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 Sage

  • 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)

 

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