Customer Management For Small Company - Technology - Contractor Talk

Customer Management For Small Company

 
Thread Tools Search this Thread Display Modes
Old 01-12-2014, 09:49 PM   #1
Trader Joe
 
tl21986's Avatar
 
Trade: Insulation
Join Date: Jan 2014
Posts: 5
Rewards Points: 10

Customer Management For Small Company


For the people who are one man shops. Is there a software that you use to track all of your customers? Like the job they wanted, how much it was, scheduling, logging name and address, etc... I have problems with forgetting about calls, voicemail, and emails. I sometimes miss a sale as a result of this.
tl21986 is offline  
The Following User Says Thank You to tl21986 For This Useful Post:
mikeswoods (01-13-2014)

Warning: The topics covered on this site include activities in which there exists the potential for serious injury or death. ContractorTalk.com DOES NOT guarantee the accuracy or completeness of any information contained on this site. Always use proper safety precaution and reference reliable outside sources before attempting any construction or remodeling task!

   

Advertisement

 

Old 01-13-2014, 07:35 AM   #2
Pro
 
KAP's Avatar
 
Trade: Custom
Join Date: Feb 2011
Posts: 12,351
Rewards Points: 40,338

Re: Customer Management For Small Company


Look into CRM software... ACT, Goldmine, Saleslogix, Saleforce, Maximizer, etc... everyone has their favorite...

This should get you started.... ignore the rankings as they are review-site dependent...

http://contact-management-software-r...enreviews.com/

Best of luck.. 8^)

Advertisement


Last edited by KAP; 01-13-2014 at 07:41 AM.
KAP is offline  
The Following User Says Thank You to KAP For This Useful Post:
tl21986 (01-13-2014)
Old 01-13-2014, 09:04 AM   #3
Mod / ArchiBuilder

 
Cole's Avatar
 
Trade: Design/Build Pergolas & Pavilions
Join Date: Aug 2004
Location: ArkLaTexOma
Posts: 6,938
Rewards Points: 11,486

Re: Customer Management For Small Company


Former Highrise user now converted to Podio. Love it and so does my team!
Cole is offline  
The Following User Says Thank You to Cole For This Useful Post:
tl21986 (01-13-2014)
Sponsored Links
Advertisement
 
Old 01-13-2014, 10:49 PM   #4
Trader Joe
 
tl21986's Avatar
 
Trade: Insulation
Join Date: Jan 2014
Posts: 5
Rewards Points: 10

Re: Customer Management For Small Company


Thank you both for your help. I started looking into the software and played around with demos.
  • Maximizer seems like a lot for a small shop.
  • Podio seems very nice. Did you build your own app or did you use one from the app store?

I plan on checking out the other ones. Thanks again
tl21986 is offline  
Old 01-14-2014, 08:01 AM   #5
Pro
 
KAP's Avatar
 
Trade: Custom
Join Date: Feb 2011
Posts: 12,351
Rewards Points: 40,338

Re: Customer Management For Small Company


We use ACT....
KAP is offline  
Old 01-14-2014, 08:50 AM   #6
Mod / ArchiBuilder

 
Cole's Avatar
 
Trade: Design/Build Pergolas & Pavilions
Join Date: Aug 2004
Location: ArkLaTexOma
Posts: 6,938
Rewards Points: 11,486

Re: Customer Management For Small Company


Quote:
Originally Posted by tl21986 View Post
Did you build your own app or did you use one from the app store?
I took an existing one and modded it.
Cole is offline  
Old 01-18-2014, 12:47 PM   #7
Nest Home Improvement
 
carolinahandyma's Avatar
 
Trade: Home improvement simplified!
Join Date: Jan 2006
Location: Raleigh, NC
Posts: 890
Rewards Points: 518

Re: Customer Management For Small Company


The crm's mentioned are all good. However, most are rather complex and require a steep learning curve to both setup and use.

Give Breezeworks.com a try. It's simple and easy to use right from your smartphone.
__________________

Serving the home improvement needs of the Triangle www.NestHomeImprovement.com
carolinahandyma is offline  
The Following 2 Users Say Thank You to carolinahandyma For This Useful Post:
CQC (01-19-2014), tl21986 (01-26-2014)
Old 01-19-2014, 08:18 AM   #8
Pro
 
CQC's Avatar
 
Trade: Residential Remodeler/General Contractor
Join Date: Aug 2013
Location: Durham, NC
Posts: 111
Rewards Points: 177

Re: Customer Management For Small Company


Quote:
Originally Posted by carolinahandyma View Post
The crm's mentioned are all good. However, most are rather complex and require a steep learning curve to both setup and use.

Give Breezeworks.com a try. It's simple and easy to use right from your smartphone.
The Breeze app is pretty cool but I think it is more for service type businesses like plumber, handyman, hvac etc.
__________________
Award winning residential general contractor (additions, remodeling, repair) serving the Triangle (Raleigh, Durham, Chapel Hill. Learn more at www.cqchome.com
CQC is offline  
The Following User Says Thank You to CQC For This Useful Post:
tl21986 (01-26-2014)
Old 01-19-2014, 08:43 AM   #9
John the Builder
 
SmallTownGuy's Avatar
 
Trade: Carpenter/Builder Professional Painter
Join Date: Sep 2012
Location: Oxford, MI
Posts: 16,993
Rewards Points: 6,114

Re: Customer Management For Small Company


Back in 1999-2000 I had that problem, but with a much larger scale operation. The only electronic devices we had in the construction trailer was a desktop calculator, and a semi-broken fax machine.

Anyways, I took it upon myself to get something software based going, including build-outs, change orders, warranty schedules, costing, etc.

Settled on ACT! (then by Symantec), and it was one of the best and luckiest decisions I ever made.

But it's not like falling off a chair. You have to first figure out what you really want to do/can do, and then commit to it.

And then comes the learning curve on the software. And I don't care what brand/edition you eventually settle on, it can be overwhelming at first.

Virtually EVERYTHING construction industry centered is going to be overkill for a 1 man operation, IMO, and pricey.

Get something cheap or free and play with it, to see where you need to be, or if you even will stick with it over the long term.

Advertisement

__________________
All my Life loving Hippie friends turned into soul-sucking Conservatives - or died. Same difference.
"Mornin' ladies, my goodness don't you look happy. Must be cuttin' somebody up pretty good." - Andy Griffiths
SmallTownGuy is offline  
The Following User Says Thank You to SmallTownGuy For This Useful Post:
tl21986 (01-26-2014)


Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
unlimited low voltage contractors license in Florida & GA looking to qualify company wayne324 Help Wanted or Looking For Work 5 01-03-2015 03:31 PM
My customer let a HANDY MAN use my tools maleko General Discussion 109 03-05-2013 09:50 AM
A demanding customer. Randy Bush Off Topic (Non Trade) 13 10-01-2012 10:52 AM
Lead Company Issues Lead Guy Online Leads Services 55 11-17-2009 10:31 PM

Join Now... It's Fast and FREE!

I am a professional contractor
I am a DIY Homeowner
Drywall Talk is for
PROFESSIONAL CONTRACTORS ONLY!

At DrywallTalk.com we cater exlusivly to professional contractors who make their living as a contractor. Knowing that many homeowners and DIYers are looking for a community to call home, we've created www.DIYChatroom.com DIY Chatroom is full of helpful advices and perfect for DIY homeowners.

Redirecing in 10 seconds
No Thanks
terms of service

Already Have an Account?