CRM
TopBuilder
TopBuilder is a CRM and sales management software designed specifically for the construction industry. It helps contractors manage leads, bids, proposals, and customer relationships to streamline their sales processes.
emerging⚡Electrical❄️HVAC🏠Roofing🎨Painting
Use Cases
- Lead tracking and qualification
- Bid and proposal generation
- Sales pipeline management
- Customer relationship nurturing
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Advanced |
| Proposals & Quotes | Yes | Advanced |
| E-Signature | Yes | Standard |
| QuickBooks Sync | Yes | Standard |
| Customer Portal | Yes | Standard |
| Marketing Automation | Yes | Standard |
| Call Tracking | Yes | Standard |
| Service Agreements | Yes | Standard |
| Reporting Dashboard | Yes | Advanced |
| API Access | Yes | Standard |
| Bid History | Yes | Advanced |
| Bid Management | Yes | Advanced |
| Digital Proposals | Yes | Advanced |
| Alerts & Notifications | Yes | Standard |
| Cloud Storage | Yes | Standard |
| Document Storage | Yes | Standard |
| Mobile App | Yes | Standard |
| Report Generation | Yes | Standard |
| Template Library | Yes | Standard |
| Contact Management | Yes | Advanced |