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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Sage CRM System

Imagine the ability to forecast, measure and monitor revenue, job requirements and sales/bid performance in one place. Utilizing TopBuilder CRM for Sage and Sage Contractor 100, you can sync all of the critical aspects so that you can efficiently manage the job.

  • Two-way sychronization of Customers, Contacts, Leads/Jobs and Work Orders 
  • Newly awarded jobs are instantly created in Sage 
  • New Customers and Contacts automatically added to TopBuilder CRM from Sage
  • Jobs updated in Sage are immediately reflected in TopBuilder CRM 
  • Financial status, job status, start/end dates, expected completion dates included in job updates

 

TopBuilder CRM for Sage Overview

Other Construction CRM & Bid Management Features

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