CRM for contractors and tradespeople
Business Genie includes a CRM for contractors and tradespeople: your customer list lives in the same software that books, schedules, routes, invoices and takes payment, and follow-ups and review requests go out automatically. It runs on the web and in the iOS and Android app.
What the CRM does in Business Genie
Your customers, with automated follow-ups and review requests.
One customer list
Customers are kept in the same software as their estimates, jobs and invoices, not in a separate tool.
Automated follow-ups
Business Genie sends follow-ups automatically after the work, so a customer is not forgotten because nobody remembered to call.
Review requests
Review requests go out automatically too, so asking for a review does not depend on whoever was on the job remembering to do it at the end of a long day.
Your list, moved for you
You do not start with an empty CRM. Setup and data migration are free: the Business Genie team moves the customer list you keep now into Business Genie for you.
One job, start to finish, on the customer’s record
The CRM is where a job ends up: with the customer it was for. Every stop on this route is part of the same software, on the web and in the iOS and Android app. The CRM works with the customer portal, online booking, estimates and proposals and invoicing.
QuotedMon
Estimate 1042 · $340 · $100 deposit by card
BookedMon
For Tue, Nov 4, 9:00–1:00
ScheduledMon
On Marco’s Tuesday
DispatchedTue 8:00
Sent to Marco’s phone, 8:00
RoutedTue 8:00
Third stop of his day · on site at 10:37
On the jobTue 10:37
10:37–12:07 on site · 1h 30m
InvoicedTue 12:07
Invoice 1307 · $340, less the $100 deposit
PaidTue 12:22
$240 · Apple Pay · 12:22
In the booksSynced
Invoice 1307 · QuickBooks Online
What it madeAfter the job
Parts and 1h 30m labor vs $340
Followed upNo set time · you’re here
Follow-up and review request
CRM
Questions about a contractor CRM
What is a CRM for contractors?
A CRM (customer relationship management) keeps each customer’s details and history in one place. For a contractor, it is most useful when it is the same system that books, schedules and bills the work.
Can you import my existing customers?
Yes. The Business Genie team moves your existing customer list into Business Genie for you.
Does it ask customers for reviews?
Yes. Business Genie sends automated review requests and follow-ups.
Start with your own customers
Business Genie is free for a month, with no credit card to start, and the setup is free too. The CRM, the schedule, the route, the invoices and the payments are all in it, on the web and in the iOS and Android app.
Your first customer
Next recordNot in Business Genie yet
What comes next
Your customers, moved over
Setup · From the list you keep now
Your first estimate
Then · With a deposit, if you ask for one
Its visit, on the schedule
Routed with the rest of the day
Its invoice, paid
Card, Apple Pay, PayPal, Venmo or Cash App
Follow-up and review request
Sent automatically
Day 30. Pick a plan, from $50 a month.
Your first customer
Next recordNot in Business Genie yet
Setup · day 1
Your customers, moved over
From the list you keep now
Your first estimate
With a deposit, if you ask for one
Its visit, on the schedule
Routed with the rest of the day
Its invoice, paid
Card, Apple Pay, PayPal, Venmo or Cash App
Follow-up and review request
Sent automatically
Day 30
Pick a plan, from $50 a month