Ron & Doug's Sales Camp https://www.pressurecleaningschool.com/events/houston-sales-training-school/
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  1. #21
    Member Graduate Student Zap It Wash's Avatar
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    Jeff, how is onepagecrm working for you so far?
    Jason Butler - Charlotte, NC
    Zap It Pressure Washing
    Website

    704-919-9730

  • #22
    Member Graduate Student socalkol's Avatar
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    Quote Originally Posted by Zap It Wash View Post
    Jeff, how is onepagecrm working for you so far?
    working great has really sped up our processing of prospects/customers and streamlined our follow ups and scheduling

  • #23
    Assistant Deans 7000 PLUS POSTER Doug Rucker's Avatar
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    Quote Originally Posted by socalkol View Post
    working great has really sped up our processing of prospects/customers and streamlined our follow ups and scheduling
    Are you invoicing and doing proposals/estimates from it??


    Doug Rucker
    Clean and Green Solutions
    Pressure Washing Roof Cleaning School
    Call or Text 281.883.8470
    Doug Rucker-Call or text 281.883.8470
    http://cleanandgreensolutions.com
    http://cleanandgreensolutions.com/co...ding-cleaning/

    The views I express on this website are those of mine alone and do
    not necessarily reflect the views of
    any other person, company or organization


  • #24
    Administrator Professor with Tenure Steven Button's Avatar
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    It is mainly for driving sales, continuous communication and closing deals. You can't quote straight from it like 'pro-posal' does... But it is definitely one of the less administration-intensive CRMs out there.

    Integrates with a bunch of other web apps. Doesn't tick all the boxes but it is definitely a strong platform.


    Owner: Steven Button
    Email: info@cleanfastusa.com
    Phone: (407) 552-1441
    Fax: (407) 749-0301


    Orlando Pressure Washing
    Shopping Center Pressure Washing


  • #25
    Assistant Deans 7000 PLUS POSTER Doug Rucker's Avatar
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    Quote Originally Posted by Steven Button View Post
    It is mainly for driving sales, continuous communication and closing deals. You can't quote straight from it like 'pro-posal' does... But it is definitely one of the less administration-intensive CRMs out there.

    Integrates with a bunch of other web apps. Doesn't tick all the boxes but it is definitely a strong platform.
    yes...I am playing around with it on a trial...just trying to figure all it does. Looks good though
    Doug Rucker-Call or text 281.883.8470
    http://cleanandgreensolutions.com
    http://cleanandgreensolutions.com/co...ding-cleaning/

    The views I express on this website are those of mine alone and do
    not necessarily reflect the views of
    any other person, company or organization


  • #26
    Assistant Deans 7000 PLUS POSTER Doug Rucker's Avatar
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    Quote Originally Posted by Steven Button View Post
    It is mainly for driving sales, continuous communication and closing deals. You can't quote straight from it like 'pro-posal' does... But it is definitely one of the less administration-intensive CRMs out there.

    Integrates with a bunch of other web apps. Doesn't tick all the boxes but it is definitely a strong platform.
    yes...I am playing around with it on a trial...just trying to figure all it does. Looks good though
    Doug Rucker-Call or text 281.883.8470
    http://cleanandgreensolutions.com
    http://cleanandgreensolutions.com/co...ding-cleaning/

    The views I express on this website are those of mine alone and do
    not necessarily reflect the views of
    any other person, company or organization


  • #27
    Member Graduate Student socalkol's Avatar
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    Exactly what Steven said...

  • #28
    Member Sophomore Undergraduate Rsuds's Avatar
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    I do not think it does enough for us. We need it to schedule estimates and jobs. Show every truck and money from every truck every day. And more.

  • #29
    Assistant Deans 7000 PLUS POSTER Doug Rucker's Avatar
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    Jeff and Steven....it looks like mainly for keeping track of following up on sales leads and commercial customers? Is this what you guys use it for mainly. In other words, you don't input your entire customer base in it do you?? Or do you???
    Doug Rucker-Call or text 281.883.8470
    http://cleanandgreensolutions.com
    http://cleanandgreensolutions.com/co...ding-cleaning/

    The views I express on this website are those of mine alone and do
    not necessarily reflect the views of
    any other person, company or organization


  • #30
    Administrator Professor with Tenure Steven Button's Avatar
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    Yeah, mainly for sales, follow-up and touching base with leads on the 'hot', 'warm' and 'cold' basis. Has kept me on track in following up.

    That being said, I am currently switching over Fleetmatics Work for everyday business operation - field workers, work orders, customer and site info, estimates, etc. Platform is impressive - customer service is lacking just now with setup and training calls.

    I'll give it a few months to get set up and hopefully it will be the system to grow with.


    Owner: Steven Button
    Email: info@cleanfastusa.com
    Phone: (407) 552-1441
    Fax: (407) 749-0301


    Orlando Pressure Washing
    Shopping Center Pressure Washing


  • #31
    Member Graduate Student socalkol's Avatar
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    Quote Originally Posted by Doug Rucker View Post
    Jeff and Steven....it looks like mainly for keeping track of following up on sales leads and commercial customers? Is this what you guys use it for mainly. In other words, you don't input your entire customer base in it do you?? Or do you???
    As of right now we use it for our whole customer database... can tell when we did the work for customers and for how much.... it automatically imports email addresses into mailchimp for when we want to do email marketing... We can search our customer database by lead source or any other thing we please. As well as the integration/scheduling with google calendar makes it easy for us. We use it fr everything except the actual "invoice".

  • #32
    Member Senior Undergraduate
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    This has anything you can think of or create for for crm, they have a free 30 day trial. Thanks Micheal K for the recomandation

    http://www.filemaker.com/products/filemaker-pro/

  • #33

  • #34
    Member Professor with Tenure AZ PowerWash Pros's Avatar
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    Salesforce. Love it.

    Sent from my SM-N900P using Tapatalk

  • #35
    Member Sophomore Undergraduate kcpowerclean's Avatar
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    Ty are you using the salesforce as a field service application or simply a crm?

  • #36
    Member Sophomore Undergraduate
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    Go custom made! After 10 years running my own pressure washing business, and even more as a full stack developer. I've moved into a computer chair full time, currently wrapping up development on a inventory, e mailer, scheduler,invoice ,employee management, for another pressure washing business (its a refreshing change to get deep into the the 'big data' behind the 'spray') . If anyone was in the market for something they can host on their servers, a demo, or a custom tool I'd be more then happy bleed your ear off on all the benefits you can get from data, and the types of routes we can take to get you there together.
    Brad Clonan
    NJ Powerwash Roofwash (sold)
    Servicing All of NJ
    (732)476-9555
    Brad.clonan@hotmail.com
    Custom made pressure washing 'tech' solutions.

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