Best Home Builder Software for Microsoft 365

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.

The only software any builder needs to run their entire business for maximum efficiency and profitability. 123worx is an integrated software solution designed for the construction industry. It is efficient, flexible, cost effective and easy to use. 123worx provides functionality and auto workflow for efficiently managing construction business, construction projects and collaboration between employees, trade partners and clients. Solutions For Every Project. Business management. Project management. Collaboration management. Document Management (docs, photos & videos). Lead management. (complete CRM) marketing campaigns}. Online Punchclock. Safety Management Center. Group Calendar. Meetings Management. HR Management. Company Processes. High Security.

SiteOne frees builders to do what they do best – build homes. We provide tools to deliver a superior customer experience, share critical information with homeowners, facilitate warranty service requests, automate processes, resolve concerns, and manage home records. SiteOne's Builder Toolbox is the only paperless work order management solution from creation to close. Builders can receive and respond to requests on any device, electronically accept or deny and assign to a trade. Every communication is documented for risk mitigation. Intelligent reports identify trending issues and reduce operating costs with real-time dashboards. SiteOne's HomeHub is a password-protected portal for homeowners to submit service requests with photos and communicate with their builder. It also includes everything needed to care for their new home, including digital manuals and warranties, an inventory of every appliance installed in the house with links to register them, and maintenance reminders.

High-volume production homebuilders optimize business processes, operations, and margin by leveraging the power of HomebuilderONE, a single end-to-end modern enterprise resource planning (ERP) solution built on Microsoft Dynamics 365, which connects critical aspects of the business. HomebuilderONE provides native mobile device access. From any device, HomebuilderONE delivers complete system functionality for users to access data and input information in the field, in the office, or remotely from home. Leverages the flexibility of cloud hosting and mobile access to be the most comprehensive ERP solution on the market. The HomebuilderONE solution is the most comprehensive ERP solution in the homebuilding marketplace. HomebuilderONE enables more homes to be built at greater efficiency, with consistent repeatability, and at a higher level of quality by reducing the time to create new plans, open new communities, and expand into new markets.

365HomeBuilder is a cloud-based, fully integrated ERP solution tailored for residential home-building companies and powered by Microsoft Dynamics 365 Business Central. It offers end-to-end functionality from estimating and sales through purchasing, job costing, multi-entity accounting, and closing settlements, all in one unified platform. It supports powerful multi-entity financials, enabling builders to track costs and revenue across multiple investors or build entities within a single database rather than separate charts of accounts. It includes embedded bank-draw management, tracking loans and budgets tied to lenders, and automated lien-waiver processing so payments to subcontractors are aligned with required waivers. Vendor insurance tracking alerts for expiring policies and can block payments if coverage lapses. 365HomeBuilder also generates settlement statements automatically, prints MICR checks for different entities, and integrates with Microsoft Office 365 tools.