If you’re just starting to decide whether or not you should implement a contractor CRM, there’s a ton of benefits you might not be aware of. CRM, or customer relationship management, software is designed to improve the processes of your business – everything from project tracking to cash flow to team communication. The best contractor CRMs offer an extensive suite of features for your business to use.
However, it’s easy to miss the forest for the trees. Sure, a software might have tons of great utilities like aerial measurement ordering, sales management, field apps, and more. But it’s important to look at the big picture, too. What impact will these features actually have on your roofing business?
You might be surprised at the big impact of these tools. Here are the three biggest benefits of using contractor CRM software.
Every roofing business is looking for ways to increase sales and improve profits. It’s one of the biggest priorities for any business owner. But actually generating more business can feel elusive, and saving money can be difficult. If you’re going to spend money on a tool, it needs to be saving you money in other areas.
Roofing contractor CRMs allow you to track all details, activities, documents and correspondence, all in one place. You can automatically import leads from other sources and prioritize based on status, build estimates, order aerial measurement reports that automatically populate estimates, place material orders and more.
The impact on your bottom line can be huge. Keeping track of leads more easily ensures you’ll never miss an opportunity to reach out to a potential customer. Building estimates straight in the software allows you to visualize your total cost and profit on a job at a glance. Automatically populating your estimates with aerial measurement reports helps you determine the real cost of a job and estimate accurately. And placing material orders right from the software saves time while keeping orders within the scope of the project.
Above all, having access to these tools and features gives you the ability to see everything that is going on in your sales pipeline and identify ways to speed up the process. This allows for more opportunities – and a more efficient way to take action on them.
Better Time Management
When an influx of requests start coming in, it can be hard to manage all your roofing jobs. It’s important to make sure that all of them are well-documented, easy to review, and automated as much as possible.
Your contractor software documents every milestone in the process so you can make sure there are no delays and nothing has fallen through the cracks. You can upload documents, assign tasks, track job costs, permits, supplements and mortgage checks, add and share photos with your crew, schedule labor and deliveries and share customer information—all in real time. Since all of these tasks are in one place, the process flows more smoothly and your team can stay up to date on the progress of each job.
By being able to manage and view all of the progress being made with each project, you can make sure everything is on schedule. This is especially crucial as the volume of your requests increases. When you are working hard to satisfy the demands of multiple customers, it’s essential that you keep track of everything and that no one’s request is missed. Contractor CRMs provide peace of mind and a failsafe against project errors.
Roofing CRMs are designed to help get projects done quickly and accurately, without compromising quality. This helps your business achieve efficiency and cost-effective operations while at the same time, solidifying your reputation as a reliable, excellent contractor. If you’re looking to enhance your business’ profile in the eyes of your customers, contractor CRMs are a key tool.
You can place material orders directly to your manufacturer, forecast profits and determine sales commissions on a job, access and customize reports to easily identify areas for improvement, and more. It’s all part of one streamlined system that removes the burden of keeping track of each of these things individually. These features allow you to optimize each part of your process and get jobs completed faster. As your business grows, you won’t have to worry if your processes can keep up – contractor CRMs are designed to help you stay organized, no matter the size of your business.
When you’re choosing a CRM for your roofing business, it’s important to understand the features and integrations it offers. But it’s also important to remember that these features are all designed to serve bigger goals: increased sales, better time management, and simplified workflows. By selecting the right contractor CRM, your business can grow in ways that might surprise you.