Tag: crm software

Empower Your Solar Contracting Business with the best Solar CRM Software

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With too many players competing for business, the solar industry is becoming increasingly competitive. It’s getting difficult to get organic business leads, of course. That is why we need to give our energy in the right place to get maximum results. Achieving a competitive edge requires better time management and the management of several cost factors involved in product marketing.

At present, there are thousands of solar companies fighting among themselves for a share of this burgeoning market. From such competitive challenges, we can easily conclude that customer relationship management software can be given a boost. The CRM is where your manpower and management spend most of the time and this is precisely why managing time requires using the most updated and advanced CRM software solutions customized for solar businesses. A solar contractor must find a solar CRM software solution that addresses its peculiar needs.

The revolution in technology is changing the way solar companies do business. The introduction of Solar contractors CRM Software to the renewable energy industry has presented a significant opportunity to handle the growing market demands and boost production levels further. Due to the exponential increase in demand for green energy over the past decade, old paper-driven business management approaches have become inefficient and require too much time and effort to be successful. Solar companies focused on adapting with the changing times have introduced customer relationship management software to free up time and effort to be used for important tasks that drive sales and complete order fulfillment.

How Solar CRM Software Helps You?

The benefits of using solar software differ from application to application, based on features and functions each program is designed to accomplish. As a renewable energy contractor, you should consider adopting available technology into your business. Falling behind in utilizing software for solar companies means giving up potential growth opportunities, efficiency, and wasting resources (time/workforce) when you can get more work done in a short time with little effort. As a solar contractor, having the proper tools to execute the tasks related to your role makes the job a lot easier. In turn, Solar contractors CRM Software improves your business efficiency and increases profit margins and growth potential.

  1. Reporting

You can create reports based on estimates, products, invoices, payments, tasks, documents, users and profit-loss. Also choose a custom report format as per your needs like information relating to the product, cost, quantity, SKU, sales, and store location.

  1. Invoicing

Generate invoices based on any of your proposals instantly, and automatically set payment schedules. The CRM Software is integrated with different payment gateways and executes your scheduled payments daily.

  1. Team Management

Create teams and assign roles. Defines rules and permissions on access for members of your team. Track your sales staff with the help of Solar CRM software and keep track of their activities and performance.

  1. Calendar/Scheduler

Set customer appointments, set events and reminders, and manage the schedules for your team members.

  1. Task Management

Define the tasks and assign them to your team. Track the status of the tasks using the task filters as well as task reports. You can even add or delete tasks for your team members.

Hence, CRM Software for Solar contractors is the best tool for better sales & project management.

 

How CRM Software can make Siding contractors rich?

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The siding industry is downright booming. As per the researchers, the siding market in the Americas is expected to grow at a CAGR of 5.5% during the forecast period. The growth in the construction sector in the Americas is driven primarily by an increase in residential construction projects, health care facilities, hotel projects, and commercial building projects during the forecast period which are expected to stimulate siding demand during the forecast period.

What’s with the sudden surge in sales in recent years?

Consumer confidence is up. Unemployment levels are down. And people are spending more money overall. In a nutshell, it’s the right time for homeowners to remodel and improve their homes. This means as a contractor, your opportunities for growth have never been higher. Homeowners have money burning holes in their pockets. They’re clamoring for good siding contractors. Your mission is to reach as many of those people as possible to maximize profits. And Siding contractors CRM Software can do this for you!!

Few problems which indicate you need a CRM Software:

If your marketing is lackluster—and you don’t have a system in place for targeting new and repeat customers—you’re not engaging people who are looking for your services right now. You run the risk of frustrating your customers if your scheduling practices cause delays and “slips in the cracks.” This can lead to bad reviews online, negative word of mouth and fewer references.

If the productivity of your office leaves something to be desired, you are not optimizing the time for your business.

If you don’t know exactly what your business profits are and don’t bring — down to the penny — you don’t just leave money on the table, but hemorrhage cash, too. All-day. Each day. Every hour. Undoubtedly.

While it’s true that the home improvement industry has never been more lucrative, you still have to “get your ducks in a row” to take advantage of all the juicy profits out there.

This is where CRM software can help.

The best CRM Software for siding contractors:

The complete suite of Siding contractors CRM Software and web applications will streamline your estimating, lead tracking, proposal writing scheduling, follow-up marketing, project management, and job cost accounting along with improving your communication with clients, employees, and vendors.

Here are some of the things CRM Software can help you do…

  • Analyze your most cost-effective and efficient methods for generating a lead, so you can maximize your flow of leads
  • Easily track details of every interaction with leads to intelligently trigger automated nurture marketing and follow-up processes to revive unsold leads
  • Automate follow-up with prospects to ensure you close as many sales as possible
  • Monitor production schedules and backlogs to quickly identify bottlenecks, maximize your time and ensure customer satisfaction
  • Improve office productivity through a centrally shared database to make the best use of everybody’s resources …
  • Get more repeat and referrals at all times by proactively targeting consumers with validated automated marketing campaigns
  • Transform data into actionable insight through tracking results using real-time dashboards and reports

The CRM Software helps siding contractors like you take 100% full advantage of this record-setting year for gaining profits in siding business.

 

 

 

Top 5 Things to Look for in a Construction Management CRM Software

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For many construction companies, both big and small, it’s not as easy to get new business and attract customers as it used to be. As the industry becomes more competitive, more and more construction companies have started looking into software for the management of customer relationships (CRM).

Here are the top five things you should look for when buying a CRM Software for your construction firm:

  1. Project management

A company purchases a product from a manufacturer in the traditional sales process and then makes it available to the consumer for purchase. In the construction business, however, this process is far more complex with the involvement of multiple suppliers and multiple subcontractors, not to mention the constant back-and-forth required between the business and the client. With such a vast array of moving parts, it’s no wonder that things often get missed. To streamline the whole process and move more efficiently, make sure to look out for a Construction Management CRM Software that allows you to map out along with keeping a track of all those concerned, from the teams up to the individual stage.

  1. Centralized data

For many commercial and private developers, their knowledge about customers is distributed over several spreadsheets and files. Not only does this make finding and retrieving the right information a far more time-consuming task than it should be, but it also drastically increases the chances of miscommunication and mistakes. When it comes to maintaining and improving a customer relationship, you need to be able to keep all their information in one place that’s easily accessible by whoever needs it at the time.

  1. Pipeline tracking

As any business owner and a sales manager will know, the key to a healthy and successful business is the ability to maintain a healthy and strong sales pipeline. The problem for many construction companies is that they often do not have a system in place which gives them the visibility and information they need to keep their pipeline going. While intended to give managers an idea of what’s going on with their sales pipeline, the reality is that more often than not, all this ends up confusing them instead. This is why the very first thing you should look for in a Construction Management CRM Software is the ability to help you keep track of your sales pipeline.

  1. Customization

In the same way that no two people are the same, so too are the needs of different businesses. Your best bet is to opt for a CRM that allows for a high degree of versatility and flexibility in everything from the various types of integrations it offers to how you can set up workflows for your projects. Also, keep in mind that as your business grows, so will its needs and the variety of challenges it faces, so choose a CRM that’s flexible enough to grow alongside your business.

  1. Ease of use

Ultimately, despite all the bells and whistles, a CRM can give, if you have no idea how to use it, none of that matters. For construction companies that already have enough things to worry about, having everyone on your team take a few months off just to get a handle on your latest tech isn’t beneficial. For your construction firm, the best CRM is one that is easy to configure, easy to set up, and easy to learn.

CRM Software gives construction companies the ability to nurture, prospect, close, and maintain client relationships more effectively than ever before.

 

Know the manifold benefits of CRM Software for Excavation contractors

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For many excavation contractors, getting new business and attracting customers is not as easy as it once was. Today’s business environment has become a tad more complex and competitive, requiring excavation contractors to increase their focus on customer retention and relationships to sustain repeat business. This major shift has made customer relationship management (CRM) software a major artery of any excavation business.

As the name implies, a CRM is all about helping a business manage its relationships with its customers and beyond. Your CRM Software houses all the contact information you need about prospective clients in addition to tracking current clients throughout their lifecycle.

Below are the four benefits of using CRM Software for Excavation contractors:

  1. Easier time keeping track

As an excavation contractor, you’re dealing with a lot of moving pieces. You’ve got a lot of project bids on your plate, inbound and outbound leads, marketing campaigns, and follow-up sales activities. How are you managing all of that? If you rely on outdated Excel spreadsheets to manage all of this, you have to rethink it. With Excavation contractors, CRM Software in place, all of these projects and jobs are easily trackable and manageable. CRM lets you keep track of all of your project bids and follow-ups, so your sales representatives don’t have to stress about lost activities or forgetting to stay in touch with a customer or prospect. CRM also helps to monitor your marketing tactics, for example, your targeted email campaigns.

  1. Streamlining Processes

The basic purpose of CRM software is to streamline all the main areas of customer engagement, such as scheduling appointments, contacts management, customer service handling, and marketing campaign monitoring. CRM Software for Excavation contractors come with dashboards, analytics and reporting tools for providing businesses with comprehensive information on all operations. Small-scale contractors can use the data to identify trends and patterns in their customer engagement and adopt plans for better efficiency and customer satisfaction.

  1. Visibility into your pipeline

In sales, visibility is crucial. Without a good representation of the company’s pipeline, how do you grow your business actively, steadily and without too many ups and downs? Excavation contractors CRM Software provides visibility into your entire sales cycle, including what your sales reps are currently prospecting, where your prospects are within the cycle, how many customers your sales reps are working with, and what your forecast is going to look like shortly. Developing that insight and visualization without a CRM Software is extremely challenging and time-consuming. With one, it’s done in minutes and is as accurate as of the data you enter.

  1. Management functionality

How do you know if your sales reps are productive and following up with their prospects and customers in an effective and timely manner? If you don’t have a software solution in place at the moment to help keep the team in check and monitor for progress, it’s time to consider CRM. You are provided management capabilities with this tool, such as the ability to keep track of your inbound and outbound leads, how efficient your sales and customer service reps are, as well as the ability to assign responsibilities and tasks to your team.

With the right CRM tool, excavation contractors can wow their customers with more than just their exceptional work. And that can make a contractor stand out in a competitive crowded marketplace.

 

How Building contractors will be benefitted with the help of CRM Software?

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Investing in CRM software is a great tool to help builders and contractors sell more, generate more leads and provide the very best service available.

What Does CRM Software Do?

CRM is a system where the communications are coordinated, including clients, customers and other connections. This tracks major marketing metrics, too. Within a CRM, you should be able to organize your contacts into different lists so you can effectively follow up the leads, prioritize your leads, and send messages to different segments of your database. Additionally, your CRM should track your sales pipeline so you can see where there are different leads in your sales funnel.

Following are just a few important features of the CRM Software for building contractors:

1.GPS Tracking

GPS tracking will stream real-time data on workers’ activities around the site, letting you know when they’re taking a break or moving slower than they should. Of course, all workers deserve a tea break, particularly with the exhausting construction work involved, but if that happens too much every day, productivity will slow down. This affects your progress, delays completion, and ultimately impacts the bottom line. If you have to leave a project site yourself for any reason, you can keep tabs on your team wherever you go with the help of Building contractors CRM Software. Even without supervision, you may already trust them to perform at their best, but this is an extra precaution. They know you’ll be watching too, and will continue to work as they should.

2.Expense Tracking

With the ability to automate tasks like organizing expenses, tracking time and following up with clients, building contractors use this software to simplify their accounting calculations. The CRM software helps to track various expenses based on your staff, tasks completed. it helps in calculating expenses regarding mileage with an excellent mileage tracking tool. The GPS technology in Building contractors CRM Software helps in verifying travel expenses. You can create an expense report for the clients as well as your staff using a short cut method. Generate reports including specific information about payee, the amount paid.

  1. Team Member Management

This CRM software helps in tracking the hours worked by your staff through the time clock functionality. You can even monitor your staff’s clock in and out timings and generate timesheets. The most important part of managing a team successfully is to keep track of each member which is done through GPS monitoring, assign them to a team based on departments and delegate tasks along with keeping track of the activities performed by them. Motivate your staff through the usage of quantitative data and reports generated by CRM Software. You can always keep a check on your employee’s activity with the help of location and CRM usage.

Hence, the goal of this CRM software is to make more timely and informed decisions in a dynamic Construction Project for building contractors to generate more revenue and manage the workforce in the most organized way.

 

Four ways CRM Software can help Concrete Contractors

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While the construction industry may have battled in the past decade, these tough economic times are now over. The future looks very promising and this year alone it is expected to grow by about 6 percent. With the construction demand increasing steadily, concrete contractors need to start looking at resources that will help them succeed and set them apart from other subcontracting firms. CRM Software is the perfect tool for them.

Several key benefits of implementing CRM software in your concrete contracting business is outlined below:

  1. No More Paperwork

Filling out paperwork is one of those things that you have to do while employed in the industry. That is what everyone feels right? Ok, if you’re told you’re no longer going to have to deal with those irritating paper forms and timely administrative tasks? Concrete contractors CRM Software helps you get rid of inefficient paperwork processes and streamlines all your documents into one place. All you have to do is simply press a few buttons on your application and your paperwork is done! Much better, because this is processed in the cloud, it is more secure. This means no longer worrying about losing physical forms or damaging them. Another major benefit is the increased accuracy of this application. Cloud-based software ensures the relevant information is gathered to avoid any down the line issues.

  1. Increased Safety

It’s no secret the construction worksite faces a lot of potential risks for workers. However, according to the Occupational Health and Safety Administration, more than 10 percent of the 250,000 workers employed by the concrete industry has been injured at work. While this may seem discouraging, there are various ways to increase safety through CRM software. The software offers several safety features, such as alerts that can be sent to field staff instantly. If a manager has questions about certain safety issues they can interact with their staff in real-time. That efficiently transmits information and reduces potential safety risks.

  1. Better Communication

The Concrete contractors CRM Software offers complete streamlined communication. Communication is easier and more reliable for everyone on your team, with instant messaging and special features that allow you to share information in real-time. That removes any phone tags or delayed answers that not only improve response time but also boost efficiency!

  1. Profit Protection

A major advantage of concrete CRM software is its GPS location tracking which helps project managers to track and control where their employees are at all times. It encourages responsibility and accountability in the workplace because, at any given time, workers know that their boss will view their whereabouts. This also promotes security for profit as employees are unable to fake their hours. As a boss, as they sign in and enter their hours, you can require an employee to get on-site. For your concrete construction business, this means more productivity and profit protection.

A Leg Up on the Competition

You are expected to face competition, as a concrete contractor, for certain job opportunities. This software gives you the leg up you need to surpass your competition. Enforcing software into your concrete contracting business shows that project managers are tech-savvy and willing to take on any project.

 

Manage your interior design contracting business with CRM Software,

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It can be overwhelming to find the best software for interior designers to help them increase revenue as well as run their business smoothly behind the scenes. Each software has a learning curve that often acts as a deterrent to creative business owners. But running a small or big business requires streamlined processes. You can save hours a week by implementing the best CRM Software for interior designers. With proper implementation, these processes can even replace the need for additional staffing.

How does CRM Software help?

A Customer Relationship Management system helps an organization improve different processes within their business to increase productivity, however, the main benefit from any CRM system is the improved customer experience. Good CRM systems should give you an overview of your business, allowing you to see where your business is succeeding and where you can improve. Interior Design contractors CRM Software improves efficiency, accuracy, and consistency within your organization, allowing for consistent communications with customers and suppliers.

As one of the best CRM software for interior designer contractors, here are some of the vital features:

  • Expense Tracking: The various tools help track expenses related to contractors. Expenses can be calculated based on the GPS data, mileage, etc.
  • Invoicing: Send, Record and Track the customer payments made and yet to be made. Generate invoices in the most presentable form.
  • Integrated Payments: Customers can pay through ACH, Credit or debit cards or online payment such as PayPal directly from the invoice with just a click.
  • Leads- Record details about those who are stepping into the company and inquire about the services that you are providing.
  • Reporting: Generate reports based on the past and present performance of your employees so that you can make an informed decision.
  • Tasks: Schedule and assign tasks to your team members and define a time frame within which the task is to be completed. Add electronic signatures to authenticate it as well.
  • Scheduler: The Interior Design contractors CRM Software helps you schedule tasks and get reminders for any event. Send automatic push notifications to your customers regarding any event. You can even create a timesheet for your team members with easy Drag and Drop features.
  • Customers: Track details of those who subscribed to your services. This tool simplifies following up with your customer needs. With the help of this feature, you will get access to customers’ details, prepare estimates and invoices just with a few taps.
  • Performance Measurement: You can now track your team members and get a report within a defined time frame. And eventually evaluate the employee performance by integrating process based on GPS, System activity other performance metrics.
  • Work Orders– Manage and dispatch the resources to address customer issues. To respond to a user’s complaints, you must allocate a resource to fix the problem.

All of these features will increase your efficiency and ultimately enhance your creativity Also, you can track the customer details, potential databases, quote your customers, send customers the invoices and many more. Thus, this software lets you grow your business process which helps you to track your sales flow and also helps to forecast the sales efficiently.

 

An amazing CRM Software to streamline and grow your painting business

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As a painting contractor, nurturing your leads and closely managing your sales pipeline is of crucial importance. You focus and depend on a steady stream of jobs, so any missed opportunities mean money out of your pocket.

That’s where the CRM Software for the painting contractors comes in. The CRM Software will keep your prospects, leads, and customers organized. Painting contractors CRM Software will also equip you with key data so you always know how to focus your sales and marketing activities.

Automate your lead and sales management processes with:

Powerful scheduling tools

To-do tasks and reminders

GPS Tracking

Simple and beautiful proposal generation

Integrated legally binding eSignatures

and much more!

Your job doesn’t stop once you’ve made the sale. You still have your production to run! That’s why painting contractors need powerful tools to manage their workers out in the field, inventory, invoicing, and subs. You will be able to analyze your profits on each job, and even each task on a job, so you know how much money you are making and you will feel more confident!!

Now, why you should be investing in CRM Software?

Easily Track Your Leads

Not every prospective client will knock your door down to purchase your products and services, even when they wish to do business with you. You and your sales team need to do some follow up work with each of your leads to make a sale. Forgetting to follow up is the worst thing you can do. You don’t want to rehash the specifics of previous interactions that your organization has had with the customer when you do follow up. That’s where Painting contractors CRM Software comes in. The software makes it incredibly simple to keep your leads organized in different buckets to track their status in the sales pipeline. You always have all of the details at your fingertips about the customer and every interaction they’ve had with you. And you can set tasks, reminders, and meetings to make sure that none of your leads will slip through the cracks ever again.

Be Awesome at Customer Service

Today’s customers demand the best service, and one negative review can significantly impact your business. Fortunately, CRM Software makes it easy to be awesome at customer service! All of the information and activities about a lead or a customer are instantly available in the client dashboard to anyone that you decide should have access. You can see upcoming or past meetings, to-do tasks, emails, and more. It’s not hard to see how your clients would trust and love you even more with these types of tools Turn what a poor customer review might have been into a positive one.

Make Your Sales Process And People More Productive

The CRM Software provides a powerful and flexible scheduler so you can see meetings, to-do tasks, job details, important events. This software has simple reassign or reschedule functionality. Send notifications to your sales representatives about their upcoming appointment or task, so they can easily retrieve contact details, get turn-by-turn directions with the help of GPS tracking, and see all previous interactions with the customer. This CRM Software is sure to make it easy to get the big picture of your company’s sales and production operations or drill down into the details of individual meetings and customer details.

This software is the ultimate resource if you want to accommodate more of your busy clients as well as manage your team effectively.

 

 

 

 

 

 

 

 

 

 

The benefits of using CRM Software for your business and team

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Did customers get upset with you for your field technicians missing appointments with them? CRM Software helps you manage your technicians as well as customers as efficiently and effectively as possible.

Electricians are rarely in their office. Teams that are always on the go don’t have the luxury of simple in-person communication. Everything from spotty service to the actual work being performed can interrupt the flow of information, which can ultimately affect your ability to deliver timely and accurate service to your customers.

Not only can the right software bridge that gap, but it can also make communication better than it ever was. But with so many solutions out there, how do you know which best suits your business?  The solution could be a Customer Relationship Management (CRM) software since it addresses everything from monitoring customer information to coordinating billing to managing the team. Electrical service provider need powerful management software to help oversee their businesses. The  Electrical Services CRM Software can increase company productivity and profit as it is designed to improve business capabilities. This CRM software assists electrical contractors in saving money and resources.

Here’s how CRM Software can help you be more connected to customers, improves business performance, and grow your services bigger and faster than ever:

Inventory Management

Successful electrical contractors must have the right parts and equipment at their disposal to increase the first time fixed rates. CRM Software help contractors evaluate their current needs and streamline procurement management. Poor equipment and inventory practices can drastically affect a business. This software gives contractors complete control over inventory levels for an unlimited number of technicians and warehouses, track serial numbers and integrate with eCommerce platforms. The software automates procurement procedures to ensure that the right parts and materials are always in stock and sends alert when stock is low. It helps manage your purchase and control the item inventory easily.

GPS Tracking

The GPS tracking feature of the Electrical Services CRM Software allows you to know where your team members are located during the day. This CRM software automatically calculates your team members driving mileage and navigates them by giving step by step instructions on the map. This GPS tracking, turn-by-turn driving directions, and advanced mapping features will cut costs and increase your technician’s productivity. As well as monitoring the sales representatives in real-time, you can track the time and location of work status changes made by team members to ensure that team members arrived on time at the job site and completed the job as indicated. GPS based clock-ins update the customer job status and their reporting time to the job site.

Invoicing

Move from pen and paper to digital invoices! Ditch handwritten invoices when using CRM software for electrical contractors and easily create and send invoices right in front of the customer. Collect payment to streamline your invoicing and payment process. Even the most complex estimates and invoices can be written up in the field. Easily check and update the status of the invoice and keep track of payment. Collect payment in the field as Payment gateways are also integrated to ease this payment process for your customers.

Performance Measurement

An employee’s performance can be evaluated with the help of this software and reports can be received within a selected time frame based on various performance metrics. This is one of the best tools to manage an employee’s performance. This feature can be used to drive performance evaluations, improvement plans, career advancements, and salary negotiations.

Job Scheduling & Calendar

Dispatch team members with ease. With quick and easy job scheduling, your employees will be automatically notified of newly assigned jobs, SMS, as well as emails and, will always have the information necessary to get the job done right. Track updates with comments and status updates. You can create a timesheet for your technicians. Customers can also send reminders through push notification.

Knowing some of the components that comprise CRM’s underlying driving factors makes it much easier for electrical contractors to understand exactly what their customers want. CRM software seems to be here to stay and make the working process of electrical service providers easy and simple.

 

Best Features of CRM Software for Mobile Car Mechanics

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A garage is an interesting place. No matter where you go in the United States, it will feel the same.   Filled with oil, tires, and mechanics, in these places, our cars enter broken, deformed, and sad.  They leave operating like a brand new car off the lot.  That is, if we can even get the car to the mechanic’s in the first place.  Sometimes cars break down on the side of the highway, often in pouring rain, falling snow, or scorching summer heat.  In those times, you may have to call a tow truck.  But it is silly to call a tow truck for a small repair that could be done right there on the road.  Something like a flat tire or a dead battery is a quick fix for a handy, knowledgeable professional with the right tool in his hand.  That is what makes mobile car mechanics so heroic, they come to our rescue.

All dramatics aside, a mobile car mechanic business can be a busy operation.  It takes patience.  It takes hard work a  nd elbow grease.  It takes organization.  The best in the business will be on time and ready to go.  They will not get lost, need directions, or show up late.  They always come on time to fix your car up when you are in a jam.  To be successful, they need CRM Software for Mobile Car Mechanics.

It seems like a mobile mechanic would have all the right tools to get the job done, but this is one with he may be unfamiliar.  CRM Software for Mobile Car Mechanics is an office technology that organizes businesses.  Many common tasks can be streamlined or automated using CRM Software for Mobile Car Mechanics.  Once a mechanic gets his hands on this software, he will be in love with how it organizes his workday with its various capabilities and features.

These are the best features offered by CRM Software for Mobile Car Mechanics.

  1. GPS Location Capabilities – A mobile mechanic needs to know where he is heading before he leaves the shop. He needs to find your location on a map using GPS technology to calculate the mileage to charge for his trip.  CRM Software does this.  It can add the mileage to an invoice.
  2. Invoices and Payment – Speaking of invoices, CRM applications for mobile mechanics does all the work for you. It creates an invoice by taking your company logo, client details, and associated fees and merging them into one professional document.  This document can be sent by email or printed to be sent in the mail.  The invoice can be paid directly within the application, even out on the road, thanks to a mobile version of the software.
  3. Chat – If you need to chat with the team back at the shop about the job, maybe calling for backup or asking if a tool or part is available, the chat feature may be your best option. By using the chat tool, you remain professional in front of the client (no questionable phone calls that make the client doubt your capabilities).
  4. Dispatch – You can let your client know that you are on your way. As a mobile mechanic, you worry about how long it takes you to get to your client.  They are waiting anxiously for your arrival.  Receiving a text that says “we’re on our way” can help them relax, knowing it won’t be much longer until they see you.

These tools make the work of a mobile car mechanic a lot easier.  To learn more about CRM Software, contact CRM RUNNER today.

Need CRM Software for Professionals Porcelain Repair

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Professional Ceramic and Sculpture Studios offer porcelain repair.  Bathroom tiling and fixture companies can also offer porcelain repair.  There is a big difference in between repairing a porcelain vase and a porcelain tub.

Some studios are focused on art with a large resource of pottery, sculpture, restoration and studio course content.  Often times, these are small businesses, operated by one or two people. Bathroom fixture businesses may be the same size or bigger. This profession requires a love of technical skill and a love art.  People in it say you have to have a passion for helping your fellow man.  The following materials can be repaired:  sculpture, ceramic, pottery, stone, and china.

Companies in the industry care about reliability and craftsmanship.  They are able to repair many types of materials such as porcelain, china, terracotta, clay, stone, metal, plaster, stoneware, ceramic, and resin.  There are various levels when it comes to porcelain repair and restoration.  Some pieces are damaged beyond repair.  Professionals will always be honest about the results.  These businesses can really help people in need of porcelain repair.

No matter how small a porcelain repair company is, it can benefit from CRM Software for Professional Porcelain Repair.

  1. Grow Your Reach. Porcelain repair is such a niche market that you have to make yourself available to a wide amount of the general public to have enough customers to maintain the business.  For this reason, many people offer porcelain repair as part of another business.  CRM Software for Professional Porcelain Repair can help track your market.  If a person asks for an estimate or quotation on work, all of their contact information will be automatically be saved when they visit your landing page – a special webpage created by the CRM Software using a template.  This page appears in search engine results and offers to follow-up with clients if they wish to share their contact information.  Some companies even use this to their benefit by offering a newsletter.  Follow-up is easy, too.  With CRM Runner, one-click dialing gets a prospective customer on the line if you opt to use VoIP phone services within the software.
  2. This is a line of work with estimates, quotations, contracts, and waivers.  All of these documents can be stored on a vendor or client profile within the CRM Software for Professional Porcelain Repair.  Documents can be sent for e-signature, lessening the time it takes to send and receive a signed contract.  Invoices are also generated by the software.  The invoices have your company logo and phone number.  They look very professional!

There are other benefits offered by CRM Applications for Professional Porcelain Repair.  Tools include invoice features, GPS tools (including street view), and automated messaging by email or SMS when a driver leaves to a jobsite.  Work orders, contracts, and vendors are all managed in the same powerful CRM Databases for Professional Porcelain Repair

To learn more about these tools and others, contact CRM RUNNER’s team today.

CRM Software for Air Conditioner Installation and Maintenance Companies

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One specialty company that becomes quite popular when summer rolls around is the air conditioning installation and technician companies.  These companies install air conditioners in businesses, homes, and other locations.  Without them, we would be sweating through our summers almost everywhere we go.

As their business cycles through busier and slower times, it is important that today’s air conditioner installation and maintenance company stay ahead of the game by using an annual strategy.  If they are using CRM Software for Air Conditioner Installation and Maintenance Companies, they already have five awesome tools that will help them keep their cool year-round.

  1. GPS Location Capabilities – Having a database that knows where your team is, where your equipment is, and where your client is can be essentially to running a smooth-operating air conditioning installation and maintenance company. Your team will be able to locate team members and jobsites on a live map.  This map is even accessible in the mobile version of the CRM Software for Carpet Installation Companies.
  2. Invoices and Payment – The company needs a term to generate invoices and collect payments. CRM Software for Carpet Installation Companies has the tools to create quotations or estimates and then convert the document to an invoice.  E-signature works great for contracts and agreements that have to be signed as well.  The documents are generated automatically based on the company information, client information, and client order. You will never lose an invoice again thanks to this tool.
  3. Landing Pages – The company can make better use of the internet to make itself available to prospective customers. A landing page template helps collect information about possible clients so they can be contacted later.  This is great during slower seasons as commercial locations are more likely to consider installing and repairing AC when they do not have to run it.
  4. Chat – A chat feature keeps your team connected across the map. Your dispatch person, the owner, accounts people, and technicians can chat via the database.  This cuts down on the time required to locate one another or by having to answer emails and phone calls at the same time.  Everything is available in one place.
  5. Calendar and Schedule applications – The schedule feature shows all appointments and meetings on an at-a-glance agenda.  This makes contacting clients and moving around schedules easier than ever. Double click on a block to see details of a gig and to contact the client.  Thanks to VoIP technology, a user can actually dial the customer in the CRM Software for Carpet Installation Companies.

These tools make the work of an air conditioning maintenance and repair technician a lot easier.  To learn more about CRM Software, contact CRM RUNNER today.

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