Process Automation

As a trade or field service business owner, you’ve probably heard plenty about CRM (Customer Relationship Management) systems. Maybe you’re even wondering if you need to invest in one alongside Simpro. Let’s clear something up right away: if you’re using Simpro, you don’t need a separate CRM at all.

Why? Because Simpro is actually much more than just a job management system - it’s a comprehensive business tool that includes robust CRM capabilities designed specifically for trade businesses like yours.

The Complete Sales Cycle at Your Fingertips

While dedicated CRMs like Salesforce or HubSpot might have some fancy bells and whistles, Simpro provides everything most trade businesses need to manage their sales process effectively. You can track leads, create professional quotes, and follow up on opportunities all within the same system that manages your jobs and invoicing.

Every phone call, email, or interaction with a potential customer can be logged directly against their lead in Simpro. This means no more jumping between different systems or losing track of important customer communications. Whether you’re a plumber, electrician, or builder, having this information in one place is invaluable.

Keep Your Team on Track with Powerful Reporting

One of Simpro’s hidden gems is its reporting capability. When set up correctly, these reports give both sales teams and managers clear visibility of their sales pipeline. You can easily see which leads need attention, track conversion rates, and identify opportunities that might otherwise slip through the cracks.

Need More Automation? No Problem!

If your business grows to the point where you need more sophisticated automation, Simpro has you covered there too. Their API (don’t worry about the technical details!) allows you to add extra automation for creating tasks and reports without needing to switch to a different system.

Adding a separate CRM to your business when you’re already using Simpro isn’t just unnecessary - it could actually make things more complicated. Why manage customer information in two different places when one system can do it all?

Ready to Make More of Your Simpro Sales Features?

If you’re not using Simpro to its full potential for managing your sales process, or if you’d like to explore ways to automate more of your sales activities, help is available. Process Automation specialises in helping trade businesses like yours get the most out of Simpro, whether that’s setting up better lead tracking, automating follow-ups, or creating custom reports that help you win more business.