Construction CRM software, starting at just $99/month
Ready to keep your most important business data organized and easily accessible? Request a personalized walkthrough of Knowify today!
Pull info from a products and services catalog that includes your costs, customer pricing, and SKUs.
Track your sub’s documents, and get notified when they expire.
Keep all your clients organized in one place that syncs between QuickBooks and Knowify, giving easy access to key contact information and notes.
See all your vendors in one database and categorize them by type for easy reporting and cost attribution.
Track all your subs in one place, and keep track of their license and insurance info, including expiration dates. Get notified when you try to add a sub with expired documents to a new project.
Keep an organized catalog of the products, materials, and services your business uses and easily pull them into estimates and project budgets
Ready to keep your most important business data organized and easily accessible? Request a personalized walkthrough of Knowify today!
CRM is an acronym for ‘Customer Relationship Management’ typically used when referring to a specific kind of business software used for organizing and utilizing customer data. There are CRM platforms such as Salesforce and Hubspot that can be used across many different industries, and then there are vertical-specific solutions, like Knowify’s CRM for the construction industry.
Construction CRM differs from other varieties of CRM both in the way it organizes client information and in how it allows users to act on that information. In Knowify’s case, customer data is almost always tied to projects. If you’re planning to track multiple projects involving the same customer, having historical data and a record of prior communications is key. It helps to avoid disputes and to nurture a better relationship with the client over time.
Not even close! On top of being the best CRM software solution for trade contractors, Knowify is a full end-to-end business management software. Knowify helps streamline processes for your entire team, from accountants to labor in the field. Manage your sales pipeline by tracking leads from first bid to final invoice. Handle project planning and execution whether you’re in the office or out in the field using Knowify’s mobile app. Manage change orders and progress billing, and sync directly with your accounting software to eliminate manual data entry and keep project finances healthy.
Knowify is designed for trade contractors, not home builders or general contractors. While there are hundreds of home builders and GCs using Knowify to run their business every day, there are key features that are trade contractor-specific in the platform.
Yes – Knowify’s ‘custom workflows’ feature is the perfect tool for managing your sales pipeline. Custom workflows allow you to build a kanban-style view of your entire sales cycle. You can name each stage of your board, include key project details, and move leads between stages. The beauty of the Knowify’s custom workflows is that they allow sales teams and project managers to work together without having to hand-off the project formally. You’ll be able to track projects from first bid to final invoice, and always know what the next best step is.
No, Knowify does not have features for marketing automation or automated sales reach out. Construction professionals looking for customer communication tools that preempt the bidding process should consider integrating Knowify with tools like Hubspot or Mailchimp using Zapier.