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Rodok for home builders

Best CRM for home builders: from first lead to signed contract

Move buyers from first inquiry to signed contract, and see every lead's next step.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Move buyers from first inquiry to signed contract, and see every lead's next step. Built around how home builders actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages home builders actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for home builders

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Buyer pipeline from inquiry to closing
  • Email and calendar next to each household
  • Follow-up reminders after visits
  • Lead source tracking

Not what Rodok is for

  • Construction scheduling and budgets
  • Selections and change orders
  • Warranty and service requests

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

The best CRM for home builders follows each buyer from first inquiry to model-home visit, quote and signed contract, with the next follow-up attached to every lead. It is a sales tool. Schedules, budgets, draws and warranty belong in construction management software, which a CRM does not replace.

How selling works for a home builder

A home builder sells to two very different kinds of buyer, and a CRM should handle both.

The household buyer. A family or couple finds you through a listing, a community page, a sign, a real estate agent or a past homeowner. They visit the model home, compare plans and lots, ask for a price and decide over weeks or months. Real estate agents are a referrer you will track as a contact, because a buyer's agent can bring you several buyers.

The business buyer. Land developers, lot sellers, build-to-rent investors and commercial owners buy lots, blocks of homes or whole projects. The cycle is longer and the people are fewer. This is the part of your business that looks most like B2B sales.

Spec and custom building also sell differently. NAHB's economists describe custom home building as construction undertaken on a contract basis, while homes built for sale sit outside that definition. In practice:

  • Spec or inventory homes are tied to a specific lot and a move-in date. The buyer decides faster, and the pipeline is about the home.
  • Custom or semi-custom homes start with a lot, a plan and a budget. The pipeline is about the relationship, and a buyer may take a long time to come back to you.

The stages builders usually name look like: inquiry, model-home visit or appointment, plan and lot selection, price proposal, contract, closing. Design selections, construction and the walkthrough come after contract, and most builders track those in other software.

What to look for in a CRM for home builders

  • One setup for spec and custom. A deal for a spec home and a deal for a custom home move at different speeds. Use a field for "spec or custom" and a saved view for each.
  • Source tracking. Mark each lead as web form, walk-in, agent referral, past homeowner or land partner, so you know where the sold homes came from.
  • Fast follow-up after a visit. A reminder the same day a family leaves the model home, and another a week later.
  • Email and calendar on the record. Appointments, price questions and plan changes are mostly email. Sync should attach them.
  • A place for the agent. Link the buyer to the real estate agent who sent them, so thank-yous and co-op follow-ups are not forgotten.
  • Import. Your current list is a spreadsheet or a lead export. You should be able to bring it in as a CSV.

Signals worth watching

For the household buyer, you mostly wait for the inquiry. For the business buyer and for relocating employees, you can watch public events.

EventWhy it mattersTracker to type in Rodok
A land developer posts that a new phase or community is comingLots may be offered to builders"Land developers in (metro) posting about a new community or lot phase"
A developer or investor hires a land acquisition or development managerThey are buying land or planning a build"Developers and investors in (metro) hiring land acquisition or development managers"
A company announces a new plant, office or headquarters in your areaEmployees may relocate and buy"Companies announcing a new facility or headquarters in (metro)"
A build-to-rent or multifamily investor posts about acquiring homesThey may buy blocks"Investors posting about build-to-rent or single-family rental projects in (state)"
A real estate agent posts about moving to a new brokerage or teamA new referral relationship"Real estate agents in (metro) who started a new role in the last 90 days"

All five are LinkedIn posts, hiring and job changes, which Rodok's Pro trackers can follow. Permit filings, plat approvals and parcel sales are public too, but Rodok does not see them. Read more about the idea in sales trigger events and the new office or market signal. Only contact people where your local rules allow it.

A first message example

An example with made-up names. Change the details before you use it.

Hi Priya, I saw Harbor Ridge Land is starting phase two of the Willow Creek community. We build 1,800 to 2,600 square foot homes in the area and have 14 finished nearby. If you are choosing builders for phase two, can I send you two floor plans and our recent closings?

Where Rodok fits and where it does not

Rodok's Starter plan ($29 a month for 3 seats) is a CRM with companies, people and deals, Gmail and Outlook sync, calendar, booking links so buyers can book a model-home visit, reports and team chat. Pro ($79 a month for 3 seats, $19 per extra seat) adds LinkedIn trackers, a lead database and sequences.

Rodok does not do construction scheduling, budgets and draws, selections, change orders, warranty requests, lot or inventory maps, or an online sales counselor. If most of your leads are consumers from a high-volume community with a sales center, look at a CRM built for home builders with community and lot inventory. Rodok fits builders who sell custom homes, work with land developers and investors, or run a small sales team that wants clean follow-up. For the job itself, see CRM for construction.

Frequently asked questions

Do home builders need a CRM?

If you sell more than a few homes a year, yes. The money is lost between the model-home visit and the contract, when a family goes quiet and nobody calls back. A CRM keeps a date on every one of them.

What is the difference between CRM software and construction management software for builders?

CRM software tracks the sale: leads, visits, quotes and contracts. Construction management software tracks the build: schedule, budget, trades, selections and warranty. Many builders use both. Rodok is the first kind.

Can a CRM handle both spec and custom homes?

Yes, with a field that marks the type and a saved view for each. The two sell at different speeds, so keep their follow-up reminders separate rather than forcing them into one rhythm.

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