Unlock the powerful benefits of real-time synchronization with the Spectrum and TopBuilder integration.
How it works:
Spectrum Integration Summary
With TopBuilder CRM for Spectrum you are enabling your business to leverage both pipeline (sales) and actual job data for complete and accurate dashboards, bid scorecards, reports, and forecasts.
In other words, you’ll be able to forecast, measure, and monitor your company’s revenue, job requirements, and sale/bid performance. You will also be able to use customer, job, and financial history to score and prioritize your bids!
By employing TopBuilder CRM for Spectrum, you can integrate all of the critical details together so that you can manage the job with efficiency, reduce data entry time, and reduce the possibility for mistakes.
Real-Time job & work order updates.
Your job status updates in Spectrum are updated instantly in the TopBuilder CRM. These job/lead updates can trigger new workflows to start within TopBuilder for effective marketing automation and follow–up.
Additionally, newly awarded jobs and work orders are automatically synced between Spectrum and TopBuilder.
All your financials in one location.
To make your life even easier, we sync your job history, job financials, job summary, start/end dates, contract amounts, and job profitability.
Additionally, your financial summaries and invoice history are automatically updated from Spectrum each night.
No double-entry required.
New customers and contacts are automatically added from Spectrum into the TopBuilder CRM.
This means there is no double entry required from you or your team and all your customer data is in one place where it belongs – in your Customer Relationship Management (CRM) system.
Newly awarded jobs and work orders are instantly created in Spectrum utilizing Quick Job Setup Templates. These templates include all critical job, customer, and contact details.
TopBuilder & Spectrum
See the powerful benefits of TopBuilder’s integration with Viewpoint Spectrum.