Attention Home Pros: Get More Out of a Customizable CRM System

Ditch the cookie-cutter software and start using a platform that can be tailored to your unique home improvement business.

There are two different paths you can take when it comes to choosing a CRM system: rework your business processes to fit an off-the-shelf software or configure a software to better fit your business. If you’re interested in the latter option, then a highly customizable CRM system like improveit 360 is what you’re looking for. Improveit 360, an industry-specific CRM platform designed for home improvement professionals, allows you to configure all sorts of things, from custom reports to custom page layouts to custom documents and more. Ultimately, when you adopt a CRM system like improveit 360, you gain the flexibility you need to run your business the way you want to. 

 

What can a customizable system do for your business?

It’s a no brainer that you’ll get more out of a CRM system that can be configured to cater to your specific business functions. With improveit 360, you can tailor the platform to best fit your company’s needs and gain a competitive advantage by using a system that relates to your unique processes. If you’re still on the fence, consider these two major benefits of using a customizable CRM system:

 

Capture the Information You Need

Every company has different needs when it comes to their data, which is why you should be using a CRM platform that can be easily manipulated to gather the data you want to see. Sadly, many CRM systems come with pre-set fields for obtaining information, and don’t allow you to change or add to those fields. So, in order to capture the data most important to your business, you would have to record it elsewhere.

If you want to avoid scribbling on the back of your hand, use a CRM platform that allows you to add, remove, and modify fields, like improveit 360. If your business needs to know specific information about a customer’s home or additional contact details, you can add those fields in improveit 360 so that you’re getting the data you need. Or, if you want to remove out of the box fields that aren’t relevant to your operations, improveit 360 allows that too! You can even capture information from your other business software like QuickBooks, PaySimple, and Socius when you take advantage of integrations.  The bottom line: you won’t have to worry about your data being scattered across multiple places when you use a customizable system like improveit 360; it will all be centralized!

 

Control Your Communications

If there’s certain language you prefer to use with your team or customers, the platform you work out of should be able to accommodate to that. Why? Because when you communicate with your employees or clients, you should sound like YOU— not somebody else. With a CRM system like improveit 360, you don’t have to worry about a platform dictating how you talk to your staff or customers; you have the ability to customize what your messaging looks like.

While improveit 360 does come with a suite of pre-built templates designed for internal and external communications, they are ALL completely configurable (plus you can even build your own templates from scratch!) Maybe you’d like to include your company mission statement in every message you send, or maybe you’d like to add photos of your sales reps to appointment confirmation emails. Whatever it is, improveit 360 has the ability to give you full control over your communications.

 

When it comes to improveit 360’s customization capabilities, the benefits mentioned above only scratch the surface. If you’re interested in learning more about what your home improvement business can configure in improveit 360’s industry-specific platform, schedule a demo with one of our team members!