Everything You Need to Know
About Every Customer
Business Genie CRM gives you a complete 360° view of every customer relationship. From first contact to repeat business, track everything in one beautiful interface. Built for contractors who want to grow.
Complete Customer Management for Contractors
Complete Customer Management
Store every customer detail in one place. Contact info, service history, notes, photos, and communication logs. Know everything about every customer instantly.
Call & Text Logging
Automatically log every call and text message. See conversation history before you pick up the phone. Never forget what you promised a customer.
Service History Tracking
Complete timeline of every job, invoice, estimate, and interaction. Know exactly what work was done, when, and by which technician.
Smart Follow-Up Reminders
Automated follow-ups for seasonal maintenance, annual inspections, and service renewals. Never lose a repeat customer to a competitor.
Customer Insights & Analytics
See lifetime value, payment history, and service preferences at a glance. Identify your best customers and target similar leads.
Review Management
Request reviews automatically after jobs. Track ratings and respond to feedback. Build your 5-star reputation with every completed job.
Perfect for All
Trade Businesses
Plumbing Companies
- Track service history by property
- Automated maintenance reminders
- Emergency call prioritization
- Water heater replacement tracking
- Warranty expiration alerts
HVAC Contractors
- Seasonal maintenance campaigns
- Equipment age tracking
- Filter replacement reminders
- Service agreement management
- Energy efficiency reports
Electrical Contractors
- Panel upgrade history
- Code compliance tracking
- Generator maintenance schedules
- EV charger installations
- Inspection documentation
Landscaping Companies
- Seasonal service schedules
- Property photo documentation
- Recurring maintenance contracts
- Weather-based rescheduling
- Irrigation system tracking
How Business Genie CRM Solves
Real Contractor Challenges
Turn One-Time Customers Into Lifetime Clients
Most contractors lose 60% of their customers within a year simply because they forget to follow up. When someone calls another company for their water heater replacement after you installed it three years ago, you lose thousands in potential revenue. The customer is not disloyal, they just forgot you exist.
Business Genie CRM automatically tracks every customer interaction and sends timely follow-ups. Set up annual maintenance reminders, warranty expiration alerts, and seasonal service campaigns that run on autopilot. Most contractors see 40% more repeat business within 6 months.
Stop Losing Time to Administrative Chaos
How much time does your team spend searching for customer information? Looking up past invoices? Trying to remember what was discussed on the last call? For most contractors, administrative tasks consume 20-30% of their workday. That is time that should be spent on billable work.
Business Genie CRM puts everything in one place. Customer contact info, service history, communication logs, photos, estimates, invoices, and notes are all accessible in seconds from any device. Most contractors save 10+ hours per week on administrative tasks after switching to Business Genie.
Build Your 5-Star Reputation Automatically
Online reviews are everything in the trades. When someone Google searches plumber near me or HVAC repair, they call whoever has the best reviews. But asking for reviews is awkward, and most technicians forget. The result is that your best work goes unrecognized while competitors with aggressive review strategies outrank you.
Business Genie CRM automatically sends review requests after every completed job. The timing is perfect since customers get the request right after you have solved their problem. Contractors using our automated review system see 65% more reviews and a significant boost in local search rankings.
Know Your Best Customers and Find More Like Them
Not all customers are created equal. Some pay immediately, book regularly, and refer their friends. Others haggle on price, pay late, and never return. Most contractors treat all customers the same because they have no way to track who is actually valuable.
Business Genie CRM tracks customer lifetime value, payment history, and booking frequency automatically. See at a glance who your VIP customers are and focus your energy on keeping them happy. Use customer insights to find lookalike audiences for marketing and grow your base of ideal clients.
Turn One-Time Customers into Lifetime Clients
Automated marketing that brings customers back year after year. Set up once, then watch your repeat business grow on autopilot.
AI Follow-Up Sequences
Automatic text and email sequences that nurture leads and re-engage past customers. Set it once, let it run forever.
Email Campaigns
Send seasonal promotions, maintenance reminders, and newsletters to your entire customer base with one click.
SMS Marketing
Text message campaigns that get read within minutes. Perfect for last-minute openings and seasonal offers.
Lead Scoring
Automatically identify hot leads based on engagement, job value, and response time. Focus on the customers most likely to book.
Task Automation
Create automatic tasks for follow-ups, inspections, and renewals. Your team never misses a beat.
Pipeline Management
Visual pipeline shows every lead from first contact to closed deal. Move deals forward with drag-and-drop simplicity.
Frequently Asked
Questions
What is CRM software for tradespeople?
CRM (Customer Relationship Management) software for tradespeople helps manage customer interactions, track job history, automate follow-ups, and maintain detailed customer records. Business Genie provides specialized CRM features designed for contractors, plumbers, electricians, and HVAC technicians. Unlike generic CRMs, it understands the unique needs of field service businesses including job scheduling, on-site payments, and service history tracking.
How does Business Genie CRM help grow my contracting business?
Business Genie CRM tracks every customer interaction, automates follow-up reminders, segments customers for targeted marketing, and provides insights into customer lifetime value. This helps you retain more customers, book more repeat jobs, and increase revenue per customer. Most contractors see 40% more repeat business within 6 months of using our CRM features.
Can I access customer data on mobile?
Yes! Business Genie CRM is fully mobile-responsive, allowing you to access customer information, view job history, add notes, and update customer records from your phone or tablet while in the field. Your team can log calls, add photos, and update job status from anywhere, even offline. Everything syncs automatically when you reconnect.
Does the CRM integrate with invoicing and scheduling?
Absolutely. Business Genie CRM is fully integrated with our invoicing, scheduling, and job management features. All customer interactions are automatically tracked in one central system. When you create an estimate, schedule a job, or send an invoice, it automatically appears in the customer timeline. No duplicate entry required.
How does automated follow-up work?
You can set up automatic text and email sequences that trigger based on customer actions or time intervals. For example, send a review request 24 hours after job completion, a maintenance reminder 11 months after AC installation, or a win-back campaign to customers who have not booked in 6 months. Set it once and let it run forever.
Is there a free trial for the CRM features?
Yes! Business Genie offers a free 7-day trial with no credit card required. You can test all CRM features including customer management, service history tracking, automated follow-ups, and review management. Most contractors see immediate value within the first week.
More Tools for Trade Businesses
Online Booking System
Let customers book jobs 24/7 with automated scheduling
Plumbing CRM Software
Specialized tools for plumbing contractors
HVAC CRM Software
Complete HVAC business management system
Electrical Contractor CRM
Manage electrical jobs and customer relationships
vs Jobber
See how Business Genie compares to Jobber
Invoicing & Payments
Get paid faster with mobile invoicing
Ready to Grow Your Trade Business?
Join thousands of contractors using Business Genie CRM to manage customers, automate follow-ups, and grow their business.
No credit card required