It’s important to pick the right garage door service software out of the gate. Otherwise, it’s easy to mismanage time and resources—ultimately tanking your business. Lucky for you, we did the heavy lifting. We carefully curated this list of...
It’s important to pick the right garage door service software out of the gate.
Otherwise, it’s easy to mismanage time and resources—ultimately tanking your business.
Lucky for you, we did the heavy lifting. We carefully curated this list of the best garage door CRM platforms, guaranteed to help you scale like never before!
I’m AJ. I’ve spent the last decade helping entrepreneurs succeed while building my business to a multiple seven-figure exit.
So, let’s break down this list and get to the nitty-gritty of choosing a CRM that’s perfect for your garage door business.
Hang out till the end, where I offer some pro tips to help you decide!
After years of SBB testing, here is our list of the best garage door CRMs:
Best Garage Door CRM For Integrations: HubSpotBest Garage Door CRM For Expense Tracking: JobberBest Garage Door CRM For Scheduling Calendar: HouseCall ProBest Garage Door CRM For Workflow Automation: Monday.comBest Garage Door CRM For Client Management: FieldPulseBest Garage Door CRM For Telephony: FreshsalesBest Garage Door CRM For Beginners: Less Annoying CRMHow Did We Test The Best CRM For Garage Door Installation & Repair Businesses?
My team and I tested each CRM platform thoroughly over six months.
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
HubSpot
Learn More Today!Why We Picked HubSpot CRM?
HubSpot is an all-in-one platform designed to help your business scale (with none of the typical growing pains).
Here are some features we love with HubSpot:
Tons of integrationsMobile appScheduling calendarClient managementWorkflow automationHubSpot is extremely powerful, beginner-friendly, and free forever. It’s easily one of the best CRMs on the market by any metric.
HubSpot CRM Features?
HubSpot offers some of the best integrations in the biz—hands down.
The CRM powerhouse offers over 1,000 native integrations to take advantage of.
Some of our favorites for garage door service businesses include:
Slack QuickBooksGoogle MeetCalendlyMailchimpZapierThey have a fantastic App Marketplace (shown below) where you can quickly search for exactly what you need.
HubSpot also pairs seamlessly with Zapier, unlocking over 6,000 additional third-party apps.
So whether you need account software or appointment scheduling, HubSpot has you covered.
Seriously—HubSpot offers just about every integration you could imagine.
Bottom line: If you need a CRM that integrates seamlessly with your existing tools and workflows, look no further than HubSpot.
In order to keep up with the competition, a reliable mobile app is an absolute must for any CRM.
HubSpot delivers on this in a big way with its app (available on iOS and Android).
Here are some features you can access on the go:
Client managementDeal managementScheduling calendarTask trackingEmail & call loggingReporting & analyticsHere’s a snapshot of HubSpot via mobile.
The mobile app is designed to give you all the functionality of the desktop version in a streamlined, easy-to-use format.
This means you can stay on top of your business and close deals no matter where you are.
The final say: HubSpot provides a mobile app that’s perfect for busy service professionals who need to stay connected wherever they are.
If you’re not using automation in your business, you might as well be throwing money out the window.
HubSpot takes automation to the next level with its powerful workflow automation capabilities.
Some of the tasks you can automate include:
Sending follow-up emails after a client interactionAssigning tasks to team membersUpdating contact information based on specific actionsNurturing leads through targeted email campaignsThe possibilities for automation are endless, and HubSpot makes it easy to customize and implement workflows that work best for your business.
For example, HubSpot provides beginner-friendly automation templates (shown below).
These templates make it easy for you to get started with automation and tweak them as needed.
Take a look at this sample workflow midway through creation.
The brass tacks: HubSpot’s workflow automation tools make it easy to streamline your processes and save time—ultimately leading to more profits for your business.
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
Jobber
Learn More Today!Why We Picked Jobber
Jobber earns its spot on our list of the best garage door service software for good reason.
Some of the best features for garage door services include:
Job managementExpense trackingScheduling calendarClient managementReporting & analyticsJobber offers a great user interface and scalable pricing (that won’t break the bank).
Plus, it’s jam-packed with field service management features designed to help you scale.
?Jobber Features
Jobber offers some of the most comprehensive expense-tracking features on the market.
Here’s what you get right out of the gate with this feature:
Expense categories & taggingReceipt attachmentsCustomizable tax ratesTrack multiple currenciesWith Jobber, you can easily track expenses and attach receipts for each transaction.
This makes it easy to stay organized and track expenses for tax purposes.
Adding new expenses is as easy as clicking “+ new expense” and filling in the details.
From there, you can view all of your expenses in one dashboard (shown below).
You can easily tag expenses with categories (to help you better organize your finances).
This means no more sifting through receipts or digging through spreadsheets to find a specific expense—it’s all right there in one place with Jobber.
Our two cents: Jobber’s expense tracking features are top-notch and can save you time and hassle when it comes to managing your garage door business’s finances.
Your customers are crucial to the success of your business.
Jobber makes it easy to manage and keep track of all of your clients in one place.
Here are some benefits of using Jobber for client management:
Detailed client profilesCustom fields for specific informationClient history & notesAutomated job reminders and follow-upsWith Jobber, you can create detailed profiles for each client, including important contact (and billing) information.
You can add custom fields in just one click—for any additional information relevant to your business.
The client history feature lets you track past jobs and conversations with each client.
This can come in handy when providing exceptional customer service and building long-term relationships with your clients.
Once you have all your client information input, you can view everything in a fully customizable dashboard (shown below).
The sleek layout is easy to read, making managing your contacts a breeze!
The lowdown: If you’re struggling to keep track of clients and their information, Jobber’s client management features are a game changer.
Managing your schedule (and your team’s schedule) can be quite a daunting task (as your business grows).
Jobber makes it simple with their easy-to-use garage door scheduling software.
Here are some key features of the Jobber scheduling calendar:
Drag-and-drop interface for easy schedulingCustomizable work hours & days offClient reminders & notificationsAutomatic job assignment to team membersYou can view your calendar in various formats (daily, weekly, monthly) and easily drag and drop jobs to assign them to your team members.
Here’s how this feature looks in action.
You can also set custom work hours and days off for each of your team members, ensuring that no one is overworked or scheduled for days they’re unavailable.
With automated job assignments and client notifications, you’ll never miss a beat when it comes to staying on top of your schedule.
Our verdict: The scheduling calendar is a must-have feature for any garage door service business looking to streamline their scheduling while they grow to new heights!
Jobber Pricing
Jobber offers three pricing plans.
They include the following:
Core – $69/MonthConnect – $169/MonthGrow – $349/Month