TopBuilder
TopBuilder is a connected construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities.
What TopBuilder is
TopBuilder is a connected construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities. Bid management organizes invitations, deadlines, statuses, follow-up tasks, and opportunity scoring based on company criteria. Its CRM centralizes customer emails, calls, and meetings, with reminders, analytics, and targeted campaigns that track performance. Proposal tools turn Excel worksheets into proposals, track quotes, and support 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. Android and iOS apps provide access to leads, quotes, appointments, and documents, but require a subscription login and internet connection, with no offline mode. Pricing is on request. ContractorBI offers a 14-day trial using sample data and selected dashboards; connecting accounting or ERP data costs $2,500 one time.
Good
- Organizes bids, deadlines, and follow-up tasks
- CRM centralizes emails, calls, and meetings
- Excel-based proposals and electronic signatures
- Dashboards for cash flow and profitability
- iOS and Android access
Watch out
- Pricing is available only on request
- Mobile app requires an internet connection
- Mobile app has no offline mode
- ERP or accounting trial setup costs $2,500
Who it suits
It suits general and specialty contractors, home builders, roofing contractors, electricians, plumbers, and construction finance teams. ContractorBI specifically highlights CFOs, controllers, and construction leaders.
Verdict
TopBuilder links construction sales activity, proposal work, customer communication, and financial reporting. Its mobile access and integrations support office and field workflows, while trial data and setup conditions should be reviewed first.
The facts
Each one read from TopBuilder's own pages, with the date it was checked.
What it does
- Bid management
- Users can score bids against company criteria, including job type and industry, and add profitability and payment history through ERP integration.checked 3 Oct 2026
- Business intelligence
- ContractorBI provides construction-focused dashboards for revenue, project schedules, financial performance, and forecasting.checked 3 Oct 2026
- 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.checked 3 Oct 2026
- CRM
- The construction CRM centralizes emails, calls, and meetings and supports follow-up tasks, reminders, and customer analytics.checked 3 Oct 2026
- CRM and marketing
- The CRM centralizes customer emails, calls, and meetings, supports task reminders, and includes targeted email campaigns with performance tracking.checked 3 Oct 2026
- 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.checked 3 Oct 2026
- 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.checked 3 Oct 2026
- Integrations
- The maker lists integrations including Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail, and Outlook.checked 3 Oct 2026
- Intended users
- The site presents TopBuilder for general and specialty contractors and highlights CFOs, controllers, and construction leaders as ContractorBI users.checked 3 Oct 2026
- Mobile
- TopBuilder offers a mobile app for iOS and Android for accessing leads, quotes, appointments, and documents while away from the office.checked 3 Oct 2026
- Mobile limitation
- The mobile app syncs with the desktop platform over an internet connection and does not have an offline mode.checked 3 Oct 2026
- Office integrations
- The CRM page says TopBuilder integrates with Outlook, Gmail, and Excel for scheduling, email records, and proposals.checked 3 Oct 2026
- Product
- TopBuilder is a connected construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities.checked 3 Oct 2026
- Proposals
- TopBuilder can turn Excel worksheets into proposals and supports quote tracking and electronic signatures.checked 3 Oct 2026
- Quotes
- The quoting tools use predefined options, quantities, and prices and support electronic signatures for approval.checked 3 Oct 2026
- Support
- The support policy lists email and phone support, daily remote training, 10 annual support hours, unlimited live training, and one two-hour client services review.checked 3 Oct 2026
- Who it serves
- The site describes solutions for specialty and general contractors, home builders, roofing contractors, electricians, plumbers, and construction financial teams.checked 3 Oct 2026
Where it runs
- Mobile app
- The mobile app is free to download, but using its features requires a TopBuilder subscription and login.checked 3 Oct 2026
Money
- 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.checked 3 Oct 2026
- 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.checked 3 Oct 2026
- 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.checked 3 Oct 2026
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