The Impotortance Of Tracking Leads For Contractors And Builders

Let The Software Be Your Rolodex

Wallets full of business cards and napkins stuffed in suit jackets are more often than not candidates for ending up in the junk drawer when they should be a future job. The gap between a pen and paper and getting your leads contact information and project notes online and integrated with your workday is a thing of the past. With an easy to use system to keep track of your leads, you’ll find the ability to market your construction business prospers (with information you already have). The process from a lead with some quick project notes to an invoiced project should be seamless.

Business cards are a great tool for connecting with people, but more often than not they end up in the seats of our vehicles or getting tossed out of an old drawer without being able to capture the potential of a client or partner. Being able to graciously accept the business card while tapping a new potential client into your phone with some small notes about what your client had in mind is a way to effortlessly leverage data you already have to help yourself make more money. Finding a solid construction project management software may not keep you from throwing out a few handfuls of cards each year, but it will give you a place to put the important stuff so you won’t have to feel any guilt.

The ease of jotting down notes on a napkin over a dinner conversation was always preferable to having to spread out your laptop to enter in some potential client information, with the accessibility of mobile devices it should be even easier than having to find a pen. Being able to quickly and comfortably add client information and prospective construction project notes from your mobile device encourages you to take more thorough and relevant notes that you can use to your advantage when you choose to reach out.

"Construction companies and contractors are busy people with more on their plate every year."

Construction companies and contractors are busy people with more on their plate every year, being able to utilize construction software to organize our leads can save us hours on marketing. Having potential client data in our construction software allows us to prioritize our follow up emails and phone calls with shared notes to remind ourselves or our partners to pick up right where we had left off. Centralizing our leads allows us to quickly make up a mailing list for our next big advertising drive without having to dig through all of our systems and notepads.

Once we have a successful follow up with our lead, a tap of a button should create a new project within our construction management software and begin our day to day workflow, no hang-ups. Time is sunk translating our notes from one system to the next and Real Build Pro is convinced that bringing your potential client and potential project information to the platform will organize your future and save you time on successfully acquired clients.

We've collected a list of some of the best lead tracking software out there today to help you choose the best tool for your business.

Sales Force provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development. It really does a lot and is priced accordingly to what you need. Pricing starts affordable but can quickly increase at scale

Hub Spot has products for inbound marketing, sales, and customer service The starter package is quite affordable, but pricing quickly increases as more products are used!

Zoho automate workflows, processes, campaigns, customer journeys, and more so that you can focus less on software and more on relationships. Very affordable pricing plans available.

Want a more holistic approach to managing your contracting business with software? We have put together a group of reviews for construction related software!