Marketing isn’t done by just your marketer (if you’re fortunate enough to have one). It’s done by you, your sales team, your mitigation crew, your rebuild guys – marketing is everybody’s job. Which is why it is oh so important to keep tabs on everyone’s marketing efforts.

Say adios to the archaic lands of Excel spread sheets (Excel and I have a love / hate relationship) and welcome online customer relationship management tools that will unify and organize your marketing efforts across the entire company AND will be budget friendly (we’re all about saving the mullah at

What is CRM (Customer Relationship Management)?

First, let’s establish what CRM means. It’s an acronym for the phrase you’ve undoubtedly heard a million times – “customer relationship management.” CRM is so important, you can even get a degree in it… but since we don’t have time to go back to college for four more years, finding some simple online alternatives is the next best thing.

By definition – , “Customer relationship management (CRM) is a model for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.” So, by definition, you need to use technology to correctly execute your CRM program. Now don’t get scared and close this window – the recommendations we are about to give you made our list be cause they are easy to use.

3 Great Online CRM Programs for Your Restoration Sales Team

A key in selecting your CRM program is to find a program that doesn’t focus on just sales but rather sales and marketing. You’ll get the most bang for your buck and it will allow you to track more information which will result in better analysis of your marketing and sales efforts. Another factor is cost – no, CRM tools aren’t free and most charge on a recurring basis, so finding a price you can live with for the long term is essential in choosing your CRM tool.

Literally the granddaddy of CRM tools, you can hardly hear the words “CRM” without hearing “” somewhere nearby. From their interoffice management tool, Salesforce Work, to their marketing tool, Marketing Cloud, to their social media app, Salesforce Chatter, they’ve pretty much got all your small business bases covered and reasonably priced – too (their marketing cloud app is quit a bit more money at $5,000 – however). Try it here for 30 days FREE.

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Maybe it’s because I like the name, but SugarCRM has a lot more to offer besides a sugar high. The software does a great job of not only tracking sales, but also tracking ever-important marketing – together in one perfectly wrapped present – and at $35 per user/month – , it’s a nicely affordable present as well. Try it here for 30 days FREE.

Quick, simple, and to the point, TactileCRM integrates your Freshbooks and Google accounts with their online program – and coming it at the most affordable option ($18/month), it’ll give the prior two a run for their money. “Tactile CRM is an easy to use web based contact & sales management system. It’s great for managing your sales pipeline, contacts, notes, emails and activities in one place so you can easily share information within your organization.” It’s geared towards small business, so you know your needs won’t get lost in a pile of “well get to those… soon” notes.

Whatever the case, tracking information is a necessity. If you prefer using Excel, cool – it’s a great tool. But if you want to take your marketing to another level and let it thrive beyond what your excel capabilities include, then try out a designated CRM tool. They’re designed specifically to help you increase your sales – if they didn’t do that, no one would buy them. It will streamline, integrate, and propel your marketing efforts farther than you thought imaginable.

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1 Comment


  1. May 2, 2013  11:11 AM by Tish Reply

    As a restoration sales trainer and marketing consultant...Ive seen a lot of CRM's. Those above are adequate but I would recommend Luxor CRM all day to my clients for really helping to systematically classifying your true clients, keeping you on top of "Low Hanging Fruit" and for giving the business owner a clear picture of where each marketer stands week to week in their sales efforts.

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