Clientric's Blog Posts

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Enhancing customer relationships to transforms Roofing business!
BusinessCRMsRoofing CompanyJuly 12, 2023by clientric0

Enhancing customer relationships to transforms Roofing business!

Customer Relationship Management (CRM) for Roofing Businesses Effective customer relationship management (CRM) is essential for success in today’s competitive roofing industry. However, managing customer relationships efficiently can be challenging without the right Customer Relationship Management (CRM) tools in place. What are the benefits of customer relationship management (CRM) software for roofing businesses? This blog post...

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Streamlined Processes for your Construction, Roofing, and Remodeling Businesses!
BusinessContractorsRoofing CompanyTechnologyZohoJuly 5, 2023by clientric0

Streamlined Processes for your Construction, Roofing, and Remodeling Businesses!

Frustrated with chaotic operations, project management, and tracking? Are you tired of feeling overwhelmed and losing control of your construction, roofing, or remodeling projects? Inefficient project management, limited visibility, and tracking can wreak havoc on your business, leading to costly delays and missed opportunities. But fear not! Here, we’ll explore how streamlined processes can help...

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Simplified Documentation Process for Roofing and Remodeling Contractors!
ContractorsRoofing CompanyTechnologyZohoJune 28, 2023by clientric0

Simplified Documentation Process for Roofing and Remodeling Contractors!

Are you a roofing or remodeling contractor struggling with the daunting task of managing countless documents? Organizing and maintaining accurate documentation can be a challenge, leading to misplaced files and potential project delays. However, there’s a solution that can revolutionize your document management process and enhance your efficiency. In this blog post, we’ll explore how...

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AccuLynx vs. Zoho One: Choosing the Right Software for Your Contracting Business
ContractorsCRMsRoofing CompanyZohoJune 19, 2023by clientric0

AccuLynx vs. Zoho One: Choosing the Right Software for Your Contracting Business

AccuLynx vs. Zoho One: Choosing the Right Software for Your Contracting Business! Welcome back to the “From Chaos to Control” series by Clientric CRM Consulting! In today’s blog, we will be comparing two popular software solutions for contractors: AccuLynx and Zoho One. As a contracting business owner, finding the right software that streamlines your operations,...

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Project Reporting and File Uploading Automation for your Roofing Crew!
BusinessRoofing CompanyTechnologyZoho ProjectsJune 14, 2023by clientric0

Project Reporting and File Uploading Automation for your Roofing Crew!

Balancing work and personal life is a common construction and contracting industry challenge. Are your roofers struggling to find time for themselves and their families due to an overwhelming workload? It’s time to address this issue and revolutionize their work experience. Introducing the solution that will transform your roofing crew’s productivity and well-being: Automated Project...

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From Chaos to Control: A Tech Playbook for Contracting Companies
BusinessContractorsCRMsRoofing CompanyTechnologyJune 12, 2023by clientric0

From Chaos to Control: A Tech Playbook for Contracting Companies

At Clientric, our primary mission is to help contracting businesses like yours reduce chaos and gain more control. We understand contractors’ frustrations when dealing with software that doesn’t cater to their specific needs. We’re excited to announce our new YouTube series, “From Chaos to Control: A Tech Playbook for Contracting Companies.” This series serves as...

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A Comprehensive Overview of Zoho Marketing Automation
BusinessMarketingMarketing AutomationRoofing CompanyZohoJune 9, 2023by clientric0

A Comprehensive Overview of Zoho Marketing Automation

What is Marketing Automation? Marketing automation is the use of software to fulfill marketing chores and run scheduled campaigns across multiple platforms at predetermined times. It includes setting down tools, platforms, and strategies to automate repetitive marketing tasks, manage and nurture leads, and offer tailored and targeted content to prospects and customers. One powerful marketing...

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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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