Contractor's Cloud is a cloud-based sales and lead management solution for contractors. Key features include lead management, estimating, work order scheduling, material order scheduling, commission tracking, invoicing, expense tracking, profit and loss calculations, a customer portal and more.
Contractor's Cloud offers workflows and processes that can be customized according to different market needs. A dedicated client portal allows users to view job progress, facilitate communication between clients and business and track status of every task in real-time. The current calendar, invoices and project team information are available in one place for review and audit.
Contractor's Cloud also offers lead management features to help businesses manage sales pipeline using the same application. The solution can also keep a track of expenses so that businesses can monitor the project costs and expenditures accurately during final billing.
For support, users can access the knowledgebase or reach out to the technical team to find solutions for their queries.
Lisa D. Branche: Bau Mitarbeiteranzahl: 2-10 Mitarbeiter
23.10.2018
23.10.2018
The customer service was not great. The training was inadequate. The price was too high after seeing how difficult it was to use. Other than some great features, that other CRM’s either don’t offer or make you pay more to use, it was clunky and inefficient. I’m sorry, but I would not recommend this product to someone. I did give it a 3 just because it wasn’t exorbitantly overpriced and it didn’t have any “bugs” per se.
It has some great features that I have not found on other roofing software, like a customer portal and integration with some great companies, EagleView, ABC and CompanyCam.
Contractor’s Cloud is not laid out well. It’s confusing and not easy to use at all. It didn’t flow well and although it had some good features like a whiteboard or the messaging aspects, they were not set up well, so we never used them. And, for the pretty high cost per user, you were paying for all the bells and whistles, so it seemed expensive if you were not using this software to its maximum capacity. I researched at least 10 different CRM’s and tried 3 of them. This one was being used by a friend in the same industry, who told me to try it, but it was far from ideal and I really wanted to like it. I used it for a good 6 months, but never had it set up to work smoothly and be truly beneficial for our company.
Rachelle S. Branche: Bau Mitarbeiteranzahl: 2-10 Mitarbeiter
18.6.2017
18.6.2017
Contractors Cloud is the perfect combination of easy to use and all the bells and whistles. I found through experience that other software platforms are missing a user friendly platform or they did not have all the detailed steps available to keep track of our customers through our entire process. Contractors Cloud is easy to use and allows us to customize it to fit our specific needs. We track our projects from lead generation through production to final invoicing, including a P&L for each project. The software has helped organize, analyze and grow our business.
I have not found a con so far. I have been very happy with my experience from the customer services to product.