TopBuilder CRM

TopBuilder CRM for Sage

How it works.

Sage CRM Software

Having a central place for all your customer relationships is important for any business, but it is especially critical for construction companies and home builders. With TopBuilder CRM (Customer Relationship Management) for Sage, you can have all of your customer, contact, job, work order, and job history data in sync with Sage. This enables your business to not only leverage pipeline (sales) data, but actual job data as well for complete and accurate dashboards, reports, and forecasts.

With this integration, you will have the ability to forecast, measure, and monitor revenue, job requirements, and sales/bid performance all in one place. This allows you to make better decisions about resources and staffing needs. Utilizing TopBuilder CRM with Sage 100 Contractor and Sage 300 CRE gives you the added benefit of being able to sync all of the critical aspects of the job so that you can manage it more efficiently. Having this information at your fingertips makes it easier to track progress and identify potential issues before they become problems. It also provides valuable insights that can help your marketing team create more effective campaigns and your sales team close more deals. If you are looking for a way to improve your business process and get more out of your CRM tools, integrating TopBuilder CRM with Sage is a great option to consider.

Sage Partner Logo
TopBuilder Logo Blue

With TopBuilder's CRM, you get:

TopBuilder’s CRM for Sage is a powerful marketing automation and sales tool designed
specifically for small to medium businesses that use Sage Accounting.
TopBuilder’s CRM for Sage is the perfect tool for small and medium businesses for optimizing resources and sales information more effectively and efficiently. With its ability to track sales opportunities, integrate with your accounting system, and provide project management and marketing campaigns, the TopBuilder CRM can help growing businesses track customer information and win more jobs. Overall, TopBuilder’s CRM for Sage is an essential tool for small businesses who want to improve their operations, sales process, and customer experience.

Interested in learning more?

If you’re interested in learning more about how TopBuilder can help your small business, we’d be happy to schedule a personalized walk-through. We’ll show you how our Sage platform can be integrated with the TopBuilder CRM to save you time and increase productivity. You’ll be able to see how easy it is to track campaigns and clients, and how our CRM can help you close more deals. We’re confident that you’ll find TopBuilder to be the best CRM on the market, and we look forward to showing you how it can help your business grow with an end-to-end view process from start to finish.


"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