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Followup CRM vs TopBuilder

Two construction CRMs for contractors' sales and estimating teams. Followup CRM is a bid-tracking and follow-up CRM for subcontractors and general contractors that pushes won jobs to Sage, Foundation or Viewpoint, with AI data entry by voice (Voice AI marked In Beta), an AI Outlook Assistant and AI Reporting, at published per-user prices. TopBuilder pairs a construction CRM (leads, bids, proposals, email marketing, a mobile app) with ContractorBI financial dashboards and Construction Data Services, describes no AI features on the pages we read, and publishes no prices. Desk research from vendor pages read Oct 28, 2026; not tested, no winner.

DESK RESEARCH, NOT TESTED. Compiled from vendors' public websites (accessed Oct 28, 2026). Vendor claims are not verified by Means & Methods Lab. No scores or rankings.

In short: Followup CRM (Construction CRM; vendor publishes prices) vs TopBuilder (Business development / CRM; no public prices (quote / sales)). Facts last checked Oct 28, 2026. No winner declared; not tested.

Side by side

Followup CRM vs TopBuilder: vendor-published facts side by side
Sheet rowFollowup CRMTopBuilder
CategoryConstruction CRMBusiness development / CRM
AI role (our label)AI features added to established productNot AI-first
What it doesConstruction CRM that connects to your ERP, with AI-assisted data entry, tracking and follow-up emails. A Voice AI feature (labeled "In Beta") lets users log updates by speaking. Re-read Oct 17, 2026: the homepage says won jobs go straight into Sage, Foundation or Viewpoint with no double entry, lists an Outlook integration that logs activity and creates contacts, and still labels Voice AI "In Beta". Re-read again later on Oct 17, 2026: the AI features page lists an AI Data Entry Agent (voice creation of projects, companies and contacts, field updates, notes by voice, plain-English CRM questions), an AI Outlook Assistant and AI Reporting; the integrations page lists Foundation, Vista, Spectrum, Sage 100 Contractor, Sage 300 CRE, Sage Intacct Construction, ComputerEase, Procore, BuildingConnected and QuickBooks. Re-checked Oct 19, 2026: the pricing page's plan table lists up to 3 teams, 20 automations, 5 dashboards and 2-factor authentication on Starter; unlimited teams and automations, 20 dashboards and SSO on Professional; and multi-entity reporting, unlimited teams, locations and dashboards and enterprise SSO on Enterprise, and says seats can be added or removed as a team changes. Re-checked Oct 21, 2026: pricing page plan table unchanged; its customer count and logo strip are vendor content and not used here. Re-checked Oct 23, 2026: the plan table now lists Proposals on every plan and the Features menu lists a Proposal Generator; Voice AI is still marked In Beta, and the AI page is unchanged in substance (voice creation of projects and contacts, field updates, voice notes, plain-English answers, AI Outlook Assistant and AI Reporting). Re-checked Oct 25, 2026: unchanged in substance (construction CRM for subcontractors and GCs; won jobs pushed to Sage, Foundation and Viewpoint; Outlook integration; the AI page describes creating projects, companies and contacts and logging field updates and notes by voice, plain-English answers about CRM data, an AI Outlook Assistant and AI Reporting, with Voice AI marked In Beta). Contractor counts and quotes are vendor content and not used. Re-checked Oct 27, 2026: homepage and AI page unchanged in substance (construction CRM for subcontractors and GCs; won jobs pushed to Sage, Foundation and Viewpoint; Outlook integration; Voice AI still marked In Beta; the AI page describes voice creation and updating of projects, companies and contacts, voice notes, plain-English questions about CRM data, an AI Outlook Assistant and AI Reporting, now also called the AI Data Entry Agent). Contractor counts and quotes are vendor content and not used.Business development platform with a Procore integration for forecasting and planning from bid to completion. Listed at Groundbreak as ContractorBi, linking to topbuildersolutions.com. Re-read Oct 17, 2026: the homepage describes one platform with TopBuilder CRM (leads, bids, proposals and client communication), ContractorBI (real-time financial and project dashboards and forecasts, offered as a free trial) and Construction Data Services (unifying ERP, project management, estimating and CRM data), plus a mobile app; integrations listed include Procore, Viewpoint Spectrum, Sage, Acumatica, BuildingConnected, STACK and B2W. The pages we read do not describe AI features. Star-rated reviewer quotes on the homepage were not used. Re-checked Oct 19, 2026: homepage and Procore page unchanged in substance; the menu also lists email marketing software, and the pages still do not describe AI features. Re-checked Oct 20, 2026: homepage unchanged in substance; the ContractorBI page offers a free 14-day trial and describes dashboards for revenue, project schedule and financial performance with Excel workbook import and Procore, Sage and Autodesk Construction Cloud connections; the Construction CRM page lists centralized emails, calls and meetings, automated follow-up tasks, email marketing and the mobile app, and its FAQ mentions QuickBooks and Sage integrations; the Procore page lists synced accounts, contacts, jobs, bid opportunities, documents, estimates, budget items and job cost data. The pages still do not describe AI features. Re-checked Oct 22, 2026: homepage, Construction CRM and ContractorBI pages unchanged in substance (CRM with bid tracking, email marketing and a free iOS and Android app; ContractorBI dashboards for project performance, revenue growth and project lifecycle that connect to Procore, Sage, Autodesk Construction Cloud and more; the integrations list still includes BuildingConnected). The pages still do not describe AI features. Reviewer quotes on the homepage were not used. Re-checked Oct 24, 2026: homepage unchanged in substance (Construction CRM, ContractorBI, Construction Data Services, free iOS and Android app, bid management, proposals and email marketing; integrations with Procore, Acumatica, BuildingConnected, Sage, STACK, Viewpoint Spectrum and B2W). The homepage title now calls it "the most intelligent construction CRM" and a banner promotes turning Procore data into financial answers, but the pages we read still do not describe AI features, so the Not AI-first tag stays. Re-checked Oct 26, 2026: homepage unchanged in substance (construction CRM with ContractorBI, Data Services, a mobile app, bid management, proposals and email marketing; integrations named include Procore, Acumatica, BuildingConnected, Sage, STACK, Viewpoint Spectrum and B2W); a Who We Help menu lists CFOs and controllers, specialty, general and roofing contractors, electricians and plumbers. Still no AI described, so the Not AI-first tag stays.
Who it's forContractors' sales and estimating teams.Construction companies' business development teams.
Pricing (as publicly stated)Vendor-listed pricing (pricing page, checked Oct 16, 2026): Starter $99 per user/month and Professional $149 per user/month (shown billed annually, 5-user minimum); Enterprise $4,000/month platform fee plus $125 per user. The page says all CRM plans commit annually and paying up front saves 20%. One-time launch plan (onboarding, data migration, training): $2,500 Starter, $5,000 Professional, $10,000 Enterprise. 30-day money-back guarantee listed. Confirm current terms with the vendor. Re-checked Oct 17, 2026: unchanged; the FAQ says both payment options commit for a year, and paying monthly costs $119 (Starter) or $179 (Professional) per user per month instead of $99 and $149. Re-checked again later on Oct 17, 2026: unchanged. Re-checked Oct 19, 2026: all prices unchanged; the launch plan go-live timelines are listed as 4-6 weeks (Starter), 4-12 weeks (Professional) and custom (Enterprise). Re-checked Oct 21, 2026: all prices unchanged (Starter $99 and Professional $149 per user/month paid annually, or $119 and $179 paid monthly, 5-user minimum; Enterprise $4,000/month platform fee plus $125 per user; launch plan $2,500 / $5,000 / $10,000; 30-day money-back guarantee). Re-checked Oct 23, 2026: unchanged (Starter $99 and Professional $149 per user/month billed annually, $119 and $179 monthly, 5-user minimum; Enterprise $4,000/month plus $125 per user; launch packages $2,500, $5,000 and $10,000; 30-day money-back guarantee). Re-checked Oct 25, 2026: unchanged (Starter $99 and Professional $149 per user per month billed annually, or $119 and $179 paid monthly, both committing for a year; 5-user minimum; Enterprise $4,000 a month platform fee plus $125 per user; one-time launch plans $2,500, $5,000 and $10,000; 30-day money-back guarantee). Re-checked Oct 27, 2026: unchanged (Starter $99 and Professional $149 per user per month billed annually, or $119 and $179 paid monthly, both committing for a year; 5-user minimum; Enterprise $4,000 a month platform fee plus $125 per user; one-time launch plans $2,500, $5,000 and $10,000; 30-day money-back guarantee). Re-checked Oct 28, 2026: unchanged (Starter $99 and Professional $149 per user per month billed annually, or $119 and $179 paid monthly, both committing for a year; 5-user minimum; Enterprise $4,000 a month platform fee plus $125 per user; one-time launch plans $2,500, $5,000 and $10,000; 30-day money-back guarantee).No public prices found (checked Oct 16, 2026): the vendor site has no pricing or plans link in its navigation or footer, and /pricing and /plans return a not-found page. The site's calls to action are "Contact us", "Request demo", "Schedule a demo". Confirm current pricing with the vendor. Re-checked Oct 17, 2026: unchanged; ContractorBI is offered as a free trial. Re-checked Oct 19, 2026: unchanged; /pricing still returns a not-found page. Re-checked Oct 20, 2026: unchanged; /pricing still returns a not-found page; the ContractorBI trial is listed as a free 14-day trial (first time we have recorded its length). Re-checked Oct 22, 2026: unchanged; /pricing still returns a not-found page. Re-checked Oct 24, 2026: unchanged; /pricing still returns a not-found page. Re-checked Oct 26, 2026: still no prices (/pricing returns a not-found page). Re-checked Oct 28, 2026: still no prices (/pricing returns a not-found page); ContractorBI still offers a free 14-day trial.
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Sources

Facts last checked: Oct 28, 2026. Prices change; check the vendor page before relying on them.

Where the vendor descriptions differ

  • Core job: Followup CRM's homepage describes replacing the bid spreadsheet so every bid gets a follow-up, real-time reports on bids, close rates, pipeline status and team performance, and an Outlook integration that logs activity, creates contacts and links email to the right project. TopBuilder's Construction CRM page lists lead, bid, proposal and client tracking, assigned follow-up tasks and reminders, sales trend and KPI reporting, email marketing with tracking, and a free iOS and Android app; its menu also lists sending bid invitations to subcontractors and a proposal tool.
  • Beyond the CRM: TopBuilder also sells ContractorBI, business intelligence dashboards for cash flow, revenue forecasts, job costs and project performance that connect to Procore, Sage, Autodesk Construction Cloud and more (offered as a free 14-day trial), and Construction Data Services, which it says unify ERP, project management, estimating and CRM data. Followup CRM's pages focus on pipeline, follow-ups, dashboards and reporting, and its menu lists a Proposal Generator.
  • AI: Followup CRM is tagged AI features added to established product. Its AI page describes creating projects, companies and contacts by voice, updating fields and completing activities by telling the AI agent, voice comments and notes, plain-English questions about CRM data, an AI Outlook Assistant that scans email to create contacts, projects and follow-up tasks, and AI Reporting; the homepage still marks Voice AI In Beta. TopBuilder is tagged Not AI-first: its homepage title calls it the most intelligent construction CRM, but the pages we read describe no AI features.
  • Integrations (vendor lists): Followup CRM names Foundation, Vista, Spectrum, Sage 100 Contractor, Sage 300 CRE, Sage Intacct Construction, ComputerEase, Procore, BuildingConnected, QuickBooks and Outlook, among others. TopBuilder names Procore, Acumatica, BuildingConnected, Sage, STACK, Viewpoint Spectrum and B2W; its Procore page describes sending company and job documents and plans to Procore, sending job cost information to the ERP, collecting customer, job and financial data from the ERP, and an Outlook, Google and Apple calendar and email integration.
  • Pricing (checked Oct 28, 2026): Followup CRM publishes Starter $99 and Professional $149 per user per month billed annually ($119 and $179 paid monthly, both committing for a year) with a 5-user minimum, Enterprise at $4,000 a month platform fee plus $125 per user, one-time launch plans of $2,500, $5,000 and $10,000, and a 30-day money-back guarantee. TopBuilder publishes no prices (/pricing returns a not-found page); its calls to action are Request Demo and Contact Us, with the ContractorBI free trial. See each tool page for detail.
  • Mostly like-for-like on the CRM core (leads, bids, follow-ups, reporting, ERP hand-off). TopBuilder adds BI dashboards and data services; Followup CRM adds AI data entry and publishes its prices.
  • Not used here: Followup CRM's contractor counts and customer quotes, and TopBuilder's quoting-speed line and customer quotes (vendor material). Neither tool has been tested by Means & Methods Lab.

Paraphrased from the sources listed above. Vendor claims are reported as claims.

What users say

The facts above come from vendor websites. Whether either tool is any good for your work is something only people who use them can say. These are member reviews, all ratings shown, never edited or removed for being negative.

Used either of these? Share your take

Good or bad, an honest review from an estimator, PM or super helps the next team more than another vendor demo. You post under a handle; your email is never shown.

Questions to ask in your review

  • What you actually pay, and on what basis (neither publishes full prices)
  • When Followup CRM's Voice AI leaves beta and whether it changes plan pricing
  • Which ERP each connects to in your setup and which direction data flows (won jobs out, job cost back in)
  • What did you use it for, on what kind of work and project size?
  • How long did setup and training take, and who on your team did it?
  • What does it cost you in practice, compared with what the sales call said?

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