Clientric's Blog Posts

Stay tuned for a new blog post every week!
Custom Project Management for Roofing Businesses!
BusinessContractorsRoofing CompanyZoho ProjectsAugust 23, 2023by clientric0

Custom Project Management for Roofing Businesses!

How To Balance Your Workload and Prevent Burnout in the Roofing Business! Balancing Workloads and Preventing Burnout: Custom Project Management for Roofing Businesses! In the fast-paced realm of roofing projects, project managers are often at the forefront and juggling numerous responsibilities to ensure seamless execution. However, the increasing workload and lack of an efficient system can...

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Streamlining Subcontractor’s Task Management with Zoho Projects!
BusinessConsultingRoofing CompanyZohoZoho ProjectsAugust 2, 2023by clientric0

Streamlining Subcontractor’s Task Management with Zoho Projects!

Struggling to manage your subcontractors? In the fast-paced world of contracting, efficient task management is crucial for successful project execution. However, many contractors face the challenge of subcontractors struggling to set their priorities and confusion arising from the absence of a software solution for scheduling and prioritizing tasks. In this blog post, we will explore...

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Streamline Your Contracting Business with Advanced Communication and Collaboration Tools!
ContractorsTechnologyZohoZoho ProjectsJune 21, 2023by clientric0

Streamline Your Contracting Business with Advanced Communication and Collaboration Tools!

Are miscommunication and project delays hindering your contracting business’s success? In today’s competitive contracting industry, effective communication and seamless collaboration are vital for success. Unfortunately, many contracting businesses face challenges due to limited communication and coordination among their crews. Miscommunication and delays can significantly impact project outcomes and hinder business growth. However, there is a...

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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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Zoho: The Key to Managing Your Roofing Team and Workflow
ContractorsCRMsRoofing CompanyZohoZoho CRMZoho OneZoho ProjectsMay 18, 2023by clientric0

Zoho: The Key to Managing Your Roofing Team and Workflow

Zoho all-in-one software suite for Roofing Business! As a roofing business owner or manager, managing your team and workflow can be a difficult task. Fortunately, Zoho One, a comprehensive suite of business applications, can help you streamline your operations and boost productivity. In this blog, we will explore how Zoho is the Key to Managing...

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Scheduling and dispatching software to streamline the Roofing businesses!
ContractorsRoofing CompanyTechnologyZohoZoho ProjectsMay 4, 2023by clientric0

Scheduling and dispatching software to streamline the Roofing businesses!

Running a successful roofing business requires effective management of all aspects of the company, including scheduling and dispatching. In the past, scheduling and dispatching in the roofing industry were often done using manual methods like paper calendars, whiteboards, or spreadsheets. However, with advancements in technology, software solutions have been developed to make this process more...

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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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