Average Ratings 2 Ratings
Average Ratings 10 Ratings
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
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
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
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