TopBuilder is the most advanced cloud-based construction CRM for the construction industry.

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Construction CRM and Collaboration Tools

CRM for Construction

  • Lead, contact, task and account management
  • Customizable follow up plans/workflow
  • Salesforce automation/drip campaigns
  • Document management
  • Alerts and reminders (email, text, calendar)
  • Job board/calendar keeps track of your resources

Bid tracking

  • Tracks, manages and reports multiple bids for the same job
  • Bid calendars and dashboards
  • Forecasting, bid performance and sales reports
  • Manage estimators, project managers and sales teams
  • Track follow up, due dates and next steps

Quote Builder and proposal builder

  • Quickly generate professional quotes
  • Maintain itemized list and assemblies
  • Generate custom proposals using standard templates
  • Interface with XL or third-party estimating software
  • Assemble multiple documents into a single proposal/PDF
  • Pre-populate proposal from job information
  • Track customer receipt and approval

Email marketing and drip campaigns

  • Targeted email campaigns
  • Automated drip campaigns
  • Automated follow up emails
  • Tracking and reporting
  • Customer, contacts and job email history integrated with CRM
  • High delivery rates (spam and blacklist monitoring)

Two-way integration with Sage

  • Newly awarded jobs and new customers created automatically
  • Synchronizes customers, contacts, jobs, job financials and job history

CRM package: CRM, bid tracking, proposal builder for construction

$249/month: includes five user licenses, billed annually

  • Third party interface is priced separately
  • Volume discounts apply after 10 users

$2500 set up fee includes:

  • Account and user set up
  • Marketing/newsletter template branding
  • Initial data import and set up
  • Unlimited live web based training
  • Unlimited live phone and email support
  • Online help center

To learn more, call Techware at 952-491-4665.