- Integrations for tools related to financial, accounting, and more
- Integrations for importing/exporting from lead sources
- ERP functionality
Open inbound and outbound Interface(API)
TopBuilder includes and open API allowing developers to create solutions to send and get information to and from TopBuilder. Data can be sent using real-time RESTful interfaces or in batch file transfers. Our API is flexible and powerful. Documentation, examples and support is included.
Two way synchronization with Viewpoint’s Spectrum Job Cost Accounting and ERP
TopBuilder CRM For Spectrum synchronizes customer, contact, job, work order and bid data with your Spectrum software. This robust interface ensures all your critical data is in-sync with your Spectrum ERP/Accounting software reducing data entry time and the possibility for mistakes.
- New Jobs/Work Orders added to Spectrum when awarded (includes the use of Quick Job Templates and UDF’s)
- Multiple Spectrum Company Codes (by Division/Location, User)
- New Customers and Contacts added to Spectrum
- Job status updated from Spectrum (workflow applied)
- Data conversion option pulls in all your Customers and Contacts from Spectrum
- New customers and jobs added to Spectrum and added to Spectrum CRM Nightly
- Job History, Job Financials and Job Summary updated from Spectrum (including start/end dates, and contract amounts)
- Financial Summary updated from Spectrum
- Invoice History Updated from Spectrum
- New customers in Spectrum added to TopBuilder
- New Jobs added to Spectrum added to TopBuilder as Job/Lead with new workflow
Two way synchronization with Sage Contractor 100
TopBuilder CRM For Sage synchronizes customer, contact, job, work order and bid data between Sage Contractor 100, 300, and estimating software. This robust interface ensures all you critical data is in-sync with your Sage ERP/Accounting software reducing data entry time and the possibility for mistakes.
- Two-way sychronization of Customers, Contacts, Leads/Jobs and Work Orders
- Newly awarded jobs instantaly created in Sage
- New Customers and Contacts automatically added to TopBuilder CRM from Sage
- Job updates in Sage immediately reflected in TopBuilder CRM (financial status, job status, start/end dates, expected complete date)
Including customer, contact, bids and bid history in TopBuilder CRM to enrich your customer database and to provide bid history reporting for all your customers and jobs.
- Customers and prospects added to CRM from B2W
- Contacts synchronized with CRM from B2W
- Bid and bid history updated for all your customers and prospects