As a home inspector, you want to spend the majority of your time identifying and reporting any safety issues with a client's potential new home, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a home inspector. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a home inspector and make your CRM work for you.
As a home inspector, it is especially important to collect information on each home ahead of time, so that on inspection day you're ready to go.
•📆Inspection Date (date field with date of inspection)
•📜Year Built (date field to list the year this house was built)
•🏠Property Type (dropdown field listing what kind of property this is)
•🤝Referral Source (contact link field linking to the profile of the person who made the referral)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a home inspector, you can use a pipeline to track your entire process. From the moment you get a new client to when you're submitting your report for the home inspection—store all of that information in your pipeline. Take a look at an example pipeline for home inspectors below.
As a home inspector, you can use groups to keep track of your clients and everyone else involved in the home inspection process. Take a look at a couple example groups that are perfect for home inspectors below.
•🏘️Realtors
•🏡Clients
•🧰Contractors
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.
At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.
