33. Effective CRM Solutions - Streamlining Your Digital Marketing Campaigns

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In this episode of Digital Marketing for Contractors, Janet and Caitlyn break down one of the most important systems in any home improvement business: the CRM (Customer Relationship Management) platform. Whether you're still running your company from a whiteboard and a spreadsheet or already using a CRM, this episode is packed with practical insight on how the right system can transform your operations, marketing, and growth potential.

They cover:

• What a CRM actually does (and why it matters)
• Signs you're outgrowing your spreadsheet setup
• Their favorite CRMs for contractors (MarketSharp, Lead Perfection, AccuLynx, Jobber, ClientTether, and more)
• Real-world examples of how CRMs streamline follow-up, improve reporting, and automate marketing
• How to choose the right CRM based on your company's size and service type

The takeaway? If you want to grow, you need a CRM. It's not just software—it’s a business upgrade.

Want to find out how we can create a custom digital marketing game plan for your contractor business? Schedule a call with us at fatcatstrategies.com.