Author Topic: What CRM software does your company use? Advice needed  (Read 689 times)

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Offline ForumMFG

  • Posts: 980
What CRM software does your company use? Advice needed
« on: March 21, 2021, 02:22 PM »
We are a small home remodeling company with 7 employees and I have been looking for a CRM software package that can work on computer/phone/tablet, that does it all.  Track client information, produce quotes, track job information, track purchases, employee time tracking, etc..  I looked at Jobber so far, it is a nice software package but it seems to be geared more towards companies that have jobs that are short.  Like a lawn care business where you are cutting 8 yards a day or a service call business where you might have 5 calls a day.  The jobs we work on, we can be there for a week or a few months.   I’d like to be able to make quotes as I am literally walking through the home with a customer, taking pictures and making notes on those pictures, then email the quote over before I even leave the home.  I’d like a place to track material requests, punchlists, etc.  plus everything else that a typical CRM does.   The other thing i would like is a way to track employee time by GPS and geofencing.  In the past I have had issues with employees stealing hours so I would like something that can start and stop the time clock based on location.  You get to the jobsite, the clock starts.  You leave, it stops.  If you need to get material one day before getting to the jobsite, they can activate the clock manually but the app marks the location. 

With that said, I’m just curious if anyone has a similar company and what software you use.  Any recommendations would be great. 

Thanks. 


Offline DashZero

  • Posts: 108
Re: What CRM software does your company use? Advice needed
« Reply #1 on: April 05, 2021, 01:43 AM »
I have written custom software to do very similar things.  I was a residential remodeling contractor for two years in 2016 and 2017 and have an idea what you are looking for. If you would like to talk more I could give you ideas and examples and some things I learned.  When my brother was alive he used a custom system I wrote for him about 10 years ago.

Offline Samo

  • Posts: 619
Re: What CRM software does your company use? Advice needed
« Reply #2 on: April 08, 2021, 12:21 AM »
Not sure on the time card feature but check out CoConstruct.
It's The FOG!  Just rotate the screen.

Offline Blues

  • Posts: 109
Re: What CRM software does your company use? Advice needed
« Reply #3 on: April 08, 2021, 01:44 PM »
Have you looked at Quickbooks. If you set up master data (materials, customer, vendors) right (one time set up) then you can leverage the platform to work on the desktop, cloud, mobile etc. It would also take care of all your financials, payroll and tax reporting requirements. Like a mini erp. It might work out a lot cheaper than using a custom crm solution (sales works?)