TopBuilder

What it is

TopBuilder is a construction business development platform for managing leads, bids, proposals, customer communication and revenue opportunities. Its bid tools organize invitations, deadlines and status, assign follow-up tasks, and score opportunities against company criteria. The CRM centralizes emails, calls and meetings, with reminders, customer analytics and targeted email campaigns that track performance. Users can build proposals from Excel worksheets, track quotes and collect electronic signatures. ContractorBI dashboards cover job performance, cash flow, revenue and profit, work in progress, forecasts, and won/lost analysis. Listed integrations include Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail and Outlook. iOS and Android apps provide access to leads, quotes, appointments and documents away from the office, but require an internet connection and subscription login. Pricing is available on request. The ContractorBI trial lasts 14 days and uses sample data with a limited dashboard set; connecting accounting or ERP data costs $2,500 one time.

Who it suits. TopBuilder is presented for general and specialty contractors, home builders, roofing contractors, electricians, plumbers and construction financial teams. ContractorBI may suit CFOs, controllers and construction leaders.

Verdict

TopBuilder brings business development, customer follow-up, proposals and revenue dashboards into one construction platform. Check the ContractorBI trial limits and the mobile app’s internet requirement before deciding whether it fits your workflow.

What the maker publishes

Bid management

Users can organize bid invitations, assign follow-up tasks, track deadlines and status, and score opportunities using company criteria. source

Bid management

Users can score bids against company criteria, including job type and industry, and add profitability and payment history through ERP integration. source

Business intelligence

ContractorBI provides dashboards for job performance, cash flow, revenue and profit, work in progress, revenue forecasts, and won/lost analysis. source

Business intelligence

ContractorBI provides construction-focused dashboards for revenue, project schedules, financial performance, and forecasting. source

Contract terms

The posted agreement describes an initial one-year term with automatic annual renewal and allows cancellation with a subscription-fee refund within the first 60 days, excluding setup and implementation fees. source

CRM

The construction CRM centralizes emails, calls, and meetings and supports follow-up tasks, reminders, and customer analytics. source

CRM and marketing

The CRM centralizes customer emails, calls, and meetings, supports task reminders, and includes targeted email campaigns with performance tracking. source

Data and privacy

The privacy policy says integrated email and calendar data is used for user-facing features, can be disconnected and deleted, and is not used for advertising. source

Email limit

The terms state that a customer proposal includes up to 40,000 emails per month, with additional email billed at $0.0009 per email. source

Integrations

The maker lists integrations including Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail, and Outlook. source

Intended users

The site presents TopBuilder for general and specialty contractors and highlights CFOs, controllers, and construction leaders as ContractorBI users. source

Mobile

TopBuilder offers a mobile app for iOS and Android for accessing leads, quotes, appointments, and documents while away from the office. source

Mobile app

The mobile app is free to download, but using its features requires a TopBuilder subscription and login. source

Mobile limitation

The mobile app syncs with the desktop platform over an internet connection and does not have an offline mode. source

Office integrations

The CRM page says TopBuilder integrates with Outlook, Gmail, and Excel for scheduling, email records, and proposals. source

Product

TopBuilder is a connected construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities. source

Proposals

TopBuilder can turn Excel worksheets into proposals and supports quote tracking and electronic signatures. source

Quotes

The quoting tools use predefined options, quantities, and prices and support electronic signatures for approval. source