What a CRM does for a contractor
A customer relationship management (CRM) system keeps every lead, estimate and customer in one place, with the next step and its date. Its job is to make sure no estimate is forgotten and every customer is contacted at the right time.
CRM versus field service software
Field service software, such as Jobber, Housecall Pro or ServiceTitan, runs scheduling, dispatching and invoicing. A CRM focuses on the steps before and after the job: leads, follow-up, reviews and repeat business. Many contractors use both.
What it should track
Where each lead came from, the stage of each estimate, the next step and its date, consent to receive texts or e-mails, and the value of won jobs. With those five items, a weekly report shows what works.
When a simple CRM is enough
If the team is small and most work comes from referrals, Google and a few marketplaces, a simple CRM with clear stages and reminders covers the need. Complex sales automation pays off only when there is a team of people selling.
Mistakes to avoid
Buying a large platform nobody updates, keeping leads in personal inboxes, and tracking estimates without a next step. A CRM is only as useful as the habit of updating it.
MGA Accelerator includes a simple local CRM with stages adapted to each business. Lead e-mails are read into it, every deal has a next step, and the agents prepare the follow-ups for the owner to approve. It works alongside field service software instead of replacing it.
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