TopBuilder

CRM, sales and marketing for contractors and home builders

About 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.

Pricing starting from:

US$35,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Pricing starting from:

US$35,00/month

  • Free Trial
  • Subscription

Images

TopBuilder CRM dashboard
TopBuilder email marketing campaigns
TopBuilder agenda management
TopBuilder jobs calendar
TopBuilder quote generation
View 6 more
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

Features

Total features of TopBuilder: 141

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Audit Trail
  • Auto-Responders
  • Automated Scheduling
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Budget Tracking/Job Costing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commercial
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Contractor Database
  • Contractor Management
  • Cost Database
  • Customer Database
  • Customer Management
  • Customer Segmentation
  • Customer Service Analytics
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Extraction
  • Data Import/Export
  • Discount Management
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Drip Campaigns
  • ERP
  • Electrical Estimating
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Estimating
  • Event Triggered Actions
  • Feedback Management
  • For AEC Industry
  • Forecasting
  • Graphical Data Presentation
  • HVAC Estimating
  • Historical Database
  • Image Library
  • Industrial
  • Inspection Management
  • Interaction Tracking
  • Issue Tracking
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Maintenance Scheduling
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Location
  • Opportunity Management
  • Performance Metrics
  • Permit Management
  • Personalization
  • Pipeline Management
  • Plumbing Estimating
  • Predictive Analytics
  • Print Management
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • RFI & Submittals
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Residential
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Sentiment Analysis
  • Status Tracking
  • Subcontractor Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Calendars
  • Team Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Version Control
  • Video Support
  • WYSIWYG Editor
  • Warranty Tracking
  • Work Order Management
  • Workflow Management

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Bitrix24

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Reviews

Overall rating

5 /5
(14)
Value for Money
4,8/5
Features
4,8/5
Ease of Use
4,6/5
Customer Support
4,9/5

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Showing 5 reviews of 14
Keith A.
Overall rating
  • Industry: Facilities Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2020/09/22

Our overall experience with TopBuilder has been very valuable. We went from spreadsheets and not...

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.

Edsel Y.
Overall rating
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Top Builder Review for SR Homes

Reviewed on 2020/09/23

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

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.

Allison B.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

TopBuilder is awesome!

Reviewed on 2020/09/22

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.

Jake V.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

TopBuilder for Subcontractors

Reviewed on 2020/09/08

We primarily use TopBuilder to track our bids. We are a subcontractor with a short duration on...

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.

Lorraine S.
Overall rating
  • Industry: Construction
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Bid Tracking with TopBuilder

Reviewed on 2020/08/27

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.

Showing 5 reviews of 14 Read all reviews

TopBuilder FAQs

Below are some frequently asked questions for TopBuilder.

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

We do not have any information about TopBuilder features

TopBuilder has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages TopBuilder supports

TopBuilder supports the following devices:

TopBuilder integrates with the following applications:

ECi MarkSystems, Google Calendar, Microsoft 365, Microsoft Excel, Microsoft Outlook, Procore, Sage 100cloud, Sage 300 Construction and Real Estate, SalesRabbit, Viewpoint Team, iCloud

TopBuilder offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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