Dataforma CRM is a pivotal solution in commercial contracting, where plumbers, HVAC techs, electricians, roofers, and other field service trades constantly strive to enhance client relations through smart technology. Our cloud-based client management software revolutionizes the flow, enabling commercial contractors to categorize leads, prospects, and clients into distinct groups for more effective communication. Customer Relationship Management is the key to turning leads into long-time customers.
Our CRM goes a step further in enriching client experiences. After adding a new project, users can utilize the client portal, a 24/7 access point for customers to view job details, invoices, work orders, and more… keeping them informed every step of the way. This scalable, secure tool is not only an information hub but also reflects your brand’s professionalism.
Does The CRM Allow API Integrations?
Yes, it does! Choose from a variety of API integrations to connect with additional tools like Gmail, Outlook, Quickbooks Online, and FollowUp CRM. These integrations can be used with our CRM to further elevate customer service, enabling timely follow-ups and personalized attention for every customer.