Manage all of your client documentation easily with TopBuilder’s Document Storage software.
Document Storage Top Features
All your documents in one location.
The TopBuilder CRM includes document storage capabilities. This means you can upload and store all of your documents in one location. Once uploaded into the TopBuilder CRM, you can easily connect that documentation to a job, lead, customer, task, quote, etc.
It’s common to have multiple sales members working on multiple bids, upsells, cross sells, etc.
With TopBuilder’s Document Storage, each member of your team can see exactly which documents each client has seen. This helps your team stay connected and help them avoid any costly mistakes.
Manage all your client information.
TopBuilder’s Document Storage software helps you store and manage all of your client information.
In other words, you can store all client information, such as client documents, requests for proposals, master service agreements, job photos, job specifications, and more.
Document Storage Highlight
Share with your team, from anywhere.
TopBuilder’s Document Storage software makes it easy for your team to send tasks to different departments with documents attached. These tasks are then added to that employee’s daily agenda that can be viewed on their CRM dashboard.
This makes communication & collaboration seamless and part of their average workday. Helping your team stay connected whether they’re in the office or not.
Organize all of your documents.
Keeping all your documents in one place is important but being able to find them quickly is crucial. With TopBuilder’s Document Storage software, you can categorize and attach your documents to jobs, leads & opportunities, accounts & customers, contacts, quotes, individual tasks, etc.
This feature helps you find all of your important documents quickly and easily without having to search countless folders.
View on any web-enabled device.
TopBuilder is a cloud-based platform. This means you can access your information from any web-enabled device.
This means you can access and review all of your documentation from anywhere, with your laptop, tablet, or mobile phone.
Document Storage Highlight
Accepting Multiple File Types
To make the document storage software easier to use, we’ve expanded the list of compatible files types you can store and manage within TopBuilder. TopBuilder current supports these major file types:
- Images (JPG, JPEG, PNG, GIF)
- Microsoft Excel
- Microsoft Word
- Plain Text
What Our Customers Say About TopBuilder
“TopBuilder is exactly what I need to ensure my marketing investments are not wasted and ensure no sales opportunities are lost. Additionally, we do a more effective job selling while spending a lot less time.”
“I’ve worked with a lot of home builder CRM systems and TopBuilder is by far the best and easiest to use!“
Director of Sales & Marketing
“We tried several CRM’s prior to TopBuilder. The others were cumbersome, which caused internal resistance, which led to failure in implementation. TopBuilder has been simpler and much more user-friendly.“
See how TopBuilder’s Document Storage can help you manage all of your documentation easily.