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Description
HarrisData presents three distinct CRM modules tailored to enhance organizational functionality. CustomerFirst® equips various departments with essential support, help desk, and quality tracking tools to effectively manage customer data within their specific contexts. This solution efficiently oversees the workflow from the moment a request or issue is logged until it reaches resolution. SalesFirst® is engineered to aid businesses in organizing their sales teams, prospects, and clientele. This vital resource for sales representatives gathers all pertinent historical and critical information about potential clients, while also allowing for the tracking of competitive data to refine sales strategies based on market competition. Lastly, WebFirst® enables customers to access, modify, and create support tickets online at any time, providing them with 24/7/365 convenience. Additionally, this module facilitates the downloading of software updates directly from the web, ensuring that users have the latest tools at their fingertips whenever necessary.
Description
RooferPro Software provides users with comprehensive access to information about re-roofing prospects and customers, allowing for effective calendar and activity management, documentation of all customer interactions, and tracking of opportunities throughout the sales journey, while also assessing the overall performance of the sales team. Organizing customer-facing activities and events in the roofing sector is essential for successfully closing deals and nurturing customer relationships. The sales activity management features within RooferPro are designed to keep your roofing representatives organized and collaborating, ensuring that clients receive the necessary attention. A vital aspect of managing sales activities is the ability to monitor the actions of your sales team in real-time. By generating detailed roofing sales activity reports, you can gain a comprehensive overview of your organization's sales efforts, which supports improved performance management. These reports focus on the key sales metrics that are most significant to your roofing business, facilitating informed decision-making and strategic planning to enhance overall effectiveness. Ultimately, using RooferPro empowers roofing companies to streamline their operations and foster stronger customer relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
HarrisData
Founded
1972
Country
United States
Website
www.harrisdata.com/software/crm
Vendor Details
Company Name
RooferPro
Country
United States
Website
www.rooferpro.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
No
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
No
Takeoff
No
What-if Analysis
Yes
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
