Viewpoint Spectrum Integration

Streamline Your Processes with Seamless CRM & ERP Synchronization

Work smarter and more efficiently with a construction CRM that integrates with your ERP. This bi-directional integration shares data between TopBuilder’s CRM and Viewpoint Spectrum’s ERP software, reducing data entry errors, improving visibility, and helping your teams collaborate seamlessly.

Benefits of TopBuilder Viewpoint Spectrum Integration

More Visibility

With real-time updates across both platforms, you’ll always have a clear picture of your projects in progress, financial performance, and sales pipeline in TopBuilder’s ContractorBI™.

Better Collaboration

Whether it’s your sales, estimating, or accounting teams, everyone is working with the same real-time data, ensuring better communication, faster follow-up and fewer errors.

Less Manual Data Entry

By eliminating double entry of customer, project, and financial data, your teams can focus on building projects, not managing spreadsheets.

Real-Time Synchronization

Accounts | Contacts

Customers & Contacts

Jobs | Contacts | Financials

Job Templates

Jobs | Job Phases

Work Orders

Account Job History & Job Financials

Customer Job History & Job Financials

Account Financials (Credit, Aged Balances, Invoice History)

Customer Financials (Credit, Aged Balances, Invoice History)

Key Integration Features

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Bi-Directional Data Sync

Information flows seamlessly between Viewpoint Spectrum and TopBuilder, including customer contacts, job details, project statuses, and financial data.

Centralized Customer & Job Data

Avoid data silos by having all customer and job information in both your CRM and ERP systems, allowing you to keep both systems aligned without any extra effort.

Real-Time Updates

Changes made in either TopBuilder or Viewpoint Spectrum are reflected instantly, so your data is always up-to-date and accurate.

Customized Data Mapping

Tailor the data flow to suit your business needs. Customize which fields sync between TopBuilder and Viewpoint Spectrum to match your existing workflows.

ContractorBI™ Dashboards

Stop spending hours compiling data from multiple systems to create custom reports. TopBuilder transforms data from Viewpoint Spectrum and other sources into clear dashboards you can share with your board and executive team.

How Our End-to-End Process Works.

As your team collects job requirements and prepares quotes, they can send these documents to Procore so they’ll be there once your team wins the bid. You can also send job costing information directly into your ERP so you’ll have a complete record of every job for accounting purposes.

Phone

Bid Invitation

Website

Job Boards

Calendar Integration

This integration includes Outlook, Google, and Apple.

Documents Sent

Send documents for Take-off Software/Return Take-off Quantities.

ERP Integration

Send ERP/Job Cost Accounting/Project Management Information.

Lead Capture

Score & Prioritize

Collect Job Requirements

Prepare Bid/Quote

Prepare Final Proposal/Quote

Email Final Proposal/Quote

Job Awarded

Post Job Follow-up

ERP Integration

Collect customer, job, and financial data from ERP. Add your work order history.

Quote Items

Capture quote items, budget items, costs, markup, etc.

ERP Integration

ERP updates TopBuilder with change in status and financials.

Download PDF

Set the Foundation for Growth

Integrating TopBuilder with Viewpoint Spectrum sets a strong foundation for your business development efforts. By combining the strengths of both platforms, you can enhance your operational efficiency, improve decision-making, and drive profitability.