Customer Relationship Management (CRM) Tools

Helping contractors win more projects and provide an outstanding experience to the ones they win.

TopBuilder CRM

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. 

TopBuilder CRM

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:

  • Desktop
  • Laptop
  • Tablet
  • And Mobile Phone
Mobile CRM

Advanced Integrations

Top ERP Systems

Sage Partner Logo

TopBuilder CRM

For Sage

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.

  • Dedicated Support Manager
  • Unlimited Training
  • Unlimited Support
  • Implementation Services
  • Help Center
  • Industry Consulting
Viewpoint Strategic Partner Logo

TopBuilder CRM

For Spectrum

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.

  • Needs Analysis
  • Project Plan
  • Data Conversion
  • Support
  • Training
  • Post-Installation Follow-Up

8 Unique Features in a Construction CRM.

As many have experienced, mainstream CRMs can fall short in the construction industry. With contractors and home builders needing specific features to help them with the sales and pre-construction process.

In this eBook, we’ll outline a few of the top features that make a construction CRM unique. If you didn’t know these features existed, you’ll be happily surprised.

8 Unique Features Found in a Construction CRM

Interested in the TopBuilder CRM?

Schedule a personalized walk-through to see how you can increase collaboration, efficiency, and effectiveness. 

or

5/5
"The software is allowing us to eliminate 4-5 manually updated forms and spreadsheets and helps with continuity and consistency across our offices. We look forward to integrating more of TopBuilder Solutions CRM into our business."
Drew Robbins
VP Operations | JayHawk Fire Sprinklers

Additional Features For

Contractors & Home Builders

CRM

Email Marketing

Email Integrations

Newsletter Package

Proposal Software

Document Storage

Content Management

Bid Management

Lead Capturing Tools

Website Tracking

Online Sales Counselor

Job Resource Management

Quoting Software

Mobile CRM

App Marketplace