Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 10 Ratings

Total
ease
features
design
support

Description

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Description

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. TopBuilder is quickly becoming the go-to tool for construction software. Services offered by TopBuilder specialize in helping contractors, construction companies, and home builders build highly effective, data driven marketing campaigns. The tool was custom built with the construction industry in mind and offers a suite of features that are essential for success in today’s market. Your decisions are only as good as your data. Many construction companies struggle to get full value from their data. Data sources may be scattered across the company, the cloud, and third-party applications, requiring tedious effort to collect and consolidate. A lack of tools and skills makes it difficult to draw meaningful, actionable insights from raw data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Viewpoint Spectrum Yes 
Viewpoint Vista Yes 
Acumatica Cloud ERP No 
B2W Estimate No 
BuildingConnected No 
DataXchange Yes 
FOUNDATION Yes 
Google No 
Jobba Yes 
Microsoft 365 No 
Microsoft Outlook Yes 
Procore No 
QuickBooks Enterprise Yes 
Sage 100 No 
Sage 100 Contractor Yes 
Sage 300 No 
Sage 300 Construction and Real Estate (CRE) Yes 
The Estimating EDGE Yes 

Integrations

QuickBooks Online Yes 
Viewpoint Spectrum Yes 
Viewpoint Vista Yes 
Acumatica Cloud ERP Yes 
B2W Estimate Yes 
BuildingConnected Yes 
DataXchange No 
FOUNDATION No 
Google Yes 
Jobba No 
Microsoft 365 Yes 
Microsoft Outlook No 
Procore Yes 
QuickBooks Enterprise No 
Sage 100 Yes 
Sage 100 Contractor No 
Sage 300 Yes 
Sage 300 Construction and Real Estate (CRE) No 
The Estimating EDGE No 

Pricing Details

$55/user/month
Free Trial Yes 
Free Version No 

Pricing Details

$55.00/user/month
60-day money back guarantee to all new sign-ups.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Followup CRM

Founded

2012

Country

United States

Website

followupcrm.com

Vendor Details

Company Name

TopBuilder

Founded

2008

Country

United States

Website

www.topbuildersolutions.com

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database Yes 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management Yes 
Takeoff No 
Version Control Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management Yes 
Timesheets No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) Yes 
Lead Analytics Yes 
Pipeline Management No 
Predictive Forecasting Yes 
Predictive Lead Scoring Yes 
Sales Intelligence Reporting Yes 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database Yes 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management No 
Subcontractor Management No 
Takeoff No 
Version Control No 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Construction Estimating

Accounting Integration Yes 
Audit Trail No 
Bid Management Yes 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management Yes 
Cost Database No 
Customer Management Yes 
Customizable Templates No 
Electrical Estimating Yes 
HVAC Estimating Yes 
Historical Database Yes 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management Yes 
Reporting/Analytics Yes 
Scheduling Yes 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content No 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms No 
Mailing List Management Yes 
Mobile Optimized Emails No 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Email Tracking

A/B Testing Yes 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking Yes 
Team Management Yes 

Home Builder

Accounting Management No 
Bid Management Yes 
CRM Yes 
Contract Management Yes 
Job Costing No 
Job Scheduling Yes 
Permit Management No 
Quotes / Estimates Yes 
Subcontractor Management No 
Supplier Management No 
Warranty / Service Management No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction No 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms Yes 

Real Estate Agency

Calendar Management Yes 
Client / Property Matching Yes 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management Yes 
Listing Management No 
Property Database Yes 
Website Management No 

Alternatives

Alternatives