With countless leads, project opportunities and requests for information, managing a client rolodex can be a challenge for any construction business. Many contractors rely on software tools to keep track of opportunities, customer communication, client details and more.
So, what is a CRM?
“CRM” stands for “Customer Relationship Management”. CRMs are tools you can use to track every touch point with a client or homeowner. A CRM serves as your central repository for client details, contracts & bids, and contact information.
Clear Estimates’ integration with Zapier makes it easy to connect with any CRM on the Zapier service. Zapier is a tool for connecting different softwares via API. Clear Estimates Pro includes a Zapier integration - making it easy to sync your client info with your preferred CRM!
There is no shortage of CRM tools available on Zapier, and many of them are free to set up and use.
The following is a list of low cost & free CRM solutions available on the Zapier service, all of which can be linked to your Clear Estimates account!
Hubspot is a leading CRM which makes it easy to manage your clients and leads. Hubspot provides tools to manage your sales pipeline, and includes great marketing and lead management features. HubSpot CRM is available on Zapier, and offers a free plan.
Read more about HubSpot here:
Hubspot - Something for Everyone
Zoho CRM is a popular CRM for managing leads, tracking opportunities and streamlining client support. Zoho CRM keeps track of sales activity and helps organize your client rolodex. Zoho CRM is perfect for any B2B, B2C or SMB company. Zoho CRM is available on Zapier, and offers a free plan.
Learn more about Zoho CRM:
Zoho CRM - Streamline your process, policy, and people
Bitrix24 is a powerful CRM for managing your client database. It offers built-in features for project management, adjustable access permissions, email marketing, and unlimited document storage. Bitrix24 CRM is available on Zapier, and offers a low cost monthly plan.
Find out more about Bitrix24 here:
Odoo CRM is a free, open source CRM which simplifies lead tracking and organizes sales inquiries. It makes it easy to close on opportunities and get accurate forecasts through detailed reporting. Odoo CRM is available on Zapier, and can be connected to Clear Estimates directly!
For more info on Odoo CRM, head to the link below:
While we’ve listed a few popular options above, this is by no means an exhaustive list of CRMs. The Zapier service integrates with countless CRM tools - you can see the full list of all tools available here:
With powerful CRM platforms synced directly to your Clear Estimates account, managing your client info has never been easier!