/*! elementor - v3.18.0 - 08-12-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} With the right customer relationship management (CRM) platform, you can scale your electrical company like a boss. With the wrong one, let’s just say you’ll be in for a shock. I’m AJ—here to help. I’ve spent the last decade building my business to a successful multiple seven-figure exit. I aim to help fellow entrepreneurs achieve financial freedom (in a fraction of the time it took me). So, let’s look at my list of the best CRM platforms for electrical contractors—each thoroughly tested by me and my team. Read on to the end, where I offer up some trade secrets to help you decide! After years of SBB testing, here is our list of the best CRMs for electrical contractors: Best CRM for Electrical Contractors For Integrations: HubSpot Best CRM for Electrical Contractors For Expense Tracking: Jobber Best CRM for Electrical Contractors For Scheduling Calendar: HouseCall Pro Best CRM for Electrical Contractors For Automation: Monday.com Best CRM for Electrical Contractors For Team Collaboration: FieldPulse Best CRM for Electrical Contractors For Lead Management: Zoho CRM Best CRM for Electrical Contractors For Beginners: Less Annoying CRM
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.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} How Did We Test The Best CRM For Electricians
My team and I went in-depth on the following metrics (over six months).
Hands-On Experience
Third-Party Reviews
Feature Assessment
Ease of Use
Customer Support
Scalability
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
HubSpot CRM: Best For Integrations
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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
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HubSpot
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Popular
Why We Picked HubSpot CRM
HubSpot is easily one of the best CRMs for any service industry. It’s perfect for electrical contractors focused on scaling their business quickly, thanks to its range of features and integrations. Here are some of HubSpot’s most impressive features: Powerful integrations Workflow automation Client management Pipeline management Great mobile app HubSpot is easy to use, incredibly powerful, and it’s completely free to use. Put simply, finding another platform that offers the same value as HubSpot is tough.
HubSpot CRM Features
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Integrations
HubSpot provides some of the best native integrations in the biz. In fact, the CRM system integrates with over 300 options available on the HubSpot App Marketplace (shown below). Some of our favorites for electrical businesses include: Slack Calendly MailChimp Zapier Google Contacts QuickBooks Google Meet HubSpot’s Zapier integration unlocks over 5,000 additional third-party apps, making it an absolute powerhouse of just about every integration you could imagine. Plus, HubSpot makes it incredibly easy to search for exactly what you need (and filter your results to browse the marketplace).
Workflow Automation
Automation can be a game-changer for your electrical business. Think about it—the less time you spend doing manual tasks, the more time you have to focus on growing your business. HubSpot offers some of the best workflow automation tools in the industry. You can easily create and automate tasks such as the following: Updating contact info Sending notifications Tracking customer interactions Following up with leads automatically With HubSpot’s workflow automation creation interface (pictured below), you can set up a sequence of actions in just a few clicks. Plus, if you’re unsure where to start, HubSpot offers plenty of pre-built workflows. Here’s a quick look at some of the options HubSpot gives you right out of the gate. Our verdict : HubSpot’s integrations and workflow automation make it the perfect CRM for businesses looking to scale quickly while streamlining their processes.
Client Management
Commercial electrical service contractors depend on client relationships to continue growing a thriving business. HubSpot’s client management tools make it easy to keep track of everything from contact info to purchasing history (and more). With HubSpot, you can easily: Keep all your customer information in one place Create automated tasks & reminders for follow-ups Manage customer relationships (from prospecting to post-sales) Customize your dashboard & fields to your specific needs Adding a new contact is as easy as clicking “add a contact” and filling out the following fields: Name Contact owner Job title Phone number & email Lifecycle stage Lead status Tags Custom fields With all your data added, you can get a bird’s eye view of the entire customer life cycle (at a glance) from your dashboard. Here’s how it looks (to give you a better idea). The need to know : HubSpot makes it easy to track every step of your customer’s journey so you can provide the best possible service from start to finish.
HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $30/Month Professional CRM Suite – $1,335/Month Enterprise CRM Suite – $5,000/Month Check out our in depth HubSpot pricing guide!
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position: relative;
display: flex;
justify-content: center;
align-items: center;
cursor: pointer;
padding: 5px;
}
.ue-table__templates-container {
display: none;
}
#uc_ue_table_elementor_16b983c6 .tabulator-cell {
white-space: normal;
}
#uc_ue_table_elementor_16b983c6 .tabulator-responsive-collapse {
white-space: normal;
}
#uc_ue_table_elementor_16b983c6 .tabulator .tabulator-header .tabulator-col {
color: #000000;
background-color: #FFFFFF;
}
#uc_ue_table_elementor_16b983c6 .tabulator .tabulator-header .tabulator-col:hover {
background-color: ;
}
#uc_ue_table_elementor_16b983c6 .tabulator .tabulator-header .tabulator-col,
#uc_ue_table_elementor_16b983c6 .tabulator .tabulator-header .tabulator-cell,
#uc_ue_table_elementor_16b983c6 .tabulator .tabulator-row .tabulator-col,
#uc_ue_table_elementor_16b983c6 .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_16b983c6 .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}
@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_16b983c6 .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_16b983c6 .tabulator-col-resize-handle {
border-width: ;
}
}
#uc_ue_table_elementor_16b983c6 .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_16b983c6 .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}
#uc_ue_table_elementor_16b983c6 .tabulator-col-resize-handle:last-of-type {
display: none;
}
.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}
.ue-table-column__button {
display: inline-block;
}
/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])
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