Zoho Premium Partner!!! We’re thrilled to announce a major milestone at Clientric CRM Consulting: we’ve officially become a Zoho Premium Partner! This achievement signifies years of dedication to exceptional client service and expertise in Zoho solutions. It’s been a journey – from Zoho Authorized Partner to Zoho Advanced Partner, and now, Zoho Premium Partner. Throughout...
Feeling like your trusty CRM is holding your roofing business back? You’re not alone. Many roofing companies start with out-of-the-box CRMs like Acculynx, JobNimbus, or Roofr. These solutions are great for getting started, but as your business grows, their limitations become apparent. Signs You’ve Outgrown Your CRM: 1. Craving Customization: Out-of-the-box solutions often lack...
In the competitive world of roofing, efficiency is king. A Customer Relationship Management (CRM) system can be your secret weapon, streamlining processes, boosting sales, and keeping your customers happy. But with a plethora of CRMs on the market, how do you choose the perfect fit for your roofing business? Choosing the Perfect Roofing CRM! The...
5 Essential Tips for Stress-Free Downtime! Tired of feeling chained to your roofing business? Dreaming of a relaxing vacation without worrying about everything falling apart? You’re not alone. Many roofing business owners struggle with the fear of leaving their work behind before going on vacation. But fear not! With the right strategies, you can enjoy...
Greetings, CRM enthusiasts! We are thrilled to share the highlights of our recent Zoho CRM Foundation Training session conducted by one of our Clientric’s team member Sanjana. In this comprehensive training, Sanjana covered fundamental aspects of Zoho CRM, addressing specific topics requested by her colleagues. Let’s delve into the key takeaways! 1. A Walkthrough of...
Zoho Inventory: Overview! Hello, fellow business enthusiasts! In this blog post, we’re diving deep into the overview of the Zoho Inventory and uncovering the essential steps to set it up seamlessly within the Zoho One ecosystem. So, without further ado, let’s jump right in! 1. How easy it is to set up your organization...
Truths about Zoho from Zoho Experts! Welcome back to our channel, where we bring you expert insights and honest advice to help you navigate the tech landscape for your contracting business. In today’s blog post, we’re unraveling the truths about Zoho, specifically exploring situations when it might not be the ideal fit for a roofing...
Leakage in your Roofing Sales Funnel: Overcoming Challenges with Zoho CRM! The roofing industry is booming, but that doesn’t mean closing deals is a breeze. From fierce competition to fickle leads, roofing sales come with unique challenges. But fear not, intrepid roofers! You can transform those challenges into triumphs with the right tools and strategies....
Which software should you choose: Zoho One or Roofr CRM? Welcome back to our “From Chaos to Control” series, your go-to tech playbook for contracting companies. In today’s episode, we’re diving into a detailed comparison between Zoho One and Roofr CRM. By the end of this blog post, you’ll have a thorough understanding of how...
Fear Not, Fellow Roofers—No More Material Madness! Roofs are your business, but managing their material madness can drive you batty. Missing shingles, misplaced flashing, and phantom lumber—it’s enough to make any roofing contractor want to pull their hair out. But fear not, fellow roofers! There’s a hero in the software sky: Zoho Inventory, your one-stop shop...
