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Effective CRM Solutions - Streamlining Your Digital Marketing Campaigns

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Manage episode 482734251 series 3427024
Content provided by FatCat Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FatCat Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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In this episode of Digital Marketing for Contractors, Janet and Caitlyn break down one of the most important systems in any home improvement business: the CRM (Customer Relationship Management) platform. Whether you're still running your company from a whiteboard and a spreadsheet or already using a CRM, this episode is packed with practical insight on how the right system can transform your operations, marketing, and growth potential.

They cover:

  • What a CRM actually does (and why it matters)
  • Signs you're outgrowing your spreadsheet setup
  • Their favorite CRMs for contractors (MarketSharp, Lead Perfection, AccuLynx, Jobber, ClientTether, and more)
  • Real-world examples of how CRMs streamline follow-up, improve reporting, and automate marketing
  • How to choose the right CRM based on your company's size and service type

The takeaway? If you want to grow, you need a CRM. It's not just software—it’s a business upgrade.

Want to find out how we can create a custom digital marketing game plan for your contractor business? Schedule a call with us at fatcatstrategies.com.

  continue reading

40 episodes

Artwork
iconShare
 
Manage episode 482734251 series 3427024
Content provided by FatCat Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FatCat Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

In this episode of Digital Marketing for Contractors, Janet and Caitlyn break down one of the most important systems in any home improvement business: the CRM (Customer Relationship Management) platform. Whether you're still running your company from a whiteboard and a spreadsheet or already using a CRM, this episode is packed with practical insight on how the right system can transform your operations, marketing, and growth potential.

They cover:

  • What a CRM actually does (and why it matters)
  • Signs you're outgrowing your spreadsheet setup
  • Their favorite CRMs for contractors (MarketSharp, Lead Perfection, AccuLynx, Jobber, ClientTether, and more)
  • Real-world examples of how CRMs streamline follow-up, improve reporting, and automate marketing
  • How to choose the right CRM based on your company's size and service type

The takeaway? If you want to grow, you need a CRM. It's not just software—it’s a business upgrade.

Want to find out how we can create a custom digital marketing game plan for your contractor business? Schedule a call with us at fatcatstrategies.com.

  continue reading

40 episodes

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