16 Key Checks to Help Choose The Right CRM for Your Trade Business

We are often asked ‘which CRM is right for my trade business’. A great question considering there are over 200 on the market.

To make the right decision, you need to ask the right questions. This will help you understand which one is a better fit for you.

But what questions do you ask?

The first one we need to cover off is; What is a CRM?
Yep, should start with this basic one…

CRM is short for a ‘Customer Relationship Management’ system. It is a platform whereby you can manage your business from your computer or handheld device while in the field.

You can manage jobs, projects, purchase orders, timesheets, invoicing, inventory, assets, customer communication and more.

No more stapling little bits of paper to your diary, trying to schedule the jobs and communicate with the tradies one phone call at a time… arrggghhhhh!

This is ALL about taking control of your business, improving productivity overnight and profitability out of sight!

It’s about lifting the lid on your earning capacity by applying the RIGHT business model for your business. And I’m telling you, a CRM is a MUST if you want to do this right. Regardless of your trade or size of business.

I know it has made a SIGNIFICANT impact for our trade members. It can have the same positive impact for you too…

So, what questions should you ask to make this decision on behalf of your business?

To answer that, you should download our free infographic, designed with you in mind, to help you make the RIGHT decision for your trade business.

16 Key Checks To Help Choose The Right CRM for Your Trade Business.

This is about EMBRACING the new tradie way; one that empowers YOU to operate a paperless, stress free, productive and profitable trade business.

Times are changing… and you don’t want to get left behind…

You can join the ‘Tradie Revolution’ and transform your trade business with the latest cutting edge technology in marketing and systemisation…so you can work fewer hours, make more money and stay way ahead of the competition.

So, have you done your research right?
Or have something to add to help all tradies make the RIGHT choice for their business.

What’s next?

  1. Join our Kick-Ass Tradies Facebook Group, for access to trade business specific conversations, tips and resources, plus a like-minded community of tradies.
  2. Book a 15-minute Game Plan Call with Andy, owner of Dr. DRiP plumbing and co-founder of Lifestyle Tradie, to clarify your priorities and get clear action steps.

We’d love to hear from you.