Running a painting business without a customer relationship management (CRM) system can get messy.
You risk losing track of essential leads, forgetting follow-ups, and struggling to stay organized.
I’m AJ—here to give my two cents. I’ve spent the last decade building my business to a multiple seven-figure exit.
Now, I aim to help you do the same (without any of the same mistakes I made).
So, let’s break down my carefully curated list of the best CRMs for painting contractors—each one guaranteed to help your business reach new heights.
Read on to the end, where I dish out some tips to help you decide!
After years of SBB testing, here is our list of the best CRMs for painting contractors:
Best CRM For Painting Contractors For Integrations: HubSpotBest CRM For Painting Contractors For Expense Tracking: JobberBest CRM For Painting Contractors For Scheduling: HouseCall ProBest CRM For Painting Contractors For Automation: Monday.comBest CRM For Painting Contractors For Mobile: FieldPulseBest CRM For Painting Contractors For Lead Management: Zoho CRMBest CRM For Painting Contractors For Beginners: Less Annoying CRM
My team and I went all in on each of these platforms (over six months).
Here’s what we tested:
Hands-On Experience
Third-Party Reviews
Feature Assessment
Ease of Use
Customer Support
Scalability
How We Objectively Test Each Platform:
AJ’s got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he’s been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ’s your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We’re looking for flexability for small businesses.
We all know support is mega important when you’re choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can’t afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We’re talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you’re in the business of picking a CRM, integrations are like the secret sauce that takes your burger from ‘meh’ to ‘mind-blowing’. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you’re reviewing a Customer Relationship Management (CRM) system, it’s essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we’re reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today’s digital age. It’s essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
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HubSpot is at the top of this list for several reasons.
For starters, the all-in-one CRM platform has a ton of features to help your painting company scale.
These include the following:
Tons of integrationsClient managementWorkflow automationGreat mobile appReporting & analyticsCampaign management
HubSpot is incredibly easy to use, feature-rich, and the best part—it’s 100% free forever.
When it comes to integrations, HubSpot reigns supreme.
The CRM system boasts over 300 native integrations on HubSpot’s App Marketplace (shown below).
This means you can integrate just about every platform under the sun.
Some of our favorites for painting contractors include:
SlackCalendlyGoogle MeetMailChimpQuickBooksZapierGoogle Contacts
Plus, HubSpot’s Zapier integration opens the door to thousands of additional third-party integrations.
This means that if you need an integration—chances are HubSpot has it.
Make tedious tasks a thing of the past with HubSpot’s automation creation!
With more time to focus on growing your painting business, you’ll wonder how you managed without it.
Here are just a few examples of what you can automate with HubSpot:
Schedule & send out campaignsNurture leads automaticallySend notifications & alertsTrack deals through stages of your pipelineUpdate data fields in real time
Plus, HubSpot provides fantastic pre-made automation templates (shown below) to help beginners and experts create powerful game-changing automation.
HubSpot also makes it easy to create custom automation from scratch.
Simply create your actions and triggers and hit save. From there, you can enable your automation to run in the background—saving you time and effort.
Here’s a look at the creation process (about halfway through).
I’ve recommended HubSpot to several clients over the years and watched as they saved hundreds of hours (thanks to the CRM platform’s automation capabilities).
The bottom line: If you want to get serious about scaling, you’ll need some powerful automation.
Luckily, HubSpot offers some of the best in the biz.
A painting contractor without clients is like a paintbrush without paint—no work is getting done.
With the right tools, you can manage your clients like a pro (while scaling your business).
HubSpot offers some impressive client management features such as:
Contact tracking & segmentationEmail templates & sequencesAppointment schedulingCustom properties & fields
Plus, with automation built-in and seamless third-party integrations, you can easily manage your clients and nurture leads without leaving the HubSpot platform.
Adding a new contact (shown below) is as easy as one click and filling out a few fields.
Within each card, you can easily add and edit the following:
NameContact ownerJob titlePhone & emailLifecycle stageLead statusCustom fieldsTags & notes
Once all your clients are added to HubSpot, you can quickly view them from the dashboard (pictured below).
The dashboard is fully customizable, allowing you to tailor HubSpot to your needs.
Plus, you can store unlimited contacts, making HubSpot perfect for painting companies with a ton of clients.
HubSpot CRM offers a free plan in addition to three paid plans:
Free Plan – Free ForeverStarter CRM Suite – $30/MonthProfessional CRM Suite – $1,335/MonthEnterprise CRM Suite – $5,000/Month
Check out our in depth HubSpot pricing guide!
Lots of free tools
Great client management
Some of the best integrations in the game
Easy-to-use interface
Powerful automation creation
Advanced plans are expensive
CMS Hub customization is limited
Learn More Today!
Monthly
Jobber deserves its spot on our list of the best painting contractor software for several reasons.
Here are some features that are perfect for painting contractors:
Scheduling & calendar viewInvoicing & paymentsExpense trackingJob managementClient managementMobile app
Jobber is the perfect painting CRM for companies focused on scaling (without sacrificing customer satisfaction).
If you don’t have the right CRM software to help manage your ever-expanding schedule, it will quickly become a nightmare.
Double-booking with clients can cause you to quickly lose trust and credibility as a business.
That’s where Jobber comes in.
With Jobber’s scheduling capabilities, you can accomplish the following:
Sync with Google CalendarSchedule one-time or recurring appointmentsSet reminders for upcoming jobs or appointmentsAssign team members for specific jobs or tasksView your calendar by day, week, or month
Take a look at the scheduling calendar below to see how it looks.
The only thing I’ve found lacking with this feature is the ability to color-code jobs by team member or type of job.
The bottom line: Jobber’s scheduling feature is flexible and easy to use, making it a valuable asset for busy painting contractors looking to get organized.
Keeping track of expenses is essential for any business, and painting contractors are no exception.
With Jobber’s expense tracking features, you can easily enter and categorize your expenses within the platform.
Here’s a rundown of what you can do with this feature:
Categorize expenses by type (e.g., supplies, equipment, labor)Attach receipts for easy recordkeepingView expense reports to track spending (and identify areas for cost-saving potential)Keep track of profits
Take a look at the expense tracking dashboard below to see how it looks.
Jobber stands out from the crowd with just how easy it is to keep track of expenses within the platform.
Plus, Jobber’s integration with QuickBooks allows you to seamlessly transfer data.
The verdict: Jobber’s expense tracking feature is a game-changer for painting contractors looking to stay on top of their finances and save money where they can.
More business growth means more clients, and with Jobber’s client management features, you won’t have to worry about losing track of important client data.
Adding new contacts is as easy as clicking “new client” and adding the following:
Contact infoTags & job notesWork historyAttachmentsCustom fields
Custom fields (shown below) can easily be added to individual contact cards or applied to multiple contacts simultaneously.
Once you’ve got everything added and customized to your specific business needs, you can get a bird’s eye view of it from the client management dashboard.
Here’s how it looks (to give you a better idea).
The brass tacks: Jobber offers robust client management that can easily be customized to fit your business’s unique needs.
Jobber offers three pricing plans.
They include the following:
Core – $69/MonthConnect – $169/MonthGrow – $349/Month
Great user interface
Awesome mobile app
Stellar client management
Exceptional expense tracking
No free plan
No color-coded scheduling (for calendar view)
Learn More Today!
Monthly
Housecall Pro is perfect for service businesses of all sizes looking to scale (without growing pains).
Some standout features include the following:
Scheduling & calendar viewInvoicing & paymentsClient managementJob managementReporting & analytics
Housecall Pro makes it easy to manage your teams, schedule jobs, and keep track of all your clients in one convenient location.
The painting industry can get pretty hectic, especially when juggling multiple jobs and teams.
With Housecall Pro’s scheduling capabilities, you can easily schedule and assign team members to specific jobs—ensuring you stay on track and don’t double book appointments.
Here’s a breakdown of the features within Housecall Pro’s scheduling tool:
Scheduling:
View by day, week, or monthAssign jobs to specific team membersSee upcoming & completed jobs
Calendar View:
Color-coded appointments for easy navigationDrag & drop appointments to different time slotsCustomize view by team member, job type, or location
Here’s how Housecall Pro’s gorgeous calendar looks in action.
Housecall Pro also offers a fantastic mobile app to help you manage your schedule outside of the office.
The breakdown: Housecall Pro offers top-tier scheduling software, perfect for ambitious painting contractors.
You can easily assign jobs to your team and stay on top of your schedule—and with the awesome mobile app, you never have to worry about missing a beat.
Housecall Pro helps you kick your client management game up a notch by providing a centralized location for all of your contact details.
Here’s what you can expect with Housecall Pro’s client management:
Contact tracking & segmentationComprehensive contact cardsEmail templates & sequencesAppointment schedulingCustom fields & tags
Here’s how the dashboard looks (to give you a better idea).
Housecall Pro eliminates the need to search through multiple systems to keep track of your clients (leading to less confusion and more efficient communication).
The need to know: Housecall Pro provides fantastic client management for painting contractors to take advantage of.
It may not be the flashiest client management in the game, but it’s effective and gets the job done.
As a painting contractor, staying on top of payments and easily tracking client transactions is important.
That’s where Housecall Pro swoops in to save the day.
The CRM software provides painting contractors with the ability to do the following:
Send & track estimates & invoicesAccept online payments securely Store client payment informationSet up recurring payments for clients
This not only saves you time, but it also helps you keep your finances organized and easily accessible.
Plus, with the ability to accept payments directly through the platform, there’s no need to switch between multiple systems.
Setting up your payments through Housecall Pro is as easy as a few clicks.
First, you need to connect with Plaid (shown below).
From there, simply select your banking institution (pictured below), and you’re in business!
Within minutes, you can sync up your accounts and start accepting client payments.
The nuts and bolts: Housecall Pro lets you get paid faster and more efficiently.
It’s a win-win for both you and your clients.
Housecall Pro offers three pricing plans.
They are the following:
Basic – $65/MonthEssentials – $169/MonthMax – Custom Pricing
Great user interface
Effective contact management
Powerful scheduling & calendar view
Awesome payment & invoicing management
Limited built-in integrations
No free plan
Learn More Today!
Monthly
Monday.com offers a comprehensive suite of tools designed to help businesses scale (without breaking the bank.
Some notable features for painting contractors include the following:
Project management tools Client & lead managementReporting & analyticsAutomation creation Great mobile app
Monday.com is extremely affordable, with a free forever plan that’s perfect for startups.
Throw in the fact that it’s chock-full of features and easy to use, and you’ve got one of the best CRMs in the business.
If you’re still managing your leads with spreadsheets, chances are you’re wasting valuable time and resources.
Monday.com can help you manage leads without missing a beat.
The CRM system provides an incredibly easy-to-use interface to store and reference leads at the drop of a hat.
Here’s how it looks.
It’s color-coded, customizable, and a straightforward way to organize your leads.
Monday.com also offers the following lead management tools:
Lead scoringFiltered views Automated lead assignment & nurturingCommunication tracking (across all your customer interactions)
Monday.com’s automation features allow you to sit back and watch as your leads move through your sales funnel (without lifting a finger).
The takeaway: Monday.com’s lead management capabilities are ideal for any painting contractor looking to streamline their sales process and close more deals.
If you’re serious about scaling your painting business, you’ll need to be able to learn from your data.
Monday.com allows you to do just that with its robust reporting and analytics features.
With Monday.com, you can easily track the following:
Sales success over timeLead conversion rates Team performance Client acquisition costsOverall business growth Individual productivity
Once you have your data, you can use their beautiful visualizations to share it with key stakeholders.
Here’s a look at a customized sales dashboard with Monday.com.
The drag-and-drop interface makes it easy to create and customize your own dashboards based on the data that’s most important to you.
The final say: Monday.com’s reporting and analytics tools are top-notch, making it easy for painting contractors to identify areas of success and growth potential within their business.
Automation is the well-known cheat code for unlocking unprecedented business growth.
Monday.com’s automation creation features make it incredibly easy to create custom automations for various tasks, including lead management and project updates.
Take a look at their unique “When/Then” interface below.
This layout allows you to create complex automations by simply clicking each underlined word and setting the automation parameters.
The process takes less than 5 minutes from start to finish and leaves you feeling like an automation wizard (with little effort).
Monday.com also offers fantastic pre-made automation templates (screenshot below) that allow you to automate common processes quickly (without the trouble of building them from scratch).
Plus, once you’ve got your automation in place, you can view all your active automations on each board in one convenient hub.
Here’s how it looks (to give you a better idea).
You can easily toggle each automation off and on and get an overview of all the processes you’re automating.
This avoids confusion and simplifies the process of creating, monitoring, and editing automations.
Overall, Monday.com’s automation creation features are powerful and easy to use.
With a variety of options for customization and pre-made templates, painting contractors can easily streamline their business processes for maximum efficiency.
Monday.com offers four paid plans in addition to a free plan.
These include the following:
Free – Free ForeverBasic – $10/MonthStandard – $12/Month Pro – $20/Month Enterprise – Custom Pricing
Take a look at our extensive Monday.com pricing guide!
Great mobile app
Stellar customer service (with live chat)
User-friendly interface
Powerful client & lead management
Comprehensive automation features
Advanced automations are only available on higher-priced plans
Limited free plan
Learn More Today!
Monthly
FieldPulse is an awesome field service management platform designed to help service businesses succeed.
Here are some great features for painting companies:
Client managementJob managementInvoicing & paymentsMobile appScheduling & dispatch
FieldPulse is easy to use, offers stellar customer service, and packs a punch regarding features—what’s not to love?
Having all your client data in one place makes it easy to scale (without anything falling through the cracks).
FieldPulse provides that (and more) with its robust customer data management capabilities.
Here’s an example contact card with FieldPulse.
You can easily edit the following information within each card:
NameAssigned userAccount typeContact infoTags & notesAttachments
FieldPulse even offers a built-in duplicate checker within each card, ensuring you don’t accidentally create duplicate contact records.
Once you add all your client data, you can get a top-down view of all your contacts and their associated jobs within the “customers” tab.
Here’s how it looks with some sample data added.
The dashboard is fully customizable, allowing you to pick and choose which metrics are most important to your business.
All in all, if you need an effective way to manage your contacts, FieldPulse is a fantastic option.
Having your data on the go is essential in today’s digital landscape.
FieldPulse’s mobile app makes it easy to manage your business from the palm of your hand.
Here are some things you can do with the mobile app:
Call or text clients directly from the appAdd new contactsSchedule & dispatch jobsCreate & send invoices View client history & notes
The mobile app also allows you to access your data offline, so you can still get work done even if you’re in a remote location without internet access.
Once you’re back online, simply sync your data, and you’re good to go!
Here’s how FieldPulse looks on mobile.
At the end of the day, FieldPulse’s mobile app is top-notch and adds convenience and efficiency for painting contractors on the go.
FieldPulse’s job management tools are fantastic for painting contractors managing a team of technicians (and want to keep things organized).
The field management system offers the following features to help manage your jobs:
Scheduling & dispatchEstimate creationInvoice customization & automationPayment processing integration
These features all come together to create a seamless end-to-end job management process that simplifies your business operations.
Here’s an example of a new job card with FieldPulse.
You can easily add and edit the following information within each job card:
Customer name Job titleLocationAssociated contactJob datesJob details TagsAttachments
The need to know: FieldPulse makes job management a breeze with a ton of useful features.
It’s easy to use, customizable, and accessible directly on the job site (via mobile).
FieldPulse offers a one-size-fits-all pricing plan at $99/month and allows additional users for $60/user.
Robust job management features
Customizable dashboard
Mobile app for on-the-go access
Team collaboration tools
No free plan (or trial)
Only one pricing plan
Learn More Today!
Monthly
Less Annoying CRM is a no-nonsense platform designed with simplicity in mind.
Some of our favorite features include the following:
Scheduling & calendar viewClient managementReporting & analyticsTask management
Less Annoying CRM is just like the name sounds—easy to use and perfect for beginners.
There’s only one pricing plan, which means you unlock all of the CRM tool’s features upfront.
Less Annoying CRM offers a simple yet effective scheduling tool, perfect for busy painting contractors.
Here’s what you can do with Less Annoying CRM’s scheduling feature:
Schedule appointmentsCustomize view by user, team, or time periodMark appointments completeAdd notes to appointments
The calendar view is clean and straightforward—a refreshing change of pace from some of the more complex options on the market.
Here’s how it looks (to give you some context).
The calendar is also fully customizable, including the following metrics:
Time zone Date format Time format Starting day of the weekDefault event duration
The nitty gritty: Less Annoying CRM takes a complicated process like scheduling and simplifies it into a user-friendly, easy-to-use tool.
Managing your day-to-day activities is crucial to a scaling painting company.
Less Annoying CRM makes creating, assigning, and tracking tasks within the platform easy.
Here’s how task management works with Less Annoying CRM:
Create a taskSet due date & timeAssign to specific team member(s)Track progress
The card layout (shown below) is easy to navigate and less cluttered than most of the competition.
There are only a few fields, but you have exactly what you need to get things done.
In a nutshell: Less Annoying CRM’s task management may be simplistic, but it gets the job done with minimal effort on your part.
Keeping track of all your client data can be tough without the right tools.
If you’re stuck using spreadsheets or other disorganized methods, you’re setting yourself up for a headache.
Enter Less Annoying CRM’s client management features:
Contact tracking & segmentationCustom fields & tagsClient profiles with contact information and notes sectionActivity history (emails, calls, etc.)
Less Annoying CRM keeps it simple yet effective regarding client management.
You have everything you need in one place, making it easy to stay organized and keep track of important information.
Plus, adding a new contact is as easy as one click and filling out a few fields.
Here’s how it looks (to help paint a picture).
Once you’ve input your contact data, you can quickly filter through your contacts based on specific criteria.
Check out a snapshot of this fantastic feature.
The lowdown: With Less Annoying CRM, your client data is organized and at your fingertips whenever you need it.
Less Annoying CRM keeps it simple by offering only one pricing plan for $15/month.
The plan includes everything the CRM solution has to offer, meaning no additional charges down the line.
Extremely easy to use
All features included with one plan
Great client management
Efficient scheduling & calendar view
No mobile app
No free plan
Learn More Today!
Monthly
Zoho CRM is an all-in-one CRM software that can take your business to the next level.
Some of our favorite features include:
Lead managementProject managementClient managementReporting & analyticsMobile app
Zoho CRM is a powerful tool that helps painting contractors stay organized and efficient with their leads.
Plus, it integrates seamlessly with other Zoho products for even more scaling potential.
Zoho CRM’s lead management features are perfect for painting contractors looking to streamline their sales.
Here’s what you can do with Zoho CRM:
Capture leads from various sources (social media, website, email)Nurture leads through the sales funnel with automated workflows Assign and track leads to specific team members Analyze lead data and performance with customizable reports
With Zoho CRM, you can efficiently manage your leads from prospecting to post-sales and ensure that no potential customer falls through the cracks.
To add and manage a new lead, simply click “new lead” and fill out the following form (shown below).
As you can see, there’s a ton of data available at your fingertips, but Zoho CRM does a great job of organizing it in a user-friendly way.
Once everything is added, you can easily view it all in the lead dashboard (shown below).
The rundown: Zoho CRM’s lead management features are comprehensive, user-friendly, and customizable to fit your business needs.
With Zoho CRM, you can easily analyze your sales data and performance with customizable reports and dashboards.
Here’s what you can track with Zoho CRM:
Lead conversion ratesSales pipeline dataTeam performanceRevenue projectionsKPIs (key performance indicators)
This valuable data allows painting contractors to make informed decisions on improving their sales process and, ultimately, their bottom line.
Here’s a look at one of Zoho CRM’s customizable dashboards.
You can also view all your reports at a glance, as shown below.
All in all, Zoho CRM provides painting contractors with a powerful reporting and analytics system that offers valuable insights into their business performance.
Another standout feature of Zoho CRM is its automation capabilities.
With Zoho CRM, you can create automated workflows to streamline your business processes and save time.
Here are a few examples of what you can automate with Zoho CRM:
Email follow-ups for leads and customersTask assignments for team membersLead nurturing sequences
Check out the automation creation process (about halfway through).
These automations not only save time but also ensure that important tasks are never forgotten or overlooked.
Plus, with customizable options, you can tailor the automations to fit your specific business needs.
Zoho offers a free plan in addition to four affordable paid plans.
They are the following:
Free Version – Free for up to three usersZoho Standard – $20/MonthZoho Professional – $35/MonthZoho Enterprise – $50/MonthZoho Ultimate – $65/Month
Comprehensive lead management features
All-in-one CRM solution
Customizable reporting & analytics
Great automation capabilities
Fantastic customer support (with live chat)
The free plan is limited to 3 users
A CRM for painting contractors is software designed to handle the following:
Lead generation & managementmanagementScheduling & dispatchContact management
Put simply, a CRM for painting contractors helps to streamline and organize business operations across the board.
These tools are a must-have for managing a successful painting business. They let contractors focus on their craft while still keeping things running smoothly.
There are many benefits to having the right CRM software for your painting business.
These include the following:
Improved sales processBetter job managementStreamlined paymentsIncreased customer retentionEnhanced team collaboration
Let’s look at an overview of each benefit.
Using CRM software allows painting contractors to easily track and manage leads, from initial contact to conversion.
This streamlines the entire sales process and increases the chances of converting leads into paying customers.
A CRM software designed for painting contractors can help with job management by providing features such as the following:
Automated scheduling & dispatchTime trackingInvoicing & payment integration
With these tools, contractors can easily manage their jobs and stay on top of important tasks without getting overwhelmed.
Many CRM software options offer features to help with invoicing and payments.
This makes it easier for painters to get paid promptly and keeps all financial records organized in one place.
With CRM software, contractors can easily track and manage their clients’ information, including past projects and communication history.
The less time you spend fumbling with customer details, the more time you can focus on providing quality service and building strong relationships with your clients.
If you’re looking to get your team on the same page, you’ll need CRM software that offers features like team task assignments and internal messaging.
This allows you to streamline communication and project management, leading to improved overall efficiency.
In such a competitive industry, having the right tools can make all the difference in your success as a painting contractor.
Investing in reliable CRM software is an investment in the future of your business.
So, if you’re serious about growing (and excelling) as a painting contractor, the answer is yes—you need a CRM.
After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you.
Let’s examine some of the most important features in choosing a painting contractor CRM.
A comprehensive lead management system is crucial for any painting business.
This includes features such as the following:
Lead trackingAutomatic lead nurturing Custom lead fieldsWeb formsLead scoring
As mentioned earlier, job management features like scheduling and dispatch are essential for keeping your projects organized and on track.
A great CRM for painting contractors will typically offer the following:
Automated dispatchTime trackingInvoicing & payment integration
A scheduling calendar is a must-have feature for any painting contractor CRM.
This allows contractors to easily view upcoming jobs, appointments, or tasks and make changes as needed.
Look for a CRM that offers color-coded options and multiple calendar views for better organization.
Keeping track of your client information and communication history can help empower your sales team to make informed decisions and provide top-notch customer service.
Painting contractor CRM software should offer features like the following:
Client information trackingAutomated communication Project history & notes
Painting estimating software that integrates with your CRM can help ensure accurate and timely invoicing and payments.
Other important features to look for in a painting contractor CRM include:
Payment processing integrationCustom invoice templatesTime tracking & billing
Another important feature to look for in a painting contractor CRM is reporting and analytics.
This allows you to track customer engagement and measure the success of your marketing efforts.
Some key metrics to consider when evaluating CRM software include:
Lead conversion ratesCustomer retention ratesSales performance
With these insights, you can make data-driven decisions to improve your business and increase profitability.
There are a lot of CRM solutions out there, so how do you decide?
Here are some sure-fire steps to help you succeed:
Start with CRM goals Choose a CRM aboveTest the CRM with live data Finalize & implement your CRM
There are a lot of CRM tools on the market, so it’s important that you know what you’re looking for before making a decision.
Consider the following questions when setting your CRM goals:
What features do I need most?How much am I willing to pay?Will it integrate with my existing systems?
Once you have a clear idea of what you’re looking for, it’s time to start researching and comparing CRM software options.
My team and I spent six months carefully selecting and reviewing the top CRMs for painting contractors.
I can safely say that every platform on this list is a solid choice for your business.
One of the best ways to really get a feel for a CRM is by testing it with real data.
Most companies offer free trials or demos, so take advantage of those to see how the software works for your specific business needs.
After testing and comparing, it’s time to make a decision and implement your chosen CRM into your business operations.
Be sure to involve your team in the process so everyone is familiar with the new system and its features.
A great customer relationship management system for painters can run you anywhere from completely free to about $100, with a few outliers (like HubSpot).
We’ve done the heavy lifting by creating this list—now it’s time to make your decision!
Most of these platforms offer a free plan, trial, or demo where you can test drive the CRM (with no cost whatsoever).
So, what are you waiting for? Start exploring your options and see how a CRM can revolutionize your painting business!
The post Best CRM for Painting Contractors 2023: Field Tested appeared first on Small Business Bonfire.
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