The Industry's Best
Easily manage your sales & pre-construction process with a construction CRM.
The Most Powerful CRM for Construction
Easily track & manage your bids, collaborate with your team, send customized quotes & proposals, and mange your leads with the industry’s best Construction CRM built from the ground up by professionals with real-world engineering, construction, and CRM experience.
Increase your job communication.
Effectively plan and organize bids and job resources by forecasting and scheduling both active and proposed jobs in one place. Forecast job resources, revenue, labor, materials, and schedules during the bidding and construction phases.
Quote your projects 5X faster.
Build, manage, monitor, and send your quotes through one platform. Now with electronic signature capabilities and data collection (payment info) capabilities.You can even include job photos, custom graphics (logo), addendum, and project notes with your quote.
Monitor and manage your bid activity.
Truly understand what opportunities are in the pipeline by tracking, monitoring, and analyzing all your bids by job. Additionally, with bid tracking, your sales teams, project managers, and estimators can easily collaborate and track your bid opportunities.
Utilize automated bid scoring.
Ensure you are bidding on the right jobs and avoiding the wrong ones. Let TopBuilder prioritize and score your bid opportunities for you. Connect your ERP system to add additional parameters, such as profitability and payment/credit history.
Track your critical job information.
Collect all your job & bid information, project details, and documentation in one secure platform accessible from anywhere. You can even track projects and jobs using the job calendar.
Quickly and easily send mass emails.
Use your customer and job information to send targeted emails and promotional material. For example, you can convert new construction to service contracts by targeting building owners and property managers.
Utilize enhanced analytics and reports.
Understand your sales and marketing performance, identify areas of improvement, and find hidden opportunities.Additionally, you can spot trneds and problem areas before it’s too late.
Integrate with industry leading companies.
Synchronize job, customer, contact, purchase order, vendor, quote items, and operational data with your construction ERP or Job Cost accounting system.
Use on any web-enabled device.
With our new mobile functionality, you can now conduct business anywhere from any web enabled device.
Bid Tracking & Management
By using bid tracking tools, your sales teams, project managers, and estimators can collaborate on all bid opportunities for a single job. Since bids are tracked against a job, you can easily prepare labor and revenue forecasts by job.
Additionally, your team will receive automated alerts when bids are due and when an estimator or project manager is assigned to a bid.
Choosing which bids are likely to be awarded and which are most likely to be profitable can be a challenge.
TopBuilder’s Construction CRM helps you prioritize and score your bid opportunities by analyzing multiple variables, such as:
TopBuilder’s Construction CRM streamlines the quoting process and produces professional quotes.
Build your quotes from predefined assemblies, prices, and quantities. These quotes can include job photos, addendums, and custom branding, like your company logo.
Additionally, you can automatically send quotes directly to your customers and receive alerts when your quotes been sent, opened, reviewed, and accepted. Lastly, you have the ability to collect electronic signatures in one single PDF.
TopBuilder's Top Content
Construction CRM Topics
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.
Interested in learning more?
If you have any questions about our software, please schedule a one-on-one with our support team to see how we can help.