Customer Relationship Management (CRM) Tools
Helping contractors win more projects and provide an outstanding experience to the ones they win.
What is a CRM?
Our CRM is a tool that allows you to capture, organize, collaborate, follow-up, and access critical data from anywhere.
In other words, it helps keep all your company information organized and secure. Which means your entire company is on the same page and working together in unison.
Want to see how many emails a client received? No problem. Want to see which proposals were sent? Easy. Want to see how many times a prospect visited your website? View instantly. Building results has never been this easy.
Collect all your information.
Quite simply, a CRM is a collection of data and information. This data and information can then be used to make better business decisions.
If used properly, team collaboration can increase substantially. This increase occurs because the team is working in unison and sharing the critical information each other needs to be effective.
With the TopBuilder CRM, you can collect information and data for:
- Opportunities, Contacts, Partners, Contractors, etc.
- Bids, Proposals, Quotes, Price Agreements, Contracts, Etc.
- Projects & Jobs
- Tasks & Activities
- Documents & Content
- Emails, Conversations, Messages, Etc.
- And much more…
View on any device.
With our new mobile functionality, you can now conduct business anywhere from any web enabled device. Which means you can use the TopBuilder on your:
- And Mobile Phone
Top ERP Systems
It’s important to our team to clearly explain to you how we provide exceptional customer service.
Customer service that will continue to raise the industry standard. Below we will highlight a few of our key programs.
You’ll be glad to hear we complete our implementations within one month.
We do this because we know the sooner you can complete the implementation, the sooner you’ll see results. below we will highlight a few of our key implementation steps.
Interested in the TopBuilder CRM?
Schedule a personalized walk-through to see how you can increase collaboration, efficiency, and effectiveness.