Use Cases
- Lead tracking and qualification
- Bid and proposal generation
- Sales pipeline management
- Customer relationship nurturing
Pricing
TopBuilder CRM
Comprehensive CRM and sales management platform for construction businesses.
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 |
Strengths
- Industry-specific CRM features
- Robust reporting and analytics
- Extensive integration capabilities
Best Fit
Typical clientsmid-size shops up to large contractors (100–500)
Platform weightLightweight — newer platform, faster to adopt
Usually more platform than a solo or small crew needs — smaller shops tend to be better served by a lighter tool.
Mid-sizeLarge