The 3 Best Reasons to Invest in a CRM

Whether you’re looking to remodel your own home, or you work at a remodeling business, we know the hassle! Home remodeling used to be an incredibly time consuming process for both sides: you have to order out of catalogs, take time off of work to see showrooms, and remember each different payment process, which took the fun out of creating your dream home! 

Here at Cedar Mill Group, we streamlined this process when we began using a Customer Relationship Management tool, a.k.a., a CRM. This software provides both clients and management an entirely remote and efficient process to aid you in building your dream home.

But not all CRMs are created equal. If you’re looking to start using a CRM for your own remodeling business, here are 3 necessary items your CRM should include.

1. Easy Online Selection

Instead of having to flip through catalogs and find a time to meet with your remodeling agency, as a customer, a CRM allows you to pick your selections right in the software, 24 hours a day! This way, you can decide on the pieces you want in your own time from the comfort of your home.  

2. Updated Scheduling

In a perfect world, everything would go exactly as planned exactly on time. Unfortunately, we all know that is rarely the case. With a CRM tool, if anything goes wrong or you need to make changes, you can check on your remodel progress directly in the app. This means you don’t have to call everytime plans change.

3. Finance at a Glance 

Finally, your CRM should allow you to do cost estimating, customer payments, and order changes all in one place. On the management end you don’t have to remember to send out every invoice. On the client’s end, you don’t have to worry about a random, forgotten invoice coming in the mail! Instead, the CRM software automatically sends out invoices in a timely manner, making the process easier for everyone!

Having a CRM takes the nuances out of a home remodel and puts the fun back into creating your dream home!  If you want more advice choosing a CRM for your business, or you’re looking for a remodeler to help you build your dream home, reach out to us at Cedar Mill Group! We’d be happy to help you with all your remodeling needs!