Proven CRM

Proven CRM, developed by Canam Systems, is a CRM solution designed specifically for property restoration contractors. According to the vendor, this software aims to assist restoration contractors in expanding their sales pipeline, managing customer relationships, and improving sales performance. Proven CRM is utilized by professionals and industries such as property restoration contractors, construction companies, insurance companies, facilities management companies, and real estate development companies.

Key Features

Customized Sales Dashboards: Users can build customized dashboard widgets to gain a comprehensive view of referral information, revenue streams, sales performance, and manage routes, communications, tasks, and events.

Automated Client Value Ranking: The software allows users to determine top clients based on revenue, close ratio, referral frequency, and expenses, enabling them to prioritize and focus on high-value clients.

Identify Leads & Opportunities: Users can create and manage their sales pipeline, accurately forecast revenue opportunities by stage, and seamlessly transfer client information into production or accounting systems without duplication.

Receive Job Alerts & Incentives: The software provides job alerts when clients refer new business, and users can automatically generate sales credit and incentives based on the volume of referrals.

Real-Time Data Connectivity: Proven CRM allows users to send and retrieve real-time data, enabling them to access up-to-date information anytime, anywhere, and make informed business decisions.

Optimize Sales Routes: Users can utilize real-time traffic information from Google Maps to optimize sales routes, ensuring efficient and timely customer visits, potentially saving time and resources.

Client ROI Comparison: The software enables users to compare revenues and expenses to identify client return on investment (ROI), helping them understand the profitability of each client.

Automate Sales Incentives: Proven CRM streamlines the process of generating sales credit and incentives by automating calculations based on volume and performance, potentially saving time and reducing errors.

CRM Mobile App: Users can access and manage customer information, tasks, and communications on the go through Proven CRM's mobile app, ensuring they never miss an opportunity.