Housecall:
I did a call with Roland at the beginning of the year and it didn't seem mature at that point, but I did the online demo recently and it looks like it's coming along as a pretty nice platform.
So I thought I'd collect some reviews from those of you who are actively using it and those who hit it and quit it. I also think this might be a good thread for you to review your current CRM.
What did you like? What did you hate?
When I met with Roland at the beginning of the year, I brought up tags for route management and they implemented that which I like. It would help me to organize routes, commercial vs residential vs storefront, etc.
I like the idea of automatically sending out postcards since I suck at thank you's. And I think I can implement that as part of my sales process on the front end as well.
I didn't like the idea that I couldn't just print out a bunch of workorders at the beginning of the week. I like the signature capture, but I have a lot of route stops where they need the paper copy or it didn't happen. Some of those would accept the emailed signature copy others want hardcopy. So I'll have to go through and see how many I'll actually have to print vs how many I can do electronically.
TCF:
I'm currently using TheCustomerFactor and it gets the job done. It doesn't do post cards except for Streetbidder types. But what bugs me is the interface. Links are javascript which drives me nuts. If I'm looking at the job list and want to open a customer to edit something it's a js link to a new window and if I try to open a second one it sends it to that popup instead of second new window. Maybe it's just me but js links need to go because with hardlinks I can send them to new tabs to do my work especially since it takes so long to load the customer page. But the price is nice at what, 25 bucks per month?
I'm not going to complain too much about anything because franchise crm's will cost you 50 bucks per WEEK (minimum) and with a proprietary software it's not open to quick updates or features. I had a list of bug fixes/requests and some of them were pretty critical and they never got around to it before I left. Not to mention the hacks I implemented to keep their software from annoying me (custom css hacks, flash blocks, etc).
So what do you guys have/use?
I did a call with Roland at the beginning of the year and it didn't seem mature at that point, but I did the online demo recently and it looks like it's coming along as a pretty nice platform.
So I thought I'd collect some reviews from those of you who are actively using it and those who hit it and quit it. I also think this might be a good thread for you to review your current CRM.
What did you like? What did you hate?
When I met with Roland at the beginning of the year, I brought up tags for route management and they implemented that which I like. It would help me to organize routes, commercial vs residential vs storefront, etc.
I like the idea of automatically sending out postcards since I suck at thank you's. And I think I can implement that as part of my sales process on the front end as well.
I didn't like the idea that I couldn't just print out a bunch of workorders at the beginning of the week. I like the signature capture, but I have a lot of route stops where they need the paper copy or it didn't happen. Some of those would accept the emailed signature copy others want hardcopy. So I'll have to go through and see how many I'll actually have to print vs how many I can do electronically.
TCF:
I'm currently using TheCustomerFactor and it gets the job done. It doesn't do post cards except for Streetbidder types. But what bugs me is the interface. Links are javascript which drives me nuts. If I'm looking at the job list and want to open a customer to edit something it's a js link to a new window and if I try to open a second one it sends it to that popup instead of second new window. Maybe it's just me but js links need to go because with hardlinks I can send them to new tabs to do my work especially since it takes so long to load the customer page. But the price is nice at what, 25 bucks per month?
I'm not going to complain too much about anything because franchise crm's will cost you 50 bucks per WEEK (minimum) and with a proprietary software it's not open to quick updates or features. I had a list of bug fixes/requests and some of them were pretty critical and they never got around to it before I left. Not to mention the hacks I implemented to keep their software from annoying me (custom css hacks, flash blocks, etc).
So what do you guys have/use?
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