Best Garage Door CRM 2023: Tested for Small Businesses
It’s important to pick the right garage door service software out of the gate. Otherwise, it’s easy to mismanage time and resources—ultimately tanking your business. Lucky for you, we did the heavy lifting. We carefully curated this list of the best garage door CRM platforms, guaranteed to help you scale like never before ! I’m AJ. I’ve spent the last decade helping entrepreneurs succeed while building my business to a multiple seven-figure exit . So, let’s break down this list and get to the nitty-gritty of choosing a CRM that’s perfect for your garage door business. Hang out till the end, where I offer some pro tips to help you decide! After years of SBB testing, here is our list of the best garage door CRMs: Best Garage Door CRM For Integrations: HubSpot Best Garage Door CRM For Expense Tracking: Jobber Best Garage Door CRM For Scheduling Calendar: HouseCall Pro Best Garage Door CRM For Workflow Automation: Monday.com Best Garage Door CRM For Client Management: FieldPulse Best Garage Door CRM For Telephony: Freshsales Best Garage Door CRM For Beginners: Less Annoying CRM
How Did We Test The Best CRM For Garage Door Installation & Repair Businesses?
My team and I tested each CRM platform thoroughly over six months. Here’s what we looked at:
Scalability
Ease of Use
Feature Assessment
Customer Support
Hands-On Experience
Third-Party Reviews
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.
HubSpot
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30
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Tons of Free Tools From Each Hub
Live Chat Capabilities
Robust Integrations
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Why We Picked HubSpot CRM
HubSpot is an all-in-one platform designed to help your business scale (with none of the typical growing pains). Here are some features we love with HubSpot: Tons of integrations Mobile app Scheduling calendar Client management Workflow automation HubSpot is extremely powerful, beginner-friendly, and free forever. It’s easily one of the best CRMs on the market by any metric.
HubSpot CRM Features
Integrations
HubSpot offers some of the best integrations in the biz—hands down. The CRM powerhouse offers over 1,000 native integrations to take advantage of. Some of our favorites for garage door service businesses include: Slack QuickBooks Google Meet Calendly Mailchimp Zapier They have a fantastic App Marketplace (shown below) where you can quickly search for exactly what you need. HubSpot also pairs seamlessly with Zapier, unlocking over 6,000 additional third-party apps. So whether you need account software or appointment scheduling, HubSpot has you covered. Seriously—HubSpot offers just about every integration you could imagine. Bottom line: If you need a CRM that integrates seamlessly with your existing tools and workflows, look no further than HubSpot.
Mobile App
In order to keep up with the competition, a reliable mobile app is an absolute must for any CRM. HubSpot delivers on this in a big way with its app (available on iOS and Android). Here are some features you can access on the go: Client management Deal management Scheduling calendar Task tracking Email & call logging Reporting & analytics Here’s a snapshot of HubSpot via mobile. The mobile app is designed to give you all the functionality of the desktop version in a streamlined, easy-to-use format. This means you can stay on top of your business and close deals no matter where you are. The final say: HubSpot provides a mobile app that’s perfect for busy service professionals who need to stay connected wherever they are.
Workflow Automation
If you’re not using automation in your business, you might as well be throwing money out the window. HubSpot takes automation to the next level with its powerful workflow automation capabilities. Some of the tasks you can automate include: Sending follow-up emails after a client interaction Assigning tasks to team members Updating contact information based on specific actions Nurturing leads through targeted email campaigns The possibilities for automation are endless, and HubSpot makes it easy to customize and implement workflows that work best for your business. For example, HubSpot provides beginner-friendly automation templates (shown below). These templates make it easy for you to get started with automation and tweak them as needed. Take a look at this sample workflow midway through creation. The brass tacks: HubSpot’s workflow automation tools make it easy to streamline your processes and save time—ultimately leading to more profits for your business.
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 – $5,000/Month Check out our in depth HubSpot pricing guide!
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HubSpot CRM Pros and Cons
Impressive free plan
Great client management
Awesome mobile app
Stellar customer service (with live chat)
Intuitive interface
CMS Hub lacks customization options
Advanced plans are pricey
HubSpot Review
Jobber: Best For Expense Tracking
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Bonfire Rating: 4.7/5 Jobber is a dream come true for busy home service companies looking to get organized while scaling!
Jobber
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$
69
Monthly
Fantastic Scheduling Capabilities
Powerful Invoicing Tools
Great Client Management
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Why We Picked Jobber
Jobber earns its spot on our list of the best garage door service software for good reason. Some of the best features for garage door services include: Job management Expense tracking Scheduling calendar Client management Reporting & analytics Jobber offers a great user interface and scalable pricing (that won’t break the bank). Plus, it’s jam-packed with field service management features designed to help you scale.
Jobber Features
Expense Tracking
Jobber offers some of the most comprehensive expense-tracking features on the market. Here’s what you get right out of the gate with this feature: Expense categories & tagging Receipt attachments Customizable tax rates Track multiple currencies With Jobber, you can easily track expenses and attach receipts for each transaction. This makes it easy to stay organized and track expenses for tax purposes. Adding new expenses is as easy as clicking “+ new expense” and filling in the details. From there, you can view all of your expenses in one dashboard (shown below). You can easily tag expenses with categories (to help you better organize your finances). This means no more sifting through receipts or digging through spreadsheets to find a specific expense—it’s all right there in one place with Jobber. Our two cents: Jobber’s expense tracking features are top-notch and can save you time and hassle when it comes to managing your garage door business’s finances.
Client Management
Your customers are crucial to the success of your business. Jobber makes it easy to manage and keep track of all of your clients in one place. Here are some benefits of using Jobber for client management: Detailed client profiles Custom fields for specific information Client hist
