Hello HEPsters,

As we ramp up our business, we are looking for a low-cost CRM we can use to track our interactions and collect some metrics about our business.

Have you had any experience with any inexpensive, online tools? Any recommendations?

Thanks,

Tom

 

Views: 137

Reply to This

Replies to This Discussion

Tom, this topic has been discussed a number of times at the JLC Online "Business Technology" forum. Joe Stoddard is the moderator and he does a great job finding and reviewing new software, including CRM. If you page through the threads you will find several applicable.

 

http://forums.jlconline.com/forums/forumdisplay.php?f=3

If you are interested in a more robust, Quickbooks-integrated solution that handles more than just CRM-- it handles everything from the CRM initial client contact, to estimating, quotes, po's, invoices, vendor bills, even warranty tracking -- then check out ImproveBuild RBS (remodeler's business solution) at www.improvebuild.com.  But before I take more time writing about a product that may be beyond your needs, let me  know if you want me to tell you more.  I'm in my 3rd year as a customer/user of RBS.

RSS

Featured Forum Discussions

What's the Most Profitable HVAC Job for Your Company?

Started by Wayne Melancon in HVAC. Last reply by Wayne Melancon 51 minutes ago. 3 Replies

Lighting replacement - 300 watt LED flood light

Started by Mary Sinkler in General Forum. Last reply by Jan E. Graveamker 16 hours ago. 4 Replies

Glass Block Windows

Started by Ken Kalke in Best Practices. Last reply by Sean Lintow Sr on Saturday. 1 Reply

EZ Green Home is Hiring!

Started by Chloe Chapman in General Forum Jan 5. 0 Replies

Videos

  • Add Videos
  • View All

Latest Activity

Wayne Melancon replied to Wayne Melancon's discussion What's the Most Profitable HVAC Job for Your Company?
"I'll agree with you there Ken. We'll get shopped by residential when the customer already…"
51 minutes ago
Horace Douglas Hunt, Jr. commented on Horace Douglas Hunt, Jr.'s photo
Thumbnail

IMG_3138

"and....this was the best looking spot in the air handler. Seal the unit if you want to have any…"
2 hours ago
Horace Douglas Hunt, Jr. commented on Horace Douglas Hunt, Jr.'s photo
Thumbnail

IMG_3139

"Beginnings of mold....due in some part to leaks in air handler pulling hot humid air from…"
2 hours ago
Horace Douglas Hunt, Jr. posted photos
2 hours ago
Eric Kjelshus replied to Wayne Melancon's discussion What's the Most Profitable HVAC Job for Your Company?
"What is your "Key Performance Indicator" dollar per hour? gross dollar per man day? % of…"
11 hours ago
Jan E. Graveamker replied to Mary Sinkler's discussion Lighting replacement - 300 watt LED flood light
"Hi Mary, What is the purpose of lighting the backyard ?  Sense of safety, night time…"
16 hours ago
Chris Laumer-Giddens liked Chris Laumer-Giddens's blog post Rock Wool Insulation for Floor of High Performance Tiny House
17 hours ago
Joe Davis liked Wayne Melancon's discussion What's the Most Profitable HVAC Job for Your Company?
20 hours ago

Home Energy Pros

Welcome to Home Energy Pros – the unique digital community by and for those who work in the home energy performance arena.

Home Energy Pros was founded by the developers of Home Energy Saver Pro (supported by the U.S. Department of Energy) and brought to you in partnership with Home Energy magazine.  Home Energy Pros is sponsored by the Better Buildings Residential Network. Please honor our Guidelines

© 2017   Created by Lawrence Berkeley National Laboratory.   Powered by

Badges  |  Report an Issue  |  Terms of Service