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.

Related Stories

Contractors Release App Made for the “Remote Quote”

RENDR is a new app built by contractors, for contractors

The Ins and Outs of Pedestal Tile Systems

A non-exhaustive overview of all things pedestal systems

Pro's Pick: Track KPIs in Real-time with Data-Sharing Platform

This Pro’s Pick helps you run your home improvement business by the numbers

This is a Range Hood, Believe It or Not

See how the unique fixture offers powerful kitchen ventilation

They're Making Toilets Out of Wood Chips Now

What's next? Clay and water?

How Do ChatGPT and Remodeling Go Together?

How are real-world remodelers using AI—and how are we?

ChatGPT: The AI Technology Shaking Up the Remodeling Industry (And Making Us Question Our Existence)

From answering customer inquiries to generating content, ChatGPT is transforming the remodeling industry. But is it just a helpful tool or a sign of our impending robot overlords? We investigate.

5 Project Management and Tech Recs by Contractors

Looking for a new tool to make management easier? Here are five remodeler recommendations 

Indoor Air Quality Gets Smart

A home's air quality can now be cloud connected and fully automated with this innovative product

5 Roofing Trends Discovered at IRE 2023

Observations made from the show floor of the largest roofing event in North America

Advertisement
boombox1 -
Advertisement
native1 -

More in Category




Advertisement
native2 -
Advertisement
halfpage1 -