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Always Be Closing With One of These 4 Customer Relationship Tools

Posted August 7, 2015 by EnerBank USA

Always be closing

Do you want more customers?

Of course you do, but where do you begin?

You likely wear many hats at your company and stay busy keeping existing customers happy and making sure every job is done right. However, very few home improvement contractors are successful without a steady stream of new customers.

That’s where customer relationship management (CRM) software comes in. Did you know that many of these tools are designed exclusively for contractors? The right program can free up your time, help shorten the sales cycle and keep your staff lean and more productive.

And what business doesn’t want that?

If you’re ready to benefit from one of the many CRM tools available, one of these four programs might help remove some of the guesswork and provide a great start.

1. MarketSharp

MarketSharp has been a lifesaver for many home improvement contractors:

“MarketSharp provides a way for remodelers to generate low cost leads, convert more leads into sales, and create lifetime customers who willingly give referrals and great online reviews. You’ll eliminate your daily struggles of running a business with the only remodeling software that is easy to set up, simple to understand, and time-saving.”

One interesting thing about this tool is how it enables contractors to use the software as an effective sales, marketing and management tool—all from within one place. To date, it has helped thousands of remodeling businesses throughout the country.

2. PayPanther

PayPanther boasts that the software helps construction professionals:

“manage their clients, projects, invoices, documents, submittals, scheduling, & more.”

What is probably most exciting about the PayPanther’s capability is how it can be integrated with tools like Gmail, Outlook, Apple Mail, Excel, Yahoo and PayPal, making it easy for your CRM to work in conjunction with the programs you already use.

3. Contractors Software Group

The CRM from Contractors Software Group lets you:

     Track and follow-up on your hottest leads

     Schedule follow-up meetings, phone calls, emails and tasks

     Track jobs by contract using notes, pictures and other job-specific contacts, etc.

     Generate request for service work orders

     Manage your sales process and advertising from start to finish

     Have remote access via the Internet

This is a fantastic tool as it was developed with a focus on software needs of those in the residential and light commercial construction industries.

4. Smart Contractor

With Smart Contractor’s full-service software management solution:

“your construction lead and customer contact information is always available when you’re estimating a job, or working on a QuickBooks invoice or whether you’re in your office or out at a job site.”

Smart Contractor is a great software tool designed specifically for those doing residential construction and remodeling or landscaping, making it an appealing CRM option for you.


That’s a lot of great software, but it’s only the beginning. This list should provide a good “jumping off” point, but do not hesitate to look to others that might better suit your specific business needs. The important thing to remember is to find a process that works for you and to stick to it.

Did your favorite home improvement CRM make it on this list?