CorkCRM

CorkCRM is a software solution designed to streamline and grow painting businesses. According to the vendor, this solution caters to painting companies of all sizes, including painting contractors, home improvement companies, construction companies, property management companies, and interior designers. CorkCRM offers a range of features and integrations aimed at professionals in the painting industry, allowing them to effectively manage leads, appointments, proposals, contracts, jobs, timecards, invoices, and more.

Track Leads: According to the vendor, CorkCRM allows users to manage leads by taking notes, booking appointments, and automating follow-ups. Integration with Mailparser enables automatic lead entry, while tracking the effectiveness of different lead sources provides valuable insights.

Book Appointments: The vendor claims that CorkCRM enables new customers to conveniently book appointments online or over the phone. Users can sync appointments with Google Calendar for seamless scheduling and set availability to allow customers to self-schedule, enhancing the overall booking process.

Create Proposals and Contracts: CorkCRM offers the ability to effortlessly create and send custom proposals to clients. Users can choose from pre-built proposal templates or design their own. Clients can conveniently sign contracts in-person or online, ensuring a smooth and efficient agreement process, according to the vendor.

Schedule Jobs: The vendor states that CorkCRM streamlines job scheduling and crew assignments. Users can automatically notify customers when their job is scheduled, enhancing communication and customer satisfaction. Additionally, reminder emails can be sent to customers a few days before the job to ensure a smooth workflow.

Manage Timecards: CorkCRM simplifies time tracking for painters, allowing them to enter their time at the end of each day from home or their phone. According to the vendor, labor costs are accurately reflected in reports, providing up-to-date job numbers for better financial management.

Manage Invoices: According to the vendor, CorkCRM automates invoice generation and sending when proposals are accepted and jobs are completed. Customers can conveniently pay with a credit card directly from the invoice or choose to mail a check, ensuring a seamless payment process.

Dashboard: CorkCRM provides users with an intuitive dashboard to get a snapshot of recent activity and progress in their painting business. Users can view weekly and year-to-date stats at a glance, allowing for quick and informed decision-making, according to the vendor.

Detailed Reports: CorkCRM offers detailed reports that allow users to analyze lead sources, measure job profitability, and track close rates. According to the vendor, these comprehensive reports provide valuable insights for optimizing business strategies and improving overall performance.

Accept Credit Cards: The vendor claims that CorkCRM enables customers to conveniently pay invoices online or on-site with a credit card, enhancing the customer experience and streamlining the payment process.

Mobile Ready: CorkCRM is designed to be mobile responsive, allowing users to access customer data in the field and on the go. According to the vendor, it can be used in any mobile browser, providing flexibility and convenience.