Take Advantage of Your CRM Software Integrations: 5 Things Your CRM Should Do

Estimated reading time: 4 minutes

Finding a one-size-fits-all business solution can be next to impossible. Unless you’ve invested in a customized platform that encompasses all of your business’ exact needs, chances are good that you’re not only using a CRM, but you’re also using other softwares or programs to supplement parts of your process.

There are a lot of moving parts across several departments in any contracting business, so it’s important when selecting your roofing CRM to consider what OTHER softwares are already integrated with the platform you choose.

CRM Software Integration #1: Supplier-Direct Integrations

Does your platform give you direct access to the supplier you use to purchase materials?

Direct CRM software integrations that allows your sales reps to not only create their estimates directly from your supplier’s product catalog, but to order those products save an incredible amount of time and helps avoid human error on your orders. Templates can get you halfway there, but a system that allows quick search, add and edit functions allows you to customize every document accurately.

Pro Tip: CRM’s can also offer discounts or rebate programs, based on the supplier you order from – it’s always worth asking!

CRM Software Integration #2: Roofing Measurements

If you work in the roofing industry, chances are pretty high that you’ve used aerial measurements when creating your estimates.

Does your CRM software integrate with EagleView, QuickMeasure, or other similar measurement options?

Being able to directly order those measurements from your provider through your system, and have it automatically populate into your estimates saves you the time it takes to login to another program, download and hand-key measurements into your estimates before presenting it to a potential customer.


CRM Software Integration #3: Accounting Software

Accounting Software is something that every roofing business relies on to process orders, invoices and keep the books. Solutions like QuickBooks are an accounting tool that most office administrators are familiar with. While it’s important to have an accounting system that is comprehensive and easy to use, it becomes even easier when there’s a clear CRM software integration.

Having an accounting integration saves your office staff time doing double entry and again, avoids human error when typing or transferring data.

CRM Software Integration #4: Digital Storage Solutions

When you keep your data in the cloud, your digital storage space can be practically unlimited. Many companies are already familiar with online file management, using programs like Google Drive or DropBox to manage and access their files.

Does your CRM allow for integrations with your file management, or offer their own solution?

Having a place in your CRM with enough space to store Job Files and associated documents, pictures and contracts lets you avoid toggling between systems, and allows real-time updates directly in a client’s portfolio.

CRM Software Integration #5: Contract Processing & Signatures

Does your CRM offer a contract processing pipeline?

When you’re writing your estimates and contracts, it’s important that you be able to share them not only with your potential clients, but your office staff as well. Creating editable templates and incorporating an eSignature component help streamline this process by bringing the whole process online. Added benefits such as sending notifications to the appropriate staff when a contract is signed and completed can save you from needing to invest in costly online signature programs like DocuSign.

Pro Tip: When implementing an eSign feature, make sure that it is backed by secure systems that track IP addresses and time/date stamp all signatures.

Other Integration Benefits:

Having all of these features and functions already integrated with your platform allow you to quickly and easily manage your business from every level. By using pre-built software and program integrations you can:

  • Save money on the necessary maintenance to upkeep those links – Software development teams make sure that your integrations stay active and current when they are part of the overall software package.
  • Save money on several subscriptions – Instead of having to subscribe to several different features, they are all part of one software system.
  • Save time having to remember passwords, payments and to update individual programs instead of just one central system – When it’s all controlled from one central hub, you don’t waste time keeping up with several accounts just to manage one job.

AccuLynx is the most powerful tool for your roofing business. With simple to use software, industry-leading tools and the best customer support, AccuLynx makes it easy to grow faster than your competition.

AccuLynx is the most powerful tool for your roofing business. With simple to use software, industry-leading tools and the best customer support, AccuLynx makes it easy to grow faster than your competition. 

abc supply, accounting software, aerial measurements, allied building products, business storage, cloud storage, contract processing, crm software, data storage, dropbox, eagleview, google drive, pipeline, purchase materials, quickbooks, roofing, roofing crm, roofing management, software integrations, supplier integrations

Leave a Reply

Your email address will not be published. Required fields are marked *

Fill out this field
Fill out this field
Please enter a valid email address.

Previous Post
4 Ways to Streamline Your Business For Maximum Efficiency During Storm Season
Next Post
Selling Homeowners A Better Roofing Experience

Get roofing industry resources to your email