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What on Earth Is a CRM?


Pen-and-paper quotes no longer hold the roofing industry together. New tech is around every corner to help with every aspect of your business. Chances are that you’ve heard the term “CRM" floating around, whether as something to include in your tech stack or to help standardize your business.

Well, what on earth is a CRM? We’ll discuss what it is, standard CRM features, and advanced CRM features.

What Is a CRM?

CRM stands for Customer Relationship Management. In its simplest form, a CRM is a platform designed to store your current (or potential) customer information in one place, but it doesn’t stop there.

A good CRM should help you manage communication and prioritize how to manage these relationships.

Standard CRM Features

Some standard features that a CRM may include are:

  • Lead organization
  • Job tracking
  • Project management
  • Streamlined billing

Advanced CRM Features

In more advanced platforms, you may also find that you can:

A CRM can be a powerful tool for improving roofing sales and scaling a business by automating customer communication and project management. It can also improve roofing sales practically.

JobNimbus is a best-in-class CRM designed to help roofing contractors save time and money. 

With the industry's highest-rated mobile app, you can access everything you need from your fingertips. The cherry on top? SumoQuote’s quoting tool is being embedded into the JobNimbus platform so you can keep everything in one place. 

Start a free trial and see for yourself.

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