Dataforma Core

Dataforma Core CRM

The results for contractors using the Dataforma Core CRM are almost too good to believe — except for the fact that they’re absolutely true!

Customer Relationship Management (CRM), once relegated almost exclusively to online sales strategies and marketing software, is making the highly productive leap to the construction industry and trade-related services thanks to the insightful, forward-thinking expertise of Dataforma.

Paperless operations, streamlined invoicing, and better customer tracking are all possible Dataforma’s Core CRM.

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Dataforma Core CRM: The Contractor’s Solution

Especially if you own a small or medium-sized business, you don’t have to be reminded how important your customer relationships and word-of-mouth referrals are. Yet, if you’ve ever felt like you’re behind on the management tasks related to your business, such as processing invoices, employee scheduling, time tracking, and bid submissions, then it’s time to discover how our Core CRM can propel you to a brand-new level of control and efficiency.

Imagine being able to totally eliminate doubling-up on data entry, misfiling, and lost paperwork. With Dataforma Core CRM, you can say goodbye to all of these hassles and enjoy seamless tracking of all your client relationships. From initial contacts and quote requests to job completions and overall customer histories, you’ll be able to reap the benefits of increasing the speed and accuracy with which you communicate with all of your clients.

Go Paperless — Go Core CRM

Unlike other generic CRM systems, our Core CRM is specifically designed to assist contracting businesses — from locally-owned to nationally-focused companies. That means you can finally go paperless with the confidence that all of your important documents will be accessible and all of your management systems will be compatible. And with this type of highly organized document and report management, you’ll save significant amounts of time, which will allow you to turn more of your attention to your customers.

After all, what’s the one thing that you want all of your customers to say about their experience with your business? That working with you was a pleasure! Right? And when you can better target and personalize your communication with each of your customers, the results are clear. You not only increase the value you bring to each customer relationship, but you also reduce the time it takes to resolve issues and convert interest into profitable deals. The end result is a big win-win for any contractor who’s serious about longevity and business growth.

With the Dataforma Core CRM — which forms the backbone of all of our products — you’ll be able to record every sales lead, run KPI reports and check your sales staff’s progress, all from wherever you access the internet.

Check out the wide range of features included with our Core CRM:

  • Customer relationship management
  • Document storage
  • Job scheduling
  • Invoicing
  • Lead tracking
  • Paperless service management
  • Sales scheduling
  • Warranty management

Request a Free Demo

At Dataforma, we’re so confident that our Core CRM can benefit contractors, plumbers, electricians and other trade services professionals that we offer a free, no-obligation product demonstration to help you experience what CRM can do for your business. Simply fill out our free demo form and we’ll be in touch.
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