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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.

About

Your lead data management platform. Capture, qualify and synchronize lead data with your systems. Capture, qualify, nurture and convert faster, better, and cheaper. Capture any source of lead data and get more data points with the minimum effort and highest quality. Qualify leads with your notes and questions before you send them to your marketing and sales tools. Synch all contact data with your sales and marketing platform and trigger your conversion processes.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

B2B sales teams that want better contact data quality

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$55.00/user/month
60-day money back guarantee to all new sign-ups.
Free Version Not Supported
Free Trial Not Supported

Pricing

$1975 per year
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

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

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

TopBuilder
Founded: 2008
United States
www.topbuildersolutions.com

Company Information

ebCard
Founded: 2017
Canada
myebcard.com

Alternatives

Alternatives

Zuant

Zuant

Mktpoint
Houzz Pro

Houzz Pro

Houzz
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Construction CRM Supported
Contact Management Supported
Email Marketing Supported
Email Tracking Supported
Home Builder Supported
Lead Capture Supported
Preconstruction Supported
Real Estate Agency Supported
Subcontractor Supported

Categories

Contact Management Supported
Data Enrichment Supported
Data Management Supported
Data Quality Supported
Email Verification Supported
Lead Capture Supported
Lead Retrieval Supported
Sales Intelligence Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Not Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Construction Bid Management Features

Bidder Management Supported
Building Product Database Supported
Cost Database Supported
File Sharing Supported
Proposal Management Supported
Quotes / Estimates Supported
RFP Management Not Supported
Subcontractor Management Not Supported
Takeoff Not Supported
Version Control Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Not Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Construction Estimating Features

Accounting Integration Supported
Audit Trail Not Supported
Bid Management Supported
Billing & Invoicing Not Supported
Building Product Database Not Supported
Calculators Not Supported
Change Orders Not Supported
Contract Management Supported
Cost Database Not Supported
Customer Management Supported
Customizable Templates Not Supported
Electrical Estimating Supported
Historical Database Supported
HVAC Estimating Supported
Job Costing Not Supported
Plumbing Estimating Not Supported
Price Data / Price Books Not Supported
Project Management Not Supported
Quote Management Supported
Reporting/Analytics Supported
Scheduling Supported
Subcontractor Management Not Supported
Takeoff Not Supported
What-if Analysis Not Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Not Supported
Customer Surveys Not Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Email Tracking Features

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

Home Builder Features

Accounting Management Not Supported
Bid Management Supported
Contract Management Supported
CRM Supported
Job Costing Not Supported
Job Scheduling Supported
Permit Management Not Supported
Quotes / Estimates Supported
Subcontractor Management Not Supported
Supplier Management Not Supported
Warranty / Service Management Not Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Supported
Client Database Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Email Marketing Supported
Flyer / Catalog Printing Not Supported
Lead Management Supported
Listing Management Not Supported
Property Database Supported
Website Management Not Supported

Contact Management Features

Activity Management Not Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Not Supported
Contact Import/Export Supported
Customer Pipeline Not Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Not Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Not Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Not Supported
Social Media Integration Not Supported

Lead Capture Features

Business Card / Badge Scanning Supported
Dashboard Not Supported
Data Extraction Not Supported
Lead Distribution Not Supported
Lead Notifications Supported
Lead Nurturing Not Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Not Supported

Data Management Features

Customer Data Supported
Data Analysis Not Supported
Data Capture Supported
Data Integration Not Supported
Data Migration Not Supported
Data Quality Control Supported
Data Security Not Supported
Information Governance Not Supported
Master Data Management Not Supported
Match & Merge Not Supported

Data Quality Features

Address Validation Supported
Data Deduplication Supported
Data Discovery Not Supported
Data Profililng Supported
Master Data Management Not Supported
Match & Merge Supported
Metadata Management Not Supported

Email Verification Features

Bulk Email Verification Supported
Catch-all Server Detection Supported
Disposable Email Detection Supported
Domain Check Supported
Mail Server Validation Supported
Single Email Verification Supported
Spam Trap Detection Supported
Syntax Check Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Not Supported
Data Enrichment Supported
Data Import/Export Supported
Data Mining Not Supported
Data Verification Supported
Email Integration Not Supported
Lead Scoring Supported
List Building Not Supported
Performance Management Not Supported
Pipeline Management Not Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Sales Forecasting Not Supported

Integrations

B2W Estimate Supported
Constant Contact Lead Gen & CRM Not Supported
Google Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Keap Not Supported
Mailchimp Not Supported
Microsoft 365 Supported
Nimble Not Supported
Pipedrive Not Supported
Procore Supported
QuickBooks Online Supported
Sage 100 Supported
Sage 300 Supported
Salesforce Not Supported
Salesforce Marketing Cloud Account Engagement Not Supported
Viewpoint Spectrum Supported
Viewpoint Vista Supported
Zendesk Not Supported
Zoho CRM Not Supported

Integrations

B2W Estimate Not Supported
Constant Contact Lead Gen & CRM Supported
Google Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Keap Supported
Mailchimp Supported
Microsoft 365 Not Supported
Nimble Supported
Pipedrive Supported
Procore Not Supported
QuickBooks Online Not Supported
Sage 100 Not Supported
Sage 300 Not Supported
Salesforce Supported
Salesforce Marketing Cloud Account Engagement Supported
Viewpoint Spectrum Not Supported
Viewpoint Vista Not Supported
Zendesk Supported
Zoho CRM Supported
Claim TopBuilder and update features and information
Claim TopBuilder and update features and information
Claim ebCard and update features and information
Claim ebCard and update features and information