As a roofing contractor, your roofing project first begins with the customer scheduling an appointment for a property inspection. By going through the inspection, you can get a clear picture of what the customer wants, understand what’s realistic for the project, and figure out exactly what needs to be done to make it happen. Only then can the roofing project be initiated.

 Every contractor like you must set up an appointment scheduler for the following reasons:

1. Simplify appointment scheduling: An appointment scheduler eliminates two-way phone calls and emails for booking and confirming appointments.

2. Facilitate your lead generation process: A lead must provide necessary information such as their name, contact details, and address to book an appointment.

3. Organize efficiently: All appointments are managed in a centralized calendar to avoid double-bookings and ensure effective crew assignment and resource allocation.

4. Offer stellar customer service: A hassle-free process for booking an appointment at the customer’s convenient time is the way to go for a good customer experience.

If an appointment scheduler helps you effectively generate leads, then a CRM platform becomes essential to effectively manage all those leads. Imagine if your CRM could also streamline appointment scheduling! Here’s where Zoho CRM comes into the picture.

Zoho CRM is a top-rated sales CRM that helps you convert more prospects into customers, build lasting relationships, and resiliently grow your business. It’s designed to increase leads, streamline and accelerate sales, and measure sales performance with a 360-degree view of customers.

With features for process management, sales enablement, communication, and more, Zoho CRM has everything you need to streamline and automate your roofing business. The best part? Its extensibility allows you to integrate it with your preferred third-party apps!

Simplify appointment scheduling with Zoho CRM 

Zoho Bookings and Zoho CRM

Thanks to Zoho CRM’s seamless and native integration with Zoho Bookings, Zoho’s online appointment-scheduling software, you can set up an appointment scheduler for your business and effortlessly capture all your leads in Zoho CRM.

 With the integration, you can:

• Access all Zoho Bookings appointments under the Meetings module in Zoho CRM.

• Simply push custom Bookings fields to the Meetings module.

• Sync all your bookings with your Zoho CRM Calendar.

• Schedule appointments with your contacts and leads based on staff availability.

Build your scheduler using Zoho Creator and integrate it with Zoho CRM

Zoho Creator, Zoho’s low-code application development platform, helps you design, develop, and run business software. Install and customize solutions based on your requirements and for any use cases.

With Creator, you can build your own appointment scheduling app:

• Track appointments and staff availability.

• Allow customers to schedule, cancel, or reschedule appointments easily.

• Keep everyone informed with email and push notifications.

• Provide staff with a dedicated portal to view upcoming appointments and receive reminders.

Build your own scheduler and integrate the app with Zoho CRM for a seamless flow of lead data and appointment information. You can then effortlessly manage your leads in Zoho CRM by tracking the entire journey of each deal.

Pick an appointment scheduling tool that works for you and connect it with Zoho CRM. Let Zoho CRM efficiently streamline your lead nurturing and customer interactions with the integration’s smooth workflow.

Sign up for Zoho CRM now and redeem Zoho Wallet credits for your Zoho purchases!