TopBuilder CRM

For Sage

How it works.

Sage CRM Software

With TopBuilder CRM for Sage, your customer, contact, job, work order, job history, and financial history is in sync with Sage. This enables your business to leverage both pipeline (sales) and actual job data for complete and accurate dashboards, reports, and forecasts.

In other words, you will have the ability to forecast, measure, and monitor revenue, job requirements, and sales/bid performance all in one place. Utilizing TopBuilder CRM and Sage Contractor 100, you can sync all of the critical aspects so that you can efficiently manage the job.

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With TopBuilder's CRM, you get:

  • Two-way synchronization of customers, contacts, leads/jobs, and work orders.
  • Newly awarded jobs instantly created in Sage.
  • Jobs updates in Sage immediately reflect in TopBuilder CRM.
  • New customers and contacts automatically added to TopBuilder CRM from Sage.
  • Financial status, job status, start/end dates, expected completion dates synced between Sage and TopBuilder CRM.

Interested in learning more?

Schedule a personalized walk-through to see how we can integrate your Sage platform to the TopBuilder CRM. 

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5/5
"Just to let you know, I am getting rave reviews from our sales managers who have started fully implementing the program and we’ve already got some great customer feedback. Everyone is very pleased, and I wanted to thank you for all your hard work in helping to tailor your system to meet our needs."
Ron Chamberlain
Sales and Operations Manager
Sierra Classic Custom Homes