flexiblefullpage - default
interstitial1 - interstitial
Currently Reading

Pro's Picks: An Intuitive, Easily Integrated CRM

Advertisement
billboard -
Products

Pro's Picks: An Intuitive, Easily Integrated CRM

This management tool helps you track and manage customer relationships and your internal teams


March 29, 2023
monday.com contractor crm
This article first appeared in the March/April 2023 issue of Pro Remodeler.

ryan kellyRyan Kelly

CEO

KHB Construction

Modesto, Calif.

 

Monday.com is a CRM, customer management, and internal team management tool. It can handle a customer all the way from lead intake from your website, you can put it through your sales process, and then the design process and all the way through operations. 

We discovered Monday.com while looking for something more all-encompassing than the CRM we used before, HubSpot. We needed something that had an open API so we could integrate G-Suite, MailChimp, and other outside apps. It was a seamless fit.

Monday.com stood out because they have templates premade for contractors, by contractors. They already had the bones built for you, and then you get to outfit your automations and your own process inside that work that framework.

A key point for us was how intuitive it is because a lot of our team members aren’t as tech savvy. Before with HubSpot, only my marketing director and I could use it. Monday.com is very self explanatory the way it’s set up, so the actual onboarding was really simple. 

In the sales process, it was able to customize my full customer journey into different workflows. So one of the big pros is that our customers are never wondering what happens next due to the integration of Twilio, Gmail, and MailChimp.

I can get all of my KPIs on a single dashboard for sales, design and operations, my close rates, my lead estimate rates, my total leads per month per revenue source like kitchens, bathrooms, full homes—I can break all of those out and get really granular numbers on what our marketing dollars are doing. 

And then with operations, I can see if we’re ahead of schedule, what’s the money percent spent on percentage of completion of the project—we get all of that in a dashboard that’s really quick to see. It keeps us on point, on budget, on time with our customers and projects.

 


Add new comment

Plain text

  • No HTML tags allowed.
  • Web page addresses and email addresses turn into links automatically.
  • Lines and paragraphs break automatically.
leaderboard2 - default

Related Stories

Pro's Picks: A Quick Install Composite Stone

This pro completed a high volume facelift project months ahead of schedule

Pella's New Debut Promises Faster, One-Person Window Installs

The window manufacturer promises 3.15x faster installation with its Steady Set system

Marvin Releases Switchable Privacy Glass Window

The privacy glass windows can be purchased from Marvin's Direct Glaze windows

Innovative Products: Window Shades That Create Natural Light

Wait, shouldn't window shades keep light out?

New Insulation Innovation Reshapes Our Thinking of Refrigeration

Whirlpool Corporation's latest innovation allows refrigerators to do more and be more

4 AI Tools for the Content Creating Contractor

Let artificial intelligence do the work

Innovative Products: A Whole-Home Energy Monitoring System

Homeowners can control their lighting, load control, and EV charging through one app

Pro's Picks: A Paperless Note-Taking Tablet

This remodeler recommends a tablet that makes note-taking and document organization easier

Building Materials Show Stability in 2023

Although supply chain bottlenecks have eased in recent months, shortages of some key materials persist.

Advertisement
boombox2 -
Advertisement
halfpage2 -
Advertisement
native1 -

More in Category




Advertisement
native2 -
Advertisement
halfpage1 -
Advertisement
leaderboard1 -