4 Tips for Choosing a Roofing Contractor CRM Software for Your Business

Estimated reading time: 4 minutes

One of the biggest challenges that a roofing business owner may face is choosing a roofing contractor CRM. With so many options on the market, it’s easy to get overwhelmed. If your company is going to get the most out of your investment, you will need to have a definition for what success looks like. In a year from now, how will you measure whether you made the right decision, or not?

Here’s 4 things to consider when choosing a CRM as a roofing contractor:

1. Identify where your business is struggling

Resist the urge to look for solutions to vague problems like “the sales team needs to sell more jobs!” Instead, look for a specific problem you need to overcome like, “our sales team struggles to write profitable estimates based on our changing material costs—we need a system that will allow them to pull prices directly from our supplier.”

Taking some time to understand where you’re struggling so you know what problems a software will help you solve.

2. Determine what features you need in a roofing contractor CRM

Start by making a list for the must-haves and a list of nice-to-haves to help you during your search process. The must-haves are the deal-breakers for your company– if it is not offered, then it’s not a solution you should invest in. The nice-to-haves are a bonus, but shouldn’t be the sole reason to select a CRM.

For example, if you find tedious manual tasks are slipping through the cracks, a roofing contractor CRM with automations could be a game-changer for your business.

Something like marketing expense tracking might be a feature that’s nice to have so you can track your advertising efforts, but shouldn’t be something to sway you one direction or another..

Pro tip: All-in-one software solutions are a great place to start as you’ll likely get a combination of your must-haves and nice-to-haves already built in. Learn more about the features in AccuLynx.

3. Don’t focus on only one part of your organization

It can be tempting to focus on just one department during this process, but if your entire company is going to be using the software, all departments should have some input on what they need before you start shopping. The production department will have different challenges than the accounting department and sales department. Your new roofing contractor CRM should be functional across your organization.

 

Roofer using the mobile Field App

4. Make sure you have support

It takes time to implement a CRM and may require on-going support from your provider. The best contractor CRMs offer free training to get you and your teams up and running, as well as unlimited future training when you need help. This should be a must-have feature that cannot be overlooked. You may get all the bells and whistles you’re looking for, but if you don’t know how to use them, what good are they?

If you don’t have time to sit through a full training, see if the provider offers support in other ways like instructional videos, articles, or step-by-step “how-to” guides that you can access on your own time.

It is also important to look at how you can get in touch with customer support. Ticket-based systems can often take days to respond. Try to find a provider that offers live phone support so that any issues are resolved right away.

Prioritize these 4 steps and find the software that fills your needs

Deciding on which contractor CRM to use to run your business is a large, complex decision. Bringing on a CRM is almost like selecting a co-owner for your business. It’s an investment you’re making for the long-term, so make the right decision the first time.

Get started with AccuLynx roofing software to run your business

A premium business management software like AccuLynx offers everything you need to manage your company from an initial lead to the final invoice, and is packed with tools that every department can benefit from.

As the industry’s #1 all-in-one software, you’ll find solutions to your problems everywhere you go. If you’re looking for the right CRM to help run your business, schedule a demo of AccuLynx today.

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