Our overall experience with TopBuilder has been very valuable. We went from spreadsheets and not managing customer relationships as effectively as we could have been. Since implementation, we've closed more business and conducted more follow up than we ever could have without TopBuilder.

I love the ability to add my own key performance indicators and additional user defined fields that allow me to track specific information about our customers. Additionally, I can live in TopBuilder all day in my role and not have to stray too far with different applications.

I feel that the email marketing could be implemented differently allowing for more block editing and customization. Right now, I feel like it is just a basic program, but doesn't integrate as much between outside APIs.

Tracking leads, capturing leads, and managing system is very easy. Launcing and intergration with our site was very easy.

System is pretty user freindly once you are tained on the software. Setting up communities and users is very easy.

I woudl like more flexibility in pulling custome reports. Integration with things like NterNow is not offered which is something other systems provide.

The features that are most impactful for my job are the "Monthyly Revenue Projections" and "Manage Leads and Accounts"

There are many fields within a project, that it can be hard to track what has already been input.

Been great to use and to work with.

Super easy to use as soon as it's set up. Just have an idea on what you want it to look like and TopBuilder can make it happen.

Nothing so far! Customer service has been excellent.

We primarily use TopBuilder to track our bids. We are a subcontractor with a short duration on projects therefore we bid a large number of projects. Tracking these is a key component to our success and TopBuilder helps us do that.

The integration with Spectrum accounting software and the construction oriented bid tracking. Construction is such a unique industry when it comes to bid tracking that it is great having a tool custom built for this industry. Many of the other options on the market take a lot of tweaking to get the same functionality and even then do not have all that TopBuilder offers.

Some of the reporting functionality I find unhelpful for our particular business. Some of the integration with Spectrum seems to be one direction only and some of the information that I feel TopBuilder should be retrieving is not being done. For this reason, the integration with Spectrum is primarily pre-contract only.

The intuitive nature of the product made it easy to switch from our legacy software to TopBuilder. Our users were up and running with a minimum of configuration needed from our team.

Not being able to add a non-user to the software to assign bids. Most of our data entry is handled by Project Coordinators but we need to assign the bid to an Estimator or Project Manager for reporting. The Estimator or Project Manager , in most cases, will never sign into TopBuilder. With the current user structure we still need to create a paid logon for the user.

We are now benefiting from the organic leads our website had generated over the years, tapping into the large database we had stored to continuously email market to prospects which we had relied on marketing firms and paid mailing lists to do previously. The individuals over at Topbuilder are incredibly helpful and quick responding which makes any issue or question be resolved quickly. From the [SENSITIVE CONTENT HIDDEN] to the support staff, its been a pleasure and ease to work with every member of their team.

Navigating the Topbuilder site is seamless and intuitive once the initial learning curve wears off. They've made it supportive for a sales staff to easily contact and manage leads generated by our company website, as well as be able to research or learn how to use any aspect of the software. It makes the administration of the site/software a breeze for management.

I dont know the exact reason, but originally the site/software moved and reacted slowly to navigating at times. It seems as if they have moved over to Amazon Web Services for hosting more recently and that issue appears to have gone away with the change.

Great! [SENSITIVE CONTENT HIDDEN] have been really helpful through our switch to TopBuilder. They are always there to answer any questions and guide us through any challenges we have.

This software is extremely easy to learn and use. When we first switched to TopBuilder, the live training that is offered 5 days a week was a HUGE help! As an admin, the automated emails and the email marketing has been my favorite tools to keep our past and current customers updated.

I don't have any complaints... but if I had to say something, it would be nice to be able to have the address of the Lead added to the Grid Settings on the Manage Leads screen!

This product is user friendly, easy to use, and extremely easy to train people on.

You do not have the ability to remove old employees from the system. There is no app for your phone. You have to sign in vial the internet at all times.

I like how easy the software is to navigate and the new design, which is great. It's not a overload of items that we do not need like other programs. Customer support is amazing.

Lead Management: I wish creating follow up plans was a little less time consuming. There are other features that other programs have like surveys, sending email to certain people who opened up a e-flyer, etc.

Topbuilder is very useful in helping us keep in touch with prospects who are not buyer's today. It helps keep our name in top of mind awareness, so that when a prospect is ready to become a client, they have a level of familiarity with us. It also gives them a conduit for communicating with us. It is an essential part of our overall marketing strategy.

Action notifications Links with outlook to save emails in client records Ease of navigation Easy to implement marketing campaigns

Many features not relevant to our business

I enjoy using TopBuilder over past services. Being about to input so much information on customers and have it at your finger tips in a few clicks makes my job easier.

TopBuilder provides everything we need for sales in one place. We immediately input customer information and are able to track all the way through a job and beyond.

There are so many options and so much to learn, it was daunting at first. Once you start getting customer information in the system it starts to flow easier over time. Now many of our accounts are set up and in just a few clicks a project is set up.

I LOVE Top Builder!!!

How you can keep your notes in chronological order in the History and see when they open emails and their responses.

It is hard to enter a spouse and their information isn't on the same page so you have to click a lot of buttons to get to it.

We love Top Builder. From the first time I met them at IBS to answering all my questions to implementation and customer support. They have been and continue to be top rate!

Easy to add new prospects and keep track of communication with them.

Pulling custom reports can be cumbersome

TopBuilder Solutions is exactly what I need to ensure my marketing investments are not wasted and ensure no sales opportunities are lost. Additionally, we do a more effective job selling while spending a lot less time