Know what the buyer asked about
Connect inquiries to the home model, construction type, preferred project type, delivery needs, saved homes, customer preferences, messages, and originating showroom.
CRM for home sales and construction handoffs
Home builder CRM that carries the deal into the project
Capture home-buyer leads, manage opportunities, detect duplicates, schedule follow-up, send quotes, and convert won deals into structured projects.
Request a walkthrough by emailExplore without creating an account. Choose your product and seats before checkout.
Built around your daily work.
A home-sale CRM should not stop working when the opportunity becomes a contract. Barton Digital tracks buyer interest from an inquiry or manually entered lead, keeps model and preference context visible, and moves won opportunities into project delivery without forcing teams to rebuild the customer record in another system.
Home sales teamsModular and manufactured home retailersBuilder sales officesOwners and sales managers
See the workflow before you sign up
A self-guided home building tour.
No account, sales call or app download needed. This is an interactive workflow illustration, not a connected company workspace.
Step 1 of 3
Help buyers explore
Present home types, floor plans, specifications and the pricing packages that apply to each model.
Sample information only. Actions stay in this page and cannot change records, send messages or create charges.
Sample workspace
- Sample model: Cedar Ranch
- 3 bedrooms / 2 bathrooms
- Deliver & Set or Turnkey
Try the example action to see what happens next.
Make follow-up visible
Use stages, probabilities, expected close dates, priorities, owners, tasks, calls, meetings, next steps, notes, tags, and activity history to organize the pipeline.
Avoid duplicate and broken handoffs
Identify likely duplicate contacts by normalized email, phone, and customer information, then create or link a project once a deal is won.
Capability 1
Capture leads from the showroom or add them manually
Public inquiry forms create structured lead records with customer and home context. Authorized staff can also add walk-ins, phone leads, referrals, and other opportunities manually so the CRM represents the whole pipeline rather than only website submissions.- Web inquiries and manual lead entry
- Lead source, pipeline, value, and priority
- Assigned staff owner and next follow-up
- Home type, model, delivery type, and project type
- Customer and company notes
Capability 2
Use practical CRM views instead of buried records
Teams can search and filter active or archived opportunities, switch between list and board views, focus on duplicates, review activity, and export the current CRM view to Excel. Managers can see the weighted value of open opportunities and upcoming activity.- List and pipeline board views
- Stage, owner, priority, archive, and duplicate filters
- Calls, meetings, tasks, and notes
- Weighted sales forecast and closing dates
- Excel workbook export
Capability 3
Create a project from the deal that won
The project handoff uses the deal's customer, model, home type, project type, value, notes, and contact information. Template matching can prefer an exact home-type and project-type template, fall back to a more general template, and avoid creating duplicate projects for the same won record.- Idempotent won-deal project creation
- Home and project template matching
- Customer and deal fields carried forward
- Ordered project items, tasks, and work orders
- Direct CRM-to-project link
Connections with clear expectations
Keep the tools you already rely on.
QuickBooks OnlineStripe checkout
QuickBooks workflows require company authorization and supported record types. Stripe handles subscription checkout. Separate provider accounts and charges may apply; these names do not imply endorsement.
See a published showroom
Explore Lakes Region Modular Homes.
Browse a working public showroom to see model discovery, galleries and buyer inquiry paths. This is a public customer experience, not access to a company's private workspace or an ROI claim.
Compare the cost of the software with your team's time.
Use your own assumptions. Our free calculators do not require an email and do not promise a particular result.
Frequently asked questions
What companies ask about home builder crm.
What makes this CRM different from a general-purpose CRM?
Barton Digital keeps home models, construction type, floor-plan interest, customer preferences, quotes, project type, delivery details, and the post-sale project handoff inside the same platform.
Can staff manually enter leads?
Yes. Authorized staff can add a lead manually and record its source, contact details, home interest, value, stage, assignment, follow-up, and notes.
How are duplicate leads identified?
The CRM compares normalized contact information such as email and phone and can surface likely matches for staff review. It does not silently merge customer records.
Can CRM records be exported to Excel?
Yes. Authorized roles can export the current CRM view as an Excel workbook for analysis, backup, or an approved business workflow.