Why Your Service Business Needs CRM Software

CRM Software

The way businesses operate has evolved significantly in just the past few years. Where before most companies used to rely on third-party data to understand and identify their customers and prospects, now, businesses themselves are taking on this role and collecting and processing their own customer data to inform business insights and strategic decision-making. Personal CRM app is what most businesses go for. 

It stands today that the more qualified information you have about your customers and leads, the better. However, the challenge with all this information is how to store it, manage it and draw insightful conclusions from the information you are receiving.

Thankfully, smart customer relationship management (CRM) systems and software have been developed to support this very function. If you want to explore this for the benefit of your service business, read on.

Easier customer information organization

Having the ability to store and manage your customers’ information is one of the biggest reasons to invest in CRM technology. It is no longer viable to collect information about customers using paper forms, and an ancient filing system. Not only do recent laws in data protection discourage this, it is also not an efficient way to be able to retrieve the data or draw any impactful conclusions from it as it is largely inaccessible.

Field service business apps like this lawn care software from Jobber have been developed with a comprehensive CRM integrated system. Aside from managing your customer data and tracking all interactions, these programs help streamline customer communications, organize your team, and most importantly give you the tools to sustainably grow and scale your business. With the ability to conduct all business operations from one platform, there is no need to subscribe and make monthly payments to multiple service providers or software companies.

More effective customer service

Whenever customers contact you for whatever reason, they expect that anyone who’ll answer their call or reply to their email will be instantly knowledgeable on who they are and what they want. Most of them assume that you only need to know their contact information, such as their phone number or email address, to identify who they are.

There are a number of benefits of using a CRM to improve your customer service. For one, you or your customer service administrators can easily pull any records out of the database using any identifiable or unique data, such as contact information. Because the information is so quick to retrieve, you are able to quickly give them a feeling of being known and valued, making every discussion you have with them spent on addressing the topic they want to discuss rather than endlessly repeating the same questions or having to put them through to a different department to repeat the same thing with is highly unproductive for both parties.

Why Your Service Business Needs CRM Software

Better automation

One of the critical strengths of modern CRMs is the ability to automate business processes, especially for marketing and sales. It can even in some cases be used as a tool to control your business finance. With a decent amount of data, a CRM can start automating email marketing campaigns, follow-ups and reminders, and, in some cases, payment collections.

Know that not all CRMs offer automation as a part of their features. However, when choosing one, be sure that it has the following:

  • An application programming interface (API)
  • Multiple contact information fields
  • Dashboards
  • Delegation
  • Information entry and access

Improved business operations

Regardless of whether you’re running a lawn care company or medical facility, having your customer data available for all people who need access to them in your business is crucial. Having a customer relationship management program or service that can allow (and in some instances, disallow) different people from different departments to access customer information instantly can reduce delays and overheads that come with unnecessary red tapes and overbearing bureaucratic processes.

More informed business decisions

You know very well that data collection and analysis are vital for creating more informed business decisions. Traditionally, business tends to have a team that needs to gather and analyze data to help their stakeholders and executives determine the actions they need to take. With a CRM, all you need to do is to interact with it and generate a report with a single click of a button instead of having and instructing a team to do it for you manually. Aside from saving in person-hours, a CRM can let you acquire information and reports the moment you need them.

Reduction of administrative tasks

Most modern CRMs have fully integrated features, making multiple business and administrative tasks faster and more efficient. For instance, most of them collect data through digital forms instead of standard paper forms, where staff would need to encode data back to a computer manually.

Moreover, most CRMs allow you to smoothly import data from other databases and programs. For example, you can quickly get all the contact information stored in your corporate email inbox or a third-party email marketing platform to a CRM without checking and typing each contact detail one by one.


Whether your business is small or nearing the corporate level, a CRM will always come in handy. If you start your business with an efficient CRM system, you’ll be able to scale and grow your business organically without compromising on data and customer relationship needs. It will allow you to:

  • make it easier to track prospects
  • make your sales team better at nurturing leads
  • make customer management easier, leading to improved customer loyalty


There are numerous benefits to your business of having a fully functioning CRM system. As with all software, CRM software and its associated services and features are not created equal so do your research – look around for the one that best fits your industry and niche and choose the one that is tailored best to your business needs.