CRM (customer relationship management)
A CRM is software that keeps every customer, lead and conversation in one place, so the office can see who needs what and nothing is forgotten.
Also called
- CRM software
- customer database
- sales pipeline software
For a home service company, a CRM holds customers and their properties, the leads pipeline, quotes, notes and messages. Many home service tools combine the CRM with scheduling, crews and invoicing; that combined kind is usually called field service management software.
A good CRM for a busy office makes ownership clear (who has each lead), shows what is waiting, and records where each lead came from. The shared office inbox guide covers how several people work from one.
Track it in Birdy
Leads, quotes, jobs and invoices on one customer record, set up with your own data.
Related
- FeatureLead pipelineEvery lead on one board, from the first call to the signed quote, with each lead's age in plain view.Read
- FeatureTexting inboxOne team inbox for customer texts: assign a thread, see what's yours, mark it done.Read
- GuideRunning a shared office inboxHow a home service office with several people answers texts and calls without stepping on each other: owners, an unassigned queue, hand-offs and reply targets.Read
- GuideSwitching field service softwareStep by step, how to move a home service company to new field service software: what to export, how to clean data, when to cut over and what to tell staff.Read
- GlossaryField service management (FSM)Field service management software runs the work of a company whose crews go to customers: leads, quotes, scheduling, crews, invoicing and reporting in one system.Read
- GlossaryLead sourceA lead source is where a new lead came from, such as a search ad, your website, a referral, a yard sign or a neighbor who saw the truck.Read
- GlossarySpeed to leadSpeed to lead is the time between a new lead reaching your business and the first real reply from a person, ideally under 5 business minutes.Read