Ever feel like you’re juggling too many roofing projects?
Leads slipping through your fingers? Wish you had a real magic wand to organize it all?
Well, maybe not a wand, but a good 고객 관계 관리(CRM) is close!
Imagine more closed deals, happier customers, and way less paperwork.
This article explores the best 고객 관계 관리(CRM) for roofers, helping you finally take control of your business and watch it soar.
We’ll explore top options, key features, and how they can specifically help your roofing business.
Ready to ditch the chaos and embrace streamlined success? Let’s get started!
What is the Best CRM for Roofers?
올바른 것을 선택하다 고객 관계 관리(CRM) can feel overwhelming. There are so many options!
Don’t worry; we’ve researched for you.
Below, you’ll find our top picks for roofing CRMs.
Each offers unique features to help you to manage leads, projects, and customers like a pro.
당신에게 딱 맞는 상대를 찾을 준비가 되셨나요?
1. Monday CRM (⭐️ 4.75)
While Monday.com is known for its project management capabilities, It also offers a robust 고객 관계 관리(CRM).
It’s highly visual and customizable, making it a good fit for businesses that want a flexible 고객 관계 관리(CRM).
For roofers, this means managing leads, tracking projects, and customizing the platform to fit their personal needs.
우리의 잠재력을 발휘하세요 월요일 튜토리얼.
우리의 견해
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM.
주요 이점
- Visually appealing interface: Easy to navigate and understand.
- Flexible and customizable: Adapt the platform to your specific needs.
- 협업 기능: Work seamlessly with your team.
- Integrations with popular apps: Connect with your favorite business tools.
가격
- 무료: 영원히 무료 0달러.
- 기초적인: $9/seat/month.
- 기준: 1인당 월 12달러.
- 찬성: $19/seat/month.
- 기업: 귀하의 요구 사항에 따라 맞춤 가격을 책정합니다.
장점
단점
2. 고하이레벨 (⭐️ 4.50)
GoHighLevel is an imposing platform.
It’s like a Swiss Army knife for your roofing business.
It offers 고객 관계 관리(CRM), marketing automation, lead generation, and website building all in one place.
The platform is designed for agencies and companies and is packed with powerful tools.
This means managing everything from the first contact to the final nail within one system. for roofers
우리의 잠재력을 발휘하세요 Gohighlevel tutorial.
우리의 견해
This is great for agencies and businesses wanting to consolidate tools. The automation capabilities are very strong.
주요 이점
- 올인원 마케팅 플랫폼.
- 화이트 라벨링이 가능합니다.
- 자동화된 캠페인.
- 리드 육성 도구.
- 포괄적인 보고.
가격
- 기동기: 월 97달러.
- 제한 없는: 월 297달러.
장점
단점
3. HubSpot (⭐️ 4.25)
HubSpot is like the Swiss Army knife of 호텔 CRMs.
It does a little bit of everything. You can use it to keep track of guests, send emails, and even manage your 소셜 미디어.
It’s a popular choice because it has a free version.
So you can try it out before you commit to a paid plan.
Unlock its potential with our HubSpot tutorial.
우리의 견해
HubSpot is a powerful platform with many features, but you must consider your budget and needs before committing. It’s a good choice for businesses that want a comprehensive solution & are willing to invest in it.
주요 이점
- 무료 CRM: Start with a free plan with basic CRM features.
- All-in-one platform: Access a marketing, sales, and service tools suite.
- Extensive community and resources: Benefit from a wealth of knowledge and support.
- Inbound marketing focus: Attract and engage leads with valuable content.
가격
- 무료 도구: 최대 2명의 사용자는 무료입니다.
- 마케팅 허브 스타터: 1인당 월 15달러.
- 스타터 고객 플랫폼: 1인당 월 15달러.
- 마케팅 허브 전문가 + 3석: 월 800달러, 추가 좌석은 월 45달러입니다.
장점
단점
4. Keap (⭐️ 3.75)
구입했다 is like a helpful sidekick for your hotel.
It’s a CRM and marketing tool in one. It helps you keep track of guests and talk to them better.
It can even automate tasks, so you have more time for other things.
우리의 잠재력을 발휘하세요 구매한 튜토리얼.
우리의 견해
구입했다 is a fantastic option for small businesses to streamline their sales and marketing efforts. It’s user-friendly and packed with valuable features.
주요 이점
- 내장된 이메일 마케팅: 대상 고객에게 타겟팅된 이메일을 보내세요.
- 사용하기 쉬운 자동화: 후속 메시지 전송, 리드 할당 등의 작업을 자동화합니다.
- 영업 파이프라인 관리: 거래를 추적하고 기회를 파악하세요.
- 전자상거래 통합: Keap을 온라인 매장과 연결하여 주문과 고객을 관리하세요.
가격
Keap은 무료 체험판과 간단한 가격 구조를 제공하여 쉽게 시작할 수 있도록 도와줍니다.
- 간단한 계획: 월 249달러(연간 청구)부터 시작하며 2명의 사용자와 1,500개의 연락처를 제공합니다.
장점
단점
5. Pipedrive (⭐️ 3.75)
Pipedrive is a CRM that helps you sell more.
It’s like a visual map of your sales process. You can see where each potential guest is in their journey.
This helps you stay organized and close more deals.
우리의 잠재력을 발휘하세요 파이프드라이브 튜토리얼.
우리의 견해
Pipedrive는 영업 중심 기업에 적합한 솔루션입니다. 사용자 친화적이고, 시각적으로 매력적이며, 유용한 기능들이 가득합니다. 10점 만점을 주지 못하는 유일한 이유는 저렴한 요금제에 몇 가지 제약이 있기 때문입니다.
주요 이점
- 판매에 레이저 집중: Pipedrive는 더 많은 거래를 성사시키는 데 도움이 되도록 만들어졌습니다.
- 시각적 파이프라인 관리: 각 거래의 현재 상황을 정확히 확인하세요.
- 강력한 자동화: 이메일 발송, 약속 일정 예약 등의 작업을 자동화합니다.
- 24시간 연중무휴 지원: 필요할 때마다 도움을 받으세요.
가격
- 필수적인: 사용자당 월 14달러.
- 고급의: 사용자당 월 24달러.
- 전문적인: 사용자당 월 49달러.
- 힘: 사용자당 월 59달러.
- 기업: 사용자당 월 79달러.
장점
단점
6. ActiveCampaign (⭐️ 3.75)
ActiveCampaign is the ultimate email marketing machine for your hotel.
It’s not just for sending emails, though. It helps you automate all kinds of tasks.
This means you can send the right message to the right guest at the right time. Pretty cool, right?
우리의 잠재력을 발휘하세요 ActiveCampaign 튜토리얼.
우리의 견해
ActiveCampaign is an excellent choice for businesses that want to leverage the true power of email marketing and automation. However, it may not be the best fit for beginners due to its complexity.
주요 이점
- Advanced automation: Create complex workflows to nurture leads and automate tasks.
- Email marketing powerhouse: Send beautiful and effective email campaigns.
- Built-in 고객 관계 관리(CRM): Manage contacts and track interactions.
- Segmentation and personalization: Target specific groups of contacts with personalized messages.
가격
- 기동기: 월 15달러.
- 을 더한: 월 49달러.
- 찬성: 월 79달러.
- 기업: 월 145달러.
장점
단점
7. Instantly (⭐️ 3.75)
Instantly helps you find new guests for your hotel. It’s like a detective for email addresses.
It helps you connect with people who might be interested in staying at your hotel.
Then, you can send them personalized messages to get them to book a room.
우리의 잠재력을 발휘하세요 즉시 튜토리얼.
우리의 견해
Instantly는 홍보 활동을 강화하고자 하는 기업에 귀중한 도구입니다.
주요 이점
- 다중 채널 아웃리치: 이메일, LinkedIn, Twitter 등을 통해 잠재 고객과 소통하세요.
- 개인화된 메시지: 각 수신자에게 맞게 메시지를 맞춤화하세요.
- 자동화된 후속 조치: 손가락 하나 까딱하지 않고도 항상 기억에 남습니다.
- 자세한 분석: 진행 상황을 추적하고 무엇이 효과적인지 파악하세요.
가격
- 성장 CRM: 월 37.9달러, 무제한 좌석.
- 하이퍼 CRM: 월 77.6달러, 무제한 좌석.
장점
단점
8. Freshsales CRM (⭐️ 3.50)
Freshsales is a CRM that’s easy to use and understand.
It’s perfect if you’re new to CRM or want something simple.
It helps you keep track of all your guests in one place.
You can see their contact info, past stays, and any special requests.
This helps you give them a really personalized experience.
우리의 잠재력을 발휘하세요 Freshsales 튜토리얼.
우리의 견해
Freshsales CRM은 사용 편의성과 경제성을 중시하는 기업에 적합한 선택입니다. CRM을 배우는데 많은 시간이 걸리지 않고 사용할 수 있는 좋은 방법입니다.
주요 이점
- 사용자 친화적인 인터페이스: 탐색하고 배우기 쉽습니다.
- 전화 및 이메일 기능 내장: 플랫폼을 통해 고객과 직접 소통하세요.
- AI 기반 통찰력: 도움이 되는 제안과 예측을 받아보세요.
- 저렴한 가격: 무료 플랜과 경쟁력 있는 유료 플랜을 제공합니다.
가격
- 성장 + 500개 마케팅 연락처: 사용자당 월 9달러.
- Pro + 500 마케팅 연락처: 사용자당 월 39달러.
- 엔터프라이즈 + 500개 마케팅 연락처: 사용자당 월 59달러.
장점
단점
9. Insightly (⭐️ 3.25)
Insightly is a CRM that’s all about relationships.
It helps you keep track of everyone you work with, from guests to vendors.
It also has project management tools built in.
So you can use it to plan events or manage renovations.
It’s a good option if you want one system to manage everything.
우리의 잠재력을 발휘하세요 Insightly tutorial.
우리의 견해
Instantly는 홍보 활동을 강화하고자 하는 기업에 귀중한 도구입니다.
주요 이점
- 다중 채널 아웃리치: 이메일, LinkedIn, Twitter 등을 통해 잠재 고객과 소통하세요.
- 개인화된 메시지: 각 수신자에게 맞게 메시지를 맞춤화하세요.
- 자동화된 후속 조치: 손가락 하나 까딱하지 않고도 항상 기억에 남습니다.
- 자세한 분석: 진행 상황을 추적하고 무엇이 효과적인지 파악하세요.
가격
- 성장 CRM: 월 37.9달러, 무제한 좌석.
- 하이퍼 CRM: 월 77.6달러, 무제한 좌석.
장점
단점
What to Look for When Buying the Best CRM for Roofers?
- Roofing-Specific Features: Does the CRM offer features tailored to roofing businesses, like project management, estimating tools, or integration with roofing software?
- 확장성: Can the CRM grow with your business? Consider future needs.
- 통합: Does it integrate with other tools you use, like 회계 소프트웨어 or email marketing platforms?
- 모바일 접속: Can you access the 고객 관계 관리(CRM) from your phone or tablet? It’s crucial for roofers on the go.
- Training & Support: Does the vendor offer adequate training and support?
- 사용자 정의: Can you customize the CRM to fit your specific workflows?
- 보고: Does it offer robust reporting features to track key metrics?
How Can the Best CRM for Roofers Benefit You?
A good CRM is like a central command center for your roofing business.
It organizes everything – leads, projects, customer info – in one place.
Think less paperwork, more closed deals.
You can track every interaction, personalize your follow-ups, and keep projects on schedule.
This means happier customers and a smoother operation.
Imagine knowing exactly where every lead stands, from initial contact to signed contract.
It helps you stay organized, prioritize tasks, & ensure nothing falls through the cracks.
It also provides valuable insights into your business performance, helping you identify what’s working and what’s not.
Ultimately, a CRM helps you grow your roofing business by making you more efficient and customer-focused.
구매 가이드
We wanted to find the best CRM software, so we did some serious digging.
We looked at a lot of crm software options and used a careful process to decide what was truly the best.
We didn’t just pick names off a list; we wanted to give you a guide you can trust.
Here’s how we conducted our research to find the right crm solution for you:
- Read user reviews and expert analysis. We checked what real people were saying about different crm software on review sites and in industry reports. This helped us understand the pros and cons from a user’s perspective. We looked at things like ease of use, customer support, and which crm features people found most helpful.
- Analyzed features and functionality. We looked at the core features of each crm system. We paid special attention to features that help with contact management, sales leads, sales pipeline visualization, and workflow automation. We also looked for advanced features like lead scoring and predictive analytics. We wanted to see how each tool helped businesses streamline processes and improve customer satisfaction.
- Evaluated pricing and scalability. We carefully reviewed the pricing for each crm software. We looked at what you get for the money, including different pricing tiers and potential hidden costs. We also considered whether the crm system could grow with a business, from a simple plan for 중소기업 to more robust options with advanced features for larger teams.
- Assessed integrations and customization. A good crm solution needs to work with your other tools. We checked if each crm system could integrate with popular platforms like 퀵북스 and other marketing tools. We also looked at how much you could customize the crm workflows and dashboards to fit your unique business processes.
- Tested a 360-degree view. We looked for a crm solution that provides a complete picture of the customer. We wanted to see if it gathered all the data from customer interactions across multiple channels, including phone calls, emails, and social media. This is key for managing customer relationships and improving customer engagement.
- Focused on core benefits: We evaluated how each crm system helps with day-to-day tasks. We considered how they simplify repetitive tasks, help manage a sales team, and provide clear insights to help a business grow. We also looked for great communication tools and strong data management to help the entire team work together.
마무리하기
We’ve covered a lot about customer relationship management software and how it can help your business.
The goal is to get all your customer data in one place.
This helps your sales team and marketing efforts work together better.
A good crm solution lets you see everything, from a customer’s purchase history to their customer contact information.
Choosing the right crm software means you can stop wasting time on data entry and focus on what matters with the best crm tools.
You can gain insights into customer behavior, run smarter marketing campaigns, and ultimately, achieve increased sales.
Whether you go with an all in one crm like GoHighLevel or a simple one like 캡슐 CRM.
Having the right tool helps you better manage customer relationships and build lasting brand loyalty.
자주 묻는 질문
What is the best all-in-one roofing CRM?
For an all-in-one roofing solution, GoHighLevel is a strong contender. It combines CRM, marketing automation, lead generation, and website building in one platform. This makes it a powerful tool for managing your entire roofing business.
Which quality roofing CRM is best for my business?
The best for your business depends on your specific needs and budget. Consider factors like the size of your own team, the features your CRM needs, and your budget. If you’re unsure, many CRMs offer free trials, so you can test them before committing.
What are some popular CRM platforms for roofing companies?
Some popular CRM platforms include HubSpot, Salesforce, Zoho, and Pipedrive. These platforms offer a big range of features and are suitable for roofing companies of all sizes. However, they may not be tailored specifically for the roofing industry.
Is there a free CRM available for roofers?
Yes, HubSpot offers a free CRM to users. While it has limitations, it’s a good option for small roofing businesses with basic needs. Consider another software program designed specifically for roofers if you require more specific features.
How can I use custom reports that only include the needed data in my roofing CRM?
Many CRMs offer customizable reporting features. These allow you to track the metrics most important to your roofing sales and gain valuable insights into your performance. Look for a CRM that offers flexible reporting options, allowing you to generate custom reports that only include the needed data.
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