As a professional home organizer, you want to spend the majority of your time bringing order and tidiness to your clients' homes, 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 professional home organizer.
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 professional home organizer and make your CRM work for you.
As a professional home organizer, it will be especially important to collect information on each client's particular goals and preferences for decluttering and organization.
•🧺Decluttering Goals (text area to list client's organization goals)
•🗂️Preferred Organizing Systems (checkbox list including organization systems client likes)
•🏡Space Concerns (text area listing any specific area of the house that needs extra attention)
•📆Project Completion Date (date field listing client's due date for project)
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 professional home organizer, you can use a pipeline to track your entire process. From the first time a client inquires about your services to when they're admiring their newly organized home—store all of that information in your pipeline. Take a look at an example pipeline for professional home organizers below.
As a professional home organizer, you can use groups to keep track of your clients, staff, and the suppliers who help you keep homes tidy and organized. Take a look at a couple example groups that are perfect for professional home organizers below.
•🏠Clients
•📦Suppliers
•📋Staff
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.
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