In this episode of Build to Win, we take a deep dive into one of the most important tools for any home improvement business: your CRM. 

If you're still handling your leads and estimates the old-school way, it might be time to think about how technology can streamline your processes and boost your success.

We explore the evolution of CRMs, starting from the manual methods that contractors used to rely on (think paper forms and file cabinets) up to the powerful, cloud-based systems available today, like Builder Prime. 

Plus, we touch on the huge role tech plays in managing your entire workflow, from intake to scheduling, estimating, and beyond.

Listen in and learn all about:

• The real value of CRMs for contractors 
• Why using multiple systems for different parts of your business can lead to inefficiency and errors
• The power of integrations that bring together sales, marketing, and production
• How AI is changing the game for lead generation, customer communication, and more
• The simple but often-overlooked tools that can make your business run smoother and more profitably

If you’re looking to start running your business the smart way, this episode is a must-listen!

Tune in now to learn more.

Key Takeaways: 

Introduction (00:00 )

Why CRMs are so important (02:34 )

Back to the past (05:30 )

What makes a CRM effective? (18:15 )

Is your tech stack good enough? (28:02 )

How AI is transforming the industry (43:38 )

Why you need to embrace tech to grow (54:29 )

Additional Links & Resources:

🔥 Watch our **FREE** on-demand webinar and learn how to drive 20% net profit with systems and processes: https://www.builderprime.com/webinars/on-demand-webinar-drive-20-net-profit-with-systems-processes?utm_source=RedCircle&utm_medium=Audio&utm_campaign=13 

⚡ Learn more about us: https://www.builderprime.com/ 

📱 Connect with us on social media:

• Facebook: https://www.facebook.com/builderprime/
• LinkedIn: https://www.linkedin.com/company/builderprime/ 
• Jonathan’s LinkedIn: https://www.linkedin.com/in/jonathanweinberg/ 
• John’s LinkedIn: https://www.linkedin.com/in/john-kolbaska-a271a757/ 
• Instagram: https://www.instagram.com/builderprimecrm/ 

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Build to Win is a podcast for contractors where we give you the tools to grow your home improvement business. Follow us wherever you listen to your podcasts!