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About

Pantera Tools offers an intuitive, all-in-one bid management suite tailored for your unique needs. Set up projects, collaborate with your team, and bid with simplicity. General Contractors can gain access to an online plan room, completely customized to match their brand, website, and company. Sending bid invitations has never been easier, with the one-click-send functionality. Estimators who have switched to Pantera Tools have found an increase in bid response rates to their subcontractors. Pantera Tools is the only construction software platform that allows you to keep your contacts, private. With your existing bid management account, access additional features such as Scheduling, RFI's, Drawings and Markups, Submittals, Scheduling, Task Assignment with dependencies, and much more! Communicate directly with your team in the field with the free Pantera Tools Mobile App.

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

Construction general contractors, subcontractors, and project owners

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

$1500 / year
Access Pantera’s award-winning bid management system for just $1,500 per year at the Pantera Lite tier.

Upgrade to a fully customizable plan room, designed to match your company, brand, and website for just $4,500 per year.
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 4.7 / 5
ease 5.0 / 5
features 4.3 / 5
design 4.7 / 5
support 5.0 / 5

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

  • Customer service is the best we have ever experienced, immediate response time and a willingness to assist our subcontractors when needed. Building bidders lists and communicating with subcontractors is user friendly, straight forward and fully custom. Sharing documents with outside team members comes in a variety of options, all easy and clear. Pantera continues to grow, building tools that benefit, in particular, the historical data that can be used when building future projects/bidders lists.
  • It's possible to send out ITB's very quickly with minimal set-up. There is a great deal of flexibility in how to create and manage the ITB process. There are several tools to manage the the private contact database. The Pantera team is always quick to assist, and there are many ways the service is customized for our needs. Custom reports are available.
  • Ease of use and support.

Cons

  • Maintaining a clean database can be problematic at times. Multiple entries for the same company often register/show as separate records, making it hard for team members to identify who to reach out to. Would also be helpful if we could limit users security permissions to a higher level between "user" and "administrator".
  • Access to public HUB/minority vendor databases could be better/stronger. Regarding the mobile app, there are some functions that can not be accomplished with the app.
  • Not sure.

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

Pantera Tools
Founded: 2009
United States
www.panteratools.com

Company Information

TopBuilder
Founded: 2008
United States
www.topbuildersolutions.com

Alternatives

iSqFt

iSqFt

ConstructConnect

Alternatives

RedTeam Flex

RedTeam Flex

RedTeam Software
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 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 Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

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 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 CRM Features

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

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

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

Integrations

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