Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 10 Ratings

Total
ease
features
design
support

Description

Keep your workflow efficient by establishing and tailoring an ideal process for your team, regardless of the specific application or working style. It's as straightforward as using a spreadsheet, allowing for effortless addition, modification, and collaboration. You can easily filter, sort, and organize your information in any manner to swiftly pinpoint any obstacles. Monitor upcoming tasks throughout all your workflows and automatically gather information from your contacts and emails. Stay updated on progress with notifications that ensure you never overlook a follow-up, aided by tasks and reminders. Enjoy the convenience of working directly from your inbox! Seamlessly integrated within Gmail for both desktop and mobile, along with G Suite tools like Sheets, Chat, and Drive, this setup enables quick access to your data. Effortlessly share emails, notes, and call records with your colleagues, ensuring a smooth transition in workflow. Plus, you can access pipeline data alongside your emails right from your mobile device, guaranteeing that you always have the necessary context at hand, no matter where you are. This flexibility is essential for maintaining productivity and collaboration within your team.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
Answering Service Care Yes 
Autymate Yes 
Axis LMS Yes 
B2W Estimate No 
Campaign Monitor Yes 
Datameer Yes 
Egnyte Yes 
Gmail Yes 
Gravity Forms Yes 
Insider One Yes 
LeadsBridge Yes 
Make Yes 
QuickBooks Online No 
RegFox Yes 
Replyify Yes 
Retently Yes 
Sage 100 No 
Sensr Portal Yes 
Wufoo Yes 

Integrations

Acumatica Cloud ERP Yes 
Answering Service Care No 
Autymate No 
Axis LMS No 
B2W Estimate Yes 
Campaign Monitor No 
Datameer No 
Egnyte No 
Gmail No 
Gravity Forms No 
Insider One No 
LeadsBridge No 
Make No 
QuickBooks Online Yes 
RegFox No 
Replyify No 
Retently No 
Sage 100 Yes 
Sensr Portal No 
Wufoo No 

Pricing Details

$39.00/month/user
Free Trial No 
Free Version Yes 

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 No 
Windows No 
Mac No 
Linux No 
Chromebook No 

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) No 
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 No 

Types of Training

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

Vendor Details

Company Name

Streak

Founded

2011

Country

United States

Website

www.streak.com

Vendor Details

Company Name

TopBuilder

Founded

2008

Country

United States

Website

www.topbuildersolutions.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management 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