About this template

Home Services Sales CRM Template organizes deals into a clear pipeline. Reps stay on top of follow-ups, leaders forecast revenue, and automations prevent missed opportunities.

What’s included

Boards

Accounts - This board helps manage detailed information about each client, including their industry, employee count, and headquarters location. Sales representatives can link contacts and deals directly to the account, ensuring a comprehensive view of client interactions and opportunities.
Leads - This board tracks potential clients from initial contact through to qualification. Sales reps can easily create new contacts, update lead status, and log interactions, ensuring a streamlined approach to managing new business opportunities.
Contacts - Manage contact details efficiently with this board, which includes fields for email, phone, title, and company. Sales reps can link contacts to accounts and deals, prioritize leads, and add comments for better communication and follow-up strategies.
Deals - Track the progress of each deal with this board, which includes stages, owner assignment, deal value, and expected close dates. Sales representatives can forecast values and monitor the probability of closing, helping to focus efforts on high-potential opportunities.
Work Orders - This board is essential for managing service requests from clients. It includes descriptions, assigned personnel, priority levels, due dates, and statuses, ensuring timely and efficient service delivery.
Jobs - Organize and manage job assignments with this board, which includes job types, customer details, due dates, assigned personnel, and status updates. Sales reps can add notes to ensure all job-related information is captured and accessible.

Dashboards & Reports

Annual Target - Helps sales representatives in the home services industry track their yearly performance against goals, ensuring they stay motivated and focused on long-term objectives.
Monthly Target - Provides insights into monthly sales targets, allowing reps to adjust their strategies for achieving short-term goals and maintaining a consistent revenue stream.
Average Deal Value - Tracks the average value of deals closed, helping sales reps understand their sales effectiveness and target higher-value opportunities.
Active deals - Forecasted Revenue - Shows the potential revenue from active deals, enabling reps to prioritize efforts on deals with the highest forecasted value.
Deal status distribution - Displays the distribution of deals across different stages, helping reps identify bottlenecks and improve deal progression.
Actual Revenue by Month (Deals won) - Provides a monthly overview of closed deals and revenue, allowing sales reps to evaluate performance trends and make informed decisions.
Pipeline conversion - Highlights the conversion rates at different pipeline stages, assisting reps in identifying areas for improvement in their sales process.
Activity tracker - Monitors sales activities such as calls and meetings, ensuring reps maintain high engagement levels with prospects and clients.
Forecasted Revenue by month - Projects future revenue based on current deals, helping reps manage their pipeline and set realistic expectations.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, providing insights into where potential revenue lies and how to prioritize efforts.
Deals Stages by Rep - Displays the progress of deals for individual reps, allowing managers to assess performance and provide targeted support.
Deal Progress based on Month Added - Tracks the progress of deals added each month, helping reps understand the lifecycle of deals and refine their sales strategies.

Automations

When new email arrives → Notify item subscribers with a message - Ensures sales reps are immediately aware of incoming communications, allowing for prompt follow-ups and better client engagement.
When an email is opened → Notify item subscribers with a message - Alerts sales reps when a client opens an email, providing an opportunity to follow up and move the deal forward.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring they are organized and easily accessible for future interactions.
When a lead is created → Set its status to 'New Lead' - Automatically updates the status of new leads, simplifying lead management and ensuring no leads are overlooked.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions, helping sales reps maintain up-to-date records and plan follow-up actions effectively.

Frequently asked questions

How can this template help me track service requests from multiple clients?

This CRM template allows you to easily log and track service requests from multiple clients, ensuring that no request is overlooked. You can manage statuses, assign tasks, and set deadlines to keep your workflow organized.

Can I use this template to manage and schedule sales appointments for home services?

Yes, this template includes features for managing and scheduling sales appointments, allowing you to coordinate with clients and service teams seamlessly. You can set reminders, view calendar integrations, and automate follow-up communications.

How does this CRM template help improve client communication and follow-ups?

This CRM template provides tools to streamline client communication, including automated follow-ups, personalized email templates, and tracking communication history. This ensures timely engagement and enhances client relationships.

Can I track my sales performance and metrics using this template?

Absolutely, this CRM template includes detailed reporting and analytics features that allow you to monitor your sales performance. Track key metrics such as conversion rates, revenue, and client acquisition to optimize your sales strategies.

How can this template assist in managing service team assignments and workload?

This CRM template enables efficient management of service team assignments by providing tools to allocate tasks, monitor progress, and balance workloads. Ensure that your service teams are effectively utilized and that client needs are met promptly.

Is it possible to customize this template to fit different home services offered?

Yes, this template is highly customizable to fit various home services. You can tailor the boards, columns, and workflows to match specific services like plumbing, electrical, cleaning, and more to ensure it meets your unique business needs.

How can I use this template to track client feedback and satisfaction?

This CRM template includes features for collecting and analyzing client feedback, helping you gauge satisfaction levels. Use surveys, ratings, and communication logs to continuously improve service quality and client experiences.

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