BEST CRM Software
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harrychamp
What CRM software do you all recommend? I want Quickbooks integration, Mobile drawing ability?
BethkWilliams
There are so many in the market but the one software you want to go for depends upon your requirements and the data you are having if you are small size industry and have some vendors os I think you can easily manage the simple QuickBooks but if you are having a large number of vendors then go for this CRM software as they are paid.
heidiellsworth
Remember, no self promotion please or back links. If you are interested in sharing more information let us know and we can help.
J's Roofing
* Be careful when clicking un-known links! This person is obviously out of the country, and promoting their developement services... again, be careful. (tried to mark their post, but page doesn't let me "flag" it... :(
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-Obace1948
heidiellsworth
Thank you! I will be placing this question in the Week in Roofing to round up some more input. Thank you for your advice and questions!
J's Roofing
I just posted this, in the Questions section ... obviously, this site isn't as busy as we're all hoping it would be! :(
We all have different wants/needs but ... have yet to find a CRM (for us) that does "everything." Many do the basics or different parts, but none do ALL. We're a small organization, so won't need large job progress/tracking of life span etc. We've reviewed a LOT of them... Right now, we're hoping for:
Lead tracking and reports to run from those; Client/customer database; Scheduled follow ups/reminders for leads/clients/jobs completed; Marketing on social media or email based (like Mail Chimp?); some Accounting and break downs (instead of having to use QuickBooks etc); integration with ordered dimenions (like Eagleview); has editable forms for Estimates/Invoices; client signage and input (docusign or similar); Order materials from OUR vendors (Suppliers accounts OR big box stores we input); ...
IS THERE a one-stop solution for any of us!? lol Or, does it have to be: (example) Mail chimp for database/emails; QBooks for accountings/reports; Roofing CRM for order and job tracking ... :(
Thanks for the input!
