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Plumbing, HVAC & Electrical

Contractors such as Plumbers, Electricians, Heating & Air Conditioning Pro’s rely on Resilient Pro CRM to operate their businesses.

The system is intuitive, scalable, and very powerful. Are you too busy to know how exactly your business is performing? Resilient Pro CRM brings everything out in the open, so you can know the major areas of concern.

Whether it’s the sales teams, project managers, marketing campaigns, or your office staff; you have the power to measure the success of everything with features such as Leads & Sales Pipelines, Project Management, Resource Management, expense management, and most importantly customer management.

Features

Change Orders, Customer Selections, & Warranty: Track change orders, customer selections, and warranty information on all your projects.

Equipment Tracking: Track equipment on the job, on vehicles, or at your warehouse. Never lose equipment again.

Resource Management: Scheduling, Dispatching, and a company Calendar with all jobs and appointments. Add & schedule jobs on the fly in calendar view. Track vendors, subcontractors, and resources as well.

Marketing Board: Track Leads & Sales in Pipeline easily. Track and monitor success of marketing campaigns and your sales and marketing reps. Customize email templates and send mass emails from the system to marketing groups.

Customer & Project Management: Manage projects and customers easily within the system. A customer can have multiple projects with multiple locations such as property management firms. Resilient Pro CRM integrates with Outlook so you can send & receive email directly from the system.

Accounting: Integrate and sync with QuickBooks instantly. In addition, track your collections and give out bonuses to your top employees with Resilient Pro CRM. Also, we make it easy for you to track your expenses on your projects and marketing so you have a complete picture of your business.

Customer Service: You can upload and share all your Forms instantly within the system. In addition, we added a helpdesk/ticketing to track customer service complaints before they become major issues. Also, track time spent by your employees in certain tasks and project activities to ensure productivity.

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