TopBuilder

CRM, sales and marketing for contractors and home builders

5 /5 (14 reviews) Write a Review!

TopBuilder Overview

What is TopBuilder?

TopBuilder is a cloud-based sales, CRM (customer relationship management), and marketing software for contractors and home builders. The platform offers a range of features including email marketing management, lead capture, bid management, document generation, quoting, and more. Speciality and general contractors can use TopBuilder to manage their clients, generate custom quotes, track and allocate resources, and store documents. Home builders can benefit from TopBuilders marketing, lead capture, and newsletter management tools to connect with more prospects and enhance sales.

The built-in CRM within TopBuilder allows businesses to capture leads, organize contact information, communicate with clients, and access this data from anywhere. Businesses can create custom email marketing campaigns and track campaign performance in real time. TopBuilder also offers integration with a range of third party platforms including Spectrum, Sage, Microsoft Word, Zillow, alasRTX, and more, as well as email platforms such as Outlook and Gmail, in order to seamlessly sync data across systems.

TopBuilder Overview

Pricing

Starting from
US$35,00/month

Pricing options

Free Trial
Subscription
Value for money

TopBuilder software is available across three pricing tiers based on features:
Essentials: $35/user/month
Professional: $50/user/month
Enterprise: $90/user/month


TopBuilder Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

TopBuilder CRM dashboard
TopBuilder email marketing campaigns
TopBuilder agenda management
TopBuilder jobs calendar
TopBuilder quote generation
TopBuilder screenshot: TopBuilder CRM dashboard TopBuilder screenshot: TopBuilder email marketing campaigns TopBuilder screenshot: TopBuilder agenda management TopBuilder screenshot: TopBuilder jobs calendar TopBuilder screenshot: TopBuilder quote generation

TopBuilder Reviews

TopBuilder Reviews

Overall rating
5
/
5
Excellent
14

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,8
Ease of Use
4,6
Customer Support
4,9
100% recommended this app
Keith A.

TopBuilder has made it incredibly easy to manage our customer relationships!

Our overall experience with TopBuilder has been very valuable. We went from spreadsheets and not managing customer relationships as effectively as we could have been. Since implementation, we've closed more business and conducted more follow up than we ever could have without TopBuilder.


Edsel Y.

Top Builder Review for SR Homes

Tracking leads, capturing leads, and managing system is very easy. Launcing and intergration with our site was very easy.


Allison B.

TopBuilder is awesome!


Jake V.

TopBuilder for Subcontractors

We primarily use TopBuilder to track our bids. We are a subcontractor with a short duration on projects therefore we bid a large number of projects. Tracking these is a key component to our success and TopBuilder helps us do that.


Lorraine S.

Bid Tracking with TopBuilder


Keith A.
Industry: Facilities Services
Company size: 51-200 Employees

TopBuilder has made it incredibly easy to manage our customer relationships!

Used Daily for 2+ years
Reviewed on 2020/09/22
Review Source: Capterra

Our overall experience with TopBuilder has been very valuable. We went from spreadsheets and not managing customer relationships as effectively as we could have been. Since implementation, we've closed more business and conducted more follow up than we ever could have without TopBuilder.

Pros

I love the ability to add my own key performance indicators and additional user defined fields that allow me to track specific information about our customers. Additionally, I can live in TopBuilder all day in my role and not have to stray too far with different applications.

Cons

I feel that the email marketing could be implemented differently allowing for more block editing and customization. Right now, I feel like it is just a basic program, but doesn't integrate as much between outside APIs.

Response from TopBuilder Solutions

Keith, thank you for your feedback. TopBuilder 2.0 was released earlier this year to improve core features and functionality of our CRM platform. One of the remaining tasks is improving our email editor tools. A "What's New" notice will be posted as soon as it is released.

Also, your Account Manager will contact you to discuss your outside API needs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Edsel Y.
Industry: Real Estate
Company size: 51-200 Employees

Top Builder Review for SR Homes

Used Daily for 2+ years
Reviewed on 2020/09/23
Review Source: Capterra

Tracking leads, capturing leads, and managing system is very easy. Launcing and intergration with our site was very easy.

Pros

System is pretty user freindly once you are tained on the software. Setting up communities and users is very easy.

Cons

I woudl like more flexibility in pulling custome reports. Integration with things like NterNow is not offered which is something other systems provide.

Response from TopBuilder Solutions

Edsel, thank you for your feedback. Your Account Manager will be contacting you to better understand your custom reporting needs and determine how to best deliver what you are trying to achieve. Also, thank you for the integration recommendation, which has been forwarded to our development team.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Allison B.
Industry: Construction
Company size: 2-10 Employees

TopBuilder is awesome!

Used Weekly for 1-5 months
Reviewed on 2020/09/22
Review Source: Capterra

Pros

The features that are most impactful for my job are the "Monthyly Revenue Projections" and "Manage Leads and Accounts"

Cons

There are many fields within a project, that it can be hard to track what has already been input.

Response from TopBuilder Solutions

Allison, thank you for your feedback.

TopBuilder's CRM is designed to be super user-friendly while offering robust tracking. For new users, it can require a bit of time to become familiar with which fields are important to complete. If you still find challenges, don't hesitate to participate in one of our Intermediate Training sessions offered weekly online.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Jake V.
Industry: Construction
Company size: 11-50 Employees

TopBuilder for Subcontractors

Used Daily for 2+ years
Reviewed on 2020/09/08
Review Source: Capterra

We primarily use TopBuilder to track our bids. We are a subcontractor with a short duration on projects therefore we bid a large number of projects. Tracking these is a key component to our success and TopBuilder helps us do that.

Pros

The integration with Spectrum accounting software and the construction oriented bid tracking. Construction is such a unique industry when it comes to bid tracking that it is great having a tool custom built for this industry. Many of the other options on the market take a lot of tweaking to get the same functionality and even then do not have all that TopBuilder offers.

Cons

Some of the reporting functionality I find unhelpful for our particular business. Some of the integration with Spectrum seems to be one direction only and some of the information that I feel TopBuilder should be retrieving is not being done. For this reason, the integration with Spectrum is primarily pre-contract only.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lorraine S.
Industry: Construction
Company size: 1 001-5 000 Employees

Bid Tracking with TopBuilder

Used Daily for 2+ years
Reviewed on 2020/08/27
Review Source: Capterra

Pros

The intuitive nature of the product made it easy to switch from our legacy software to TopBuilder. Our users were up and running with a minimum of configuration needed from our team.

Cons

Not being able to add a non-user to the software to assign bids. Most of our data entry is handled by Project Coordinators but we need to assign the bid to an Estimator or Project Manager for reporting. The Estimator or Project Manager , in most cases, will never sign into TopBuilder. With the current user structure we still need to create a paid logon for the user.

Response from TopBuilder Solutions

Lorraine, thank you for your review..

Working closely with our clients is both rewarding and enlightening. These relationships are how we are able to stay connected and continue to innovate our technology.

TopBuilder did recently add a new level of user to address employees who need limited access to information in the CRM. Your Account Manager will contact you immediately with more information.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9,6/10
Based on 14 user ratings
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TopBuilder Pricing

TopBuilder Pricing

Starting from
US$35,00/month
Free Trial
Subscription
Value for money

TopBuilder software is available across three pricing tiers based on features:
Essentials: $35/user/month
Professional: $50/user/month
Enterprise: $90/user/month

TopBuilder software is available across three pricing tiers based on features:
Essentials: $35/user/month
Professional: $50/user/month
Enterprise: $90/user/month

Value for Money
4,8/5
Based on 14 user ratings
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TopBuilder Features

TopBuilder Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Bid Management
Change Order Management
Collaboration Tools
Customizable Templates
Data Import/Export
Document Management
Document Storage
Estimating
Job Costing
Project Estimating
Project Management
Project Tracking
Projections
Reporting & Statistics
Subcontractor Management
Third Party Integration
Features
4,8/5
Based on 14 user ratings
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Categories

Additional information for TopBuilder

Additional information for TopBuilder

Key features of TopBuilder

  • Accounting Integration
  • Bid Management
  • Billing & Invoicing
  • Budgeting
  • Calendar Management
  • Campaign Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customizable Templates
  • Document Management
  • Forecasting
  • Lead Management
  • Mobile Access
  • Quote Management
  • Referral Tracking
  • Safety Management
  • Scheduling
  • Subcontractor Management
  • Task Management
  • Time Management
  • Work Order Management

TopBuilder FAQs

TopBuilder FAQs

Below are some frequently asked questions for TopBuilder.

Q. What type of pricing plans does TopBuilder offer?

TopBuilder offers the following pricing plans:

Starting from: US$35,00/month

Pricing model: Subscription

Free Trial: Not Available

TopBuilder software is available across three pricing tiers based on features: Essentials: $35/user/month Professional: $50/user/month Enterprise: $90/user/month

Q. What are the main features of TopBuilder?

TopBuilder offers the following features:

  • Accounting Integration
  • Bid Management
  • Billing & Invoicing
  • Budgeting
  • Calendar Management
  • Campaign Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customizable Templates
  • Document Management
  • Forecasting
  • Lead Management
  • Mobile Access
  • Quote Management
  • Referral Tracking
  • Safety Management
  • Scheduling
  • Subcontractor Management
  • Task Management
  • Time Management
  • Work Order Management

Q. Who are the typical users of TopBuilder?

TopBuilder has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does TopBuilder support?

TopBuilder supports the following languages:

English

Q. What type of pricing plans does TopBuilder offer?

TopBuilder has the following pricing plans:

Subscription

Q. Does TopBuilder support mobile devices?

We do not have any information about what devices TopBuilder supports

Q. What other apps does TopBuilder integrate with?

TopBuilder integrates with the following applications:

Google Calendar, MarkSystems, Microsoft 365, Microsoft Excel, Microsoft Outlook, Procore, Sage 300 Construction, SalesRabbit, Viewpoint, iCloud

Q. What level of support does TopBuilder offer?

TopBuilder offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials