Currently Browsing: CRM

How Landscaping Companies Can Benefit From CRM Software

According to the 2023 Financial Benchmark Study, landscaping companies have a median of 325 customers. That’s a lot of lawns to mow and hedges to trim! If you’re running a landscaping business, you know how important those customers are. Their repeat business and referrals keep your company growing and thriving. Yet, managing dozens or even […]

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5 Tips for Small Business Growth

Starting a small business is a dream come true for anyone who decides to hang out their own shingle. At the same time, there’s a ton of work involved with launching a business and scaling it successfully. Whether you’re in HVAC, towing, plumbing, roofing, or any other service-based industry, your business growth often hinges on […]

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Top 5 Inventory Management Software Options for Small Businesses

The best inventory software for small business needs to master all sales channels while delivering efficient order management and streamlined, easy-to-access reports. For smaller companies with limited transactions and products, a simple point-of-sale system may be enough. However, as your business grows, improved small business inventory management becomes crucial to maximize your sales processes. Numerous […]

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6 Sales Promotion Ideas for Small Businesses

Small businesses are the beating heart of our economy. But let’s face it – competing with the big guys isn’t always a walk in the park. As a small business owner, you know the struggle. Bigger brands outbid you on paid ads, throw money at marketing like it’s nothing, and seem to have endless resources […]

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What is CRM? A Beginner’s Guide to Customer Relationship Management Software

In today’s digital age, customer relationship management software has become invaluable for businesses, from lawyers and healthcare providers to HVAC techs and towing operators. If you don’t have a CRM, you may find it challenging to keep up with your day-to-day. Documents, client communication, and invoices may be located on various platforms across the company. It’s also […]

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How Roofing Companies Can Benefit From CRM Software

If you’re in the roofing sector, you’re in a great place. With a market size of over $27 billion, the roofing industry is expected to grow by 4.5% annually over the next decade. At the same time, there’s increased competition as local roofers battle for business. According to the Better Business Bureau (BBB), the majority […]

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How Plumbing Companies Can Benefit from CRM Software

If you own a local plumbing company, you know how important it is to maintain strong relationships with your current clientele. Repeat customers, referrals, and marketing campaigns are invaluable tools for boosting revenue and growing your business. But if you don’t have a CRM for plumbing companies, you’ll find it challenging to retain customers and […]

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Business Invoicing Basics: 6 Items to Include on an Invoice

As a small business owner, nothing beats that moment when a client pays your invoice. It means your hard work and expertise are valued. Unfortunately, improper invoicing can turn that good feeling into a headache by wasting your time on paperwork and causing friction with clients. What should an invoice include? How can you save […]

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How Contractors Can Benefit from CRM Software

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 […]

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8 Benefits of Website and CRM Integration for Your Small Business

As a small business owner, you likely feel like you’re juggling a million things at once. Between managing your staff, keeping customers happy, and actually growing your business, there never seem to be enough hours in the day. It’s no secret that many small teams take on responsibilities beyond their job titles. The office manager […]

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