The right customer relationship management (CRM) software can help you streamline your appliance repair business and focus on what matters—the customer experience.
Without a CRM, it’s easy to fumble leads, double-book appointments, and mismanage your appliance repair company into the ground.
I’m AJ—here to make sure that doesn’t happen. Over the last decade, I’ve helped many companies succeed while scaling my business (to a multiple seven-figure exit).
I’ve learned the tricks of the trade, and I’m here to share them with my fellow entrepreneurs. So, let’s dive into my list of the best appliance repair CRM platforms on the market!
Stick around to the end, where I share some can’t-miss tips for selecting a CRM!
After years of SBB testing, here is our list of the best appliance repair CRMs:
- Best Appliance Repair CRM For Integrations: HubSpot
- Best Appliance Repair CRM For Expense Tracking: Jobber
- Best Appliance Repair CRM For Scheduling Calendar: HouseCall Pro
- Best Appliance Repair CRM For Workflow Automation: Monday.com
- Best Appliance Repair CRM For Mobile: FieldPulse
- Best Appliance Repair CRM For Lead Management: Zoho CRM
- Best Appliance Repair CRM For Beginners: Less Annoying CRM
How Did We Test The Best CRM For Appliance Repair Businesses?
My team and I spent six months thoroughly testing each CRM platform.
Here’s what we looked at:
- Scalability
- Ease of Use
- Feature Assessment
- Customer Support
- Hands-On Experience
- Third-Party Reviews
How We Objectively Test Each Platform:
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
HubSpot CRM: Best For Integrations
Bonfire Rating: 4.8/5
HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
HubSpot
Learn More Today!-
Tons of Free Tools From Each Hub
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Live Chat Capabilities
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Robust Integrations
Why We Picked HubSpot CRM
HubSpot is a powerful all-in-one solution designed for business growth.
Here are some notable features for appliance repair businesses:
- Native (and third-party) integrations
- Workflow automation
- Client management
- Campaign management
- Mobile app
- Reporting & analytics
HubSpot is incredibly easy to use, extremely powerful, and the cherry on top—it’s 100% free!
HubSpot is easily one of the best CRM platforms to help you level up your appliance repair company.
HubSpot CRM Features
HubSpot leads the pack when it comes to integrations.
The all-in-one CRM solution boasts over 500 native integrations on its App Marketplace (shown below).
Here are some of the best appliance repair software integrations:
- QuickBooks Online
- Calendly
- Google Meet
- MailChimp
- Zapier
- Slack
- Xero
Chances are, if you need a native integration—HubSpot CRM has it.
If they don’t, there’s a high likelihood it’s available as a third-party integration via Zapier.
This pairing opens the door to thousands of additional integrations for businesses to take advantage of.
The rundown: If you’re looking for an all-in-one solution with plenty of integrations to help scale your appliance repair business, HubSpot is a top contender.
HubSpot CRM makes it easy to keep track of all your client information in one place.
Everything is centralized for quick access, from contact details and communication history to deals, tasks, and notes.
HubSpot CRM allows you to do the following (with ease):
- Store contact details for all clients
- Log communication history for each client
- Create customizable deals for job estimates & pricing
- Schedule tasks & reminders for follow-ups
- Take notes on each client for reference in the future
Adding a new contact (shown below) is as easy as filling out a few fields.
These include the following:
- Name
- Contact owner
- Job title
- Phone & email
- Lifecycle stage
- Lead status
- Tags & notes
- Attachments
- Custom fields
- Associated deals
Plus, HubSpot is fully customizable. You can create custom properties (or fields) to track specific information that may be unique to your business.
For example, you can create a custom field to track the type of appliance your client owns or the date their warranty expires.
Once you have all your fields customized and clients added, you can view them all in the contacts dashboard (shown below) for easy management.
The bottom line: HubSpot offers some of the best client management in the biz.
It’s easy to use, customizable, and free forever!
Automation is the way to go if you’re looking to scale your business (without cutting corners).
HubSpot’s workflow automation capabilities allow you to automate your sales and marketing processes so you can focus on what matters—your clients.
With HubSpot’s workflows, you can set up automated tasks and actions that occur based on specific triggers (or events).
Here are some practical uses of HubSpot’s automation for appliance repair services:
- Automated email sequences for new leads or clients
- Follow-up reminders for quotes or estimates
- Automated lead nurturing for leads that have gone cold
- Timed email sequences for ongoing communication and offers
The possibilities are endless with HubSpot’s automation tools.
Plus, the CRM powerhouse offers helpful pre-made templates (shown below) so that beginners can get started with automation in no time.
These templates eliminate any entry barrier for implementing automation into your business.
HubSpot also offers a fantastic visual editor (shown below) for creating custom workflows from scratch.
This editor makes it easy to create powerful automation in just a few clicks (that can save countless hours in the long run).
The nuts and bolts: HubSpot’s automation capabilities make it an ideal platform for businesses looking to scale (with minimal effort).
HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans:
- Free Plan – Free Forever
- Starter CRM Suite – $30/Month
- Professional CRM Suite – $1,335/Month
- Enterprise CRM Suite – $5,000/Month
Check out our in depth HubSpot pricing guide!
HubSpot CRM Pros and Cons
- Fantastic free plan
- Great client management
- Stellar customer support (with live chat)
- Impressive workflow automation
- Intuitive interface
- Advanced pricing plans are expensive
- CMS Hub lacks customization
Jobber: Best For Expense Tracking
Bonfire Rating: 4.7/5
Jobber is a dream come true for busy home service companies looking to get organized while scaling!
Jobber
Learn More Today!-
Fantastic Scheduling Capabilities
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Powerful Invoicing Tools
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Great Client Management
Why We Picked Jobber
Jobber belongs on our list of the best appliance repair software for several reasons.
For starters, it’s chock-full of features to help you scale easily.
These include the following:
- Expense tracking
- Client management
- Payment management
- Job management
- Reporting & analytics
- Mobile app
Put simply, Jobber is an all-in-one field service management software that removes the headaches of running your appliance repair company.
It’s worth checking out if you’re serious about taking your business to the next level.
Jobber Features
As an appliance repair business owner, you probably understand how important it is to keep track of expenses.
That’s where Jobber comes in handy.
The platform makes it easy to log and categorize your expenses, and you can view them all in one convenient location (as shown below).
Jobber’s expense tracking allows you to:
- Classify your expenses for superior organization & easy tracking
- Create & oversee expense records for all job costs
- Link receipts or relevant documents to each expense
- Keep an eye on your expenses in real time
What really sets Jobber apart from the competition for expense tracking is just how easy it is to use and track.
Plus, Jobber offers comprehensive expense reporting, which lets you know how your business is doing (and where there is room for improvement).
This means you’re never in the dark about how much you spend (versus budgeted amounts).
For scaling appliance repair companies, this can be huge. After all, there are a lot of categories to keep track of (especially as you grow).
If you’ve ever double-booked a client (or simply misplaced an appointment), you know how much of a setback it can be for your reputation.
Thankfully, Jobber offers everything you need to streamline your scheduling process.
With Jobber’s built-in calendar (shown below), you can easily view all of your team’s appointments, schedule recurring jobs, and assign tasks.
Jobber’s scheduling features make it easy to:
- See a daily, weekly, or monthly view of your team’s schedule
- Schedule new jobs in seconds
- Assign tasks to specific team members
- Send automatic job reminders to clients
- Set up recurring jobs for routine maintenance work
One feature we love about Jobber’s scheduling is the ability to quickly drag and drop appointments to different time slots or team members.
This makes it easy to reschedule when necessary (without any hassle).
Plus, Jobber offers integrations with popular calendar apps like Google and Outlook Calendar.
The breakdown: If you’re looking for a scheduling tool to help you stay organized and on top of your appointments, Jobber is a solid choice.
Effectively managing your clients is critical to building your appliance repair business.
Jobber understands this and makes it easy to add, sort, and view all your contacts (at a glance).
Here are some standout aspects of this feature:
- Customizable fields & dashboards
- Comprehensive customer cards
- Quick sorting & segmentation
- Easily accessible view of the entire customer journey
- Ability to see quotes, invoices, & payments on one screen
- Seamless communication (all within the platform)
Here’s a look at Jobber’s client dashboard (with some sample data added).
As you can see, the layout is clear and easy to read, with all of your important client information in one place.
Jobber also offers automated follow-up and review requests, making it easy to keep in touch with customers (and get valuable feedback in real time).
Our final verdict: If you’re looking for a platform that makes it simple to manage clients, Jobber is a top contender.
Jobber Pricing
Jobber offers three pricing plans.
They include the following:
- Core – $69/Month
- Connect – $169/Month
- Grow – $349/Month
Jobber Pros and Cons
- Great client management
- Excellent client portal
- Powerful expense tracking
- Intuitive user interface
- Efficient scheduling & calendar views
- No free plan
- The mobile app lacks some important features
Housecall Pro: Best For Scheduling Calendar
Bonfire Rating: 4.6/5
Housecall Pro is your one-stop shop for all your home service business needs!
Housecall Pro
Learn More Today!-
Invoicing & Automatic Payments
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Powerful Contact Management
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Automated Marketing Capabilities
Why We Picked Housecall Pro
Housecall Pro is a top-notch appliance repair scheduling software that can help you take your business to the next level.
Here are some features we love:
- Scheduling calendar
- Payment management
- Client management
- Mobile app
- Customer portal
Housecall Pro is easy to use, scalable, and powerful enough to streamline your appliance repair business without breaking a sweat!
Housecall Pro Features
As your appliance repair business grows, your schedule can quickly get out of hand (without the right tools).
Luckily, Housecall Pro provides some of the best scheduling software in the game.
Let’s break it down.
With Housecall Pro’s scheduling calendar, you can easily accomplish the following:
- Quickly view & edit your schedule (in real time)
- Set recurring appointments with one click
- Send automatic reminders to customers (before their appointment)
- View multiple team members’ schedules at once
Here’s a look at this feature in action.
As you can see, Housecall Pro offers a fantastic user interface that is both intuitive and straightforward.
The color-coded team member schedules make it incredibly easy to get a bird’s eye view of your team’s availability in seconds.
The bottom line: Housecall Pro makes scheduling a breeze (so you can stay focused on delivering top-notch appliance repair services).
If you still use pen and paper to track payments, it’s time for a major upgrade.
That’s where Housecall Pro comes in.
The field service management software offers many tools to help you take your payment process up a notch.
With its payment processing feature, you can send quotes and invoices and even get paid on the spot.
The setup process takes less than 10 minutes, and you’re good to go!
Simply pair your account with Plaid (shown below).
From there, select your banking institution from an impressive list of options.
Here’s how this process looks (to give some context).
Once you’ve synced your account and bank, you’re in business!
You can expect the following benefits with Housecall Pro’s payment management capabilities:
- Secure payments
- Automatic payment reminders
- Custom invoices & quotes
- Instant invoice creation on job completion
- Mobile payment processing
The brass tacks: Housecall Pro allows you to ditch the pen and paper (and save hours of work each week) with its payment management capabilities.
If you’re serious about scaling your appliance repair business, you’ll want this feature.
Your clients are the backbone of your appliance repair business.
That’s why Housecall Pro prioritizes client management (to help you keep them happy and coming back for more).
The platform makes it easy to do the following:
- Manage client information
- Track job & customer history
- Send automatic reminders
- Collect customer reviews
- View & track communication with clients
Adding a new client is as easy as one click (and filling out a few fields).
From there, you can view all your client information on the client dashboard (pictured below).
Housecall Pro keeps it simple, allowing you to quickly access the necessary information (without confusion).
The need to know: Housecall Pro offers a simple yet effective solution to managing customer relationships.
If you’re looking to scale your company without losing track of any important info, Housecall Pro is a safe bet!
Housecall Pro Pricing
Housecall Pro offers three pricing plans.
They are the following:
- Basic – $65/Month
- Essentials – $169/Month
- Max – Custom Pricing
Housecall Pro Pros and Cons
- Affordable, scalable pricing
- Intuitive user interface
- Great client management
- Powerful scheduling calendar
- Streamlined payment management
- No free plan
- Limited native integrations
Monday.com: Best For Workflow Automation
Bonfire Rating: 4.8/5
Monday.com was made for the dreamers, the folks who get stuff done!
Monday.com
Learn More Today!-
Tons of Project Management Tools
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Affordable Pricing & Free Forever Plan
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Powerful Analytics & Reporting
Why We Picked Monday.com
Monday.com is a fantastic work management platform that earns its spot on this list for good reason.
It’s extremely affordable, beginner-friendly, and stacked with features to help you scale.
Here are some of our favorite features for appliance repair companies:
- Workflow automation
- Lead management
- Reporting & analytics
- Project management
- Client management
Monday.com offers a comprehensive solution to help manage your business (without breaking the bank).
Monday.com Features
Automation can be daunting, but with Monday.com’s no-code automation builder, it’s a breeze.
You can create custom automations to fit your specific business needs and automate repetitive tasks (in minutes).
Here are some use cases for repair companies:
- Send automated emails & texts for job reminders
- Automatically assign tasks to team members
- Update client status based on payment received
- Set up automatic job scheduling for recurring appointments
- Create notifications for new job requests
Monday.com offers pre-made templates (shown below), making it easy to get started with automation (with none of the headaches).
Monday.com also makes it easy to create complex custom automation in just a few clicks with its unique “When/Then” automation builder.
Here’s how this feature looks in action.
Simply create a trigger and choose an action to follow.
The process takes less than 5 minutes and can streamline your business operations, saving you valuable time and effort.
Once you’ve got all your automations in place, you can easily view them from Monday.com’s automation hub (screenshot below).
From this screen, you can quickly switch automations off and on, as well as see which ones are currently active.
This is a great way to stay on top of your automations and ensure they are still serving your business needs.
Our take: Monday.com’s workflow automation feature is a game-changer for appliance repair companies (and all businesses, really).
It’s easy, customizable, and saves valuable time and effort managing day-to-day operations.
Managing your leads is a crucial part of building your business.
After all, you can’t sell your appliance repair services without customers!
Monday.com offers an easy and efficient way to manage all your leads in one place.
Here are some direct benefits of using this feature for your business:
- Customizable lead forms to gather important information
- Automated lead assignment to your team members based on set criteria
- Lead source tracking for data-driven decision-making
- Email integration to capture leads directly from your inbox
Monday.com provides a stylish and organized way to view all your leads from one central location (screenshot below).
You can easily add new leads, update their status, and assign them to team members as needed.
The best part? All this can be done in just a few clicks, right from the dashboard itself—saving you the hassle of navigating multiple menus.
The nitty gritty: Monday.com’s lead management feature is a must-have for any appliance repair business looking to grow and scale.
It provides an easy, organized solution to managing leads and helps streamline sales.
Learning from your data is one of the best ways to build your business from the ground up.
Monday.com offers a variety of reporting and analytics features to help you do just that.
Here are some key benefits of using this feature:
- Customizable dashboards to track KPIs (key performance indicators)
- Data visualizations to easily interpret your data
- Automatic report generation for easy sharing with stakeholders
- Lead and job tracking for valuable insights
Here’s a look at a customized sales dashboard (with some sample data).
The drag-and-drop interface makes it easy to customize your dashboard to fit your business needs.
Monday.com also offers advanced analytics options (such as pivot tables and charts) for in-depth analysis of your data.
The need to know: From customizable reports to visualizations, Monday.com has everything you need to get valuable insights into your business.
Monday.com Pricing
Monday.com offers four paid plans in addition to a free plan.
These include the following:
- Free – Free Forever
- Basic – $10/Month
- Standard – $12/Month
- Pro – $20/Month
- Enterprise – Custom Pricing
Take a look at our extensive Monday.com pricing guide!
Monday.com Pros and Cons
- Great lead & project management
- Powerful workflow automation
- Affordable, scalable pricing
- Awesome reporting & analytics
- Intuitive interface
- Limited free plan
FieldPulse: Best For Mobile
Bonfire Rating: 4.8/5
FieldPulse is a powerhouse of field service management features designed to help you scale quickly!
FieldPulse
Learn More Today!-
Great Invoice & Payment Tools
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Powerful Customer Management
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Fantastic Scheduling & Dispatch
Why We Picked FieldPulse
FieldPulse offers powerful appliance repair business software to help you improve customer satisfaction (while scaling with ease).
Here are some notable features:
- Client management
- Job management
- Mobile app
- Reporting & analytics
- Client portal
FieldPulse includes all its features in one pricing plan (meaning there are no hidden fees or add-ons to worry about).
It’s one of our favorite cloud-based CRM platforms to help appliance repair technicians succeed!
FieldPulse Features
Without any customers, your appliance business will quickly run out of steam.
It’s important to find a centralized location to store your data safely and securely.
That’s where FieldPulse’s client management software swoops in to save the day!
With FieldPulse, you can easily accomplish the following:
- Store client details
- Create custom fields (for client info unique to your business)
- Log communication history with clients (calls, emails, texts)
- Schedule tasks & reminders for follow-ups
- Generate estimates & invoices
- Keep track of payments
Adding a new client requires just one click (and filling out a few fields).
Here’s a client card (to give you a better idea).
Within each card, you can easily add and edit the following:
- Name
- Assigned user
- Status
- Account type
- Lead source
- Phone & email
- Notes & tags
- Attachments
- Custom fields
With FieldPulse, you can easily view each customer’s entire journey with your business, from initial contact to completed job.
Once you’ve added all your info, you can get a top-down view of all your clients from the sleek dashboard (pictured below).
FieldPulse also offers the ability to send automated email and text reminders to clients for upcoming appointments (shown below).
This feature is great for reducing no-shows and increasing client satisfaction across the board.
The lowdown: FieldPulse offers impressive client management you don’t want to miss!
Managing your appliance repair jobs can be daunting as your business expands.
Lucky for you, FieldPulse offers a unified platform to manage your workflow seamlessly.
Here are some notable features:
- Job scheduling (for single & recurring jobs)
- Estimates & invoicing
- Client signatures on estimates
- Easy to understand job details & status updates
- Job description & notes (for internal use)
- Client portal for job approvals
- Digital payment processing
Whenever a client requests an appliance repair service, FieldPulse lets you schedule a job (screenshot below) with ease.
Within each card, you can easily add and edit the following information:
- Customer name
- Job title
- Location & time
- Contact info
- Tags & notes
- Attachments
- Custom fields
The appliance repair business software offers a simple, centralized way to view all your appliance repair jobs in one place.
This means you never double-book and always stay ahead of your schedule.
A mobile app is a must in today’s fast-paced digital landscape.
If you can’t connect with your clients on the move, chances are someone else is.
Take back control of your business and client relationships with FieldPulse’s mobile app (available for Android and iOS).
Here are some of our favorite features offered on mobile:
- Scheduling & calendar view
- Client management
- Payment management
- Work & job management
- Offline mode
With FieldPulse’s app, it’s essentially like having the appliance repair software in the palm of your hand.
Here’s a snapshot of the platform from mobile.
One cool feature of FieldPulse’s mobile app is the ability to work offline.
That means you can still access important information and complete tasks even when internet service is spotty.
When you’re back online, you can easily sync all changes—ensuring a seamless mobile experience.
Our two cents: FieldPulse knocks it out of the park when it comes to mobile.
The management software provides a full CRM experience you can fit into your pocket!
FieldPulse Pricing
FieldPulse offers a one-size-fits-all pricing plan at $99/month and allows additional users for $60/user.
FieldPulse Pros and Cons
- Intuitive user interface
- Powerful client management
- Stellar mobile app
- Great job management
- Fantastic customer service
- No free plan
- Only one pricing plan
Less Annoying CRM: Best for Beginners
Bonfire Rating: 4.8/5
Less Annoying CRM is all about keeping it simple and affordable.
Less Annoying CRM
Learn More Today!-
All Features Included for $15/Month
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Customizable Workspace
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Extremely Intuitive User Interface
Why We Picked Less Annoying CRM
Less Annoying CRM is a no-nonsense CRM platform designed to make managing your business as easy as possible.
Here are some of our favorite features:
- Client management
- Reporting & analytics
- Task tracking
- Scheduling calendar
- Pipeline management
Less Annoying CRM offers all of its features with one affordable pricing plan.
This means you get everything the platform offers right out of the gate (no strings attached).
Less Annoying CRM Features
I’ve seen good businesses fail by relying on outdated client management methods.
Sticky notes and spreadsheets can only get you so far as an appliance repair business owner.
Enter Less Annoying CRM: the CRM software provides a simple solution that packs a punch.
With Less Annoying CRM, you can easily do the following:
- Track client information & communication history
- Schedule appointments & tasks for follow-ups
- Set reminders for important deadlines
- Assign clients to specific team members
Adding a new contact card is as easy as one click.
Here’s how it looks (to help paint a picture).
Within each card, you can easily view and edit the following:
- Name
- Email & phone
- Company name
- Address
- Job title
- Website
- Birthday
- Notes
- Attachments
- Custom fields
Less Annoying CRM keeps it simple and streamlined, giving you a quick overview of your client information (without a ton of extra info to sift through).
The takeaway: Less Annoying CRM provides a no-frills approach to client management.
It’s perfect for beginners (and experts) looking to streamline their processes and stay organized.
Staying on top of your day-to-day tasks can be tricky as your appliance repair business grows.
Less Annoying CRM offers a no-nonsense task-tracking solution to help you stay on top of your to-do list.
Key features include:
- View all tasks in one central location
- Assign tasks to team members
- Set reminders and due dates for important deadlines
- Create recurring tasks for routine responsibilities
Here’s a look at a new task card (for reference).
You can easily edit the following info on each card:
- Due date
- Task name
- Associated contact
- Description
- Attachments
- Priority level
Less Annoying CRM stands out for its simplicity and ease of use, making it a great option for managing tasks (without any unnecessary complications).
Give it a try if you don’t need all the bells and whistles of a bigger platform!
Less Annoying CRM is perfect for growing appliance repair companies looking to get organized.
The CRM software offers a simplified scheduling calendar (shown below) to help you keep track of appointments and meetings (so you don’t double-book or miss any important events).
Here’s what you can do with Less Annoying CRM’s scheduling tools:
- View all appointments in one central location
- Save time by scheduling directly from the calendar
- Set reminders for upcoming events
- Assign appointments to specific team members
The scheduling calendar also syncs with your Google or Outlook calendar, so you never miss an important meeting or appointment.
The breakdown: Less Annoying CRM’s scheduling feature may not have all the advanced features of bigger CRMs, but it gets the job done (without any unnecessary complications or confusion).
Less Annoying CRM Pricing
Less Annoying CRM keeps it simple by offering only one pricing plan for $15/month.
The plan includes everything the CRM solution has to offer, meaning no additional charges down the line.
Check out our Less Annoying CRM pricing guide for more information!
Less Annoying CRM Pros and Cons
- Extremely intuitive interface
- Powerful client management
- Great task tracking
- Advanced reporting & analytics
- Useful scheduling calendar
- No free plan
- No mobile app
Zoho CRM: Best For Lead Management
Bonfire Rating: 4.8/5
Zoho CRM is the secret weapon for SMBs looking to scale with ease!
Zoho CRM
Learn More Today!-
Powerful Automation Capabilities
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Deal, Lead, & Contact Management Tools
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Customizable Pipelines & Dashboards
Why We Picked Zoho CRM
Zoho CRM is a feature-rich CRM solution that’s perfect for appliance repair companies.
Here are some of our favorite features:
- Lead management
- Client management
- Reporting & analytics
- Workflow automation
- Project management
- Mobile app
Zoho CRM is tailor-made for businesses looking to streamline their lead management processes and increase sales.
Zoho CRM Features
If you’re looking for a solution to help you scale without anything falling through the cracks, you’re in luck!
Zoho CRM is a jack of all trades—master of lead management.
Here are some lead management features that Zoho CRM offers:
- Lead scoring
- Automatic lead nurturing
- Web form creation
- Lead assignment & distribution
- Custom fields
Zoho CRM makes it easy to create new lead cards (like the one shown below).
Each card holds a ton of useful info, including the following:
- Lead owner
- Name
- Title
- Company
- Lead status
- Lead source
- Lead rating
- Industry
- Social media links
- Annual revenue
- Tags & notes
- Attachments
- Custom fields
As you can see, Zoho CRM doesn’t play when it comes to lead management.
Once you’ve got all your data input, you can quickly view everything from the lead dashboard.
Here’s how it looks in action.
The dashboard is fully customizable, allowing you full control over your lead management processes.
Our final thoughts: Zoho CRM provides easily some of the best lead management in the business.
It’s a powerful solution for businesses looking to improve their lead-nurturing processes.
Making data-driven decisions is crucial to scaling your appliance repair services.
After all, if you can’t measure it, you can’t improve it.
That’s where Zoho CRM’s reporting and analytics come in.
You can easily create custom reports to track your progress and identify areas for improvement.
Here are some of the metrics you can track with Zoho CRM:
- Leads generated
- Sales pipeline
- Conversion rates
- Revenue breakdowns
- Team performance
Here’s a look at a customizable dashboard with Zoho CRM.
The drag-and-drop interface makes creating and customizing your reports on the fly easy.
In a nutshell: Zoho CRM’s reporting and analytics features make it super easy to keep track of performance and make decisions based on data.
It helps you stay on top of your business metrics (so you can grow more effectively).
Automation is a game-changer for any appliance repair business. It helps streamline processes, increasing efficiency and ensuring a seamless workflow (which is essential for growth).
With Zoho CRM, you can make tedious tasks a thing of the past and streamline your entire business from top to bottom.
Here’s a look at some automation you can create (in minutes):
- Assigning tasks to team members
- Automatically sending follow-up emails
- Updating customer records
- Assigning leads to sales reps
- Setting reminders for important deadlines
Here’s how this feature looks (about halfway through the creation process).
Zoho CRM makes it easy to create, customize, and automate workflows (so you can focus on customer satisfaction and growing your business).
Zoho CRM Pricing
Zoho offers a free plan in addition to four affordable paid plans.
They are the following:
- Free Version – Free for up to three users
- Zoho Standard – $20/Month
- Zoho Professional – $35/Month
- Zoho Enterprise – $50/Month
- Zoho Ultimate – $65/Month
Zoho CRM Pros and Cons
- Affordable, scalable pricing
- Great workflow automation
- Kick-a*s lead management
- Stellar customer support
- Intuitive user interface
- The free plan is limited to 3 users
- Limited marketing features
What is an Appliance Repair CRM?
An appliance repair CRM is a platform designed to help you manage every aspect of your business—from repair to post-service communication with clients.
In other words, it’s a one-stop-shop for all your business needs.
Benefits of Having an Appliance Repair CRM
There are a ton of benefits to having appliance repair scheduling software.
Here are some of the most noteworthy:
- Improved sales
- Better customer service
- Better team collaboration
- Streamlined job scheduling
Let’s look at an overview of each benefit.
Improved Sales
When your team’s workload is organized and automated, you can spend more time focusing on generating leads and closing deals.
With the best appliance repair software, you’ll have all the tools you need to keep track of prospects, manage customer relationships, and land more jobs.
Trust me when I say—your sales team will thank you for implementing a CRM.
Better Customer Service
Appliance repair software helps you stay on top of your customer service game.
With all the necessary info in one central location, you can provide a more personalized experience for each customer.
Plus, you’ll be able to handle any client inquiries or issues that may arise efficiently.
Better Team Collaboration
Team collaboration can make or break your business.
Appliance repair service software makes it easy for your team members to do the following:
- Share customer information
- Assign tasks and jobs
- Communicate about projects and customers
This is especially useful for businesses with remote or on-the-go employees.
Streamlined Job Scheduling
With appliance repair booking software, you can say goodbye to double bookings and scheduling conflicts.
You can easily create and manage schedules for your team (and keep track of any changes or updates).
Does an Appliance Company Need a CRM?
Your appliance company can absolutely benefit from having a CRM!
In fact, I’d go as far as to say that it’s essential to scaling (without growing pains).
A CRM can be the perfect tool to help you manage your business without sacrificing customer service or quality of work.
After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you.
Appliance Repair CRM Top Features
Let’s go over some of the best features to look for in appliance repair software.
Workflow automation can save you a ton of time and hassle.
You’ll want to look for the following features when checking out CRM options:
- Pre-made automation templates
- Visual automation builder
- Custom automation triggers
- Automation rules preview
Client management is all about keeping track of customer information and interactions.
Look for appliance repair software with the following client management features:
- Contact info storage
- Notes & communication tracking
- Easy-access client profiles
- Ability to track customer history (such as service contracts)
Lead management helps you keep track of and nurture leads.
Look for a CRM with the following lead management features:
- Lead capture forms
- Automated lead scoring
- Centralized lead database
Payment management is vital to keep your business running smoothly.
A robust payment management feature in appliance repair software will ensure streamlined transactions and provide secure options for your customers to make payments.
This feature should offer various payment options like credit cards, checks, and online payments.
This will allow you to manage your revenue effectively and maintain a steady cash flow.
A scheduling calendar is essential for appliance repair companies.
Make sure your calendar can do the following:
- Sync with your team’s calendars
- Send automated reminders to clients
- Support multiple job types and durations
A mobile app can be a lifesaver for appliance repair businesses.
It allows you to manage your business on the go and access important information (like customer details, schedules, and job updates) from anywhere.
Make sure the mobile app offers the following features:
- Task management
- Scheduling
- Access to customer information
Integrations are a must-have for any modern appliance repair business.
Look for appliance repair software that offers integrations with popular tools like Google Calendar, QuickBooks, and Mailchimp.
This will make it easier to streamline your processes and stay organized.
How to Choose an Appliance Repair CRM
Here are some steps to make choosing a CRM much easier.
Step 1: Start With Your CRM Goals
Before researching CRMs, take some time to identify your business goals.
This will help you narrow down the features and functionality that are most important for your specific needs.
Some questions to ask include:
- What do you hope to achieve with a CRM?
- What features are most important for your business?
- How much can you afford to spend on a CRM?
Step 2: Choose an Appliance CRM
Now that you’ve outlined your goals, it’s time to hone in on a specific CRM.
We did the heavy lifting for you, thoroughly vetting each of these platforms (over six months).
It’s safe to say that every platform on this list has what it takes to help you scale to new heights!
Step 3: Test Drive the CRM
Before committing to a CRM, it’s important to test it out and see if it works for your team.
Most CRMs offer free trials or demos, so take advantage of those opportunities.
Here are some things to look for during the trial:
- Ease of use
- Compatibility with your existing systems
- Integration capabilities
- Customization options
Step 4: Finalize Your CRM
Once you’ve chosen and tested a CRM, it’s time to finalize the purchase.
Ensure you have all the necessary information and support for a smooth transition.
Some final considerations include:
- Data migration assistance
- Training for your team on how to use the new CRM
- Customer support availability
How Much Does an Appliance Repair CRM Cost?
The best appliance repair software will cost you anywhere from 100% free to about $100/month.
Many CRMs charge extra for additional features, users, or contacts—so be sure to do the math before committing.
Final Thoughts on Appliance Repair CRMs
There you have it! Our comprehensive guide to the best appliance repair CRMs on the market.
Remember, a good CRM can help your business grow and thrive, so take what you’ve learned and make an informed decision that’s right for your business!
Each of these platforms offers a free plan, trial, or demo—so give them a try today!