CRM

Why contractors need to manage their jobs in a CRM

September 23, 2021
Ross Romero

You have clients to keep happy, a sales team to keep accountable, and a business to keep afloat. Let a customer relationship management software (CRM) take some of the work off your plate by streamlining your project management system. Once you have your contact management and client data [link "client data" to customer management blog post] under control, take the next step to ensure your jobs are getting done the right way.

Project management for specialty contractors

You have clients to keep happy, a sales team to keep accountable, and a business to keep afloat. Let a customer relationship management software (CRM) take some of the work off your plate by streamlining your project management system. Once you have your contact management and client data [link "client data" to customer management blog post] under control, take the next step to ensure your jobs are getting done the right way.

Don't lose time over trying to figure out which estimates are most up-to-date, what changes have been made to a job, or updated budget and deadline goals. With a few clicks, you can review the details of a job, and you can better manage your team that may be falling behind schedule or going over budget.

Use a visual dashboard to see what’s coming down the pipeline

Followup CRM has several visual tools to help you understand your projects at a glance. You'll have access to charts, graphs and timelines to see where your team is in the process with sales leads and current projects.

[insert screenshot of the followupCRM system's visual features like charts or graphs here]

The best way to avoid mistakes and plan for the future is being able to use a system that shows you what's coming down the pipeline. Managing your jobs in one, convenient and web-based location means immediate access from anywhere and up-to-the-second updates, as well as better scheduling for upcoming jobs to avoid last-minute hassles and confusion. Followup CRM provides the freedom to get a birds-eye view of your jobs, as well as a close look at the details of a single project.

Fix broken lines of communication among your contracting employees

Having this capability will not only make you more efficient, it will be a welcome tool amongst your employees who can share that same up-to-date information and close broken lines of communication once and for all. Your team won't need to waste time nailing down details of a project and can get to work without another barrier complicating the process.

Failing to use a CRM with project management capabilities will diminish returns on investments (ROIs) made in other ways, like your marketing and sales team strategies, which do no one any good if the jobs you complete or bids you win end up as a customer complaint. Businesses sometimes focus too little on the efficiency of their systems, or focus too much on the small details of a single job instead of seeing the big picture. Both of these practices can spell disaster for specialty contracting businesses which often have narrow margins for profitable success.

To make sure your profit margins are wide, watch a free video demo on Followup CRM's project management tools.

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