TopBuilder

Free trial AndroidiPhoneWeb

What TopBuilder is

TopBuilder is a construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities. Its bid tools organize invitations, assign follow-up work, track deadlines and statuses, and score opportunities against company criteria. The construction CRM brings emails, calls, and meetings together, with reminders, customer analytics, and targeted email campaigns that track performance. Proposal tools can convert Excel worksheets into proposals, track quotes, and collect electronic signatures. ContractorBI dashboards cover job performance, cash flow, revenue and profit, work in progress, forecasts, and won or lost analysis. Listed integrations include Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail, and Outlook. iOS and Android apps provide access to leads, quotes, appointments, and documents, but require an internet connection and subscription login. Pricing is on request, with no free plan and a free trial. ContractorBI’s 14-day trial uses sample data and selected dashboards; connecting accounting or ERP data costs $2,500 once.

Who it suits

TopBuilder suits general and specialty contractors, home builders, roofing contractors, electricians, plumbers, and construction finance teams. ContractorBI is presented for CFOs, controllers, and construction leaders.

What it does well

Organizes bids, deadlines, tasks, and opportunity scores
CRM centralizes emails, calls, meetings, and reminders
Creates proposals from Excel worksheets
ContractorBI provides operational and financial dashboards
Integrates with construction and office software

What to know first

Pricing is available only on request
No free plan is listed
Mobile app requires internet and subscription login
ERP or accounting trial connection costs $2,500

Limits

The ContractorBI trial lasts 14 days, uses sample data, and excludes the 45 prebuilt dashboards. Connecting accounting or ERP data costs $2,500 one time; Excel data connection is free. Customer proposals include up to 40,000 emails per month, with additional email billed at $0.0009 per email.

Getting started

Open the TopBuilder website
Request pricing and arrange a subscription
Start the 14-day ContractorBI trial with its sample data
Connect Excel data to the trial, or pay the stated $2,500 setup fee for accounting or ERP data
Install the iOS or Android mobile app if needed
Log in with a TopBuilder subscription to use mobile features

Verdict

TopBuilder combines construction bidding, CRM, proposals, quoting, and business intelligence in one platform. Its mobile access and integrations support teams working across offices and jobsites, while the trial and data-connection costs should be checked first.

Questions

How much does TopBuilder cost?

Pricing is on request.

Is there a free trial?

Yes. ContractorBI offers a 14-day trial with sample data and selected dashboards.

What platforms does TopBuilder support?

TopBuilder is available on web, Android, and iOS.

Which integrations are listed?

Listed integrations include Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail, and Outlook.

Does the mobile app work offline?

No. It syncs with the desktop platform over an internet connection and has no offline mode.

What does the mobile app require?

The app is free to download, but its features require a TopBuilder subscription and login.

Facts from TopBuilder's own pages

Bid management: Users can score bids against company criteria, including job type and industry, and add profitability and payment history through ERP integration. · topbuildersolutions.com, 3 Oct 2026
Business intelligence: ContractorBI provides construction-focused dashboards for revenue, project schedules, financial performance, and forecasting. · topbuildersolutions.com, 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. · topbuildersolutions.com, 3 Oct 2026
CRM: The construction CRM centralizes emails, calls, and meetings and supports follow-up tasks, reminders, and customer analytics. · topbuildersolutions.com, 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. · topbuildersolutions.com, 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. · topbuildersolutions.com, 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. · topbuildersolutions.com, 3 Oct 2026
Integrations: The maker lists integrations including Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail, and Outlook. · topbuildersolutions.com, 3 Oct 2026
Intended users: The site presents TopBuilder for general and specialty contractors and highlights CFOs, controllers, and construction leaders as ContractorBI users. · topbuildersolutions.com, 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. · topbuildersolutions.com, 3 Oct 2026
Mobile app: The mobile app is free to download, but using its features requires a TopBuilder subscription and login. · topbuildersolutions.com, 3 Oct 2026
Mobile limitation: The mobile app syncs with the desktop platform over an internet connection and does not have an offline mode. · topbuildersolutions.com, 3 Oct 2026
Office integrations: The CRM page says TopBuilder integrates with Outlook, Gmail, and Excel for scheduling, email records, and proposals. · topbuildersolutions.com, 3 Oct 2026
Product: TopBuilder is a connected construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities. · topbuildersolutions.com, 3 Oct 2026
Proposals: TopBuilder can turn Excel worksheets into proposals and supports quote tracking and electronic signatures. · topbuildersolutions.com, 3 Oct 2026
Quotes: The quoting tools use predefined options, quantities, and prices and support electronic signatures for approval. · topbuildersolutions.com, 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. · topbuildersolutions.com, 3 Oct 2026
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. · topbuildersolutions.com, 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. · topbuildersolutions.com, 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. · topbuildersolutions.com, 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. · topbuildersolutions.com, 3 Oct 2026

Where TopBuilder stands on Freedom251

Construction CRM Software#31 of 41