🎉 New ✨ Improved Project Management Sales/Lead Management App Marketplace

May 8-12 Buildertrend updates

AUTHOR: The Buildertrend Product Roadmap team

Customer relationship management integrations

We're getting close to launching our new Marketplace! Our first release will be integrations for CRM solutions including HubSpot, Salesforce, MailChimp and Pipedrive. Connecting these apps will help you easily convert your leads into active jobs in Buildertrend.

Soon after the release of CRM integrations, we'll release Document storage solutions including Google Drive, Microsoft OneDrive, Dropbox and Box.

Also in Progress

Since our last update, we've started working on:

  • Faster To-Do’s and Checklist workflow | We’re making it faster and easier for you to fill out and review To-Do information. Reformatting the To-Do feature will bring the most essential information to the top of the page (e.g., Title, Assigned to, Notes, Due Date).

Visit the roadmap cards to learn more and provide feedback

Click the links to view full summaries. We welcome feedback on each of these releases, at any stage. If you have questions about recent updates, contact our Customer Success team at 888-415-7149.

If you’d like to provide feedback please use the What do you think of this roadmap item? button inside the release card.

Powered by LaunchNotes