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Integrations

Construction software integrations

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TopBuilder’s construction software integrations give you a unified platform to manage all aspects of business development, from capturing leads and creating proposals to monitoring project timelines and measuring success. Learn more about how we integrate with leading solutions.

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Project management software integrations

TopBuilder integrates with project management software like Procore and Acumatica Construction, centralizing project documents and details, streamlining workflows, and improving collaboration across your teams. This gives you full visibility into project timelines and resources needed, eliminating the need for duplicate data entry.

Procore

TopBuilder’s integration with Procore brings all your customer, sales, and job information into one central database so you can easily build forecasts, workflows, reports, scorecards, and email campaigns.

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Acumatica Construction Edition

TopBuilder CRM for Acumatica Construction Edition provides your business with data for complete and accurate customer information, enabling you to forecast, measure, and monitor your company’s revenue, job requirements, and sale or bid performance.

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ERP and accounting integrations

TopBuilder’s integration with ERP and accounting solutions such as Sage 100 and Sage 300 Construction and Real Estate provides a comprehensive view of your financial data. This integration helps you track expenses, manage budgets, and forecast revenue more accurately, ensuring your projects remain profitable.

Sage 100 Contractor

Sage 100 Contractor synchronizes customer, contact, job, work order, vendor and part information so job start dates, expected completion dates and updates are instantly reflected in TopBuilder CRM.

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Sage 300 Real Estate

TopBuilder CRM for Sage synchronizes customer, contact, and job information between the Sage 300 CRE address book, job cost management (AR), and service modules, ensuring new jobs appear in Sage 300 as they are awarded and keeping all job timelines and updates current.

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Estimating and takeoff software integrations

TopBuilder integrates with estimating and takeoff software so your team can develop precise proposals quickly and accurately, helping you win more profitable projects.

Procore

Develop estimates, takeoffs and budget items in Procore and easily transform them into professional proposals within TopBuilder.

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Excel & Microsoft Word integration

TopBuilder CRM includes a fully functional Word and Excel editor so you can create, store, and manage Word or Excel documents directly in the platform. You can also upload, edit, and attach Word and Excel documents to jobs, customers, contacts, and quotes.

Excel & Microsoft Word

TopBuilder transforms existing Excel documents into professional proposals, reducing the time it takes to prepare quotes by as much as 75% while reducing the risk of errors. Our integration with Excel and Microsoft Word also makes it easy to create and share documents accessible across multiple platforms.

Gmail & Outlook email integration

Respond to bid requests and proposals, and collaborate with team members without leaving your inbox. TopBuilder integrates seamlessly with the email providers your team is already using, so you can be notified of updates anywhere.

Gmail & Outlook

TopBuilder integrates with Gmail and Microsoft Outlook, making it easy for your team to collaborate in the workspaces they’re already using.

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