Have you ever thought about what the best CRM for contractors is? It can be hard to keep track of all your clients and what you owe them if you're in the asphalt paving and sealcoating industry, or other related business.
As such, you might find yourself spending more time trying to find and manage client and project information than actually working on client relationships, business development, and revenue generating projects.
Therefore, having a solid CRM system in place is essential. Let's review some of the components of the best CRMs for contracting companies below.
What is a CRM?
CRM stands for Customer Relationship Management software. It helps keep track of who your customers are and what communication you've had with them.
A CRM helps contractors manage contacts, leads, and sales. Some CRMs are part of an overall business management software system that helps with creating and managing quotes or estimates, proposals, projects, change orders, time tracking, job costing, invoicing, and reporting.
The CRM system you choose should handle most of your company's needs in-house within a single system, without the need for other software or programs.
How Can a CRM Help Your Company?
Using a CRM system designed specifically for contractors, digitizes the the work that contractors are already doing making it easy to use and natural, but much more efficient. This can help in many areas of your business, but particularly in being faster and more accurate in the proposal building process, as well as gaining better real-time visibility into your business. Additionally, many contractors find they can save a lot of time and money with improved communication and information access, and simply by automating various aspects of doing business.
These contractor-tailored systems help streamline processes while improving efficiency, giving contractors more time to focus on other aspects that can help grow the company.
Which CRM Is Best for Your Company?
There are many CRM software available today, but not all CRMs are made equal. There are very few on the market that were specifically designed by contractors for contractors that include the business management functionality. Because of that, not many CRMs specialize in delivering capabilities that help manage the unique aspects of the asphalt paving and sealcoating industry, such as the estimating to proposal process, or job costing, and project-specific invoicing and billing with industry relevant terms.
PROcru provides you with a business management software system designed specifically for asphalt paving and sealcoating businesses. It helps you to function better and run your business more efficiently by using technology to centralize storage and access to relevant client and operational information. It also provides accurate real-time data to continuously improve project delivery and, in turn, future estimating and proposals.
During implementation and setup, PROcru can integrate to other systems to help automate information transfer and reduce the need for entry of the same data into multiple systems. Many clients also choose to integrate with their accounting systems, such as QuickBooks.
The best CRM for contractors minimizes or even eliminates your need for additional software programs, spreadsheets, Word documents, PowerPoints, etc.
Benefits of a CRM
The benefits of a CRM software for contractors vary depending on the company size and customer demand. Using this system increases your efficiency, reduces costly errors, provides a better (less frustrating) experience for employees, and delivers valuable insights through management dashboards and reporting.
Data in the CRM is sent directly to the appropriate person or department using automatic reminders via email or text messages.
These CRM systems help you accomplish daily tasks more efficiently by having everything in one place, where tasks can be scheduled easily and notifications can automatically trigger reminders for employees. It holds all of your information in one easy-to-access location. Therefore, there is no need for you to switch between different programs when looking for information. It enables you to stay on top of invoicing, billing, time tracking, and job costing.
PROcru's business management software system helps smaller and medium size contractors compete with larger ones; often doing so while operating much more efficiently and with substantially better margins.
Request for a Demo of Our Best CRM for Contractors Today
With so many CRMs on the market today, finding the right CRM that fits your business can be daunting. But don't worry!
We have done all the research and testing to create an impressive CRM for contractors. Request a demo or contact us now to get the best solution for your company.