Those that own/work for a wrap business- what software are you using for customer/ business management?
TLDR: Helping My Dad Finally Organize the Business He Built 30 Years Ago- Need Advice
Going down a rabbit hole and realizing the amount of CRM and business management tools out there is overwhelming. What programs is everyone using for customer intake, project management, estimates, data storage, billing, etc.?
I’d especially love to hear from business owners, installers, graphic designers, and production employees about what’s actually working for your team and day to day workflow.
For context: My dad started a vinyl wrap and signs business 30 years ago and has spent decades juggling being both the main installer and the person fully running the company himself. He’s an incredibly talented installer, but he’s drowning in the business side of things and has been carrying way too much for way too long.
Right now, we’re operating with a business phone, Outlook email, a whiteboard, QuickBooks, and about a million sticky notes. We have 1 designer, 1 production manager, and 3 installers (including Dad). The company has been “successful” for 30 years, but mostly because my Dad has worked himself miserable doing everything himself while constantly overwhelmed and stressed.
My goal is to help organize and streamline the business so he can finally breathe a little and enjoy life after all the hard work he’s put into building this company.
I’d truly appreciate any insight, recommendations, lessons learned, or advice. THANK YOU!!