Category: Client Managment

The Top 4 CRMs for Local Contractors 

Customer Relationship Management (CRM) software has become a very important tool for local contractors. It can help them maintain relationships with their existing clientele, and build partnerships with prospective clients. CRM software has also evolved into a powerful tool for managing sales, marketing, accounting, and other kinds of operational data.

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There are lots of CRM programs that local contractors can find in the market. However, four CRMs stand out for being reasonably priced, accessible anywhere, and very easy to use. These are:

  1. InfusionSoft

InfusionSoft has an online sales and marketing solution that is tailored perfectly for local contractors. It has lead generation tools, email and social media tools for engaging and converting leads, and marketing automation. It also provides personalized coacing services for novice users.

Nelson Fernandes of Transfer Electric, a leading father-and-son electrical contracting firm based in Toronto as well as Richmond Hill, says this program has helped his business a lot by enabling him to retain and convert more clients.

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  1. Sales Force

A leading CRM software for all business sizes, Sales Force offers a good starter package worth $25 a month. This may sound a bit too pricey for local contractors, but it is worth the price given its excellent features like lead generation, sales forecasting, contact and opportunity management, and workflow automation, among others.

  1. Insightly

This is a simple yet feature-packed CRM software that works well for local contractors. It has the basic features that small businesses need, but it can also offer more advanced capabilities should the business grow. It even has a free version which is excellent for local contractors who are hesitant on paying a monthly fee. Paid plans start at $12 a month, which is not a bad deal considering all the features it has.

  1. Zoho

Local contractors who don’t want to pay anything at all for a CRM may want to check out Zoho. It has basic features like contact management, analytics, lead gathering, and workflow automation. However, its features are not scalable meaning you can’t add functionalities which your business needs should it grow its operation in the future.