CRM

Why contractors need a centralized point for data

September 23, 2021
Ross Romero

The minutes we spend rifling through a stack of papers to find information for bids, estimates, and client data add up to hours. A CRM has many benefits but on the most basic level, a CRM is a hub for all the information you use and need in your business. And keeping all the data you need in one centralized location is good for you, your employees, and your future growth.

Simplify data collection and grow your contracting company

The minutes we spend rifling through a stack of papers to find information for bids, estimates, and client data add up to hours. A CRM has many benefits but on the most basic level, a CRM is a hub for all the information you use and need in your business. And keeping all the data you need in one centralized location is good for you, your employees, and your future growth.

Whether the information you review day-to-day is high level or extremely specific, business owners benefit greatly from storing all their client data in one platform like Followup CRM, a customer relationship management software made by contractors. Using a CRM is easy and efficient. You can review estimates, how your sales team is following leads, or notes on a client. Seeing this data in one easy to use place on a platform like Followup CRM reduces stress and simplifies your process.

Followup CRM integrates with many systems like Microsoft Outlook, Quickbooks, and FCS Roofing software, so you can hit the ground running with a new and improved platform.

One of Followup CRM's most convenient features is accessibility. Not only are you improving your business by centralizing your data and improving your systems, you now have easy access to all your client and project data anywhere you have an internet connection. Our cloud-based software means no labor intensive setup and easy virtual tutorials.

Check out more of Followup CRM's tools and features with a free video demo.

Not only will you have more convenient and speedy access to information, so will your employees. The time that is not spent collecting information or reinventing the wheel will be used instead toward landing more bids and bringing in more profit. Centralization of data is at your fingertips so your teams work smarter, not harder which will improve your overall bottom line.

 Keeping up with the demand for contracting clients

 Most successful businesses, in any industry, are able to keep up with demand for their service because they have systems in place that can handle continued growth. Can you say the same? By using a CRM to centralize all your client data you also invest to avoid or alleviate growing pains that come with fast expansion. Having too many clients and limited systems that can handle that growth is a great problem to have, but it's still a problem, and it's one that can change your small- to medium-sized company to a large and profitable one.

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