Business Critical Integrations

  •   Data Connectors — Two-way data synchronization from different software platforms
  •   Data Publishing Tools — Publish your data in various formats
  •   Collaborative Intelligence — Combine sales pipeline and job history to improve sales and business intelligence & forecasting

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Integrations Critical To Your Business

  • Integrations for tools related to financial, accounting, and more
  • Integrations for importing/exporting from lead sources
  • ERP functionality

 

Builders Digital Exchange (BDX) / New Home Source

Capture leads from BDX/New Home Source and Realtor.com seamlessly into TopBuilder CRM with routing, alerts, follow-up and BDX branded email responders.

  • Automated lead capture, assignment and routing
  • Define lead assignment, alerts, follow-up plans and more based on BDX communities and customer selections
  • Branded and personalized follow-up emails including auto-responders
  • Reporting and scoring based on lead source
  • Error and exception reporting ensure no leads are dropped.

 

Zillow / Trulia

Capture leads from Zillow and Trulia seamlessly into TopBuilder CRM with routing, alerts, follow-up and Zillow or Trulia branded email responders.

  • Automated lead capture, assignment and routing
  • Define lead assignment, alerts, follow-up plans and more based on selected communities and other customer selections
  • Branded and personalized follow-up emails including auto-responders
  • Reporting and scoring based on lead source
  • Error and exception reporting ensure no leads are dropped.

 

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)

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 RESTfull interfaces or in batch file transfers. Our API is flexible and powerful. Documentation, examples and support is included.

 

Mark Systems USA and Integrated Home Management System (IHMS)

TopBuilder Solutions interfaces with Mark Systems IHMS product to provide seamless integration of home buyer and community information do reduce duplicate data entry and increase data availability within IHMS and TopBuilder CRM.

 

atlasRTX Home Builder Interactive Chat and Messaging

AtlasRTX is an A.I. chatbot solution for home builders that works alongside your human teams to create an amazing customer experience 24/7, in 100+ languages, in the ways customers prefer—text, messaging and web chat.

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