How to Choose a CRM for Your Generator Business
Select the right customer relationship management system to organize leads and grow sales
A CRM (Customer Relationship Management) system is the operational backbone of a growing generator business. It organizes leads, tracks sales progress, manages customer relationships, and provides insights into your pipeline. The right CRM helps you close more deals; the wrong one creates frustration and wastes time.
Step-by-Step Guide
Define Your Requirements
List what you need: lead tracking, quote management, appointment scheduling, email/text automation, integration with accounting software, mobile access, reporting. Prioritize must-haves vs. nice-to-haves.
Don't pay for features you won't use. A simpler system you actually use beats a complex one that collects dust.
Consider Industry-Specific Options
Home service CRMs like Housecall Pro, ServiceTitan, or Jobber are built for contractors. They include scheduling, dispatching, invoicing, and field tech features. General CRMs like HubSpot or Zoho are more flexible but require customization.
Industry-specific CRMs reduce setup time but may limit customization. Evaluate tradeoffs for your situation.
Evaluate Ease of Use
Your team must actually use the CRM for it to work. Request demos and involve your sales team in evaluation. Can they log leads quickly? Is the mobile app functional? Will office staff adopt it?
The best CRM is the one your team will use consistently. User experience trumps feature lists.
Check Integration Capabilities
Your CRM should connect with tools you use: QuickBooks for accounting, Google Calendar for scheduling, your website for lead capture, marketing platforms for automation. Native integrations are better than workarounds.
Ask about API access if you have custom integration needs. Some CRMs lock you into their ecosystem.
Assess Scalability and Pricing
Consider where you'll be in 2-3 years. Will the CRM grow with you? Understand pricing tiers—some charge per user, others by features or contacts. Factor in implementation and training costs.
Start with what you need now but ensure you can upgrade. Switching CRMs later is painful and expensive.
Plan Implementation Carefully
Budget 2-4 weeks for setup and training. Import existing contacts and clean up data. Create standardized processes for lead entry, follow-up, and status updates. Train everyone before going live.
Designate a CRM champion on your team who owns the system and enforces best practices.
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