Construction CRM

Prioritize profitable opportunities

Never miss an opportunity to submit a bid, reach out to a referral, or remind your best general contractors about your latest work. TopBuilder’s customer relationship management software is built for construction and designed to give your whole team visibility into every interaction.

You can:

Centralize communication with all your emails, calls, and meetings in one place
Automate follow-up by assigning tasks and reminders
Gain deeper insights into customer behavior and preferences with advanced analytics
Use our mobile app to stay up-to-date while on the go

"I love the reports and how detailed you can be with leads. I appreciate how easy it is to set up follow-up plans and know what needs to be done next."

Amanda S.

Community Manager

Personalized email tools and performance tracking

Boost your marketing ROI by sending personalized emails and tracking their performance with TopBuilder’s email marketing tools. Our platform makes it easy to engage your audience with targeted messaging and measure campaign success.

You can:

Create and send customized emails to your contacts to improve engagement
Track key metrics such as open rates, click-through rates, and conversions
Set automated follow-up emails based on behavior, bid score, and more

All in one place

Bring activity from all your construction bidding websites into one place and stay focused on the opportunities you’re most likely to win.

You can:

Score bids based on your company’s criteria, such as job type and industry
Add parameters like profitability and payment history by integrating with your ERP
Save time and resources by streamlining the bid decision-making process

“With TopBuilder, we can be more selective and choose to bid jobs where we have a higher win ratio and the customer pays on time.”

Drew Robbins

VP of Operations, Jayhawk Fire Sprinklers

Manage your resources with ease

Enhance collaboration and resource allocation with CRM features that help your team stay on top of every opportunity, deadline, and detail. And with our mobile app, field workers can stay connected to real-time project details and client information while on job sites.

You can:

Use shared calendars to keep track of dates and deadlines
Assign tasks to team members for timely follow-up
Get real-time updates on open bid and opportunity status

"TopBuilder makes lead generation and management easy. Navigating the site is seamless and intuitive!"

Nicholas W.

Operations Manager

Increase deal closures

Accelerate your quoting process and win more jobs with TopBuilder’s efficient quoting tools.

You can:

Use pre-defined options, quantities, and prices to build quotes quickly
Integrate with estimating software to select pricing without switching systems
Close deals faster with electronic signatures for immediate approval

With ContractorBI™

See your sales pipeline and new revenue insights like never before with ContractorBI™, TopBuilder’s advanced business intelligence.

You can build reports and dashboards that help you:

See your entire sales funnel at a glance
Create more accurate sales and revenue forecasts
Analyze sales trends and key performance indicators (KPIs) to optimize your sales strategy

Simplify scheduling & resource allocation

TopBuilder integrates with Outlook, Gmail and Excel, so your team can simplify scheduling and resource allocation, maintain a record of all emails with essential project details, and transform Excel worksheets into professional proposals. Centralized data management creates a single source of truth for all project and client information to reduce errors so all stakeholders work with the same, accurate data.

What is a construction CRM?

A construction CRM (customer relationship management) is a software platform specifically designed to help construction companies manage client interactions, sales pipelines, project data, and communication workflows. It acts as a centralized system to improve lead tracking, follow-ups, client communication, and project visibility across office and field teams. Construction CRMs manage the entire pre-construction to post-project journey, including bidding, estimating, contracts, and change orders.

What is the best CRM for a construction company?

First, the software should be designed specifically for the construction industry to save you time and money in setup, daily management, and ease of use. TopBuilder is built specifically for construction sales teams and financial leaders and includes a free mobile app. Second, evaluate your specific needs and integration requirements when choosing a construction CRM. Make sure the CRM software you choose integrates with your current tech stack to ensure an effortless rollout.

What are the key features of construction CRM software?

The best CRM platforms support everything from project management to estimating, invoicing, and subcontractor coordination. Features include:

Lead & opportunity management
Client communication tracking (emails, calls, notes)
Bid tracking and estimates
Project and field team coordination
Custom workflows and automation
Mobile app access for on-site usage
Integration with accounting and project management tools

How does a construction CRM help improve project management?

While not a full project management tool, a construction CRM bridges the gap by helping track bids, leads, client communication, scheduling, and follow-ups. Many CRMs integrate with project management platforms to ensure smooth coordination between the sales and execution teams.

What is the difference between CRM and project management software?

CRMs focus on managing client relationships, leads, and sales pipelines, whereas project management tools handle tasks, timelines, subcontractor schedules, and budgets. Many construction CRMs offer basic PM features, but for complex projects, integration with project management tools such as Procore is ideal. TopBuilder is a partner with Procore and our software integrates seamlessly.

Can construction CRMs integrate with accounting software?

Yes, some construction CRMs like TopBuilder integrate with popular accounting platforms like QuickBooks and Sage. This helps sync invoicing, billing, and job costing with client data and sales pipelines.

Why are CRMs important for contractors and builders?

CRM systems help contractors:

Capture and qualify leads efficiently
Improve communication with clients and subcontractors
Track job bids and manage follow-ups
Reduce manual tasks with automation
Gain insights into sales performance and project pipeline

This gives construction businesses clear insights to improve sales cycles, manage leads, and win future revenue.

Grow smarter with a CRM built for you

Stay connected with customers and prospects

Prioritize profitable opportunities

You can:

"I love the reports and how detailed you can be with leads. I appreciate how easy it is to set up follow-up plans and know what needs to be done next."

Amanda S.

Improve ROI with powerful email marketing

Personalized email tools and performance tracking

You can:

Simplify bid management and increase win rates

All in one place

You can:

“With TopBuilder, we can be more selective and choose to bid jobs where we have a higher win ratio and the customer pays on time.”

Drew Robbins

Collaborate for a more efficient sales process

Manage your resources with ease

You can:

"TopBuilder makes lead generation and management easy. Navigating the site is seamless and intuitive!"

Nicholas W.

Quote 5x faster

Increase deal closures

You can:

See your sales pipeline clearly with better business intelligence

With ContractorBI™

You can build reports and dashboards that help you:

Centralize your documents and streamline collaboration

Simplify scheduling & resource allocation

See the big picture with integrations

Ready to grow faster?

Equip yourself with the tools to achieve your goals.