TopBuilder CRM

TopBuilder Solutions

TopBuilder’s unique integration with Acumatica Construction Edition allows job and customer data to synch between both TopBuilder and Acumatica in real-time. You can take advantage of the Job, Financial, and Customer History that lives within Acumatica to score, prioritize, and manage bids. Once the job is awarded, the job and associated customer information is sent to Acumatica where the Acumatica Construction Edition does its magic.

Any new customers, jobs or customer/job updates in Acumatica automatically sync back to TopBuilder in real-time.

This means all your customer, sales, and job information is in one location. Since all this information is together, building forecasts, workflows, reports, scorecards, and email campaigns have never been simpler.

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Key features

  • Monitor and manage your bid activity. Truly understand what opportunities are in the pipeline. Additionally, with bid tracking, your sales teams, project managers, and estimators can easily collaborate.

  • Increase your job communication. Forecast job resources, revenue, labor, materials, and schedules during the bidding and construction phases.

  • Quote your projects 5X faster. Build, manage, monitor, and send electronic quotes that include job photos, addendums, and project notes.

  • Utilize automated bid scoring. Ensure you are bidding on the right jobs and avoiding the wrong ones. Connect to Acumatica to add additional parameters.

  • Track your critical job information. Collect all your job & bid information, project details, and documentation in one secure platform accessible from anywhere.

  • Quickly and easily send mass emails. Use your customer and job information to send targeted emails and promotional material.

  • Utilize enhanced analytics and reports. Understand your sales and marketing performance, identify areas of improvement, trends, and hidden opportunities before it’s too late.

  • Integrate with industry leading companies. Synchronize job, customer, contact, purchase order, vendor, quote items, and operational data with Acumatica Construction Edition.

  • Use on any web-enabled device. With our mobile functionality, you can now conduct business anywhere from any web enabled device.

  • Best support and training available. We provide a dedicated account and support manager to ensure a successful integration and implementation. Additionally, we offer unlimited live support and training.

  • Build relationships and manage leads. Easily capture, organize, collaborate, follow-up, and access critical data throughout the life cycle from one screen.

About TopBuilder Solutions

TopBuilder is the most advanced cloud-based sales and marketing software for construction companies, home builders, and real estate professionals. As experienced professionals in engineering, construction, and software technology, we have redefined what it means to be a CRM. Designed to be most effective at increasing collaboration, time savings, and your company’s profitability. With our mobile functionality, you get all the benefits anywhere at any time. Experience the new industry standard with TopBuilder.

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8 Unique Features in a Construction CRM

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