Suntrific has worked with contractors for 3 years to build a contractor specific CRM and project management solution. Our Contractor CRM is designed to complement your workflows and technology needs to enhance your efficiency and effectiveness. Here are a few of the customizations and enhancements that come standard in our CRM.
Auto notifications to sales when new leads arrive. Track response times and number of calls, emails and other touches to leads.
Schedule appointments with the click of a button. Easily sort and filter your leads by appointment date to prioritize and schedule work.
You no longer need to hunt for proposals or contracts. All of these documents can be uploaded and kept right with your client records so they are available to everyone, even through our mobile app!
Seamlessly track your operations in the same platform as your marketing and sales efforts with our built-in job tracking module. Useful workflows rules and functions keep track of project milestones and time in operations so you can keep your projects running smoothly.
Users can be assigned profiles and roles to protect your data and system settings. You can further customize these permissions so that your system is secure while letting contractors and independent reps have access to the information they need.
Customized reports give you detailed insight into your sales & operations. Dashboards allow you to track Key Performance indicators, track trends and identify bottlenecks before they cause issues.
A unique sales rep module allows you to add as many reps as you want without having to purchase separate licenses for them. This is particularly useful if you have many 1099 contractors that sporadically bring in deals.
Easily customize and automate workflow rules. We have already automated appointment scheduling, job creation and a number of notifications to keep your organization running smoothly.
Provide dashboards to your employees so they can see each-other's results and watch everyone's productivity increase as they try to keep up with one and other.
CRM stands for Customer Relationship Management. As we all know, in the business world, time equals money. Your time is better off when invested in taking care of your core business rather than operational tasks such as noting down reminders and jotting accounts. Likewise, in Customer Relationship Management, the sales process also involves several such operational tasks. For example:
CRM is often misunderstood as an application or a tool, but in the real sense of the term it is a way of doing business. There can be innumerable reasons for businesses to implement CRM. However, let’s take a look at few of the most apparent benefits of using CRM.
The Catalyst IQ Connect CRM is an on-demand, user-friendly application, compatible with basic system configurations. Here are the basic system requirements:
Yes, we would be happy to demonstrate the Catalyst IQ Connect CRM and Solar Proposal Tool at your convenience. The demo lasts anywhere from 45 minutes to one hour. To schedule your personal session, please click here.
Yes, there is a 15 day free trial of the Catalyst IQ Connect CRM. Please contact us for more information on the free trial.