Clientric's Blog Posts

Stay tuned for a new blog post every week!
Mastering Roofing and Contractors Accounting with Zoho Books!
BusinessContractorsRoofing CompanyZohoZoho BooksNovember 22, 2023by clientric0

Mastering Roofing and Contractors Accounting with Zoho Books!

In the roofing and construction contractors’s industry, maintaining accurate and up-to-date accounts is crucial for the health of your business. Accurate financial records not only ensure compliance but also provide valuable insights into the financial health of your roofing business. However, manual accounting processes can be labor-intensive and error-prone, leading to challenges in creating precise...

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Achieving Work-Life Balance for Roofing Business Owners with Zoho One!
ConsultingContractorsRoofing CompanyZohoZoho OneNovember 15, 2023by clientric4

Achieving Work-Life Balance for Roofing Business Owners with Zoho One!

Roofer’s Daily Hustle: What’s Work-Life Balance? Running a successful roofing business can be incredibly rewarding, but it often comes at the cost of work-life balance. Roofing business owners are frequently faced with an overwhelming workload that makes it challenging to find time for personal life and relaxation. The cause of this problem is often rooted...

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Transforming your Roofing Inventory Management with Automation!
ConsultingContractorsRoofing CompanyZohoNovember 8, 2023by clientric0

Transforming your Roofing Inventory Management with Automation!

In the dynamic world of roofing, efficiency is crucial for success. However, many roofing businesses grapple with a common problem: time-consuming repetitive processes in inventory management. This issue often arises due to the manual handling of tasks, which not only drains productivity but also takes focus away from core roofing projects. In this blog post,...

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Elevating Customer Service: How Technology Transforms Roofing Business!
ContractorsCRMsRoofing CompanyTechnologyOctober 31, 2023by clientric0

Elevating Customer Service: How Technology Transforms Roofing Business!

Welcome back to the “From Chaos to Control” series by Clientric! In this blog post, we’re diving deep into a topic that’s a game-changer for your roofing business: how technology can elevate your customer service. Exceptional customer service isn’t just a nicety; it’s a strategic advantage that can turn satisfied customers into loyal advocates. Leveraging...

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Data Disarray in Roofing: Zoho CRM for Complete Customer Information
ContractorsCRMsRoofing CompanyZohoZoho CRMOctober 25, 2023by clientric0

Data Disarray in Roofing: Zoho CRM for Complete Customer Information

In the fast-paced world of roofing, having complete and organized customer information is paramount. Yet, many roofing businesses grapple with a common issue i.e. data disarray in roofing businesses. In this blog post, we’ll delve into the problem of incomplete or scattered customer data and learn about its causes and consequences. We want to introduce...

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Scaling Your Roofing Business with Technology: Growth Strategies!
BusinessContractorsCRMsRoofing CompanyTechnologyOctober 23, 2023by clientric0

Scaling Your Roofing Business with Technology: Growth Strategies!

Welcome back to the “From Chaos to Control” series by Clientric! Today, we’re diving deep into a crucial topic that’s essential for roofing business owners: scaling your roofing business with technology. Whether you’re just starting out or aiming to grow your existing business, technology can be the catalyst that propels you toward your goals. Let’s...

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7 Tips To Streamline Roofing Business SOPs!
ConsultingContractorsRoofing CompanyTechnologyOctober 13, 2023by clientric0

7 Tips To Streamline Roofing Business SOPs!

Streamlining Roofing Business Standard Operating Procedures! Welcome back to the “From Chaos to Control” series by Clientric! Today, we’re delving into one of the most critical aspects of running a roofing business efficiently – Standard Operating Procedures, or SOPs. Whether you’re a small or large company, SOPs are your secret sauce to streamline operations and...

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Elevate Customer Service Excellence with Zoho Desk!
ConsultingContractorsRoofing CompanyZohoOctober 11, 2023by clientric0

Elevate Customer Service Excellence with Zoho Desk!

Zoho Desk, a Customer Service Help Desk Software Efficient and responsive customer service is the lifeblood of any successful business, including roofing companies. However, many roofing businesses encounter a common problem – struggling to provide efficient customer support. This issue often arises due to the lack of a centralized customer service platform, leading to slower...

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🚀 How to 3x Your Referrals in 57 Days! 🚀 In this video, Kasey from Clientric breaks down exactly how you can triple your referrals and boost repeat business in just 57 days. We’ll show you why referrals are an under utilized goldmine and how you can capitalize on them with minimal effort through automation and personalized customer experiences. You’ll learn: Why referrals are cheaper and easier to close compared to other lead sources. How 40% of leads slip through the cracks due to slow follow-ups and what to do about it. Why only 20% of potential referrals are maximized, and how to tap into the other 80%. How to improve customer satisfaction by 35% with a seamless, personalized experience. 🏆 At Clientric, we help construction and home improvement companies automate their sales and customer processes to increase referrals by 30%, recover 20% of lost leads, and boost repeat business by 40%. Our automated follow-ups and customized experiences will keep you top-of-mind for your clients, all without the extra manual effort. 📅 Ready to see results? Book a 15-minute call with us and take away actionable insights you can implement right away. Don’t miss out on the opportunity to 3x your referrals and scale your business! 🔗 Book your free call here: https://booknow.clientric.co/#/clientricinquiry 👀 Don’t forget to like and subscribe for more tips on growing your business through automation and customer satisfaction! #Referrals #CustomerExperience #SalesAutomation #ConstructionBusines #HomeImprovement #BusinessGrowth




Unleash the full potential of your Zoho Workdrive environment with this in-depth exploration of admin settings. This video, the fifth in our series, delves beyond the basics, offering expert insights and advanced configurations to optimize your workspace. Discover how to fine-tune user permissions, manage storage quotas, and enforce security protocols with precision. Learn to troubleshoot common issues, optimize performance, and enhance collaboration within your team. This comprehensive guide empowers you to make informed decisions and tailor Zoho Workdrive to your organization's unique needs. From advanced security settings to performance optimization, this video covers it all. Whether you're a seasoned admin or just getting started, you'll gain valuable knowledge to elevate your Zoho Workdrive management to new heights. Join us as we unravel the intricacies of the Zoho Workdrive admin console and unlock its full potential. #ZohoWorkdrive #AdminSettings #AdvancedSettings #Troubleshooting #ZohoTutorial #CloudStorage #Collaboration #WorkspaceManagement If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ #zoho #zohopartner #zohotutorial . . . . . . . . . . . . . . . roofers roofing business roofing contractors roofing insights roofing 101 #zohoworkdrive #2024Updates #CloudStorage #Collaboration #FileManagement #UploadLimits #FilePreview #SearchFunctionality #ZohoTutorial #businesssoftware #ZohoWorkdrive #CustomDomain #Tutorial #Branding #Collaboration #Security #Professionalism #ZohoTutorial #CloudStorage #OnlineWorkspace




Are you drowning in a sea of spreadsheets and struggling to pinpoint where your projects truly stand? It's time to break free from the chaos and harness the power of data. By integrating job costing and CRM, you can transform your business from a ship without a rudder to a profit-generating powerhouse. Discover how to seamlessly connect the dots between sales, operations, and finance. Gain unprecedented visibility into your projects, from initial quote to final invoice. Uncover hidden opportunities for cost savings, increased efficiency, and enhanced customer satisfaction. With real-time insights at your fingertips, you'll be empowered to make data-driven decisions that drive growth and profitability. Don't let outdated systems hold you back. It's time to embrace the future of business management. Watch this video and unlock the secrets to maximizing your profits and achieving unparalleled success. If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ Keywords: job costing, CRM, integration, project management, profitability, sales, customer relationship management, data analysis, business efficiency, financial management




Are you drowning in a sea of spreadsheets and struggling to pinpoint where your projects truly stand? It's time to break free from the chaos and harness the power of data. By integrating job costing and CRM, you can transform your business from a ship without a rudder to a profit-generating powerhouse. Discover how to seamlessly connect the dots between sales, operations, and finance. Gain unprecedented visibility into your projects, from initial quote to final invoice. Uncover hidden opportunities for cost savings, increased efficiency, and enhanced customer satisfaction. With real-time insights at your fingertips, you'll be empowered to make data-driven decisions that drive growth and profitability. Don't let outdated systems hold you back. It's time to embrace the future of business management. Watch this video and unlock the secrets to maximizing your profits and achieving unparalleled success. If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ Keywords: job costing, CRM, integration, project management, profitability, sales, customer relationship management, data analysis, business efficiency, financial management




Ready to elevate your Zoho Workdrive experience and add a touch of professionalism? This video, part four of our tutorial series, unveils the power of custom domains. Learn how to personalize your online workspace and ditch the generic Zoho Workdrive URL. By the end of this video, you'll be a Zoho Workdrive domain pro! You'll have the knowledge to personalize your online workspace, enhance brand recognition, and streamline collaboration with a custom domain. Stay tuned for future installments, where we'll delve deeper into specific Zoho Workdrive functionalities. We'll explore advanced features, integrations with other Zoho applications, and tips for maximizing your mobile access for ultimate control over your collaborative projects on the go. Hit that subscribe button and join us on the journey to Zoho Workdrive mastery! #ZohoWorkdrive #CustomDomain #Tutorial #Branding #Collaboration #Security #Professionalism #ZohoTutorial #CloudStorage #OnlineWorkspace If you're looking for a partner that can help you take your business to the next level, look no further than Clientric. Subscribe to our channel to stay up-to-date with our latest news and insights, and contact us today to learn more about how we can help you achieve your business goals. Website: https://clientric.co/getcrmhelp/ Facebook: https://www.facebook.com/clientric.co Instagram: https://www.instagram.com/clientric.co/ Linkedin: https://www.linkedin.com/company/clientric-crm-consulting/ #zoho #zohopartner #zohotutorial . . . . . . . . . . . . . . . roofers roofing business roofing contractors roofing insights roofing 101 #zohoworkdrive #2024Updates #CloudStorage #Collaboration #FileManagement #UploadLimits #FilePreview #SearchFunctionality #ZohoTutorial #businesssoftware #ZohoWorkdrive #CustomDomain #Tutorial #Branding #Collaboration #Security #Professionalism #ZohoTutorial #CloudStorage #OnlineWorkspace




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