Construction CRM & Bid Management

TopBuilder construction CRM provides a single, easy-to-use, cloud based solution for the unique needs of construction project-centric business development organizations. By combining customer, sales, job, bidding and financial data with the right set of bid management tools, we help many leaders in the construction industry boost sales performance without the need for expensive marketing programs.

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CRM for Specialty Contractors

Unique needs call for unique solutions, which is exactly why this contractor CRM was designed to ensure specialists have the tools that win bids—tools that no one else can give them.

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CRM for General Contractors

You are managing it ALL, coordinating the information and documents for every client, job and sub-contractor. TopBuilder's contractor CRM was designed with the communication tools that keep job information in one location so general contractors can make critical decisions on the fly.

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TopBuilder CRM for Sage

With TopBuilder CRM for Sage, your Customer, Contact, Job, Work Order, Job History and Financial History is in sync with Sage enabling your business to leverage both pipeline (sales) and actual job data for complete and accurate dashboards, reports and forecasts.

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TopBuilder CRM for Spectrum

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.

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Advanced Quote Builder

To be competitive and win sales, contractors need a quoting software solution that is simple and makes it easy to meet customer demands.

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Bid Tracking

Prepare, track and manage your bids right from within your CRM with our construction bid management software, even if you have multiple bids for a single job—calendars, dashboards and reports ensure everyone knows the what, when, where and who for all your opportunities.

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Proposal Builder

Dynamically prepare and manage professional proposals from standardized documents and templates directly from customer and job data. Combine all your proposal documents into a single PDF and directly email it to your customer.

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Job Board

View active jobs resources by the day, week, month and timeline calendars. Know your job resource gaps and overlaps at all times, on one screen.

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Email Marketing

Create professional, branded and targeted email campaigns and send them directly to customers, building owners, property managers, prospects and more with a touch of a button.

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Content Center

Store and manage important company information in one central location.

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Email Integration

Capture client email conversations while emailing from your favorite email program such as Outlook or Gmail.

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Document Management

Store and manage client documents, requests for proposals, master service agreements, job photos, specifications and more plus share across teams with our construction document management system.

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