If you work in the construction industry, you likely deal with many admin and customer relations tasks. Whether you’re sending out project updates, follow-ups, or scheduling new business, these everyday tasks are vital to your workweek’s success and must be handled accordingly.
If you aren’t already using a customer relationship management system to track these everyday tasks, you may struggle to keep up with demand. That’s where CRM software for contractors comes in.
In this article, we’ll explore the benefits of CRM software for contractors, home builders, and construction companies. So you can find a platform that aligns with your workplace needs. Here’s everything you need to know:
Why You Need a Cloud-Based CRM
A cloud-based CRM is a centralized lead and contact management system. With this tool, you can easily track client communication, review old transactions, and schedule follow-ups all in one place. You can also nurture new leads or follow up with old clients for repeat business.
The best CRMs for contractors are designed to make day-to-day tasks easier so you can get more time back in your day to focus on other tasks. These tools also eliminate the need for several different software and platforms, which can help you save time and money in the long run.
The Benefits of CRM Software for Contractors
If you don’t already have CRM software, you risk losing your clients to your competition. These platforms have built-in tools that can help streamline productivity and efficiency. If you’re still relying on Excel sheets and other traditional modes of communication, you may find it more challenging to keep up with the trends and client communication management tasks of the workweek.
Once you make the upgrade to a CRM platform, here are five benefits of CRM software:
1. Send Estimates, Invoices, and Bills
Tired of sending manual invoices to every client you work with? Do you have a complicated billing setup that makes it hard to know what’s past due or paid? With a CRM, you can keep all invoicing, transactional history, and client communication in one place. You don’t need to constantly go back and forth with your accounting team to know what’s been paid and what invoice is past due. This will improve client communication and help your team manage payment follow-ups more effectively.
Our platform has built-in invoicing tools and a user-friendly interface. So you can easily send invoices, estimates, or bills from your laptop or mobile device. All client communication and communication records will also be in one place, so you can easily reference the customer profile before setting up an in-person or online meeting.
2. Automated Marketing Campaigns
Regularly sending marketing emails to your file is a great way to keep your business top of mind with your target audience. You can use these emails to highlight upcoming deals, availability, or special seasonal offers you have running.
At Townsquare Interactive, we combine marketing emails or SMS messages with our CRM software for contractors, so you can continue to nurture your leads in one platform. With this tool, you can personalize each message and automate them. This is a great way to nurture leads and maintain a personalized approach for each customer.
3. Online Scheduling
Tired of the constant email follow-ups and playing phone tag? Are you losing leads in the scheduling process? You aren’t alone! With online scheduling tools, you put your clients back in control of choosing a date and time that works with everyone’s schedule. With a few clicks of a button, your clients can easily schedule an appointment or a call with your team. This will minimize friction and streamline the scheduling process. It can also improve the customer experience and help your team book more appointments and consultations.
Our platform’s appointment scheduling tool will seamlessly integrate with your current website and integrate with your calendar. So, you can add an online booking tool to your website that is accessible 24/7 and offers real-time availability.
4. Email Inbox Management
Having trouble keeping up with client communication in your inbox? Need an easier way to manage follow-ups, answer questions, or send pricing for your services? With CRM software for contractors, you can track all email communication in one place. You don’t need to switch back and forth between different apps on your phone or desktop to communicate or follow up with clients. This will help improve customer service and increase your team’s productivity.
Townsquare Interactive’s all-in-one tool makes it easy to track, follow up, and view client communication all in one place. You can also set up real-time notifications on your desktop and mobile device to ensure you never miss out on an opportunity.
5. Manage Day-to-Day Operations
One of the most valuable benefits of a CRM software is the accessibility. Once you’re set up with a cloud-based CRM, you can easily manage your day-to-day operations from your desktop or mobile device. You can check in on client calls, schedule appointments, and send invoices while on the go. You’ll also have a pulse on your business operations at your fingertips.
The Best CRM Software for Contractors
Ready to enhance your workweek with streamlined communication tools? We’re here to help. Our CRM software for contractors was designed with your business in mind. With our business management platform, you can easily track client communication, schedule follow-ups, and send invoices all from one place. This means you only need one platform to keep you and your team on task throughout the workweek.
Contact us today for a free demo.