# TopBuilder Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about TopBuilder Software - reviews, pricing plans, popular comparisons to other Construction Management products and more. Source: https://www.capterra.com/p/123480/Builder-CRM-Marketing/alternatives --- # TopBuilder Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) TopBuilder ## What is TopBuilder? Easily manage customer relationships, construction bids & proposals, email marketing and more - all from one platform designed for specialty contractors. Integrates with: Procore Spectrum Sage BuildingConnected Viewpoint Spectrum Viewpoint Vista Acumatica Bid2Win STACK and more... TopBuilder’s contractor software equips business owners, sales & marketing leaders, and estimators with an essential platform that combines business development with the accounting, estimating and project management tools your team already uses, bringing all your data and documents into a single workspace. TopBuilder maximizes operational efficiency and provides unmatched visibility into how each project impacts your bottom line. We are a CRM+BI platform. Your decisions are only as good as your data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results. ## What is TopBuilder used for? [Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Home Builder](https://www.capterra.com/home-builder-software/)[Construction Management](https://www.capterra.com/construction-management-software/) Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $55 Per User, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TopBuilder?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.topbuildersolutions.com&name=TopBuilder) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### TopBuilder 5.0 (15) VS. [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $55 Per User, Per Year Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (15) Ease Of Use 4.5 (5,671) Value For Money 4.8 (11) Value For Money 4.3 (4,311) Customer Service 4.9 (14) Customer Service 4.4 (4,113) ## TopBuilder alternatives [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (480)](https://www.capterra.com/p/126797/JobNimbus/reviews/) Starting price $300.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Management 4.9 (10) 40.00% of 10 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management 4.8 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Manage, organize, and store contact information CRM 4.8 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Interaction Tracking 4.8 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Calendar/Reminder System 4.2 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Sales Pipeline Management 4.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status TopBuilder 148 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar A record of all activities within the system, including user access, changes made, etc. Generate rule-based quotes for clients automatically Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Create, manage, and send invoices or bills to customers 3D design and modeling tool enabling a virtual information model Track actual spending to ensure it's in line with the planned budget Create budgets based on historical data and future projections Track all information required to develop and sell lots in housing projects Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Create and manage digital catalog of products/services with their details, specifications, and price Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Manage contact details and communication with clients Track all company interactions with current clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Specialized for organizations who focus on commercial projects and processes For commercial and industrial purposes Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Centralized repository to store content and assets Track, store, and access client contracts or licenses Easily track all contractor information in one centralised location Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Collection of data related to the costs associated with various items, products, services, or activities Forecast the cost and resources required to complete a project Process to track, record, and analyze expenses that occurred over the entire duration of a given project Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Estimating software designed for electrical businesses Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Estimate expected cost based on various factors before a project begins Predefined actions automatically performed on the occurance of specific events Monitor and record expenses such as purchases or charges incurred Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Public or private sharing of digital files such as documents, audio/video, images, and more Plan, manage, and track the financial activities of an individual or organization Primarily serving architecture, engineering, and construction industry professionals Specialized for organizations who focus on residential projects Form predictions based on past and present data/trends Archive of job costs for similar projects Estimating software designed for HVAC businesses Overseeing and coordinating instructors or educators within an educational institution, training program, or online learning platform Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Track interaction history by documenting conversations for contacts Calculate total itemized costs, including initial costs and any changes Manage and track all job information and associated tasks Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments Track and visualize the status of an ongoing job and the time spent on tasks or projects Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Access software remotely via mobile devices Access the system via a mobile application Ability to handle several projects simultaneously Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries Capture photos for any type of use case Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Estimating software designed for plumbing companies Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Tool used to determine accurate pricing and product eligibility for borrowers Streamlining repetitive tasks and activities through automated and predefined workflows Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Estimate or forecast of a future scenario based on the study of present trends Create proposals based on costs of labor and materials Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. Tools designed to streamline the process of lead generation and management for sales teams Create, send, and track purchase orders and their statuses Track certifications, qualifications, and licenses for employees, contractors, etc. Integrates with QuickBooks Generate quotes or estimates for customers Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received Ensure that quotes/invoices are correct before sending to customers Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Track the status over time for a request, process, asset, or transaction Track information, qualifications, and contact details of subcontractors Ensure subcontractors are working safely on client sites and document audits/inspections for reference. Create, manage and track all task activities and progression Track and manage the scheduling of tasks Allow multiple team members to edit and work on the same document Organizing a group of people to accomplish a task Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Track the duration and expiration of warranty as well as any obligations under that warranty Seamlessly integrates with 3rd party websites Creating, assign, and track jobs and/or tasks for work orders Create, design and manage workflows for repetitive tasks What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Get Advice We can help you find the software with the features you need. Features 4.8 (14) 4.8 Based on 14 reviews ## Pricing Value for money 4.8 (11) CRM $55.00 Per User,Per Year Value for money 4.8 (11) 4.8 Based on 11 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Procore](https://www.capterra.com/p/56250/Procore/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ STACK](https://www.capterra.com/p/147181/STACK-Takeoff/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ Viewpoint Spectrum](https://www.capterra.com/p/175831/Spectrum/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (14) 4.9 Based on 14 reviews ## User reviews Overall rating 5.0 Based on 15 reviews Filter by rating 5(15) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JP Jeff P. CFO Consumer Electronics ### "Most Bang for the Buck and Easy to Use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 24, 2021 Been great to use and to work with. Pros 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. Cons Nothing so far! Customer service has been excellent. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Needed something that was more intuitive and can show our progress much easier than excel tracking. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing TopBuilder Price is much more affordable for what we needed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BR Bruce R. Director of Sales Real Estate ### "Top Builder Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 23, 2020 Pros This product is user friendly, easy to use, and extremely easy to train people on. Cons 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. Alternatives considered [ECI MarkSystems](https://www.capterra.com/p/226188/ECi-MarkSystems/) Reasons for choosing TopBuilder Ease of use and price Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2020 Bruce, thank you for your feedback. In the CRM, employees (users) are linked to many activities and opportunities and if they are deleted, their history records would also be deleted. For this reason, there is an inactive status. Also, look for an email with instructions on how to set a link on your phone for one touch access to mobile. It's super easy. EY Edsel Y. Director of Marketing Real Estate ### "Top Builder Review for SR Homes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2020 Tracking leads, capturing leads, and managing system is very easy. Launcing and intergration with our site was very easy. Pros System is pretty user freindly once you are tained on the software. Setting up communities and users is very easy. Cons I woudl like more flexibility in pulling custome reports. Integration with things like NterNow is not offered which is something other systems provide. Alternatives considered [ECI Homebuilder Sales & Marketing](https://www.capterra.com/p/10038674/ECI-Homebuilder-Sales-Marketing-Software/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing TopBuilder At the time Top Builder was what was recommended to us because we were using MarkSysytems. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2020 Edsel, thank you for your feedback. Your Account Manager will be contacting you to better understand your custom reporting needs and determine how to best deliver what you are trying to achieve. Also, thank you for the integration recommendation, which has been forwarded to our development team. NW Nicholas W. Operations Manager Real Estate ### "TopBuilder Makes Lead Generation/Management Easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2020 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. Pros 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. Cons 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2020 Nic, thank you for your feedback. Due to rapid growth this past year, TopBuilder saw a reduction in reaction times and for this reason we made the decision to move to Amazon Web Services sooner than originally planned. We are so glad to hear you are no longer experiencing lag times. KA Keith A. Inspection Sales Facilities Services ### "TopBuilder has made it incredibly easy to manage our customer relationships!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 22, 2020 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. Pros 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. Cons 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. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [Podio](https://www.capterra.com/p/128631/Podio/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2020 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. AB Allison B. Office Manager Construction ### "TopBuilder is awesome!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 22, 2020 Pros The features that are most impactful for my job are the "Monthyly Revenue Projections" and "Manage Leads and Accounts" Cons There are many fields within a project, that it can be hard to track what has already been input. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 2, 2020 Allison, thank you for your feedback. TopBuilder's CRM is designed to be super user-friendly while offering robust tracking. For new users, it can require a bit of time to become familiar with which fields are important to complete. If you still find challenges, don't hesitate to participate in one of our Intermediate Training sessions offered weekly online. MT Mike T. Vice President of Sales Real Estate ### "One Stop Relationship Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 21, 2020 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. Pros Action notifications Links with outlook to save emails in client records Ease of navigation Easy to implement marketing campaigns Cons Many features not relevant to our business Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 1, 2020 Mike, thank you for your feedback. Like many software solutions, our CRM is designed to offer features that are comprehensive enough to meet a variety of business objectives. This also provides scalability for future growth or in the event your business objectives change. RC Ricci C. Admin Construction ### "TopBuilder Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 10, 2020 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. Pros 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. Cons 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! Switched from [ProDBX](https://www.capterra.com/p/132378/DBX/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 18, 2020 Thank you for your review of TopBuilder. And thanks also for the suggestion regarding the address display; we will forward this to our development team to review. For now, you could copy and paste the address into the description field for visibility in the Manage Leads screen. CJ Chad J. Project Manager Construction ### "Everything in One " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 10, 2020 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. Pros 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. Cons 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. Switched from [Procore](https://www.capterra.com/p/56250/Procore/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 18, 2020 Thank you for your review of TopBuilder. There is no doubt that setting up and learning any new software can be daunting. It is exciting news that after only three weeks everything is getting easier and projects only take a few clicks. KP Katie P. Marketing Director Real Estate ### "Sandcastle Homes " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 10, 2020 Pros 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. Cons 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. Reasons for choosing TopBuilder N/A Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 18, 2020 Hi Katie, Thank you for your review. Creating follow-up plans is the toughest part in any CRM because it usually requires some trial and error before finding the optimum set up. If you are still working on your plans, we recommend signing up for one of our Level 2 training classes offered twice per week so our trainer can walk you through setting them up. Also, thank you for your suggestions to enhance our internal Email Marketing system; we will forward these to our development team for review. [View all Reviews](https://www.capterra.com/p/123480/Builder-CRM-Marketing/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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