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DocuWrx is a premiere FileMaker developer. Our flagship solution, Kosmas, is an end-to-end vertical market solution for the construction industry. DocuWrx also creates first class custom business solutions for many different industries including hospitality, retail, property management, healthcare, manufacturing, and many more. If you are looking for a custom solution for for your business or are interested in Kosmas, inquire below.

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How Contractor CRM Software Saves Time & Money

Do you have a rolodex full of customer contact information, a spreadsheet of invoice records, and a job schedule for managing your customer relationships? This method may have worked in the past, however, using multiple methods for tracking requires entering the same data multiple times, using up valuable time. Using these less sophisticated methods, leaves some of your records inaccessible from everywhere but your office. Enter contractor CRM software.

What is a CRM, or customer relationship management system? It is exactly what it sounds like, a system to manage your relationships with customers. With a CRM, you can track all important customer contact details, log communications, and any other quote, work, or payment details. Contractor CRM software allows you to store and access customer information in the cloud and access it anytime and anywhere you have an internet connection. This means no more struggling in the office to entering various information about payments, quotes, or job records into 3 or 4 programs or files. Out in the field, you can easily pull up a past quote or job on your smartphone or tablet to confirm the work you need to perform, or look up a gate code to access a property.

By tracking customer relationships in the same place that you manage the rest of your business, you can easily see which customers you need to follow up with, and identify opportunities to reach out to customers who haven’t used your services recently. You can also automate customer service functions, setting up reminders and sending follow-up emails after jobs to improve customer experience.

It’s never too late or too early to start using contractor CRM software. Use it from the day of your business opens and you’ll have a complete relationship history with each and every one of your clients. However, by adopting CRM software after your business has been open for a bit, not only will you have a powerful new way to manage your potential and current customers but you will also see a huge boost in productivity because of how streamlined customer relationship management process will be.

If you’re reading this, you are probably frustrated with your current system and are ready for an upgrade. If that is the case, TRUE might be a good fit for you; in addition to having a powerful CRM tool, TRUE is a robust ERP allowing you to schedule jobs, track your employees in the field and much more!