If you’re an electrical contractor or owner of an electrical company, you’ve likely come to learn that a lot goes into effectively running a business. Not only will you be responsible for designing and installing new electrical systems, but you’ll also need to manage client relationships, schedule appointments, and send follow-ups to leads.
The most effective way to manage all of these tasks is to invest in an electrician CRM. An electrician CRM will have a suite of tools and features you can use to boost productivity and stay organized during the workweek. With this software, your team will have more time to focus on troubleshooting issues, making repairs, and inspecting systems.
When exploring different software options, ensure that the platform has everything you need to manage your day-to-day. Not every CRM is created equally, so it’s best to compare the features to find the best solution for you. In this article, we’ll explore a few of the must-have features and tools you’ll need to enhance your workweek. Here’s everything you need to know about CRMs for electricians.
8 Electrician CRM Features You Need
There are many different types of CRMs, and the features will vary from software to another. When exploring options for your business, here’s a quick look at eight features you should look for is the best CRM for electricians:
1. Appointment Scheduling Tools
Are you tired of playing phone tag to schedule a simple installation? Are you still relying on email marketing and an appointment scheduling book to take new appointments? With an electrician CRM, you can eliminate the need for old-school appointment scheduling and replace it with a service scheduling software. Appointment scheduling tools and software make it easier for your clients to schedule, cancel, and reschedule appointments. This will eliminate no-shows and last-minute cancellations.
Appointment scheduling tools also make it easier for managers and business owners to visualize their workweek. When everything is automated and integrated into your work calendar, you can make better scheduling decisions throughout your workweek.
2. Cloud-Based CRM
A cloud-based CRM is no longer a nice-to-have; it’s a must-have. This feature offers a centralized location where you can view all client data and communication in one place. Your team can use this data to develop marketing campaigns to nurture leads into paying customers. You can also view all client appointments, invoices, and communication in one place, so you’ll never be out of the loop on big sales and projects. Once you’ve integrated a cloud-based CRM into your workweek, it will be easier to understand your target audience.
3. Invoice and Payment Tools
Are you tired of chasing down invoices and payments? Are you constantly relying on your accounting team to inform you what is paid and what is past due? When exploring different electrician CRMs, you’ll want to find an option that can help simplify your workweek communication. Some platforms have invoicing tools that eliminate the need for additional tools or third-party payment processors. This can help improve team collaboration and communication across different departments. It will also seamlessly connect with your database to see who has paid and who hasn’t.
4. Credit Card Payment Processor
If you want to simplify your tech stack, platforms like Townsquare Interactive also have a built-in payment processor for credit cards, so you don’t need to work with a third-party processor. All financial data is handled securely, so you can gain the peace of mind you need while you’re accepting payments while out in the field.
5. Integrated Inbox
Not everyone who works for you will have access to their email when they are out in the field or working with clients. To ensure you never miss a touchpoint, you’ll need a CRM that has an integrated inbox. With an integrated inbox, you can view all support questions and inquiries in one place. You don’t need to worry about missing an email or appointment. All communication will be in one inbox, so your team can split up the work and tackle challenges as quickly as possible.
6. Workflow Automation
Automation is designed to improve workplace efficiency and reduce the risk of human error. With automated workflows and follow-ups, you can keep your customers engaged with your offers, updates, and cross-sells. You can also determine the messaging and triggers, ensuring your customers receive email communication that aligns with their needs.
7. Email & SMS Marketing
Email and SMS marketing are marketing tools your business can use to engage with current and potential customers. With the right messaging and content, you can highlight special offers, win back past customers, or engage with your current customers. If you need help getting creative with your email marketing, platforms like Townsquare Interactive also have free email templates you can use to streamline the creation process.
8. Integrated Calendar
With an integrated calendar, you’ll always have a pulse on your team’s workweek. You’ll know if someone has a scheduling conflict or accidentally gets double-booked. You can also view all appointments and meetings in one centralized place. This will help streamline administrative tasks and provide all the data you need to successfully schedule your team’s workweek.
Explore the Best Electrician CRM on the Market
No matter the size of your electrician business, you’ll find that there are many benefits to adding a CRM to your tech stack. A CRM is an essential must-have if you want to grow and scale your business. With these automation tools and features, you can enhance your client communication and get more time in your day to focus on other projects.
Townsquare Interactive offers more than just another business management platform; we’re a marketing partner you can rely on. We provide small businesses with hands-on support to help them grow their online business through web design, social, and SEO.