The ShareBuilders Customer Relationship Management (CRM) platform is designed to give sellers, managers, and leadership a clear, real-time view of relationships, opportunities, and revenue pipelines. From logging calls and emails to tracking deals in the Sales Funnel, CRM serves as your single source of truth for sales activity.
CRM isn’t just a tool for storing information - it’s the heartbeat of collaboration across your sales team.
At ShareBuilders, we believe that CRM should:
Reflect reality — Data should stay accurate and current, not just for reporting, but for meaningful conversations.
Simplify work — Tools like filters, saved views, and exports are here to make your workflow easier, not harder.
Strengthen relationships — Contacts, activities, and companies are all connected because real sales are built on connections, not isolated data points.
In short: CRM works best when it works for you. Our design philosophy is to help you focus less on managing software and more on building relationships and closing deals.
Enter your login credentials (usually provided via email or by your manager)
If you encounter login issues, contact: helpdesk@share-builders.com
This in-app widget is your first stop for:
Asking questions
Finding help articles
Reporting bugs
Submitting feature requests
Reading release notes
Viewing our product roadmap
To launch:
Click the 
chat icon in the bottom-right corner of any CRM page
Start typing your question or select from available options
If needed, a member of the Client Services team will follow up
Walkthrough articles are listed below this help article for on-demand access.
