Builder Prime
Builder Prime is an all-in-one CRM and project management suite designed specifically for home improvement contractors to automate follow-ups, manage production, and streamline professional estimation processes.
Totango
Totango is a customer success software that helps you monitor customer health, automate engagement workflows, and drive recurring revenue growth through data-driven insights and proactive retention strategies.
Quick Comparison
| Feature | Builder Prime | Totango |
|---|---|---|
| Website | builderprime.com | totango.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $99/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2017 | 2010 |
| Headquarters | New York, USA | Redwood City, USA |
Overview
Builder Prime
Builder Prime provides a specialized toolkit to help you manage your home improvement business from the first lead to the final payment. You can stop losing deals to slow follow-ups by using automated lead tracking and personalized communication workflows. The platform replaces scattered spreadsheets with a centralized system where you can create professional, legally binding contracts and estimates in seconds.
You can also take full control of your production schedule with drag-and-drop calendars and automated GPS time tracking for your field crews. Whether you are a solo specialty contractor or a large remodeling firm, the software helps you maintain a professional image while reducing the administrative burden of daily operations. It focuses on increasing your win rate through precision bidding and consistent customer engagement.
Totango
Totango helps you protect and grow your recurring revenue by giving you a clear view of your customer health. You can integrate data from various sources to create a single source of truth for every account, allowing your team to spot churn risks before they happen. The platform uses 'SuccessBLOCs'—pre-built toolkits that help you standardize your customer journey, from onboarding and adoption to renewal and expansion.
You can automate repetitive manual tasks with 'SuccessPlays' that trigger specific actions based on customer behavior. Whether you are managing a handful of high-touch accounts or thousands of digital-only customers, the platform scales to meet your needs. It helps you move away from reactive firefighting and toward a proactive strategy that increases lifetime value and simplifies team collaboration.
Overview
Builder Prime Features
- Automated Lead Tracking Capture leads automatically from your website and track every interaction so no potential customer falls through the cracks.
- Professional Estimates Create branded, accurate quotes in the field and send them to clients for instant digital signature and approval.
- Production Management Manage your project timelines with visual scheduling tools that keep your crews and subcontractors on the same page.
- GPS Time Tracking Track labor hours accurately with location-verified clock-ins to ensure your job costing and payroll stay precise.
- Automated Follow-ups Set up automated email and SMS sequences to nurture leads and remind customers about upcoming project milestones.
- Integrated Payments Request and accept credit card or ACH payments directly through your client portal to improve your cash flow.
Totango Features
- Customer Health Scoring. Monitor real-time account health using multidimensional data so you can intervene exactly when a customer needs help.
- SuccessBLOCs. Deploy pre-built modular toolkits designed for specific goals like onboarding, renewals, or expansion to get started quickly.
- SuccessPlays. Automate your workflows by triggering tasks and notifications for your team based on specific customer milestones or risks.
- Customer Segments. Group your customers by industry, lifecycle stage, or health status to deliver personalized engagement at scale.
- Campaign Builder. Send automated, personalized emails to your customers based on their product usage and behavior without leaving the platform.
- Revenue Center. Track your renewal forecasts and identify upsell opportunities visually to ensure you hit your growth targets every quarter.
Pricing Comparison
Builder Prime Pricing
- Up to 2 users included
- Lead and customer management
- Basic scheduling tools
- Estimates and contracts
- Email and SMS communication
- Standard reporting
- Everything in Starter, plus:
- Up to 5 users included
- Advanced workflow automation
- Production management tools
- Subcontractor portals
- QuickBooks integration
Totango Pricing
- Up to 100 accounts
- 1 SuccessBLOC
- Basic health tracking
- Community support
- Self-service onboarding
- Everything in Free, plus:
- Up to 200 accounts
- 3 SuccessBLOCs
- Automated SuccessPlays
- Email campaigns
- Standard integrations
Pros & Cons
Builder Prime
Pros
- Industry-specific workflows built specifically for contractors
- Highly responsive and helpful customer support team
- Professional looking estimates that help win more jobs
- Significant time savings through automated lead follow-ups
Cons
- Initial setup requires time to configure custom workflows
- Mobile app interface can feel slightly dated
- Higher starting price point than generic CRM tools
Totango
Pros
- Highly customizable health scoring models
- Pre-built templates accelerate initial setup
- Powerful automation triggers save manual effort
- Excellent visibility into account renewal risks
Cons
- Initial configuration requires significant time investment
- Interface can feel cluttered for new users
- Higher pricing tiers are quite expensive