Housecall Pro alternatives
I apologize in advance, this is long. I’m just frustrated right now and feel like I’m bleeding money. I run a small window treatment company. Currently I am handling 100% of sales and installations and my wife handles admin duties and assists with installations when I need another set of hands. When I started my company, I was using Trello, then at some point added CRMBL to my Trello board, but I kept running into limitations with automating follow up communications. I was having to manually open Trello and initiate every phone call or text to a customer myself. I switched to Housecall Pro last year, and also started using Company Cam since they would integrate with each other. I wanted Company Cam to migrate my work photos off of my personal device and give me a photo resource that customers could look at without seeing my random pics in my phone album. While I like Housecall Pro and Company Cam overall, I still feel like there are some limitations, some of which no system may be able to overcome, but the main issue I’m having currently is cost for HCP. I have the Essentials plan, which is $189 a month, Sales Proposal tool is $40 a month, Pipeline is $50 a month, and I have HCP Voice so I can call/text right from the app, at $49 a month. That’s just HCP at $328 a month. Company Cam is on a yearly subscription that renews in June at $1548 for the year. I’m spending $457 a month for CRM and photo storage. Are there any options that allow you to fine tune what features you do and don’t have that don’t require constant fiddling? That was my biggest issue with Trello, I constantly felt like something needed to be tweaked, but I couldn’t tweak it and apply it across the board, I had to tweak every card manually. The only window treatment specific CRM I have found is MyBlindCo, but they are focused on strictly dealer only business, and I have a sell/install contract with one of the big boxes that doesn’t fit into their business model, so I would need a whole separate system to track those customers, which can make calendars messy.