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ContractorFlow - Residential Contracting Solution

All-in-one CRM (Leads, Sales, Production)

Overview

See How ContractorFlow - Residential Contracting Solution Works

  • Prospect Intake and Appointment Scheduling: Enabling contractors to move beyond spreadsheets and email, ContractorFlow offers configurable and personalized prospect intake and appointment setting capabilities in a results focused, easy-to-use platform.

  • Prospect to Estimate to Deal: ContractorFlow provides a quick and easy to use product selection and quoting process allowing your sales team to focus on the customer relationship. Resulting in increase average deal size and win rate.

  • Data and Analytics: ContractorFlow prioritizes the data needed for each job, providing granular margins and project costs. The app utilizes the data captured in real time to provide you essential analytics to make business decisions and manage your teams.

* Real time analytics; no data entry specialist needed * Dashboards leveraged by industry leaders for 360-degree business visibility * Ability to run your company remotely from any device * Save on marketing costs * Adjust pricing at will to combat fluctuating material prices and margins * Easily build multiple quotes & present pricing * Adjust finance terms, conditions, discounts, for objection handling on the fly * Nurture communication between customers and employees * Ongoing product support & training included * Custom integration services available

Categories

Business Needs
Sales
Quotes & Orders
Project Management
Industries
Engineering, Construction, & Real Estate
Personas
Executive
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Community Builder
Managed Package
Salesforce Mobile