With the tough economic conditions facing the construction industry, a strong focus is placed on better ways of monitoring and managing the sales process. In response to the challenges of obtaining new business, companies are now reviewing and investing in better CRM Softwares to manage their sales process.

CRM or Customer Relationship Management is a broad term that is commonly used by software companies to describe software designed to manage the customers and grow business. With the sophistication of today’s CRM applications, there are more sophisticated ways to track the clients and sales pipeline, making it affordable to take advantage of this technology for nearly all businesses.

Essential features of a CRM Software for Framing: Wood & MetalGreen contractors

1. Project Management

In the construction industry, project management means monitoring each bid as it passes through the pipeline. Any CRM you choose should have features that complement your existing software for project management. Ideally, Framing: Wood & MetalGreen contractors CRM Software contractors should enable construction firms to create estimates on the fly and send them to prospective customers. It should also allow the members of your team to schedule follow-up tasks for each project. The project management capabilities of a CRM will help you prioritize bids, from prospecting to the proposal, throughout each point of the pipeline.

2. Customer History

An important feature for a construction CRM is the ability to display a customer’s entire history in one single location. It typically involves holding a joint list of bids, enabling you to offer world-class service to each client. A shared list lets you maintain strong relationships with your contacts, independent of who your phone answers. A full view of the customer’s history also helps a lot.

3. End-to-End Workflows

The Framing: Wood & MetalGreen contractors CRM Software offers end-to-end workflows that allow you to automate many of the steps involved in managing a construction business. In particular, manually entering the same data more than once becomes tedious when it has to be done for every project. Automated workflows allow you to send invoices and receive payments in less time, with fewer people involved. Another attractive aspect in a CRM is the ability to configure such workflows, which is a common occurrence in building, to accommodate changes in requirements.

4. Payment Services

An essential feature of a Construction CRM platform is the ability to accept credit card payments. This functionality should also support U.S based ACH payments. Convenient payment options in your CRM help you streamline the payment process and get paid more quickly. Many CRMs enable users to send invoices linked to an online portal which allows their customers to view and pay online balances.

5. Email Integration

Incorporating CRM into existing email services is becoming an increasingly important feature in construction CRM Software. These integrations allow you to view a customer’s data from your inbox, including their name, address, and phone number. They also allow you to view account details like balance, past transactions, and other activities. The greatest benefit of email integrations is that they streamline your workflow by eliminating the need to switch between tabs.

CRM software represents a new way of conducting work and customer monitoring for the construction sector.