Construction Solutions

TopBuilder CRM for Construction 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 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 Construction

If you want to close more deals, maximize every sales opportunity, you must have a CRM and Lead Management solution specifically designed for commercial builders and contractors.

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Bid Management

Prepare, track and manage multiple bids for a single job in one place. Bid calendars, dashboards and reports ensure everyone knows the what, when, where and who for all your bid opportunities. Forecasting, won/lost reports and bid performance reports accurately reflect bid status and past performance by job, customer, industry, job type, estimator, project manager and sales teams.

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Proposal Automation

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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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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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. Imagine the ability to forecast, measure and monitor revenue, job requirements and sales/bid performance in one place.

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TopBuilder CRM for Spectrum

With TopBuilder CRM for Spectrum, your Customer, Contact, Job, Work Order, Job History and Financial History is in sync with Spectrum enabling your business to leverage both pipeline (sales) and actual job data for complete and accurate dashboards, reports and forecasts. Imagine the ability to forecast, measure and monitor revenue, job requirements and sales/bid performance in one place.

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Job Board

Monitor and plan job resources on a single screen. View potential and active jobs resources on day, week, month and timeline calendars. Know your job resource gaps and overlaps at all times.

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Quoting (Coming Soon)

Powerful and professional quoting integrated with TopBuilder CRM and proposal automation completes the picture to provide seamless, end-to-end lead management, bid management and proposal generation.  Imagine the ability transition from lead, to bid, to quote to proposal to job awarded in one, seamless processes. 

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Content Center

Store and manage company proposal documents and templates, corporate documents, images, text and other important information in one central location. Tag, categorize and assign content by division, location, individual users or user defined categories.

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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, job specifications and more. Share and collaborate across sales, estimating, project management, and executive teams.

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