Top 20 CRM Integrations to Help Automate and Grow Your Subcontractor Business

You’re about to submit a bid but suddenly realize you don’t have the estimate information. The clock is ticking and other contractors are submitting their bids. You might have just missed a golden opportunity.

CRM integration solves this problem by connecting all your essential sales and customer data to critical information about materials, labor, project timelines, etc.

In the construction industry, efficient management and coordination are crucial for successful projects. One way to achieve this is by integrating customer relationship management (CRM) software with other essential construction management tools. Integrating CRM with other systems helps automate key business processes, including receiving bids, generating estimates, and quoting. You can streamline operations, reduce errors, and improve overall productivity by ensuring that your CRM integrates smoothly with accounting, project management, scheduling systems, and more.

Here’s why CRM integration is essential and how TopBuilder’s CRM helps your team achieve seamless operations, setting the foundation for growth.

The Benefits of CRM Integration

Eliminating Data Silos

Contractors are constantly dealing with different software tools and file formats. For example, you might have a project owner using Sage 100 Contractor while you are in Procore and your subcontractors are using Excel spreadsheets and Word documents. Overcoming this formatting nightmare means leaning into software that integrates with other systems. But that’s not the only benefit of CRM integration.

CRM system integration is crucial for seamless operations, eliminating manual processes and enhancing overall efficiency. To better explain, imagine you are looking at a bid for building a new local middle school. With this in mind, let’s see how an integrated system helps you through the project.

Enhanced Customer Data Accuracy and Consistency

Data integration minimizes the need for manual data entry across different systems, reducing the risk of errors and ensuring data consistency and accuracy. Integrated CRM software also automatically syncs information across platforms, ensuring all team members can access the latest data.

So, let’s say you are competing for that middle school project. An integrated CRM puts the estimate information, timelines, availability, and requirements of the bid in front of you at once. You don’t need to track down information to make sure you have the right numbers on the bid. This means you can submit an accurate bid quickly.

Streamlined Workflows and Efficiency through CRM System Integration

CRM platforms help sales and marketing teams manage information on prospects, customers, and leads.

CRM integration unifies processes and integrates workflows, reducing the complexity of managing multiple systems and improving efficiency. It also saves time by automating routine tasks and processes, letting you focus on more strategic activities.

When you win that middle school bid, you can quickly get project information out to subcontractors, general contractors, and project owners as needed. There is no need to send half a dozen emails explaining the project when you can simply let your team access the information themselves. You can also automate notifications so that whenever you do win a bid, all parties have the relevant information they need.

Improved Communication and Collaboration

Integrated CRM software centralizes information, providing a single reliable source for all project-related data. This goes a long way in enhancing communication among team members. It also facilitates better collaboration by ensuring all stakeholders access the same information.

An integrated CRM system provides valuable insights and analytics on customer behavior, leading to improved customer experience.

To illustrate this, imagine you’re laying the foundation for the middle school. The project owners have made a last-minute request to extend the gymnasium’s square footage for more seating. Software integration means that you can see that update in real-time and make adjustments accordingly—before you pour the concrete.

Comprehensive Project Management

End-to-end visibility is another major advantage of an integrated CRM system. You’ll gain a complete view of project status, from initial bid to project completion, allowing for better project tracking and management. This visibility enables proactive problem-solving and timely interventions.

For example, when you notice you’re far over budget in one category, you can easily look through multiple platforms and discover a typo in a materials order. You would have ended up with nearly twice the windows you needed, but instead, you caught it in time to cancel the order.

Suppose you want to reap the benefits of fully integrated CRM software. In that case, you need an application with a broad spectrum of compatibility that connects to applications covering the entire project life cycle.

TopBuilder’s CRM Integrations

TopBuilder’s CRM integrates seamlessly with various construction management tools, ensuring subcontractor businesses can manage their operations efficiently. Integrating CRM and ERP systems is crucial for eliminating manual processes and improving business operations. TopBuilder has you covered through every step of the construction project life cycle.

Bid Invitation Platforms

To initiate new activity, your sales reps need access to the systems you use to receive, manage and accept bid invitations. They also need to track responses efficiently, ensuring you never miss an opportunity.

TopBuilder features full integration with popular solutions contractors use to accept bids, including:

• Procore
• BuildingConnected
• PlanHub
• ConstructConnect

Estimating Software

Once an opportunity arises, your estimators need to access data on building materials, labor, and other information they’ll need for your team to provide a realistic quote. TopBuilder integrates with popular estimating software for homebuilders and specialty contractors, ensuring accuracy and consistency in project proposals.

TopBuilder can integrate with:

• One Click Contractor
• Procore
• STACK
• SmartBid
• B2W
• Excel

ERPs and Accounting Tools for ERP and CRM Integration

Most mid-sized and larger companies use enterprise resource planning (ERP) systems to streamline financial management and accounting processes. Unfortunately, access to these systems is often limited to your financial and operations teams. When your ERP and CRM systems are connected, you have a more complete picture of your company’s financial forecast. Your sales team also has the most updated product and pricing information to create quotes faster.

• Spectrum
• Acumatica
• Sage 100 Contractor
• Sage 300 Construction and Real Estate
• QuickBooks
• Sage Intacct Construction

Project Management Software

You’ve won the project for the middle school, and your team is eager to get started. Now, you need to relay all this data from the sales process to the team doing the work, ensuring everyone knows their responsibilities and the project stays on track.
TopBuilder integrates with leading project management platforms to ensure seamless coordination and project tracking.

The most popular integrations include:

• Procore
• Autodesk Construction Cloud

Email Providers and Communication Software

As the project progresses, your sales team will stay in touch to ensure everything is going as planned. They might also contact you to ask about future sales opportunities.

Centralize communications by integrating with popular email platforms to ensure client interaction tracking and management within the CRM. TopBuilder integrates with:

• Outlook
• Gmail

Set The Foundation For Growth With An Integrated CRM

Integrating your CRM with other essential construction management tools isn’t just a technological upgrade—it’s a strategic move that can significantly enhance your business operations. TopBuilder’s CRM offers extensive integration capabilities, allowing you to centralize data, streamline workflows, and improve communication.

Using application programming interfaces (APIs) in CRM integration enables seamless communication and data exchange between different systems, ensuring that all your tools work harmoniously.

CRM integration helps you stay ahead of the competition and deliver exceptional client service.

Ready to explore how TopBuilder can benefit your subcontractor business?

Request a demo or trial today to see our powerful features in action.