How Your Handyman Business Can Benefit from CRM Software

by | May 8, 2025 | Business Listings, CRM | 0 comments

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If you own a local handyman business in your area, you know just how important your services are to your community. You’re the one people rely on for simple repairs, complex plumbing issues, and electrical work. As a business, the connections you make are invaluable. These connections can lead to repeat business and referrals later down the line. However, you’ll have trouble growing your business if you still rely on sticky notes and Excel sheets to stay organized.

You’ll want to consider investing in a CRM for a handyman business so you can properly nurture these leads to paying customers and repeat business. These tools can improve your productivity, streamline customer communication, and help give you the tools you need to succeed. 

Here’s everything you need to know about handyman customer management.

What is a CRM?

CRM stands for customer relationship management. This software is a digital database containing all your customer information, past conversations, invoices, and more. This tool organizes customer data so you can regain time to focus on your business.

Handyman CRM software is invaluable for businesses wanting to grow and scale. With this software, you can ensure you never miss an opportunity, and you’re more proactive about tracking interactions and conversations.

The Benefits of Handyman CRM Software

Whether you’re a new business in your area or have been around for over 20 years, investing in a CRM is a must-have in today’s digital age. Here are eight advantages you can look forward to.

1. Improve Client Retention

If you’re still using Excel sheets and notepads to track your client’s contact information, you risk losing them to your competitors. With a CRM, you can keep all your client data in one place, which will help improve your retention efforts. You can identify clients you haven’t worked with in a while and reach out to them with a discount on future services. You can also use email marketing to send follow-up surveys, monthly check-ins, and newsletters to ensure your brand is always top of mind when they need a handyman!

2. Automate Follow-ups

With a CRM, you can automate your follow-ups to all prospects and customers. This is a great way to ensure you never miss a touchpoint and your customer’s needs are always met. For example, you can automate a follow-up to send after a consultation call or home visit. Sending a follow-up to address questions or concerns before moving forward is a great way to enhance the customer experience.

Townsquare Interactive’s cloud-based CRM offers a centralized lead management tool to track appointments and previous conversations with just a few clicks. You can automate your follow-ups based on enrollment triggers. All communication will be automatically tracked on the client’s profile.

3. Enhanced Productivity

A CRM will help eliminate repetitive, manual tasks. It will help automate your sales efforts and marketing campaigns, so your team can focus on tasks that require a human touch. This will help improve workplace productivity and efficiency.

4. Track Down Invoices

Handysmany customer management tools also have tools you can use to instantly invoice customers. You can generate professional quotes in minutes and track payments from past-due customers. You can also accept credit card payments and add detailed itemization. This will help eliminate the need for two or three more tools and ensure you have a centralized location to track or review all invoices.

5. Automate Marketing Campaigns

Email marketing is a powerful tool for engaging with future, current, and past customers. Instead of scheduling each email one by one, you can use automation to schedule automated marketing campaigns that work in the background of your workweek. You can set up enrollment triggers based on buyer behavior, actions, or location.

Townsquare Interactive allows you to automate email and SMS marketing campaigns. If you’re new to marketing or need some creative help, we also have built-in email marketing templates you can use for inspiration.

6. Improved Customer Communication

A CRM lets you personalize your messaging and be more proactive with your outreach. It will ensure you never miss a touchpoint and your customer’s needs are always met. This will help improve customer loyalty and help you turn a one-time buyer into repeat business.

7. Online Appointment Scheduling

Are you tired of playing email tag to schedule an appointment? Do you want to give your clients more control over scheduling? With a Handyman CRM, you can easily accept appointments on your website. With tools like Townsquare Interactive, your clients can reschedule or cancel their appointments without contacting you. This will help eliminate no-shows and ensure your team’s time is never wasted. Your customers will also receive automated confirmation and appointment reminders.

8. Better Team Collaboration

With handyman CRM software, you can visualize the entire customer journey. You’ll know who has a past-due invoice and which team member is already in talks with them. You can also see which email marketing campaigns are working and which ones aren’t. This will help you avoid double messaging the same client, leading to better collaboration and teamwork.

Invest in Townsquare Interactive Today

Whether your business focuses on fence repair, interior painting, or electrical work, a CRM is a must-have in today’s digital age. It’s a valuable tool you and your team can use to grow your book of business and retain your current customers.

Townsquare Interactive’s simple, easy-to-use business management platform includes all the tools and features your handyman business needs to grow. You can use our platform to schedule email and SMS marketing campaigns, appointment follow-ups, and send invoices. You can also use it to get more strategic with your sales and marketing strategies. We can also help you grow your business with social media marketing, web design, and local SEO services.

We’re here to help you stay organized during your workweek and provide the resources you need for success.

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