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Integrated CRM and Takeoff & Estimating Solution
TopBuilder Solutions provides effective, easy-to-use, customer relationship management (CRM), Lead Management, Email Marketing and more to builders and contractors. With TopBuilder and STACK, you can:
- Streamline workflows and save time
- Nuture relationships with leads
- Align teams' sales activities
STACK + TopBuilder
Combine Precon Sales & Marketing with Takeoff & Estimating
TopBuilder, integrated with STACK, exchanges document plans and quoting details, providing an integrated CRM and Takeoff & Estimating solution.
Increase Communication
Forecast and schedule both active and proposed jobs in one place, enabling more effective communication with the project team.
Quote 5X Faster
Build, manage, monitor, and send quotes. Plus, TopBuilder comes with electronic signature capabilities and data collection capabilities.
Manage Bid Activity
Track, monitor, and analyze all bids by job, providing a better understanding of what opportunities are in the pipeline.
With STACK + TopBuilder, you can:
Complete your preconstruction tool belt. TopBuilder CRM + STACK Takeoff and Estimating = a comprehensive set of preconstruction solutions for subcontractors.
Plan share. Import documents directly from TopBuilder into STACK, providing the required plans for Takeoff & Estimating. Ensure the most current version of plans managed by TopBuilder are uploaded to STACK.
Share estimate. Export STACK estimating items (quantity, unit of measure, price) to TopBuilder to populate a quote.
Integration Summary
Subcontractors using STACK and TopBuilder can push project documents directly from TopBuilder into STACK, initiating and streamlining the markup, takeoff, and estimating processes. Additionally, users can push estimate proposal data from STACK into TopBuilder, enhancing the data used to create a TopBuilder quote.
How It Works
- In TopBuilder, create a lead with associated documents / plans.
- Move the lead into “Send to Estimating” status. This creates a project in STACK, creates a primary folder for the project documents, and uploads plans to the folder.
- Email link to the project managers, estimators, and sales team
- Update TopBuilder lead with STACK Takeoff ID, Project ID, and Project Direct Link URL
- TopBuilder Retrieves Estimate from STACK triggered by status change in TopBuilder to “Estimate Complete”. This creates a quote, creates line items, updates status on quote to "Quote Created from STACK," and triggers workflow alerts to the project team.
Integration Requirements
- TopBuilder license
- STACK license
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9999 Carver Road | Suite 300 | Cincinnati, OH 45242
