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.
With TopBuilder's CRM, you get:
specifically for small to medium businesses that use Sage Accounting.
- With two-way synchronization of customers, contacts, lead/jobs, work orders, and vendors, TopBuilder ensures that your customer data is always up-to-date.
- TopBuilder also instantly creates new jobs in Sage when they are awarded and updates them in real-time, so you never have to worry about manual entry again.
- TopBuilder's software lets you manage job status, start/end dates, expected completion dates synced between Sage and TopBuilder CRM.
- With automatic adding of new customers and contacts from Sage, you'll always have the most accurate data possible.
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