A digital Customer Relationship Management (CRM) tool is the key to success for construction and services contractors – from home builders to general contractors, and plumbing, electrical, mechanical, roofing, landscaping and more. A CRM platform can arm businesses with all the tools they need to efficiently manage and optimize client relationships, manage their work orders, and deploy projects.

Choosing DHx will empower your company to create a more efficient, collaborative workspace with the help of a diverse suite of top tools, housed in one centralized location.

“A digital CRM tool should be a part of every contractor's virtual toolbox.”

— Bruce Hunter, Managing Partner at DHx Software.

Improve client interactions

A centralized CRM system contains all customer information and provides a streamlined system for documenting initial client contact and follow-up.

DHx helps sales teams utilize a centralized and collaborative workspace for tracking, labeling, and flagging potential clients. Digital CRM platforms bring coordination and efficiency to the entire sales process, eliminating any inefficiencies in the outreach process.

Remote access provided by cloud technology also enables the whole team to create and maintain the customer database at all times, ensuring that no customer falls through the net.

Optimize the customer journey

A digital CRM tool also provides additional support in securing customers and leading them down the sales funnel.

Companies can help ensure that no opportunity is wasted by labeling the promising contacts and setting employee reminders to follow up with potential customers. Digital CRM tools enable sales teams to record new and existing bids alongside client details, providing a simple and efficient means of tracking project proposals and successful pitches.

“Creating a shared knowledge base for all employees encourages a strong collaborative approach for client outreach and uptake.”

— Bruce Hunter, Managing Partner

Digital tools also bring new levels of client insights, with evolved metrics for customer satisfaction and behavior analysis, which help teams optimize their marketing and sales strategies for better results. With access to customer data such as lead management, interaction tracking, sales report and analysis, businesses get a front row seat to how their customers interact and react to sales pitches — an incredibly valuable resource for increasing new customer acquisition numbers.

A professional approach to project proposal and delivery

Digital CRM tools equip teams with everything they need to seamlessly plan, pitch, and deliver projects to high-profile clients by creating an efficient collaborative digital workspace. Partnering with DHx will guarantee more efficient business operations and can also improve customer satisfaction and business performance.

All too often sales teams are hindered by manual processes and spreadsheets. A digital CRM suite enables suggested proposals to be easily sent down the funnel to coordinated teams for approval and project preparation.

Once in motion, other digital tools such as remote team management, calendar integrations, site GPS tracking, digital blueprints, and remote check-in enable employers to track the project as it progresses and ensure deadlines are met.

Future-proof your business with the right CRM

Whatever the size of your business right now, a digital CRM platform will support and promote growth. As a centralized platform, a digital CRM suite creates a one-touch client relationship, housing all the different aspects of CRM and project management to one platform for improved efficiency, customer satisfaction, and project delivery.

Choosing DHx will also assist companies in remote management and business operations, ensuring safe and secure team operation across different locations and multiple projects at any one time. Performance monitoring capabilities also provide insights to help you continuously improve work operations, project delivery, and customer satisfaction.

With a digital CRM platform, your business can continuously build and improve. DHx is the key to providing seamless project delivery to clients, improving work order management, and ensuring maximum security, safety, and efficiency across the board.