Why should I invest in CRM Software for my contracting business?
When you invest in CRM Software for your contracting business, you’re implementing processes and procedure to sell more, generate more leads and build happier referring clients.
Even if your business is based upon referrals, you still should be tracking your clients and job opportunities in one location so you can share that information with other employees.
When you implement CRM Software from Contractors Software Group it will take your sales, follow-up marketing, buyer management and customer service to another level.
Contractors Software Group’s CRM Software has the following modules available:
- Prospect Tracking & Follow-up Marketing
- Buyer/Contact Management
- Customer Service/Warranty Tracking
- Sales & Advertisement Management
Prospect Management & Follow-up Marketing Module
The Prospect Management & follow-up Marketing module tracks prospects and job opportunities from initial contact through to completion and beyond including.
- Capturing prospect information to create targeted campaigns of e-mails and/or phone calls
- Generating lead sheets to provide or e-mail to salespeople
- A Shared Calendar to schedule appointments, phone calls, and tasks to be completed
- Marketing Action Plans – Create standard follow-up marketing action plans of phone calls, e-mails and/or contract tasks and assign them to clients and or jobs
- Tasks Due Today Screen – Allows you to view and complete a list of uncompleted tasks by due date and/or by user
- Mail Merge – Allows you merge your client/home information into standard documents and letters that can be generated and/or e-mailed
- Storing job notes, pictures and documents
- E-mail History – Stores client sent and received e-mails with attachments
- Generating reports to manage the prospect management and follow-up marketing process
Buyer/contract Management Module
The Buyer Management module allows you to tracks buyers and their jobs during the construction process including:
- Job notes
- Pictures and documents
- Generating and tracking client changes orders
- Tracking buyer’s option selections and generates option selection agreements for the client to sign
- Tracking uncompleted and completed job contract tasks
- E-mail History – Stores client sent and received e-mails with attachments
- Generating reports to manage the buyer and contract process
Customer Service/Warranty Tracking Module
The Customer Service and Warranty module tracks customers and job information after the job is completed including.
- Generating and tracking clients request for service
- Warranty Tracking – Tracks warranty plan, provider with warranty start and end dates
- Reporting to manage the customer service/warranty process
Sales Management Module
- The Sales Management module generates reports to manage your sales and marketing process from beginning to end.
Microsoft Office Integration
Integrates to Word, Excel and Outlook
Remote Connectivity
You can access CRM Software from anywhere with any device that has internet connectivity
Estimating Integration
Transfers client and job information over to estimating for creation of proposals to eliminate the entering of information multiple times.
Builder Portal Integration
CSG Central is a web portal that shares job information with clients, employees and/or vendors. CSG Central users can login from anywhere with any mobile device or smart phone. It synchronizes job information back and forth with Contractors Software Group’s SalesBuilder Professional, a CRM software program for construction companies.
Plus, much more!
Contractors Software Group offers three series of CRM software based upon sized, needs and budget. It is modular so you can pick and choose the modules you need today and add-on as your needs grow.
When you invest in Contractors Software Group’s CRM software you’re investing in proven process and procedures to take your business to the next level.
To schedule a demonstration, go to: https://contractorssoftwaregroup.com/request-demo/
You’ll be glad you did!
