leads at a lower cost. It streamlines lead capture, qualification, and distribution to ensure sales efforts focus on the most promising prospects while nurturing those who are not yet ready to buy. The platform also provides tools for measuring marketing ROI and managing multi-channel campaigns, ultimately increasing revenue and efficiency for home builders.

1. Pivotal® CRM for Home Building and Real Estate:
Marketing Automation and Lead Management
Execute more targeted marketing campaigns, generate higher-quality
leads, and cultivate more home sales at a lower cost
Pivotal CRM for Home Building and Real Pivotal CRM for Home Building and Real Estate is a complete home
Estate offers a marketing automation and lead
management suite that enables home builders
builder–focused customer relationship management (CRM) solution,
to improve the quality of leads and measure with a marketing automation and lead management suite that enables
marketing ROI effectively for every campaign. home builders to plan, create, test, execute, and measure the
• Increase marketing effectiveness while effectiveness of personalized, multi-wave marketing campaigns—and
decreasing campaign costs to get the most out of the leads they generate.
• Take full advantage of the web as your
The award-winning Pivotal CRM for Home Building and Real Estate is built on the highly flexible
biggest lead capture channel
Pivotal CRM enterprise platform, which can be easily tailored to meet individual home builders’
• Measure marketing ROI for every business requirements today and quickly adapted to evolving future needs.
campaign
The Pivotal CRM for Home Building and Real Estate marketing automation and lead management
• Follow up on all leads, including online suite widens the funnel of leads coming in by better leveraging your website and electronic direct-
leads currently falling through the cracks marketing efforts. By automating lead capture, qualification, and distribution in accordance with
• Focus sales efforts only on qualified a home builder’s business rules and processes, Pivotal CRM for Home Building and Real Estate
homebuyers, while automating the nurturing ensures home sales professionals always have the right leads and the right information to make a
of longer-term leads sale, enabling them to focus their efforts on the leads with the greatest sales potential. Meanwhile,
automated lead nurturing cost-effectively builds relationships with colder leads through ongoing
To learn how Pivotal CRM for Home Building personalized communications, developing them from “just browsing” to “ready to buy.” Home
and Real Estate can address your firm’s builders benefit from higher-quality leads and a measurably lower cost of sales and marketing for
unique needs, call +1 877-PIVOTAL each home sold. Each customer communication is timely, relevant, and personalized.
(+1 877-748-6825).
Capitalize on Web Leads Currently Falling through the Cracks
Many homebuyers look around long before they are ready to purchase a home. Increasingly,
a home builder’s website is becoming its biggest lead-capture channel. Pivotal CRM for Home
Building and Real Estate’s marketing automation and lead management features enable home
builders to automate and streamline the way they capture and distribute detailed information about
visitors to their website and follow up on leads, ensuring that no potential homebuyer—hot or
cold—falls through the cracks.
Ensure that Costlier Sales Efforts Are Concentrated Only on Qualified
Homebuyers
Not all prospects are equal. Home builders must quickly and efficiently differentiate browsers from
buyers, maximizing the time and attention sales agents give to prospects with immediate sales
potential. Pivotal CRM for Home Building and Real Estate generates more qualified leads and
quickly brings serious buyers to the attention of sales agents, nurturing browsers electronically as
future prospects. Home builders increase revenue by focusing on the buyers and save time and
money by automating the lead qualification and nurturing process.
Keep track of ROI performance with Plan and manage marketing campaigns from the campaign console
illuminating reports
Map out precise steps for highly coordinated campaigns
Pivotal CRM | Datasheet

2. Feature Description
Customer Profiling and Store buyer demographic data, such as buyer preferences and buyer income, and use powerful query tools for precise
Segmentation segmentation and personalized communications.
Campaign Design Build sophisticated campaigns quickly and effectively by leveraging out-of-the-box templates; create a library of
reusable campaigns.
Campaign Management Manage campaigns from planning through results-analysis; create customized status reports for campaigns, programs,
and actions.
Distributed Campaign Portal Provide regional and divisional marketing departments with branded campaign templates.
Multi-Channel Marketing Capture multiple homebuyer traffic sources and import prospect information purchased from outside sources; manage
multi-channel campaigns; analyze responses and ROI.
Lead Capture Differentiate between Internet and non-Internet leads to support online sales consultants; capture lead source
information.
Lead Qualification Use a range of tools to move registrants through a customized lead-qualification process according to pre-set criteria.
Lead Distribution Automate lead assignment; associate action plans by division, sales representative, or priority.
Lead Nurturing Deliver personalized communications and event invitations; nurture non-attendees with other marketing campaigns,
such as collateral downloads and subscription services.
Automated Event/Launch Send out homebuyer surveys automatically based on home builder–defined event triggers, such as move-in or
Management warranty dates.
E-mail Marketing Easily create personalized “Can Spam”–compliant HTML e-mail campaigns.
Collateral Fulfillment Deliver newsletters with personalized content based on profile information and subscriber preferences; override and
manually enter fulfillment plan, priority, and follow-up data.
Event Management Send event-triggered surveys automatically; track responses and invitee lists; automate registration, confirmations, and
reminder notices; view the real-time status of events.
Traffic Capture and Reporting Export traffic statistics to an external third-party system; record daily traffic and lead/contact visit logs; capture lead and
traffic information to analyze marketing trends.
Direct Marketing Manager Create marketing campaigns dynamically for a group of leads by selecting from database criteria; segment and target
audiences for a particular event or campaign; segment customers and prospects by value, preferences, region, history,
and more.
Prospecting Assistant Provide consistently branded prospect-communication pieces for use by the sales team and encourage timely follow-up
through a self-service, web-based 24x7 portal with a range of prospecting tools. Enable managers to control, track, and
measure sales interactions using the prospect repository.
Buyer Preference and Behavior Capture buyer traffic statistics; generate reports based on survey responses; capture greater depth of client and
Analysis prospect insight at each touch-point. Analyze marketing program responses by audience, lead category, and
other criteria.
Marketing-Effectiveness Analysis Track the source of leads throughout the lifecycle to determine where marketing expenditures are generating the most
revenue; automate post-event follow-up surveys; calculate ROI.
Multi-Lingual Features Ensure you reach your Spanish-speaking prospects by leveraging multi-lingual communications.
Metadata Repository Customize customer data fields and screens; merge logo graphics, product graphics, configuration data, and customer
data into product quotes.
Take the Pivotal Step with Pivotal® CRM for Home Building and Real Estate: Marketing Automation and Lead
Management
Contact us today to learn more about how Pivotal CRM for Home Building and Real Estate can address your firm’s unique marketing automation and
lead management needs. Call +1 877-PIVOTAL (+1 877-748-6825) or visit us at www.pivotal.com/homebuilders.
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