CRM for Home Services: 6 Top Platforms of 2023

As a home services company, you know the importance of building and maintaining customer relationships. It takes a lot of trust for a person to allow a contractor or other home services company to enter and work on their home and property, so building that respect and relationship is critical.

Whether you offer deep cleaning, landscaping and gardening services, interior design, pool and spa maintenance, home contracting, or are a personal organizer, customer relationship management (CRM) software can improve your operations.

We’ve got everything you need to know for choosing a CRM for home services and how they can benefit your company on this page, so just keep reading!

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What is a CRM for home services, and why is it important for your business?

A home services CRM manages your company’s customer interactions to improve customer relationships and satisfaction.

CRM software for home services can help you manage your customer relationships using automation and data collection. It can also help:

• Improve customer retention: With a CRM, you can provide the information customers need when making a purchase. You can effectively answer their questions and concerns, improving your customers’ experience and encouraging them to come back.
• Increase sales: Pleasing your customers and giving them a good experience will encourage them to continue making purchases, increasing your sales and revenue.
• Track customer interactions with your business: A customer’s first interaction with your company may be filling out a contact form to access exclusive content or gain more information. CRM tools let you track their interactions as they build out from there.
• Complete the image of your current customers: With CRM software for home services companies, you can get to know your customers by looking at their age, location, gender, interests, and purchase history.
• Help you craft specific marketing messages: When you know your current customers and what they respond to, you can develop messages that reach them at the right time.

Key components of a CRM for home services companies

CRM tools offer many different capabilities, including:

• Lead management
• Marketing automation
• Sales tools
• Workflow management
• Sales and marketing analysis
• Data organization
• Customer journey tracking
• Contact management

The best CRM for home services: 6 top platforms

Let’s now take a look at six of the best CRM platforms for home services companies that can help your business forge and foster customer relationships:

1. Nutshell
2. MarketSharp
3. Unanet
4. ImproveIt 360
5. JobProgress

1. Nutshell

First on our list of the best CRM platforms for home services companies is Nutshell. Designed to be as hassle-free and user-friendly as possible, Nutshell enables every team member to close more deals and maximize revenue with each feature.

With Nutshell, you can:

• Track your leads from initial awareness to conversion
• Automatically assign new leads to your sales reps
• Send automatic, personalized emails and drip campaigns
• Implement lead generation forms throughout your website
• Automatically collect and store the data from your website forms
• Store and manage all lead and customer contact details
• And much more

2. MarketSharp

The standard model of MarketSharp CRM helps remodeling contractors and home pros start, build, and manage customer relationships.

The Pro model comes with more financial tools to help you close more jobs and features such as production management, reporting analytics, quoting and estimation, and geographic and demographic targeting. All data plans come with:

• Mobile access
• Secure data housing
• Unlimited tech support
• Web seminars, newsletters, and industry events
• Free data storage of up to 5 GB per user

You can schedule a free demo of MarketSharp to see how it can help your contracting business.

3. Unanet

Unanet CRM helps construction firms improve data access, communications, and workflows so that you and your employees can focus on the tasks to lead to increased revenue.

Unanet focuses on simplifying your processes to help you make more informed decisions and gain a holistic view of the state of your business.

It may be a great option for your company if you routinely collaborate with other construction, engineering, or architecture businesses.

4. Jobber

Jobber offers CRM services for home improvement industries such as residential cleaning, lawn care and landscaping, HVAC, painting, plumbing, roofing, and electrical. Its customer management services include:

• Online booking
• Automated emails and text messages
• Two-way text messaging
• Lead management
• Referrals

Jobber also syncs with QuickBooks Online and works alongside platforms like MailChimp, Company Cam, Square, PayPal, and Broadly. You can get a 14-day free trial of Jobber with no credit card required if you want to try out the software.

5. Improveit 360

When you use Improveit 360 for your home services company, you can increase your sales opportunities and report in real-time.

Some of the Improveit 360 features include:

• Duplicate lead prevention
• Automated activity prevention
• Web-to-lead and email-to-lead integrations

6. JobProgress

JobProgress was created with home contractors in mind, with features like:

• A paperless mobile app
• Client tracking
• Project management
• Scheduling

JobProgress is built for teamwork and is easy to use. It can also grow alongside your business to meet your needs at any stage.

Measuring the metrics that affect your bottom line.

Are you interested in custom reporting that is specific to your unique business needs? Powered by MarketingCloudFX, WebFX creates custom reports based on the metrics that matter most to your company.

• Leads
• Transactions
• Calls
• Revenue

Learn More

Try out WebFX’s CRM for home services

A successful business meets its customers’ needs and exceeds expectations. Effective CRM software for home services companies can help your business gather and analyze valuable customer data so you can best serve them.

The WebFX home services CRM software, Nutshell, helps your small or mid-sized business store the customer information that matters most to you. Learn more about Nutshell by contacting us online or calling 888-601-5359!