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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

B2B sales teams that want better contact data quality

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

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

Pricing

$1975 per year
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

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

Lead Capture Features

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

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

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

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

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

Lead Capture Features

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

Data Management Features

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Data Quality Features

Address Validation
Data Deduplication
Data Discovery
Data Profililng
Master Data Management
Match & Merge
Metadata Management

Email Verification Features

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

Sales Intelligence Features

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Integrations

Acumatica Cloud ERP
Adobe Marketo Engage
B2W Estimate
BuildingConnected
Constant Contact
HubSpot Customer Platform
Keap
Mailchimp
Microsoft Dynamics 365
Nimble
Pipedrive
Procore
QuickBooks Online
Sage 100
Sage 300
Salesforce
Viewpoint Spectrum
Viewpoint Vista
Zendesk Sell
Zoho CRM

Integrations

Acumatica Cloud ERP
Adobe Marketo Engage
B2W Estimate
BuildingConnected
Constant Contact
HubSpot Customer Platform
Keap
Mailchimp
Microsoft Dynamics 365
Nimble
Pipedrive
Procore
QuickBooks Online
Sage 100
Sage 300
Salesforce
Viewpoint Spectrum
Viewpoint Vista
Zendesk Sell
Zoho CRM
Claim TopBuilder and update features and information
Claim TopBuilder and update features and information
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Claim ebCard and update features and information