What is TopBuilder Solutions?

TopBuilder is the most advanced sales and marketing software designed to help contractors, home builders, remodelers, and realtors with their essential sales and marketing activities. The key marketing features include marketing automation, email marketing, newsletter tools, and lead capture tools.  And the software`s sales features include lead management, email integration, document management, proposal building, quote building, bid management, job planning, task management, report building, and more. With TopBuilder, you can send effective online communications, automate your sales and marketing activities, manage documentation, and track the performance of sales and marketing activities, but in this TopBuilder overview, we will look at your usage options in more detail.

With TopBuilder`s email marketing you can send targeted emails based on a variety of variables in CRM, segmenting them by relationship type, job title, job type, industry, geography, and more. To make the email marketing process easier, you can choose one of the ready-made branded email templates and customize it to your taste. In addition, you can be sure that the solution will care about the links to your website and social media channels are correct and work perfectly. TopBuilder provides you with complete analytics about your email campaigns, namely which emails were opened, which emails have incorrect email addresses, which are duplicated, and so on. In this way, you will improve your email campaigns and get prospects, current and previous customers not only to open the email but also to interact with its content.

Another feature in this TopBuilder overview is lead capture which automatically captures all leads from your website and third-party resources, and once downloaded, the CRM will automatically upload their form response in the contact history. This information can then be reviewed by any member of your team. Additionally, with marketing automation, you can build alerts and reminders that inform you immediately of a new lead or inquiry. And then you can respond to customer requests with an auto-response, and automatically assign each lead to the correct agent, sales rep, or support staff the moment it arrives. 

TopBuilder makes the document and content storage software easier to use, because of the list of compatible file types you can store and manage within TopBuilder. It supports these major file types like HTML, images (JPG, JPEG, PNG, GIF), Microsoft Excel, Microsoft Word, PDF, and plain text. 

Besides the marketing features that we mentioned in this TopBuilder overview, the software gives you the ability to build, send, and manage custom quotes and invoices. These quoting tools include e-signatures capabilities and payment processing functionality that enables you to accept online payments. Moreover, with construction scheduling software, you can schedule tasks, appointments, bid due dates, estimators, sub-contractors, project managers, crews, and more.

Despite the built-in features of the software that we have considered in this TopBuilder overview, it also integrates with numerous third-party resources, such as Gmail, Outlook, Sage, Viewpoint, Procore, Acumatica, and more. Additionally, TopBuilder includes mobile functionality that works on any web-enabled device and offers daily web-based training and unlimited phone and email support.