SUPPORT CENTER

Welcome to the Builder CRM Support Center—Your all-in-one resource center for expert help, training, and tools to grow your business with confidence. Our dedicated support team is here to guide you every step of the way.

Explore our support channels, knowledge base, and helpful links below to get the most out of Builder CRM.

Frequently Asked Questions

How do I set up my account and start using the CRM quickly?

Follow our 3-step Quick Start:

📇 Import Contacts (via CSV or manual entry)
📆 Connect your calendar & email
⚙️ Launch your first automation or funnel

🎥 Watch the "Getting Started" video inside your dashboard for a full walkthrough.

What does the phone system cost?

What are the phone costs associated with Builder CRM?

- Making Calls: $0.032/minute

- Receiving Calls: $0.019/minute

- Text Messages: $0.018/sms segment (please see this LINK for an SMS segment calculator)

- Emails: $0.0015/email

Carrier Fees

For every SMS sent, there is a corresponding carrier fee that is passed from the carrier. The cost is determined on a carrier-by-carrier basis. For example, if you are sending to a customer who has AT&T as their carrier, it will be different than if they have T-Mobile, etc. Here are the carrier fees you can generally expect per SMS:

- AT&T: $0.01/sms segment sent

- Verizon: $0.01/sms segment sent

- T- Mobile: $0.02/sms segment sent and received

- US Cellular: $0.02/sms segment sent

- All other carriers: $0.02/sms sent

A2P Phone Registration

In 2023, phone carriers imposed new regulations to register, monitor, and if necessary restrict how business use SMS services. Additional registration costs will be dependant on your registration type.

*Phone rates may change at any time.

Why do I need to register for A2P messaging?

To ensure your SMS messages are delivered reliably and comply with carrier regulations, business texting must be registered under A2P 10DLC.

📌 Registration ensures better deliverability and avoids blocked or filtered messages.
🔐 Complete your registration inside the Settings > Phone Numbers section.

Is my data safe with Builder CRM?

Yes. Builder CRM uses enterprise-grade encryption, secure servers, and industry best practices to protect your data. Your information is stored securely and never shared with third parties.

Can I use Builder CRM to manage my entire business in one place?

Yes. Builder CRM is an all-in-one platform designed to centralize your operations:

📲 Capture leads with landing pages and forms
📅 Manage appointments and calendars
💬 Communicate via text, email, and phone
🛠️ Automate repetitive tasks
📊 Track performance with built-in reporting

It’s built to help you save time, increase conversions, and scale with ease — no need for multiple tools.

Can I use Builder CRM to automate my sales and follow-ups?

Yes! Builder CRM includes powerful automation tools that let you:

🔁 Automatically follow up with leads via email, text, or phone
⏱️ Trigger messages based on time delays or user actions
🎯 Assign leads to specific team members or pipelines

You can build full workflows using our drag-and-drop Automation Builder inside your dashboard.

About Builder CRM?

Builder CRM is an AI-powered customer relationship management platform designed specifically for Financial Professionals and Insurance Agents. Built by the experts at RED Media, it streamlines lead generation, automates follow-ups, and simplifies marketing campaigns — all in one place. Trusted by agents across the country,


Builder CRM is quickly becoming the fastest-growing sales and marketing platform in the financial services industry — empowering professionals to close more deals, stay organized, and scale their business with ease.