“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
As a roofing company, you can benefit immensely from using a customer relationship management (CRM) platform. A crucial business tool for roofing businesses, a CRM can help your teams collaborate, stay productive, and manage everything from leads to contracts.
And Nutshell is the perfect CRM for roofers. With Nutshell, you can ease your team’s workflow by automating tasks and designing processes that work for everyone.
Delivering the best service and product possible is the pinnacle of your roofing business, and achieving this requires immense organization and flawless communication. Access to accurate customer information, seamless team collaboration, and efficient workflows are needed to create positive customer experiences.
Whether upgrading your CRM system or adopting one for the first time, roofing companies can benefit from investing in a feature-rich CRM. Regardless of your business model, a good roofing CRM can help your sales, marketing, and support teams with some of the heavy lifting, improving processes and saving time.
Some of the core benefits you can look forward to when implementing a CRM solution for your roofing business include:
With so many CRM systems on the market, the process of finding the ideal one for your business can seem overwhelming. Sourcing the right CRM solution for your roofing business means knowing the features your business needs and finding a solution that meets your budget and requirements.
You want a CRM that complements your workflows and helps ensure your team remains efficient and productive. Your CRM software must also support customer relationship building and give your team the information and tools to guarantee customer satisfaction with every interaction.
These essential features, along with a host of other valuable tools, make Nutshell the ideal roofing CRM. The following are just a few of the features you can expect when you choose Nutshell for your roofing business:
Efficiency is the cornerstone of a productive team and the foundation of a profitable roofing business. One of the best ways to improve productivity is to minimize the time your sales and marketing teams spend on non-selling activities and repetitive administrative tasks.
Nutshell’s sales automation tools effectively cut down on these time-wasting tasks and make automated activities easy to set up. With these automation features, you can:
Keeping all your prospect and customer information organized can be a headache without the right system in place. With Nutshell’s contact management features, your team has a central repository of customer knowledge.
This way, your team has access to the same controlled data, ensuring they have accurate information when dealing with leads and customers. They’ll also be able to track each interaction via a detailed communication timeline within each contact’s record. Users can also leave pinned notes for teammates to highlight important contact information.
You can log all communications with your customers from your desktop or phone to Nutshell so everyone on your roofing team is on the same page. This reduces the back-and-forth communications internally and with your customers and goes a long way toward enhancing the customer’s experience.
Nutshell’s business card scanner feature also makes it easy to save leads by taking a photo of a business card on the go. The contact details will automatically sync to your CRM.
Nutshell’s reporting and analytics features can help you track the progress of each roofing project. Being on top of your projects lets you manage your team’s time and your company’s resources more effectively as roofing contractors.
As a result, you complete projects on time, keep your customers happy, and can promptly start on new projects. With Nutshell, you turn your team into a well-oiled machine that completes projects efficiently.
You can instantly view your sales performance and compare it with previous periods so you can measure the success of your current efforts and processes. This helps you and your team discover what’s working and what needs improvement to close deals among your roofing leads.
Nutshell also lets you download charts, making your performance data easier to digest. Use these charts for your presentations or reports. With just a click of a button, you can save charts from Nutshell and use them in your next presentation deck.
Here’s a breakdown of what you can expect from Nutshell’s reporting and analytics tools:
Roofing companies need their teams to collaborate on multiple projects. But getting your sales, marketing, customer service, project management, and accounts teams to communicate and share the information they have can sometimes be a challenge.
With Nutshell, you can store your team’s communications within your roofing CRM, where everyone can access them, so no project updates slip through the cracks. This is a great way to break the divide between departmental silos and ensure your employees work as one toward the best possible customer experiences.
Do you need your colleague’s input on a particular roofing project? Tag them in Nutshell. Your teammates will receive a mobile alert notifying them they’re needed for that project.
Leverage Nutshell’s advanced team collaboration features in the following ways:
Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.
Mark M. Southwestern Scale Co.
I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.
Craig C. Thermal-Tec
We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.
Daniel H. EOS
When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.
Jason C. Arrow Container Corp
Investing in a CRM system enhances more than just your contact management abilities. You can also link other essential roofer software to your CRM platform to create a central hub for all your organization’s operations. It’s the perfect way to streamline processes and procedures and ensure your business remains efficient and successful.
With Nutshell, you can integrate your CRM with thousands of popular apps in various categories, such as:
Your roofing business needs a CRM solution that you can adapt to your unique business needs—one that aligns with your sales, marketing, and service processes. Nutshell is the best CRM for roofers because it offers roofing businesses the flexibility to customize features to fit their requirements.
But that’s not all. Nutshell is a future-forward, dynamic, and scalable CRM platform that gives your business room to grow and adapt. Regardless of your needs, Nutshell is primed to step in as the optimal foundation for your roofing tech stack. And if your company needs to integrate Nushell with a unique system, our team is ready to help you make that happen.
Choosing Nutshell as your CRM partner offers you innumerable benefits, including:
Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like you achieve and exceed their goals!
All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.
Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.
CRM, sales automation, and advanced reporting to help your team maximize every opportunity.
Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.
No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.
When you choose Nutshell as your Roofing CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More
Staying on top of all your projects while nurturing leads and growing your business can be challenging for roofing companies. With a user-friendly and affordable CRM like Nutshell, you can oversee your projects, all while managing and scaling your roofing company.
Nutshell not only gives you a bird’s-eye view of your business’s performance but also shows you the tiny details so you don’t miss important updates to serve your customers.
Try Nutshell free for 14 days to see if it’s the roofing CRM you’ve been looking for!
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