“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
Juggling multiple projects, site visits, suppliers, estimates, and other administrative tasks isn’t easy—but it’s part and parcel of every contractor’s day-to-day.
The good news is that a CRM can help. With Nutshell, you can streamline your workflow and automate parts of it, leaving you to focus on the most important tasks. Find out why Nutshell is the best CRM for contractors.
If you haven’t invested in a modern CRM for your home improvement, remolding, or builder business yet, it’s time to get in on the action. Regardless of your team size, chances are you’ve all got plenty on your plates, and a good CRM system can help you and your team manage and organize information, communication, and project progress more efficiently.
As a contractor, you’re likely dealing with at least a few big-budget contracts, which means your sales cycles can be long. Longer sales cycles call for a system to keep track of lead follow-ups and interactions to avoid pipeline and deal stagnation. The system should also help you keep the conversation going to strengthen relationships with prospects and leads.
On the flip side, you’ll want a platform to set up custom project workflows for all the different kinds of building projects you’re involved in. This comes with managing customer contracts, subcontractors, and suppliers, which can prove to be complex on large projects or when tackling several projects at once.
Here are a few of the fundamental benefits of a CRM system for contractors like you:
The benefits of great CRM software for general contractors, whether a small or large contracting business, are far-reaching. There’s no doubt that with the right CRM in your company arsenal, you could see an improvement in your processes, productivity, and overall revenue. Making sure you choose the right CRM solution for your operation is the clincher.
You’ll need a CRM that meets your business needs: One that can help you manage, communicate, and keep track of interactions with various contacts, from tool and equipment hire to sub-contractors, regulatory bodies, building material suppliers, and a whole lot more. You’ll also want it to help you streamline your sales and project execution processes, simplify procedures, and increase productivity.
Nutshell does all this and more, which is why it’s the industry-leading all-in-one CRM solution for contractors and other businesses. With Nutshell, you can leverage best-in-class features, including advanced contact management, custom sales and project workflow pipeline management, industry-leading sales and task automation, and enhanced team collaboration.
Let’s take a closer look at how these essential CRM features will benefit your builder, remodeling, home improvement, or general contractor business:
Storing and organizing your contact information and associated documentation in a centralized CRM like Nutshell gives you the tools to oversee your data efficiently. With everything in a central hub, managing data accuracy is easier. You’ll also have one place for everyone in your organization to access the same quality data, promoting information consistency and more positive customer experiences.
You’ll be able to find the contacts and conversation history you urgently need quickly. You can also filter, group, and segment contacts to create specific audiences, allowing you to send more personalized messaging and build deeper connections.
Choosing Nutshell as your modern CRM platform, you can look forward to the following contact management features and benefits:
When creating and working with pipelines, it’s essential to customize stages, tasks, activities, and automations to ensure they align with your processes. This allows you to build sales-specific pipelines, as well as pipelines for other types of workflows, such as project management and building material procurement.
With Nutshell’s flexible pipeline management solutions, you’re free to create pipelines in a way that makes sense for your needs. You could even build separate workflows for each project type, depending on the services you offer.
Nutshell gives you the tools to setup your pipelines your way, including:
Task automation is an essential element to watch when shopping for your ideal contractor CRM platform. This feature allows you to automate tasks within your sales and project workflows, giving you and your team more time to focus on priority tasks and nurturing customer relationships.
Nutshell allows contractors and builders to automate tasks and activities at every stage of their sales or project management pipeline. That means your team has the tools to be more efficient and productive, whether working to convert a lead or facilitating a home renovation.
With Nutshell as the foundation of your contractor tech stack, you can look forward to several benefits related to our task automation tools, such as:
We know that CRMs are great for centralizing all your company’s critical data—but they’re also perfect for centralizing team collaboration. A great CRM solution will help you streamline internal communication and information sharing to ensure everyone is in the loop and that your clients experience the best possible service.
At Nutshell, we’re serious about efficient team collaboration. Our CRM solution gives contractors multiple tools for teams to stay in touch and keep a finger on the pulse of their processes and workflows. Here are some of the ways Nutshell delivers next-level collaboration for teams:
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
Chances are your busy contracting business already uses software and digital tools to help you and your team deliver your general building, remodeling, renovation, or home improvement services. Investing in the best CRM for contractors is a great way to tie all these tech elements together, with your CRM as the foundation or nucleus of the tech stack.
Nutshell offers thousands of incredible integration opportunities, from popular mainstream business tools to industry-specific applications. That means you can connect your business’s favorite tools to Nutshell for a powerful, cohesive system with your CRM at the helm.
You may be interested in these integration categories to get your contractor tech stack up and running:
Contractors with specific software needs can always speak to our expert engineering support team for assistance. The Nutshell team can offer alternatives that work with Nutshell or provide you with a quote to build a custom data connection between your software and Nutshell.
Contractor-specific contact management solutions may use familiar industry lingo, but their capabilities are limited. As a result, opting for a contractor-specific tool can often stunt business growth instead of promoting it.
Choosing a comprehensive CRM solution gives you a host of tools to nurture and strengthen customer relationships, improve team productivity, and increase company profitability.
Nutshell is a world-class all-in-one CRM solution for contractors, chock-full of all the sales, marketing, and engagement features you could need to take your contracting business to new heights. With Nutshell, you can enjoy:
Our customers have a lot to say about how Nutshell has helped them connect with customers, gain insight into their sales, manage marketing campaigns, and more. Check out our customer stories to learn more about how Nutshell has helped companies like yours meet and exceed their goals!
An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.
Perfect for small teams that need more reporting capabilities to help improve performance.
For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.
For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.
For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.
When you choose Nutshell as your contractor CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.
If you’re looking for a CRM solution that can help you organize your contacts, manage your sales and project management workflows, improve team collaboration, and automate tasks, Nutshell has you covered:
Find out why contractors recommend Nutshell, from residential and commercial builders to home improvement specialists, remodelers, general contractors, and more.
Try Nutshell for free when you sign up for our 14-day trial, where you’ll have access to all our incredible features. Or contact our team of experts to discuss your unique contracting business needs.
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