TopBuilder CRM
TopBuilder CRM for Spectrum
How it works.
Spectrum CRM Software
With TopBuilder CRM for Spectrum you are enabling your business to leverage both pipeline (sales) and actual job data for complete and accurate dashboards, reports, and forecasts.
In other words, you’ll have the capabilities of forecasting, measuring, and monitoring revenue, job requirements, and performance of sales/bids all in one location.
By employing TopBuilder CRM for Spectrum, you can integrate all of the critcal details together so that you can manage the job with efficiency.
With the TopBuilder CRM for Spectrum, you get:
- New jobs and work orders added to Spectrum automatically when awarded.
- New customers and contacts automatically added to Spectrum.
- Job status updates synced from Spectrum. (workflow applied)
- Data conversion option pulls all your customers and contacts from Spectrum into TopBuilder.
- New customers and jobs added to Spectrum nightly.
- Multiple Spectrum Company Codes. (by division/location, user)
- Job history, job financials, and job summary updated from Spectrum. (Includes start/end dates, and contract amounts)
- Financial summaries updated from Spectrum.
- Invoice history updates from Spectrum.
- New jobs added to Spectrum added to TopBuilder as Job/Lead with new workflows.
Interested in learning more?
Schedule a personalized walk-through to see how we can integrate your Spectrum platform to the TopBuilder CRM.
or
★★★★★ 5/5
"The TopBuilder team lead by Dave is incredible to work with – they are incredibly responsive to the clients and the integration is beyond anything I have seen between any two applications not built by the same vendor. Even then, the integration continues to impress."
Scott Rosenbloom
VP Product Strategy | Viewpoint