The Joggle Bloggle

A CRM for Contractors

Mar 30, 2022 | Learning Center, Uncategorized

There are a number of CRMs on the market today. Not all of them are created equal. When it comes to finding the best CRM for contractors, it’s important to find one that is specific to your needs.

Here are three things to look for in a CRM for contractors:

1. Customizable stage field. Make sure the CRM you choose allows you to track the specific information you need to run your business: from first meeting your client to the final punch list.

2. Project management. A good CRM will also include a project management module to help you keep track of all the tasks associated with each job. This can include everything from creating task lists to assigning tasks to specific team members.

3. Customer relationship management. In addition to tracking project information, a good CRM for contractors will also help you track customer contact information and past jobs. This can help you better serve your customers and make it easy to find information on past jobs.

When looking for a CRM for your contracting business, be sure to consider the features that are important to you. The best CRMs offer a lot of flexibility and customization. That makes them perfect for businesses of all sizes.

A CRM for contractors can help to streamline communication and project management. It can help to keep track of leads, tasks, and projects. It can also help to manage customer data and interactions.

Simple sales tracker for contractors