How to Choose A CRM: Complete Guide for Contractors

Written By

Corey Mann

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how to choose a CRM

How to Choose A CRM: Complete Guide for Contractors

In today’s digital era, a Customer Relationship Management (CRM) system has become an indispensable tool for contractors to streamline their operations and enhance customer satisfaction. However, there are numerous CRM options available on the market. It can be overwhelming to determine how to choose a CRM for your specific needs.

Therefore, let’s dig a bit deeper and highlight the key features that every contractor needs from a CRM platform. Facilitating task automation, producing digital estimates and contracts, and effective lead nurturing should be at the top of your list.

Discover how to choose a CRM for your business

How to Choose A CRM to Scale Your Contracting Business

In 2022, overall CRM usage grew from 56% to 74%, according to a report by SuperOffice. It’s clear that businesses across America are turning to automation as a means to become more efficient and effective. Moreover, software has become the best way to manage and nurture leads across various industries.

This is no different for the home improvement sector. Unfortunately, many contractors have yet to implement software after years, and in some cases decades, of manual processes and paper materials.

If you don’t adjust to the market and growing technology, your business will most likely get left behind. For that reason, there’s no better time to learn how to choose a CRM that helps your company thrive and makes life easier for your employees.

For example, the following CRM features are paramount to the daily operations and success of a contracting business:

  • Task automation
  • Workflow management
  • Digital estimates and contracts
  • Lead nurturing and management
  • Integration and mobility
  • Analytics and reporting

Not all CRM platforms are made the same. And you will want to consider software that is built specifically for the home improvement industry by people with contractor experience.

Your current processes and systems got you this far. Yet, the right CRM will unite these processes and streamline your operations.

The goal of a CRM is to help you scale your business, not create more loopholes to jump through during your day-to-day workflow. That’s why it’s so important to understand how to choose a CRM that evolves along with your business as you take on more work and more employees.

Task Automation and Workflow Management

Efficiency is the cornerstone of any successful business. A CRM designed for home improvement contractors should focus on automating repetitive tasks and optimizing workflow management.

Look for features that allow you to schedule appointments, set reminders, and automate follow-ups. By automating these mundane tasks, you can save valuable time and ensure that nothing is overlooked on a daily basis. Every step of your operations will now have a purpose that directly works towards company goals.

Digital Estimates and Contracts

Transitioning from traditional paper-based estimates and contracts to digital formats offers several advantages. A CRM tailored for home improvement contractors should provide the ability to create and send professional digital estimates and contracts effortlessly.

Look for features that allow you to customize templates, include project details and pricing, and capture homeowner signatures electronically. By digitizing these essential documents, you can improve accuracy, reduce paperwork, and enhance the overall professionalism of your business.

Lead Nurturing and Management

Rely heavily on generating and converting leads as a key factor when determining how to choose a CRM for your business. A CRM with robust lead nurturing capabilities can be a game-changer.

Look for features that allow you to capture leads from various sources, such as your website or advertising, and organize each lead efficiently within the software. Additionally, the CRM should offer tools for automated lead follow-ups, personalized communication, and targeted marketing campaigns. By nurturing leads effectively, you can increase your conversion rate and drive sustainable growth.

Integration and Mobility

In today’s fast-paced world, contractors need access to their CRM on the go. Look for a CRM that offers seamless integration with other essential business tools, such as email, calendar, and project management. This integration ensures that all relevant information is centralized and easily accessible, minimizing the need to switch between multiple applications.

In addition, a mobile-friendly CRM allows you to access and update customer data from anywhere. This enables you to stay productive even while on-site or traveling. The flow of information should be one click away for everyone in your business. This provides clarity for all employees and also helps define roles and responsibilities.

Analytics and Reporting

To make informed business decisions, it’s crucial to have access to accurate and up-to-date data. A CRM that provides comprehensive analytics and reporting features can provide valuable insights into your business performance.

Look for features that offer visual dashboards, customizable reports, and metrics related to sales, marketing, and customer satisfaction. By analyzing this data, you can identify trends, measure the effectiveness of your strategies, and optimize your operations for better results.

Data-Driven Success with Leap

Selecting the right CRM is a vital decision for home improvement contractors aiming to enhance their efficiency and customer satisfaction. That’s why Leap provides an end-to-end platform built by contractors for contractors.

Leap focuses on features that are integral to the operations of a home improvement business. This includes automating tasks and workflows, digital estimates and contracts, and effective lead nurturing.

By embracing Leap, you can streamline your operations, improve productivity, and ultimately drive the success of your home improvement contracting business. Leap also offers the industry-leading point-of-sale application, SalesPro, as a standalone tool or add-on to the Leap platform. With SalesPro, your sales reps can meet with homeowners at the kitchen table with confidence. This professional experience resonates with potential customers and helps to widen your margins and close more jobs.

As you grow your business, Leap provides partner integrations that further enhance your operations, such as measurement tools and advanced imaging technology. So, are you ready to streamline success and take your business to new levels?

For more information about Leap, fill out the form below and schedule a quick 15-minute demo. Remember, investing time in how to choose a CRM can yield significant benefits in the long run.

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