An important key to small business success is seamless processes and one place for everything. This often becomes glaringly obvious as a business grows. It’s not uncommon for a business to have multiple software solutions and spreadsheets upon spreadsheets; not to mention sticky notes. And every business, including home inspection companies have unique challenges.

Zoho One can provide the backend office tool belt helping your inside team and our your home inspector’s deliver quality, timely and efficient service.

Single Product for All Home Inspection Needs

The key isn’t to try to find an out-of-the-box solution that will be the perfect fit for your business – it doesn’t exist. The best option is to find the solution with the flexibility to become just right for your needs. That is where NW Data Designs and Zoho One come into play. You will be delighted with how everything you need can be found and customized under one umbrella product.

  • Sales
  • Projects
  • Campaigns

  • Documents
  • Reports

  • Notes

  • Messaging

  • Contracts

The Power of a Customized CRM

The automation that comes from implementing a customized CRM for your home inspection company is very powerful. Your CRM will allow for consistent messaging to your database of contacts, more accountability and efficiency for your home inspector team, and the elimination of busy work that bogs you down. We use Zoho Creator to help with workflow automations saving your team valuable time. Freed up time will then be spent doing what you want to do – delivering high quality service to clients!

You’ll be amazed at the integration options as well. Zoho CRM can connect with ISN, Spectora, Nxt Inspekt, Quickbooks, Trello, 3CX phone systems, Vontage, and more. If you don’t see what you’re looking for here, just ask! We have the capability to create the tools you need.

CRM for the home inspection industry has always been a challenge, often requiring you to use multiple software solutions in order to make back office needs and sales needs mesh. This can involve duplicate and/or manually enter or the use spreadsheets in order to manage your business. The automation that comes CRM can be powerful.

CRM’s allow for consistent messaging to your database, more accountability for your team, and should help eliminate busy work, freeing up your team to focus on delivering high quality service to your clients and referral sources.

I would love to talk with you about your teams CRM needs or about your existing Zoho CRM account and how we can help your team be more higher work performing, customer and referral source driven.

Zoho CRM can connect with:

  • SN
  • Spectora
  • Nxt Inspekt
  • Quickbooks
  • Trello
  • 3CX phone system
  • Vontage
Don’t see what you’re looking for? Just ask.

Don’t wait, fill out our easy online consultation form to schedule a free call to learn more.