ShareBuilder Platform


Manage your accounts, contacts & financials in the web.


Pricing is our full-featured desktop app that has been reimagined on the web.



Our full featured legacy desktop application delivered through Citrix

Feature Spotlight


Sales Funnel

Sales Funnel in ShareBuilder CRM is a unique visual representation of your pending in the sales cycle. Think of it as a roadmap to meet and exceed your goals. Quickly see where you need to focus to hit your budget.


Rate Cards

We’ve upgraded your rate card experience to give you more data to make pricing decisions in one place. We don’t want you to jump from system to system as you review and edit your rate card, so we brought the data to you!