It’s important to pick the right garage door service software out of the gate.
Otherwise, it’s easy to mismanage time and resources—ultimately tanking your business.
Lucky for you, we did the heavy lifting. We carefully curated this list of the best garage door CRM platforms, guaranteed to help you scale like never before!
I’m AJ. I’ve spent the last decade helping entrepreneurs succeed while building my business to a multiple seven-figure exit.
So, let’s break down this list and get to the nitty-gritty of choosing a CRM that’s perfect for your garage door business.
Hang out till the end, where I offer some pro tips to help you decide!
After years of SBB testing, here is our list of the best garage door CRMs:
Best Garage Door CRM For Integrations: HubSpotBest Garage Door CRM For Expense Tracking: JobberBest Garage Door CRM For Scheduling Calendar: HouseCall ProBest Garage Door CRM For Workflow Automation: Monday.comBest Garage Door CRM For Client Management: FieldPulseBest Garage Door CRM For Telephony: FreshsalesBest Garage Door CRM For Beginners: Less Annoying CRM
My team and I tested each CRM platform thoroughly over six months.
Here’s what we looked at:
Scalability
Ease of Use
Feature Assessment
Customer Support
Hands-On Experience
Third-Party Reviews
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.
Learn More Today!
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HubSpot is an all-in-one platform designed to help your business scale (with none of the typical growing pains).
Here are some features we love with HubSpot:
Tons of integrationsMobile appScheduling calendarClient managementWorkflow automation
HubSpot is extremely powerful, beginner-friendly, and free forever. It’s easily one of the best CRMs on the market by any metric.
HubSpot offers some of the best integrations in the biz—hands down.
The CRM powerhouse offers over 1,000 native integrations to take advantage of.
Some of our favorites for garage door service businesses include:
Slack QuickBooksGoogle MeetCalendlyMailchimpZapier
They have a fantastic App Marketplace (shown below) where you can quickly search for exactly what you need.
HubSpot also pairs seamlessly with Zapier, unlocking over 6,000 additional third-party apps.
So whether you need account software or appointment scheduling, HubSpot has you covered.
Seriously—HubSpot offers just about every integration you could imagine.
Bottom line: If you need a CRM that integrates seamlessly with your existing tools and workflows, look no further than HubSpot.
In order to keep up with the competition, a reliable mobile app is an absolute must for any CRM.
HubSpot delivers on this in a big way with its app (available on iOS and Android).
Here are some features you can access on the go:
Client managementDeal managementScheduling calendarTask trackingEmail & call loggingReporting & analytics
Here’s a snapshot of HubSpot via mobile.
The mobile app is designed to give you all the functionality of the desktop version in a streamlined, easy-to-use format.
This means you can stay on top of your business and close deals no matter where you are.
The final say: HubSpot provides a mobile app that’s perfect for busy service professionals who need to stay connected wherever they are.
If you’re not using automation in your business, you might as well be throwing money out the window.
HubSpot takes automation to the next level with its powerful workflow automation capabilities.
Some of the tasks you can automate include:
Sending follow-up emails after a client interactionAssigning tasks to team membersUpdating contact information based on specific actionsNurturing leads through targeted email campaigns
The possibilities for automation are endless, and HubSpot makes it easy to customize and implement workflows that work best for your business.
For example, HubSpot provides beginner-friendly automation templates (shown below).
These templates make it easy for you to get started with automation and tweak them as needed.
Take a look at this sample workflow midway through creation.
The brass tacks: HubSpot’s workflow automation tools make it easy to streamline your processes and save time—ultimately leading to more profits for your business.
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!
Impressive free plan
Great client management
Awesome mobile app
Stellar customer service (with live chat)
Intuitive interface
CMS Hub lacks customization options
Advanced plans are pricey
Learn More Today!
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Jobber earns its spot on our list of the best garage door service software for good reason.
Some of the best features for garage door services include:
Job managementExpense trackingScheduling calendarClient managementReporting & analytics
Jobber offers a great user interface and scalable pricing (that won’t break the bank).
Plus, it’s jam-packed with field service management features designed to help you scale.
Jobber offers some of the most comprehensive expense-tracking features on the market.
Here’s what you get right out of the gate with this feature:
Expense categories & taggingReceipt attachmentsCustomizable tax ratesTrack multiple currencies
With Jobber, you can easily track expenses and attach receipts for each transaction.
This makes it easy to stay organized and track expenses for tax purposes.
Adding new expenses is as easy as clicking “+ new expense” and filling in the details.
From there, you can view all of your expenses in one dashboard (shown below).
You can easily tag expenses with categories (to help you better organize your finances).
This means no more sifting through receipts or digging through spreadsheets to find a specific expense—it’s all right there in one place with Jobber.
Our two cents: Jobber’s expense tracking features are top-notch and can save you time and hassle when it comes to managing your garage door business’s finances.
Your customers are crucial to the success of your business.
Jobber makes it easy to manage and keep track of all of your clients in one place.
Here are some benefits of using Jobber for client management:
Detailed client profilesCustom fields for specific informationClient history & notesAutomated job reminders and follow-ups
With Jobber, you can create detailed profiles for each client, including important contact (and billing) information.
You can add custom fields in just one click—for any additional information relevant to your business.
The client history feature lets you track past jobs and conversations with each client.
This can come in handy when providing exceptional customer service and building long-term relationships with your clients.
Once you have all your client information input, you can view everything in a fully customizable dashboard (shown below).
The sleek layout is easy to read, making managing your contacts a breeze!
The lowdown: If you’re struggling to keep track of clients and their information, Jobber’s client management features are a game changer.
Managing your schedule (and your team’s schedule) can be quite a daunting task (as your business grows).
Jobber makes it simple with their easy-to-use garage door scheduling software.
Here are some key features of the Jobber scheduling calendar:
Drag-and-drop interface for easy schedulingCustomizable work hours & days offClient reminders & notificationsAutomatic job assignment to team members
You can view your calendar in various formats (daily, weekly, monthly) and easily drag and drop jobs to assign them to your team members.
Here’s how this feature looks in action.
You can also set custom work hours and days off for each of your team members, ensuring that no one is overworked or scheduled for days they’re unavailable.
With automated job assignments and client notifications, you’ll never miss a beat when it comes to staying on top of your schedule.
Our verdict: The scheduling calendar is a must-have feature for any garage door service business looking to streamline their scheduling while they grow to new heights!
Jobber offers three pricing plans.
They include the following:
Core – $69/MonthConnect – $169/MonthGrow – $349/Month
Awesome expense tracking
Great client management
Effective scheduling
Comprehensive job management
No free plan
The mobile app lacks some essential features
Learn More Today!
Monthly
Housecall Pro offers fantastic field service management software for garage door businesses.
Here are some standout features:
Scheduling calendarClient managementPayment managementMobile appReporting & analytics
Housecall Pro is an easy-to-use, fully customizable field service solution for businesses of all sizes!
It’s easily one of the best platforms to manage all your service business operations.
Housecall Pro’s scheduling calendar is a user-friendly and powerful tool that eliminates the hassle of scheduling for your business.
Here are some of our favorite features for your garage door business:
Customizable booking optionsAutomatic job reminders & follow-upsColor-coded employee schedulingReal-time updates & communication with team members
With automatic job reminders and follow-ups, you’ll never have to worry about forgetting a job or keeping track of client appointments.
Plus, the color-coded employee scheduling feature makes it easy for everyone on your team to know their upcoming schedule at a glance.
Here’s how this feature looks in action.
What sets Housecall Pro apart from the competition in this department is how intuitive and easy-to-use the scheduling calendar is.
Ultimately, if you’re looking to ensure you never miss a job (or double-book an appointment) again, Housecall Pro has your back.
I’ve seen plenty of businesses fail due to outdated payment processing methods.
Housecall Pro provides a modern solution to getting paid with its built-in payment management capabilities.
With Housecall Pro, you can easily accomplish the following:
Accept credit card paymentsSet up recurring payments for clientsCreate & send invoicesTrack payment history and outstanding balances
The ability to accept credit card payments is a huge advantage for garage door businesses.
Gone are the days of cash or check-only payments (which can be inconvenient for you and your customers).
Recurring payments also save you time and hassle when it comes to invoicing clients for regular services.
The setup process takes less than 10 minutes from start to finish (and requires just a few clicks).
First, sync your account with Plaid (shown below).
From there, pick your banking institution from an impressive list (screenshot below).
After that, you’re all set! You can immediately start accepting payments from your clients in just a few clicks.
The verdict: Housecall Pro’s payment management features are a no-brainer for small businesses looking to streamline their invoicing and payment processes.
Housecall Pro has powerful client management features that make it easy to keep track of customer information, history, and communication.
Some noteworthy features include:
Customizable client profilesAppointment history & notesAutomated job reminders & follow-ups
The customizable client profiles allow you to add important contact and billing information (as well as custom fields for any additional relevant details).
Housecall Pro provides a simplified client dashboard (shown below) where you can get a quick overview of all your client info (at a glance).
It’s fully customizable, meaning you can choose which fields to display and organize them however you see fit.
Automated job reminders and follow-ups also help you stay on top of your schedule and ensure you never miss a job (or an opportunity to follow up with a satisfied customer).
The need to know: Housecall Pro’s client management features are top-notch and provide everything you need to keep track of your customers’ information and history.
Housecall Pro offers three pricing plans.
They are the following:
Basic – $65/MonthEssentials – $169/MonthMax – Custom Pricing
Kick a*s scheduling capabilities
Great customer support
Powerful client management
Intuitive interface
Impressive payment management
No free plan
Limited native integrations
Learn More Today!
Monthly
Monday.com is a comprehensive CRM that’s tailor-made for growing field service businesses.
Here are some of our favorite features:
Client managementLead managementWorkflow automationReporting & analyticsProject management
Monday.com has it all. It’s affordable, powerful, and incredibly intuitive.
It’s also got some of the best automation on the market to help you streamline your garage door business.
Automation can save you hours of tedious work each week.
It frees up your team to focus on more important tasks (like working with clients and growing your business).
Thankfully, Monday.com knocks it out of the park regarding automation.
Here’s what sets it apart:
Helpful automation templatesUnique automation creation systemAutomation center to view all active automationsEasy-to-use automation rulesTons of integrations
Monday.com’s automation templates (shown below) make it easy for beginners to automate processes quickly.
Their automation rules are also incredibly intuitive and easy to use compared to the competition.
Here’s how the creation process looks in action.
With Monday.com’s automation hub, you can see all your active automations in one place (shown below).
You can easily turn each automation off and on with just a click, allowing you full control over your processes.
In a nutshell: Monday.com offers some of the best automation features for growing businesses.
It’s easy to learn and set up in just a few steps!
Managing hot leads can lead (no pun intended) to serious growth for your garage door business.
With Monday.com’s lead management features, you can easily keep track of all of your leads in one place.
Here are some lead management features that Monday.com provides:
Lead scoringAutomated lead nurturingLead tracking & reportingCustomizable lead statuses
Here’s an example of a lead dashboard (with some sample data).
Monday.com offers color-coded lead statuses, making it easy to see the status of each lead at a glance.
You can quickly edit lead data by simply clicking the dashboard itself.
This allows you and your team to stay on the same page while managing leads and converting them into customers for your garage door business.
Our takeaway: Monday.com’s lead management features are robust and easy to use.
The CRM solution makes keeping track of leads and converting them into customers a seamless experience!
Having the right data at your fingertips can make all the difference in making data-driven business decisions.
Monday.com offers a variety of reporting and analytics features to help you gain insights into your garage door business’s performance.
You can easily create custom reports, track key metrics, and view your data in various visual formats to better understand how your business is doing.
Here are just a few of the features offered:
Customizable report creationData tracking & analyticsMultiple visual formats (charts, graphs, etc.)Easy data export & sharing
Check out a custom sales dashboard with Monday.com.
The drag-and-drop interface allows you to create the perfect dashboard for your business’s unique needs.
You can also easily export and share these reports with your team, making collaboration a breeze.
With Monday.com’s reporting and analytics features, you’ll have all the data you need to make informed decisions for your garage door service business.
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!
Intuitive user interface
Great lead & customer management
Stellar customer service
Outstanding automation
Powerful reporting & analytics
The free plan is limited
Learn More Today!
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FieldPulse earns its spot on this list because of its user-friendly interface and comprehensive features.
Here are some standout features of the platform:
Client managementCustomer supportMobile appInventory managementJob managementReporting & analytics
FieldPulse is powerful, easy to use, and offers fantastic customer service—what’s not to love?
Without any customers, you’re just a person with a set of garage door repair tools.
Your clientele is the most important aspect of your business, so choosing a CRM that helps you manage them is vital.
FieldPulse offers a user-friendly client management system that allows you to track the following in one place:
Customer informationAppointmentsInvoices & paymentsAssociated jobsCommunication history
Adding new customers is as easy as a few clicks (and takes just a few seconds).
Here’s an example client card (to help paint a picture).
Within each card, you can easily access the following information:
NameStatusAccount typeAssigned userLead source Email & phoneTags & notesAttachmentsCustom fields
FieldPulse makes it easy to navigate each card, eliminating any barrier to entry for beginners.
Plus, the field service management platform offers a handy duplicate checker on each card (to ensure your data is always accurate).
The client dashboard (shown below) is fully customizable, allowing you to tailor the garage door service CRM to your specific needs.
The bottom line: FieldPulse offers some of the best client management in the biz.
It’s customizable, easy to use, and offers unlimited contacts right out of the gate!
In today’s fast-paced world, having a mobile app that allows you to manage your business on the go is crucial.
FieldPulse understands this and offers an app for both iOS and Android users.
Here are some key features available on mobile:
Client managementJob managementScheduling calendarOffline modeTimesheets
Here’s a look at FieldPulse from mobile.
The mobile app is like having a fully functional CRM in your pocket.
The need to know: You can access all the features you need to manage your business (even while on a job site).
As your garage door service business grows, keeping track of appointments and job progress is extremely important.
FieldPulse offers a robust job management system that allows you to do just that.
Adding a new job takes just seconds! Here’s a look at a new job card (for reference).
Within each job card, you can manage the following:
Customer nameJob title Job detailsLocationDate & timeNotesAttachmentsCustom fieldsAssociated contacts & users
You can keep your entire team on the same page while organizing your jobs like a pro.
Plus, you can do all of this from FieldPulse’s mobile app, making it perfect for busy garage door companies.
The nitty gritty: Take charge of your job management with FieldPulse. It’s a surefire way to keep your team up to speed while you scale!
FieldPulse offers a one-size-fits-all pricing plan at $99/month and allows additional users for $60/user.
Great customer service
Intuitive interface
Awesome mobile app
Streamlined client management
Only one pricing plan
No free plan
Learn More Today!
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Freshsales is an excellent CRM solution for growing service businesses.
Here are a few great features specifically for your garage door company:
Workflow automationReporting & analyticsTelephonyClient managementLead management
Freshsales is a fantastic sales CRM that allows you to streamline your processes and close deals faster—plain and simple.
I’ve always been a fan of working smarter, not harder.
With Freshsales’ automation creation, you can do just that.
Simply set up a workflow (which takes seconds) and let Freshsales do the rest.
Here’s how the automation builder looks (about halfway through the creation process).
You can easily automate the following:
Updating fieldsCreating tasksSending emails & messagesChanging owner or priorityAssigning users to leads & dealsNurturing leads
This feature has a slight learning curve; however, Freshsales offers plenty of pre-made templates (shown below) to help you get started.
These templates lessen the learning curve for beginners and allow you to automate processes quickly.
With Freshsales, there’s no coding knowledge needed. Everything takes less than 30 minutes to set up (and will save you countless hours in the long run).
Our takeaway: Freshsales makes it easy to create complex automation to streamline (just about) every aspect of your garage door business.
Your data can tell you a lot about your business.
Without the right tools, you could spend hours analyzing spreadsheets and making sense of everything.
That’s where Freshsales comes in.
Here are a few key features to note:
Visual dashboard (see below)Customer journey timelineSales activity reportsPipeline analyticsGoal tracking & forecasting
You can easily create custom reports with Freshsales in just a few clicks.
Here’s an example of a sample sales report with Freshsales.
As you can see, you can break your data into various graphs and charts, giving you a clear understanding of your sales efforts (at a glance).
Plus, you can easily export these reports and share them with your team.
The breakdown: Freshsales can help you make actionable decisions for your garage door service business with its robust reporting and analytics capabilities.
It’s 100% free to check out, so you have nothing to lose!
The easier it is to connect with clients, the faster you can close deals.
That’s why telephony is crucial when choosing your garage door CRM.
Luckily, Freshsales offers built-in telephony with Freshcaller.
Freshcaller allows you to do the following:
Make/receive callsRecord calls for quality purposesGet call analytics (to make informed decisions)Set up call routing & (interactive voice response) IVRSchedule and start calls from within FreshsalesSend personalized voicemails
Plus, you can do all this from the palm of your hand with the Freshsales mobile app!
Here’s a look at this feature on the go.
While it may not be the first feature you think of when it comes to garage door management software, trust me when I say—telephony is essential for business growth!
The nuts and bolts: Freshsales goes above and beyond regarding telephony.
The sales CRM makes it easy to connect with clients and close deals faster than you thought possible!
In terms of pricing, Freshsales offers 3 plans in addition to a free plan.
Here are the plans they offer:
Free Plan – Free ForeverGrowth – $18/MonthPro – $47/MonthEnterprise – $83/Month
Affordable, scalable pricing
Fantastic telephony
Great workflow automation
Informative reporting & analytics
Limited free plan
There’s a slight learning curve for advanced features
Learn More Today!
Monthly
Less Annoying CRM is a no-nonsense customer relationship management tool that’s perfect for beginners and experts alike.
Here are some notable features:
Scheduling calendarClient managementPipeline managementReporting & analyticsTask tracking
Less Annoying CRM offers all its features right out of the gate (for just $15/month).
This means you don’t have to worry about add-ons or extra fees as you scale.
Less Annoying CRM keeps it simple with its scheduling calendar.
It’s a straightforward, easy-to-use tool that lets you track all your upcoming appointments and tasks.
With Less Annoying CRM, you can easily accomplish the following:
Schedule appointments & tasksSet reminders for upcoming eventsView a shared calendar with your team
The shared calendar (screenshot below) is particularly useful, as it allows you to coordinate schedules with your team and keep everyone on the same page.
The rundown: Less Annoying CRM takes a complex task like scheduling and makes it simple and user-friendly for businesses of all sizes.
Your clients are the lifeblood of your business, and Less Annoying CRM has all the tools you need to manage them effectively.
Creating a new contact card is as easy as one click (and filling out their information).
From there, you can add notes, tags, and custom fields to each client’s profile for easy organization and reference.
Here’s how a new contact card looks (with some sample data).
There’s a ton of information available at your fingertips, but luckily, Less Annoying CRM presents it in a clean and organized manner.
All in all, client management is crucial to scaling your business, and Less Annoying CRM does an excellent job of keeping you on top of your customer interactions.
Managing your day-to-day activities can be tricky (especially as your garage door business grows).
You’ll need a reliable task-tracking system in place to ensure you stay on top of everything.
Luckily, Less Annoying CRM has you covered.
Here’s what you can do with their task-tracking features:
Create task lists & assign them to team membersSet reminders for when tasks are dueView upcoming tasks in an easy-to-read list format
The ability to assign tasks to different team members is a huge plus, as it allows you to delegate and collaborate effectively.
Plus, with reminders for upcoming due dates, you’ll never miss an important task again.
Here’s a look at a new task card (to give you a better idea).
As you can see, everything is clearly laid out and easy to read. This makes for smooth and efficient task management across the board.
The bottom line: If you need a no-frills way to manage your day-to-day, Less Annoying CRM is a solid bet.
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.
Check out our Less Annoying CRM pricing guide for more information!
Excellent user interface
Everything included in one pricing plan
Great client management
Powerful task tracking & scheduling
No free plan
No mobile app
A garage door service CRM is any platform that can help you manage every aspect of your business operations.
This includes the following:
Contact management Task tracking & schedulingSales pipeline managementInvoicing & payment processingReporting & analytics
Think of a CRM as your one-stop shop for managing your business.
It streamlines all of the above tasks into one centralized location so you can focus on what really matters—your customers.
There are numerous benefits to having garage door software.
Some of the most important include:
Improved customer satisfactionIncreased salesStreamlined business operationsBetter team collaborationMore efficient schedulingImproved lead nurturing
Let’s look at an overview of each.
By having all of your customer information in one place, you’ll be able to provide better service and personalized experiences.
This means the following:
Faster response timesMore accurate invoicingEfficient communicationBetter understanding of client needs and preferences
Don’t get stuck using antiquated business management methods—upgrade to a CRM and watch your customer satisfaction soar.
Garage door service software can help you identify and target your most qualified leads, improving your sales strategies and ultimately increasing profits.
After all, more efficient processes and better customer management can lead to more referrals and repeat business.
With a garage door business CRM, you can streamline tasks like invoicing, scheduling, and team communication.
This means less time spent on administrative work and more time focusing on growing your garage door business.
Garage door software allows you to easily assign tasks, track progress, and collaborate with team members—all within the same platform.
This makes it easier to keep everyone on the same page and ensure that all aspects of your garage door business are running smoothly.
With a CRM, you can easily schedule appointments and manage your calendar.
With less time spent juggling schedules and more time servicing customers, you can increase your efficiency and productivity.
A garage door service CRM allows you to track and nurture leads through targeted email campaigns and automation.
This means that no potential customer falls through the cracks, increasing your chances of converting leads into
This one is an easy answer—yes!
With garage door software, you can effortlessly handle every aspect of your business and deliver top-notch service to your customers.
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 look at some of our favorite features for garage door business software.
Job scheduling and management are a must for any garage door business.
A CRM can help you streamline this process, making it easier to assign tasks, track progress, and communicate with your team.
With all the different tasks involved in garage door installation and repair, having a scheduling calendar is crucial.
This allows you to see all your appointments at a glance and avoid scheduling conflicts.
You’ll want to ensure your garage door software has a user-friendly and customizable calendar feature.
The best garage door software will have robust client management features, including the following:
Contact informationJob historyCommunication logs
Having this information in one place makes it easier to provide great service and personalized experiences for your clients.
Garage door software can help you organize and track leads, increasing your chances of converting them into customers.
This feature should allow you to easily segment leads, create targeted campaigns, and track their progress through the sales pipeline.
With reporting and analytics features, you can gain valuable insights into your business operations.
This includes data on things like lead conversion rates, sales performance, and customer satisfaction.
As mentioned earlier, automation can be a game-changer for small businesses.
With workflow automation features, you can streamline repetitive tasks and focus on more important aspects of your business.
Look for features such as:
Pre-made templatesAutomated email campaignsTask reminders and alerts
Here are some key steps to choosing a CRM:
Talk With Your Home Services Team Choose a CRMTest Drive the CRM With Your Team Select & Implement Your New CRM
Your home services team will be the ones using the software, so it’s important to get their input before making a decision.
Here are some questions you can ask them:
What features are important to you?How can a CRM help your job performance?What problems or issues do you currently face that could be solved with a CRM?
Once you know what features and capabilities your team needs, it’s time to start researching garage door software.
Every platform on this list is a solid option, so you can’t go wrong with them.
Once you’ve narrowed down your options, it’s time to see how each CRM actually works.
Sign up for a free trial or demo and have your team test the software.
This will give you a better idea of which platform is the best fit for your business.
After you’ve made your decision, it’s time to implement your new CRM.
This involves the following:
Migrating data from your old systemIntegrating with other tools or software you useTraining your team on how to use the new CRM effectively.
The cost of a garage door CRM can vary depending on the features and capabilities you need.
For the most part, you’re looking at anywhere from 100% free to $100/month.
Certain platforms, such as HubSpot, can cost quite a bit more—so be sure to pay attention to the price tag before you purchase!
Well, folks, here we are!
You’ve got everything you need to make a decision and take your business up a notch.
Each of these platforms offers a free plan (or trial), so you can try them out today—no risk, all reward!
The post Best Garage Door CRM 2023: Tested for Small Businesses appeared first on Small Business Bonfire.
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