CRM for Home Services: 6 Top Platforms of 2024
Discover the top CRMs for home services companies, from Nutshell to Jobber. Plus, learn how CRMs can benefit your business — and what to look for when shopping for a home service CRM.
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insights from 185,000+ hours of professional services marketing experience
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!
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
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
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!
We Drive Results for Home Service Companies
- 24 million leads generated for clients
- Renowned for our communication and transparency
Solving key challenges for home services companies
Our website isn’t ranking in the search results
When people need home services in their area, they take to search engines like Google. Ensure your website appears at the top of the results when your target audience needs your services.
We’re struggling to grow our technician team
Expanding your team and growing your business go hand-in-hand. If you need help growing your team with talented and friendly technicians, our recruitment marketing services have you covered.
We’re not generating enough leads
Are people visiting your website but not getting in touch with you? Our expert marketing specialists and web designers can optimize all areas of your website so you can attract and convert more of your target audience to use your services.
We’re not attracting new customers
Having trouble increasing your online visibility, so you can attract new customers? Our award-winning marketing services get your brand in front of the right people in your local area.
