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 project 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 CRM was designed to ensure contractors 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 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. 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 you are 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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Quote Builder

The days of rushing back to the office to create a quote are gone. Quickly, generate professional quotes even if you are in the field, then add it to a proposal.

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Bid Tracking

Know whats happening for all your bids when you can track and manage from within your CRM, even if you have multiple bids for a single job.

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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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Digital 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

When all your critical documents are in one place, you have the power to make critical decision on the fly.

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