We've specialized for decades in every aspect of CRM for homebuilders.

Pivotal CRM for Homebuilding & Real Estate

Build the foundation for high-value customer relationships,
streamlined sales processes & long-term revenue growth.



Choose the Right Technology Tools

As the recognized leader in CRM for homebuilding for more than a decade, Pivotal delivers a business-essential CRM solution custom-built for the complexity and unique requirements of your industry.

The release of the fully mobile, endlessly flexible Pivotal CRM platform only adds to the revenue-generating tools your homebuilding business has available to it. Choose the only industry-specific solution that meets your complex needs while helping to integrate and manage your entire business—all while dramatically boosting your competitive advantage.

Whether you’re in the business of financing, building, selling, servicing, or managing homes or property, we deliver the systems and infrastructure you need to reduce costs, shorten sales cycles, increase productivity, and ensure long-term growth. With an industry-tailored CRM system, begin creating customers for life with a streamlined sales and marketing solution that engages your audience, builds trust and loyalty, and strengthens both profit and margins.

'Must-Have' Features Spur Sales & Profit

With an award-winning cloud-based architecture designed to unite Pivotal's traditional powerhouse CRM engine with maximum flexibility and mobility, the Pivotal platform is the best of all worlds for homebuilding—an industry they began their stellar track record with more than a decade ago. Just a few of the 'must-have' features for homebuilders include:

  • Automated marketing
  • Lead capture, profiling, qualification, distribution, & lead nurturing
  • Marketing ROI tracking
  • Structured sales methodology
  • Quote & contract management
  • Service & warranty tracking
  • Home inspection management
  • Sales management
  • Financial calculator
  • Homebuyer surveying
  • Risk management
  • Fully mobile CRM

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Custom-Built for Customer Connection

With the ability to easily capture, analyze, and act on customer intelligence, homebuilders can aggregate and review information across the business, gathering actionable insights to guide effective decisionmaking and more easily adapt to a constantly-changing market.

Imagine running your business with an industry-tailored CRM system that truly enables you to manage customer experience and sales within one centralized, fully- integrated system.

Pivotal Homebuilder CRM delivers fully-integrated, industry-specific capabilities that deepen insight into operational performance across your business, streamline and speed processes across the value chain, and radically improve responsiveness to complex, time-critical customers requirements.

Leverage Low-Cost Online Channels

Capitalize on the more than 70% of homebuyers using the web to search for homes by effectively attracting and capturing online leads.

Improve Lead Volume & Quality

Attract higher-volume, better-quality leads with fewer marketing resources using personalized, multi-wave e-marketing campaigns, online event management, and automated literature fulfillment.

Accelerate Follow Up

Ensure every lead is immediately delivered to the right agent or channel and consistently followed up on by automating marketing and lead management.

Speed the Sales Cycle

Shorten the sales cycle and lower the cost of sales by focusing efforts on prospects who are ready to buy.

Automate Sales Processes

Streamline the sales process and reduce administrative time with automated prospecting, configuration, quoting, financing, and contract management.

Boost Referrals

Increase repeat sales and customer referrals by improving communications and implementing ‘tell a friend’ programs.

Improve Customer Care

Engage prospects and customers in the channels they want, with the devices they want to use, at the time they want to engage. Ensure superior levels of responsiveness to customers that build relationship, trust, and loyalty—alongside sustainable revenue growth and profit.

Pivotal CRM
for Financial Services

Dashboards designed for private banking and wealth management analyze clients and your activities with them—and they’re just the beginning of this industry-tailored solution.

Pivotal CRM
for Homebuilding

Capabilities tailored to homebuilders and real estate professionals seamlessly manage customers from the initial prospect stage to sales, post-sale services, and future sales.

Pivotal CRM
for Manufacturing

Capture, analyze, and act on enterprise-wide data and insights—increase customer engagement and responsiveness while making smarter, faster, better business decisions.

Pivotal CRM
for SMBs

Custom, cost-effective CRM solutions optimize existing investments while delivering ‘big company’ marketing and service capabilities—within budget and on time.

All the Power of Pivotal UX—
Packaged to Fit in Your Pocket

Fully optimized for mobile users, Pivotal UX brings all the CRM power you rely on directly to your fingertips for true 'anywhere, anytime' access to the data you need. Scroll the images to the right to see for yourself.

MI Homes

Tokara Homebuilder CRM is a flexible, complete CRM solution allowing us to track the full customer lifecycle all in one app instead of supporting 4 or 5 separate systems!

Ron FrissoraCIO, M/I Homes

CRM Expertise

Our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your project entails, we can deliver the results you need.

Average Years in CRM Consulting
Number of CRM Implementations
Our Client Service Rating
Average Years in Tech Consulting

Tokara's Pivotal CRM Resources & Downloads

(Click any thumbnail to view and access download options.)

Pivotal CRM Connector for Marketo (Tokara Solutions, Brochure)
Pivotal CRM Upgrade for Leading Pharma Manufacturer Highlights Expertise, Partnership (Tokara Solutions, Testimonial Datasheet)
Innovative Approach to Pivotal CRM Project Speeds Implementation, Reduces Downtime for Leading Pharma Manufacturer (Tokara Solutions, Testimonial Datasheet)
Redefining Partnership in Kantar Retail Pivotal CRM Upgrade (Tokara Solutions, Testimonial Datasheet)
Pivotal CRM Performance Health Check Services
Pivotal CRM Performance Health Check Services (Tokara Solutions, Datasheet)
Pivotal CRM Upgrade Services (Tokara Solutions, Datasheet)
CRM Solutions (Tokara Solutions, Datasheet)
CRM Consulting (Tokara Solutions, Brochure)

Accelerating our clients'
time to business value

We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.