The right customer relationship management (CRM) software can help you streamline your appliance repair business and focus on what matters—the customer experience. Without a CRM, it’s easy to fumble leads, double-book appointments, and mismanage your appliance repair company into...
The right customer relationship management (CRM) software can help you streamline your appliance repair business and focus on what matters—the customer experience.
Without a CRM, it’s easy to fumble leads, double-book appointments, and mismanage your appliance repair company into the ground.
I’m AJ—here to make sure that doesn’t happen. Over the last decade, I’ve helped many companies succeed while scaling my business (to a multiple seven-figure exit).
I’ve learned the tricks of the trade, and I’m here to share them with my fellow entrepreneurs. So, let’s dive into my list of the best appliance repair CRM platforms on the market!
Stick around to the end, where I share some can’t-miss tips for selecting a CRM!
After years of SBB testing, here is our list of the best appliance repair CRMs:
Best Appliance Repair CRM For Integrations: HubSpotBest Appliance Repair CRM For Expense Tracking: JobberBest Appliance Repair CRM For Scheduling Calendar: HouseCall ProBest Appliance Repair CRM For Workflow Automation: Monday.comBest Appliance Repair CRM For Mobile: FieldPulseBest Appliance Repair CRM For Lead Management: Zoho CRMBest Appliance Repair CRM For Beginners: Less Annoying CRMHow Did We Test The Best CRM For Appliance Repair Businesses?
My team and I spent six months thoroughly testing each CRM platform.
Here’s what we looked at:
How We Objectively Test Each Platform:
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
HubSpot CRM: Best For Integrations
Bonfire Rating: 4.8/5
HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
HubSpot
Learn More Today!Why We Picked HubSpot CRM?
HubSpot is a powerful all-in-one solution designed for business growth.
Here are some notable features for appliance repair businesses:
Native (and third-party) integrationsWorkflow automationClient managementCampaign management Mobile app Reporting & analyticsHubSpot is incredibly easy to use, extremely powerful, and the cherry on top—it’s 100% free!
HubSpot is easily one of the best CRM platforms to help you level up your appliance repair company.
HubSpot CRM Features?
HubSpot leads the pack when it comes to integrations.
The all-in-one CRM solution boasts over 500 native integrations on its App Marketplace (shown below).
Here are some of the best appliance repair software integrations:
QuickBooks OnlineCalendlyGoogle MeetMailChimpZapierSlackXeroChances are, if you need a native integration—HubSpot CRM has it.
If they don’t, there’s a high likelihood it’s available as a third-party integration via Zapier.
This pairing opens the door to thousands of additional integrations for businesses to take advantage of.
The rundown: If you’re looking for an all-in-one solution with plenty of integrations to help scale your appliance repair business, HubSpot is a top contender.
HubSpot CRM makes it easy to keep track of all your client information in one place.
Everything is centralized for quick access, from contact details and communication history to deals, tasks, and notes.
HubSpot CRM allows you to do the following (with ease):
Store contact details for all clientsLog communication history for each clientCreate customizable deals for job estimates & pricingSchedule tasks & reminders for follow-ups Take notes on each client for reference in the futureAdding a new contact (shown below) is as easy as filling out a few fields.
These include the following:
NameContact ownerJob titlePhone & emailLifecycle stageLead statusTags & notesAttachments Custom fieldsAssociated dealsPlus, HubSpot is fully customizable. You can create custom properties (or fields) to track specific information that may be unique to your business.
For example, you can create a custom field to track the type of appliance your client owns or the date their warranty expires.
Once you have all your fields customized and clients added, you can view them all in the contacts dashboard (shown below) for easy management.
The bottom line: HubSpot offers some of the best client management in the biz.
It’s easy to use, customizable, and free forever!
Automation is the way to go if you’re looking to scale your business (without cutting corners).
HubSpot’s workflow automation capabilities allow you to automate your sales and marketing processes so you can focus on what matters—your clients.
With HubSpot’s workflows, you can set up automated tasks and actions that occur based on specific triggers (or events).
Here are some practical uses of HubSpot’s automation for appliance repair services:
Automated email sequences for new leads or clientsFollow-up reminders for quotes or estimatesAutomated lead nurturing for leads that have gone coldTimed email sequences for ongoing communication and offersThe possibilities are endless with HubSpot’s automation tools.
Plus, the CRM powerhouse offers helpful pre-made templates (shown below) so that beginners can get started with automation in no time.
These templates eliminate any entry barrier for implementing automation into your business.
HubSpot also offers a fantastic visual editor (shown below) for creating custom workflows from scratch.
This editor makes it easy to create powerful automation in just a few clicks (that can save countless hours in the long run).
The nuts and bolts: HubSpot’s automation capabilities make it an ideal platform for businesses looking to scale (with minimal effort).
HubSpot CRM Pricing?
HubSpot CRM offers a free plan in addition to three paid plans:
Free Plan – Free ForeverStarter CRM Suite – $30/MonthProfessional CRM Suite – $1,335/MonthEnterprise CRM Suite – $5,000/MonthCheck out our in depth HubSpot pricing guide!
HubSpot CRM Pros and Cons?
Jobber: Best For Expense Tracking
Bonfire Rating: 4.7/5
Jobber is a dream come true for busy home service companies looking to get organized while scaling!
Jobber
Learn More Today!Why We Picked Jobber
Jobber belongs on our list of the best appliance repair software for several reasons.
For starters, it’s chock-full of features to help you scale easily.
These include the following:
Expense trackingClient managementPayment managementJob managementReporting & analyticsMobile appPut simply, Jobber is an all-in-one field service management software that removes the headaches of running your appliance repair company.
It’s worth checking out if you’re serious about taking your business to the next level.
?Jobber Features
As an appliance repair business owner, you probably understand how important it is to keep track of expenses.
That’s where Jobber comes in handy.
The platform makes it easy to log and categorize your expenses, and you can view them all in one convenient location (as shown below).
Jobber’s expense tracking allows you to:
Classify your expenses for superior organization & easy trackingCreate & oversee expense records for all job costsLink receipts or relevant documents to each expenseKeep an eye on your expenses in real timeWhat really sets Jobber apart from the competition for expense tracking is just how easy it is to use and track.
Plus, Jobber offers comprehensive expense reporting, which lets you know how your business is doing (and where there is room for improvement).
This means you’re never in the dark about how much you spend (versus budgeted amounts).
For scaling appliance repair companies, this can be huge. After all, there are a lot of categories to keep track of (especially as you grow).
If you’ve ever double-booked a client (or simply misplaced an appointment), you know how much of a setback it can be for your reputation.
Thankfully, Jobber offers everything you need to streamline your scheduling process.
With Jobber’s built-in calendar (shown below), you can easily view all of your team’s appointments, schedule recurring jobs, and assign tasks.
Jobber’s scheduling features make it easy to:
See a daily, weekly, or monthly view of your team’s scheduleSchedule new jobs in seconds Assign tasks to specific team membersSend automatic job reminders to clientsSet up recurring jobs for routine maintenance workOne feature we love about Jobber’s scheduling is the ability to quickly drag and drop appointments to different time slots or team members.
This makes it easy to reschedule when necessary (without any hassle).
Plus, Jobber offers integrations with popular calendar apps like Google and Outlook Calendar.
The breakdown: If you’re looking for a scheduling tool to help you stay organized and on top of your appointments, Jobber is a solid choice.
Effectively managing your clients is critical to building your appliance repair business.
Jobber understands this and makes it easy to add, sort, and view all your contacts (at a glance).
Here are some standout aspects of this feature:
Customizable fields & dashboardsComprehensive customer cardsQuick sorting & segmentationEasily accessible view of the entire customer journeyAbility to see quotes, invoices, & payments on one screenSeamless communication (all within the platform)Here’s a look at Jobber’s client dashboard (with some sample data added).
As you can see, the layout is clear and easy to read, with all of your important client information in one place.
Jobber also offers automated follow-up and review requests, making it easy to keep in touch with customers (and get valuable feedback in real time).
Our final verdict: If you’re looking for a platform that makes it simple to manage clients, Jobber is a top contender.
Jobber Pricing
Jobber offers three pricing plans.
They include the following:
Core – $69/MonthConnect – $169/MonthGrow – $349/Month