The CRM software that grows with you.
What is the best CRM to grow your contracting business?
The one built just for you.
Your CRM is tailored to your workflow
Custom dashboards bring everything to you
Sales, job costing, operations & more - all in one place
Make your sales software work for you.
While other CRMs force you to adjust your workflow to fit their process and box you into a one-size fits none implementation, we believe that your software should work the way you need it to.
You don’t need to feel tied down by a tech platform. With our CRM design process, you have the freedom to run your roofing, siding or home service business your way.
We build businesses the CRM they actually want.
$11,287,547
of invoices automated
4,000+
hours saved
0
Copycat Solutions
The tools you already love.
Now in one place.
Pull in tech from anywhere and make it accessible all in one place.
- Integrate your new CRM with any existing software you need
- Bring it home in a customized, intuitive dashboard
- Access extensive training and support
Transform the way you manage your business.
- Easily keep your crews and sales team in the loop
- Create quotes, invoices & sales automations with ease
- Manage your costs, production scheduling, crews and inventory
Game-Changing Integration
We had a wonderful experience working with Clientric CRM Consulting! They helped integrate new systems into our business that have been a game changer! I highly recommend them!
- Flatland Roofing
Streamlining Success
Kasey & his team helped our company build a high-functioning CRM to help our company get rid of many of our manual processes. I would highly recommend.
- iPay Solutions Inc.
Efficient and Supportive
Clientric was great to work with. Very efficient in setting things up, and made sure that I understood what they were doing, and how to use it. I have already referred them, and will continue to.
- Magnum Roofing and Construction
Frequently Asked Questions
What businesses need a custom CRM?
We make CRM solutions for construction companies that want to future proof their business. Other CRM providers give you limited options that might work for smaller contracting businesses, but can’t scale as the company grows. We build your CRM to your operations and processes - so you’re always in charge.How Do I Train My Employees to Use My CRM?
We know that training your crew and sales teams on using your new software is crucial to its success. When you work with us you get hands-on training sessions for you and your team, and access to all our CRM training documentation.How Much Does a Custom CRM Cost?
As much as we would love to answer this, it's near impossible without further understanding your requirements. We are getting faster and better at building systems everyday. We've had some cost as little as $10,000 and as high as $100,000. It's important to have insight into how you want the tool to function. Remember, you're really investing in your team to accomplish more in less time while creating a better customer experience. Whatever you are comfortable with is going to be a huge improvement.How Do I Evaluate if a Custom CRM is Worth The Cost?
Really, it comes down to your goals as a business. Those with a growth, expansion, and scalability mindset are going to find this process worthwhile. While it may cost some money to implment it's important you look at the opportunity cost & bigger picture.What is the cost of your current software/system over the next 5 years?
What is the cost of a new software/systems over the next 5 years.
Are you able to get an ROI on it over that period of time? Will it perhaps cost less than what you're currently paying?
If the answer is no, then it's definitely not worth it but most businesses find they spend a lot of money on a software they are not happy with. A system like this has infinite ROI and it's high time you take advantage of that!
How Long Does It Take To Create a CRM?
Depends on the complexity. Could be anywhere from 1-6 months. The clearer your requirements are, the easier it will be for us to determine what it will take to get you a system you require and ensure your team is properly trained.How Can I Get My Business Software in One Dashboard?
By focusing on your CRM as your single source of truth all information can flow in and out of it. Sort of like an information hub. If it's not in the CRM, it doesn't exist. This forces all business tools to flow through and communicate with your CRM making it your one-stop-shop in one dashboard.Have questions? 1 (866) 596-0362
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