The right CRM software for tradies does three jobs at once: it captures every lead the moment the phone rings, keeps the follow-up cadence running so quotes do not go cold, and gives the owner one screen that shows where every job is at. Most tradie CRMs do one of those well and the other two badly. In this episode of The Site Shed, Matt walks through the all-in-one CRM software for tradies and contractors that finally pulls quoting, scheduling, invoicing, and customer follow-up into a single platform.
You’ve probably been asked the question, “How are we going to do this?” one too many times. This usually
means that there is a need for data collection and/or analysis. But with tons of tools out there, it tends to get
confusing, therefore leading to trade business owners just dropping out and moving on.
The need for CRM software for tradies is clear. The choice is not. Picking a platform without mapping your actual workflow first is how owners end up paying $300 a month for software their team refuses to use. Map the job lifecycle from lead to paid invoice, then choose the platform that fits that workflow, not the other way around.
One platform, one source of truth, one place your team actually logs in. That is what good CRM software for tradies delivers. Listen to the full episode to see exactly how to evaluate the options and pick the one that fits your business.
What’s Discussed In This Episode:
0:00 – Are you fed up with running/using so many apps for your business?
2:08 – Welcome back to the Site Shed podcast!
4:21 – The problem about the huge disconnect between your job management tools and your sales & marketing CRM
5:26 – What are the common tools you need to have for your business?
12:03 – Matt’s realisation of the consolidation of tools for one’s business
13:50 – One CRM to do it all for trade businesses??
14:02 – Showcasing the things/tools that this incredible CRM has to offer…
22:49 – Things you need to watch out for about this CRM
Resources:
- Learn more about the CRM that DOES IT ALL for your trade business!
Just click on this link: https://www.tradiehub.net - Get your own website worth $5500 for FREE! Just head across to: http://tradie.wiki/free
- Get your FREE Opportunity Assessment right NOW! https://www.tradiewebguys.com.au/grow/
- Join a global community of 6000+ trade professionals https://www.facebook.com/groups/TheSiteShed
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