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About

BasisBoard helps you track bids without any data entry Built for subcontractors and material vendors to track all bids in one collaborative workspace — with no manual data entry. From small mom & pops, to billion dollar businesses, the estimating teams of all sizes use BasisBoard to power their bidding process. Still tracking bid invites with a spreadsheet? GCs bombarding you with bid invites from iSQFT, BuildingConnected, Procore, and more? Our bid board connects to your inbox, recognizes bid invite emails, and pulls the data into a dashboard instantly (deadlines, bidders, addendas) with zero data entry. All your bid invites in one place. Basis connects with your inbox, finds your bid invites, and intelligently sorts the emails into opportunities on a simple to use dashboard. Why online bid boards are the future. Most subcontractors are wasting hours each week on repetitive, administrative tasks. By adopting an automated online bid board, jobs won't slip through the cracks.

About

More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. When it comes to finding new leads and keeping track of your sales pipeline, you need a CRM system that is easy to use and provides you with the ability to segment your leads. TopBuilder’s CRM makes it easy to keep track of your construction projects and sales pipeline. You can easily see which projects are in progress, which ones are complete, and which ones are at risk. The software also allows you to segment your leads by location or type of project. Your decisions are only as good as your data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Subcontractors, suppliers, and material vendors looking for an automated bid tracking system & analytics platform

Audience

Construction contractors, specialty contractors, home builders, and real estate agents

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$55.00/user/month
60-day money back guarantee to all new sign-ups.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.5 / 5
ease 4.4 / 5
features 4.3 / 5
design 3.9 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • TopBuilder is very helpful to keep all leads organized and is very user-friendly from the desktop. The second capture form used for guest registration is also extremely helpful, as some interfaces only allow for one form. The ability to send blast emails and newsletters is also very convenient.
  • Very easy to use and set up reporting and other tools in the system. Very intuitive and simple. FANTASTIC support and guidance from the in-house tech team. Great resources for hands on DIY training or with assistance.
  • The user interface is well designed. The customizable dashboard just got even better, remembering your settings with your login. The Leads list is easy to customize to present the info you need at a glance, and the sorting features allow for easy project identification. User management is efficient and permissions are easy to customize. KPI's are useful and can be created company wide or for specific users. Follow Up Plans and Notifications allow for easy task communication, reminders, and then they're all logged in the Job History for easy record keeping. All around, I've found TopBuilder to be an easy and effective tool to use.
  • I like the ease of use and being able to add notes and track emails. The capabilities of managing the client throughout the preliminary sales process is very well set up.
  • It is a fairly direct tool. However, the short cuts that we were taught, were very useful. I also love the screenshot tool, and used it while he was going through with our team.

Cons

  • There have been some backend errors in terms of receiving notifications and causing confusion at times. The mobile version of the software is also a little touchy, as you can to navigate a certain way in order for leads and changes to be saved accordingly. I do wish that there would be an application created that would make leads easily accessible without having to go through an internet browser on mobile.
  • Nothing I don't like! It is really a great tool for sales people.
  • TopBuilder works very hard to support their clients. I feel like I've received a lot of personal attention to make our user experience as positive as possible. That said, there are times where third-party integrations don't work perfectly. It doesn't happen often, TopBuilder provides support right away if they're able, and often it isn't even a TopBuilder problem per se, but technically this is my biggest con. Sometimes pushing leads to different third-party software doesn't work as smoothly as it could.
  • Previously, there were some glitches but it seems they have been corrected!
  • None so far. I feel it is nicely mapped out, and self explanatory.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Basis
Founded: 2019
United States
www.basisboard.com

Company Information

TopBuilder
Founded: 2008
United States
www.topbuildersolutions.com

Alternatives

Alternatives

Houzz Pro

Houzz Pro

Houzz

Categories

Categories

Construction Bid Management Features

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Construction Bid Management Features

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Home Builder Features

Accounting Management
Bid Management
Contract Management
CRM
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Integrations

Acumatica Cloud ERP
B2W Estimate
BuildingConnected
Google
Microsoft 365
Procore
QuickBooks Online
Sage 100
Sage 300
Viewpoint Spectrum
Viewpoint Vista

Integrations

Acumatica Cloud ERP
B2W Estimate
BuildingConnected
Google
Microsoft 365
Procore
QuickBooks Online
Sage 100
Sage 300
Viewpoint Spectrum
Viewpoint Vista
Claim BasisBoard and update features and information
Claim BasisBoard and update features and information
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Claim TopBuilder and update features and information