CRM (Customer Relationship Management)
A system that tracks every lead, customer, and job from first contact through repeat business.
A CRM, or Customer Relationship Management system, is software that tracks every interaction with a lead or customer from the first call through the completed job and beyond. For trade businesses, a CRM replaces the spreadsheet or notepad with a visual pipeline that shows where every job stands, automates follow-up so no lead goes cold, and keeps a record of every customer for re-engagement. A well-built CRM turns a busy, reactive shop into an organized, proactive one by making sure every lead gets a response, every estimate gets a follow-up, and every past customer gets a reminder before the next season.
See how we put this into practice for your trade business.
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No pitch. We map how work flows through your business and show you where it leaks, whether we work together or not.