10 Best CRMs for Plumbing

At Podium, we understand that managing customer relationships is critical to running your plumbing business successfully. Just as it’s important to have the right tools for the job when tackling a plumbing issue, having the right CRM tools can mean the difference between a steady stream of happy customers or a logistical nightmare. We’ve compiled a list of the top 10 CRM tools ideal for plumbing businesses to help you manage your customer interactions more effectively.

1. Podium Webchat

The importance of prompt communication with your customers cannot be understated, especially in the plumbing industry where emergencies are frequent. Podium Webchat is an excellent tool for this purpose. It converts your website traffic into text message conversations, allowing you to respond immediately to inquiries. Plus, once a customer has started a conversation with you via Webchat, you can continue the conversation through text.

We recommend Webchat for plumbing businesses because it helps increase your conversion rate. The platform integrates seamlessly with your current business systems, and customers will appreciate your ability to respond quickly and effectively, leading to increased customer satisfaction and repeat business.

2. Salesforce

Recognized as one of the industry leaders in CRM software, Salesforce offers a wide range of customizable features ideal for plumbing businesses. The platform offers everything from sales tracking and customer data to service management.

Try out Salesforce for its robust suite of features and ability to create a customer database to manage your interactions better. Its segmentation feature might be particularly beneficial in allowing you to categorize customers based on different traits: residential, commercial, and industrial, for instance.

3. Microsoft Dynamics 365

Microsoft Dynamics 365 combines CRM and ERP capabilities, allowing you to run your entire business from its comprehensive solution. For sales, customer service, finance, and operations, it’s a one-stop solution.

We love the fact that with Microsoft Dynamics 365, you can automate your work processes and increase productivity. Plus, since many businesses already use Microsoft Office tools, integrating Dynamics into current systems is usually straightforward and seamless.

4. Freshsales

Freshsales from Freshworks is another robust CRM. Coming from a company with a solid reputation for creating intuitive and easy-to-use software, Freshsales stands out for its clean interface and detailed analytics.

We recommend Freshsales for its in-built phone and email features that reduce time spent switching between different platforms to communicate with your customers. Additionally, it tracks all customer touchpoints, making it easier to consolidate your communications.

5. Hubspot

Hubspot offers a free version of its CRM that’s extremely capable, making it ideal for smaller plumbing businesses. From managing data to tracking deals and providing excellent customer service, Hubspot manages to pack a lot into its CRM.

Despite being a free tool, there’s no compromise on the quality of features it offers. It’s an excellent starting point for growing businesses due to its user-friendly interface and easy setup process. However, as your business grows, you can always upgrade to paid models to avail additional features.

6. Zoho CRM

Zoho CRM is a formidable choice for medium-sized plumbing businesses and offers an array of features like workflow automation, detailed analytics, and an intuitive interface irrespective of the device you’re using.

With Zoho CRM, you can leverage an AI-driven sales assistant for advanced predictions and analytics and to streamline routine tasks. Its sales automation CRM keeps you organized, helping you drive more conversions.

7. Insightly

With a good balance of advanced features and usability, Insightly is another powerful CRM platform. It offers contact management, project management, business intelligence, and more.

We find Insightly’s project management feature particularly noteworthy. It can be a great help in planning and scheduling plumbing jobs, keeping track of milestones, and setting specific roles and tasks for each team member.

8. Bitrix24

Bitrix24 is a comprehensive tool that combines CRM, project management, and communication tools in one. It’s an excellent choice for businesses that want to handle multiple aspects of their business with one solution.

Bitrix24 strikes us as a noteworthy platform for its impressive array of features designed for effective collaboration. This engaging, unified platform can be beneficial when you have multiple teams coordinating on a large commercial plumbing project.

9. Copper

Copper is the CRM for G Suite users. If your business already uses Google’s G-suite tools for communication, then Copper is worth considering as it works seamlessly with the Google ecosystem.

Copper’s ability to capture and connect every email conversation automatically to the relevant lead or customer is noteworthy. No manual data entry means your team can save more time to focus on projects at hand.

10. Podium Reviews

Finally, rounding out our list is the Podium Reviews tool. It allows you to seamlessly manage your online reputation by enabling you to swiftly handle customer reviews across different online platforms all from one place.

We highly recommend Podium Reviews because it not only enables you to manage reviews but also collect more high-quality reviews to improve your online reputation. An optimized review management strategy can significantly improve your plumbing business’s online visibility and build trust with potential customers, driving more business your way in the process. Incorporating it into your CRM system will surely reap dividends for your business.

Get Started

If you’re on the lookout for the perfect CRM for your plumbing business, consider trying one of the options on this list. Each one has been designed with the unique requirements of a service-based industry in mind and structured to help foster a strong and ongoing relationship with your customers.

Remember, Podium’s suite of tools is specially designed to modernize the way you do business and help you communicate better with your customers. Happy customers build successful businesses. And with the right CRM tools, you’ll set up your plumbing business for long-term success.