Plumbers working on their own need just to look at a very simple CRM. However anything that uses a booking system and company contracts for service and maintenance should seriously look at using a good CRM system to maximise sales and minimise their costs.
Keeping client records and photos of installations of the installations and quotes for new equipment and then follow up is a great way to greatly increase the profit from a plumbing business. As well as cutting costs by knowing what was installed and needs to be fixed under warrantee or not.
Infusionsoft is a great sieve for this and can be used to track all types of information running through the business such as jobs, diary, email, client notes payments and other data. Clients can also be put into customer follow up campaigns and customer satisfaction surveys.
For a demonstration I recommend jumping over to their site and requesting a demo. Always best when doing this to have a clear clear idea of what you want out of a system. Such points as how many clients you have on record, what is your sales process like now and how do you want that to change. For instance from ad to phone call to quote then sale – changing to – from website or social media to online sale to phone confirmation of arrival time and then customer follow up and maintenance contract.