TopBuilder has made it incredibly easy to manage our customer relationships!
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.
Reasons for choosing TopBuilder
We chose TopBuilder over alternative products because we felt that it would give us more of an industry focused CRM System while also implementing some of the similar capabilities with email marketing to HubSpot and Salesforce.
Response from TopBuilder Solutions
Keith, thank you for your feedback. TopBuilder 2.0 was released earlier this year to improve core features and functionality of our CRM platform. One of the remaining tasks is improving our email editor tools. A "What's New" notice will be posted as soon as it is released. Also, your Account Manager will contact you to discuss your outside API needs.
Replied October 2020