TopBuilder
topbuildersolutions.com
What it is
TopBuilder is a connected construction business-development platform for managing leads, bids, proposals, customer communication, and revenue opportunities. Its bid workspace organizes invitations, assigns follow-up work, tracks deadlines and status, and scores opportunities against company criteria. The construction CRM combines customer emails, calls, and meetings, with reminders, analytics, lead capture, email synchronization, and targeted campaigns whose performance can be tracked. Proposal tools convert Excel worksheets into proposals, track quotes, and support electronic signatures using predefined options, quantities, and prices. ContractorBI adds dashboards for 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. Web, iOS, and Android access is available. The mobile app requires a subscription login and internet connection. Pricing is on request; there is no free plan and a free trial is offered.
Spec sheet
- Product
- TopBuilder is a connected construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities.Read 3 Oct 2026 · topbuildersolutions.com
- Intended users
- The site presents TopBuilder for general and specialty contractors and highlights CFOs, controllers, and construction leaders as ContractorBI users.Read 3 Oct 2026 · topbuildersolutions.com
- Trial
- ContractorBI offers a 14-day trial with sample data and a limited dashboard set; the trial does not include the 45 prebuilt dashboards available with a paid license.Read 3 Oct 2026 · topbuildersolutions.com
- Integrations
- The maker lists integrations including Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail, and Outlook.Read 3 Oct 2026 · topbuildersolutions.com
- Support
- TopBuilder lists phone support at (855) 806-6648 and says its contact team is available Monday through Friday, 8:00 a.m. to 5:00 p.m. Central Time.Read 3 Oct 2026 · topbuildersolutions.com
- Bid management
- Users can score bids against company criteria, including job type and industry, and add profitability and payment history through ERP integration.Read 3 Oct 2026 · topbuildersolutions.com
- Business intelligence
- ContractorBI provides construction-focused dashboards for revenue, project schedules, financial performance, and forecasting.Read 3 Oct 2026 · topbuildersolutions.com
- 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.Read 3 Oct 2026 · topbuildersolutions.com
- CRM
- The construction CRM centralizes emails, calls, and meetings and supports follow-up tasks, reminders, and customer analytics.Read 3 Oct 2026 · topbuildersolutions.com
- CRM and marketing
- The CRM centralizes customer emails, calls, and meetings, supports task reminders, and includes targeted email campaigns with performance tracking.Read 3 Oct 2026 · topbuildersolutions.com
- 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.Read 3 Oct 2026 · topbuildersolutions.com
- 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.Read 3 Oct 2026 · topbuildersolutions.com
- Mobile
- TopBuilder offers a mobile app for iOS and Android for accessing leads, quotes, appointments, and documents while away from the office.Read 3 Oct 2026 · topbuildersolutions.com
- Mobile app
- The mobile app is free to download, but using its features requires a TopBuilder subscription and login.Read 3 Oct 2026 · topbuildersolutions.com
- Mobile limitation
- The mobile app syncs with the desktop platform over an internet connection and does not have an offline mode.Read 3 Oct 2026 · topbuildersolutions.com
- Office integrations
- The CRM page says TopBuilder integrates with Outlook, Gmail, and Excel for scheduling, email records, and proposals.Read 3 Oct 2026 · topbuildersolutions.com
- Proposals
- TopBuilder can turn Excel worksheets into proposals and supports quote tracking and electronic signatures.Read 3 Oct 2026 · topbuildersolutions.com
- Quotes
- The quoting tools use predefined options, quantities, and prices and support electronic signatures for approval.Read 3 Oct 2026 · topbuildersolutions.com
- Trial data setup
- The ContractorBI trial help page states that connecting accounting or ERP data costs $2,500 one time, while adding Excel data is free.Read 3 Oct 2026 · topbuildersolutions.com
- Trial limit
- The 14-day ContractorBI trial includes selected dashboards and sample data; its 45 prebuilt dashboards are excluded, and using the customer’s own data requires a stated $2,500 setup fee.Read 3 Oct 2026 · topbuildersolutions.com
- Who it serves
- The site describes solutions for specialty and general contractors, home builders, roofing contractors, electricians, plumbers, and construction financial teams.Read 3 Oct 2026 · topbuildersolutions.com
Strong points and limits
Strong points
- Organizes bids, deadlines, assignments, and opportunity scores
- Centralizes customer emails, calls, meetings, and reminders
- Creates proposals from Excel worksheets
- Dashboards cover cash flow, forecasts, and won/lost analysis
- Integrates with construction, office, and email tools
Limits
- Pricing is available only on request
- No free plan
- Mobile app requires internet; no offline mode
- Accounting or ERP trial setup costs $2,500
Who it suits
TopBuilder suits general and specialty contractors, home builders, roofing contractors, electricians, plumbers, and construction financial teams. ContractorBI is also presented for CFOs, controllers, and construction leaders.
Verdict
TopBuilder brings bid management, CRM, proposals, and construction reporting into one connected platform. Check the subscription terms, mobile connectivity requirement, and ContractorBI trial limits before proceeding.
Where Specifiction places it
- Construction CRM Software#30 of 417.2
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